A handover needs more than a quick start
Before delivery, ask the supplier what their handover covers and who should attend. Explain the intended jobs and identify the actual operators. A supplier presentation is useful, but it does not automatically provide all the competence needed for every task.
Have the correct manuals available during the discussion. Ask the supplier to show where the important information is recorded so you can find it again after they leave.
Work through the exact machine
Confirm the model and fitted options, control labels, stopping arrangements and the manufacturer's operating limits. Ask how routine checks are carried out safely and which tasks should be referred to a service provider. Do not ask for an improvised shortcut around a procedure you find inconvenient.
Where attachments are supplied, confirm their identity, documentation and approved combination. Record anything that requires further setup or a competent person's assessment. A demonstration on a different machine should not be treated as the final handover for yours.
Ask about the first period of ownership
Discuss the maker's initial service requirements, consumables, reporting faults and obtaining support. Record the actual intervals and specifications from the manual rather than using a generic online checklist.
Ask who to call if the machine behaves unexpectedly, and how to withdraw it from use pending advice. Keep an accessible copy of that contact information with the operating documents.
Close the gaps before working alone
At the end, list unanswered questions and any training still needed. Agree who will resolve each item and when. Do not sign a statement that says instruction was completed if it was not; ask for an accurate record.
Use HSE's guidance on using machines safely for broader planning and competence principles. The handover should leave you able to locate instructions and recognise where further help is needed. It is not a certificate that all future jobs are suitable or safe.
