Handover & Asset Information

Centralise O&M manuals, product schedules, maintenance routines and asset data in one connected system for progressive handover.

Product schedules
Consolidate supplier details, manufacturer data, product specifications and warranties in structured trackers.
Maintenance routines
Track maintenance frequencies, service requirements and equipment data alongside your product information.
CDE and inspection sync
Connected to your Common Data Environment and inspection tools — handover status updates as documents are submitted.
COBie alignment
Integrated with COBie data structures for seamless facilities management handover.

What is Handover & Asset Information?

Handover and asset information encompasses the documentation and data required to transfer a built asset from construction to operation — O&M manuals, product schedules, maintenance routines, test certificates, warranties, as-built records and health and safety files. Progressive handover means collecting this information throughout the project lifecycle rather than scrambling at practical completion.

Most organisations manage handover through emails and disconnected folders, leading to missing documentation and delayed practical completion. Morta replaces this with a structured, connected system — tracking handover completeness in real time and syncing with your CDE and inspection tools. Connected to your COBie checker, exchange information requirements and reference data for end-to-end asset information management.

Frequently asked questions.

Common questions about this template and how it works.

Can I track O&M manuals?

Yes. Morta provides structured trackers for product schedules, maintenance routines and all O&M documentation with real-time completeness tracking.

Does Morta support progressive handover?

Yes. Handover tracking starts from project inception — collecting asset information progressively rather than scrambling at practical completion.

Can I export handover documentation?

Yes. Export to Excel and Word for formal handover submissions. The export always reflects your current data.

Does Morta integrate with asset management systems?

Morta structures asset information in COBie-aligned formats, ready for import into your FM and asset management systems.

Start tracking your handover information.

Copy this template for free and begin progressive handover from day one.