Will it pass first time — and can you prove the full test trail?

Commissioning isn't a phase. It's an evidence chain that starts at installation and ends at handover. Track handover deliverables, asset information and O&M documentation in one connected platform.

Teams using Morta achieve:

Handover completeness
Asset data quality
Operational readiness
Compliant records
Smooth transition
Commissioning & Handover Control
Standardised handover governance from commissioning through practical completion to operation
Mechanical
Electrical
Fire
Controls
Morta Templates & Resources
Handover and Asset Information
O&M Manual Tracking
Asset Register
Warranty Tracker
Defects Register
Plant & Equipment Register
COBie Checker
Connected Systems

Everything you need to manage commissioning and handover.

From asset information to O&M tracking, Morta connects your handover process to your delivery teams.

Connect to your existing systems.

Monitor the completeness of handover packages across all systems and zones. Track O&M manuals, as-built drawings, certificates and asset data against your requirements.

Completeness dashboards per system

Linked to asset information requirements

Connect to your existing systems.

Collaborate across teams.

Track warranty periods, defect notifications and rectification status across all packages. Ensure defects are resolved before liability periods expire.

Warranty period tracking

Defect resolution workflows

Collaborate across teams.

Configure to meet your workflows.

Use commissioning checklists, training records and soft landings plans to ensure the building is ready for operation. Track every requirement from practical completion to final handover.

Aligned with BS 8536

Government Soft Landings support

Configure to meet your workflows.

Frequently asked questions.

Common questions about this template and how it works.

How does Morta support handover tracking?

Morta provides a structured handover tracker that monitors the completeness of deliverables across all systems and zones. You can track O&M manuals, as-built drawings, certificates, test results and asset data against your project requirements, with dashboards showing completeness by system, zone or responsible party.

How is asset information managed during handover?

Asset information is tracked against your asset information requirements (AIR) in structured registers. Morta connects asset data from design and construction phases through to handover, ensuring data quality and completeness before transfer to your operational systems.

How does Morta handle O&M manual tracking?

O&M manuals are tracked in a dedicated register linked to your handover deliverable plan. You can monitor submission status, review progress and approval for each manual, ensuring all required documentation is complete and approved before practical completion.

How are commissioning workflows managed?

Commissioning activities are tracked through structured checklists and workflows. You can define commissioning requirements per system, track witness and sign-off status, and link commissioning records to your handover packages for a complete audit trail.

How does Morta align with BS 8536 and Government Soft Landings?

Morta supports BS 8536 and Government Soft Landings by enabling early engagement with operational requirements during design and construction. Soft landings plans, post-occupancy evaluation criteria and aftercare activities can be tracked alongside your handover deliverables to ensure a smooth transition to operation.

Can Morta import from Excel?

Yes. You can import data directly from Excel spreadsheets into Morta. This makes it easy to migrate existing trackers, registers, and datasets without manual re-entry.

Can Morta export to Word and Excel?

Yes. Morta supports exports to both Excel and Word formats. Exports can be configured to match your company brand styling, so reports and deliverables are ready to share without additional formatting.

If you're assembling the handover pack in the last 3 months, you've already lost.

Trusted by industry leaders across the supply chain.

Commercial Construction
One of our most successful implementations has been using Morta to track agency labour. We’ve got about 20-odd people inputting into this project. It’s just running in the background. Everyone’s getting on with it, and it works beautifully.
InformationScheduleWorkforce
Defence & Naval
With Morta and IFC Open Shell, we’re saving 114 hours of manual effort per validation cycle.
InformationDesignRequirements & Quality
Information Management Consultancy
This is still a work in progress. Our goal is full automation where design teams can validate independently.
DesignRequirements & Quality
I now get requests from colleagues who are Lead TAs or architects saying: I have an idea for Morta. Can we do this? Can we test that? It’s really nice to see people understanding the value. This is not an IM thing. This is not a BIM thing. This is something that will benefit the whole project.
InformationDesign
Commercial Construction
It’s no longer subjective — it’s the truth as to where we are. Morta has helped us with our checking and reporting, pulling together dashboards and giving us proper optics on what we’re doing.
Information
Public Sector
We’re using Morta not to replace existing systems but to connect them. It creates an integrated Information Management Platform enabling a data-centric approach, KPI tracking, automation, a golden thread of data, and audit trails.
InformationRequirements & Quality

Ready to connect your controls?

Get in touch with our team to see how Morta can drive delivery performance across your projects.