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Work packages and workflows in Dalux Handover

This article covers the work packages and workflow setup for Dalux Handover. Work package names are shared across Dalux Field and Dalux Handover, but the workflows need to be set up separately.

Table of contents

  1. The different roles in Dalux Handover
  2. How to set up the Dalux Handover work packages and workflows

User rights

Setup for Handover needs to be done by a project administrator or a Handover administrator.

 

The different roles in Dalux Handover

Handover administrators

The Handover administrators can change all settings in Handover. They are also the only users in Handover who can prepare assets with the 'Draft' status (if activated in the status setup). They can also change the status of assets to any of the activated statuses.

Handover administrators can also:

  • Set up the workflow paths for the handover process
  • Set the requirements for the handover material with templates and properties
  • Prepare the asset cards and assign them to work packages
  • Import data to and export data from Dalux Handover

Review managers

The review manager(s) in Dalux Handover is responsible for reviewing and approving the handover material. They can change the statuses of assets in the review categories. They are the only users who can create tasks on assets and are responsible for closing finished tasks.

Creator roles

The first role in the responds column (1) of a Handover workflow, can create assets and products and change the status of an asset to 'Ready for review' when the review asset status is activated.

The second role in the responds column (2) of a Handover workflow can create assets and products but can only change the status to 'New', 'In progress', or 'Completed.

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How to set up the Dalux Handover work packages and workflows

Work packages in Dalux Handover are the same as work packages in Dalux Field but need to be set up separately in Dalux Handover.

Creating work packages in Handover also creates work packages in Field - and vice versa.

Work packages and workflows in Dalux Handover are found in

Settings Handover Work packages.

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In Dalux Handover, there is the role of 'Review manager'. The review manager is one or more users on the project, who are responsible for reviewing assets.

Only the review managers can send tasks within the Handover module.

Each work package is empty, so workflows can be added to those work packages where Handover is relevant.

To do so, open a work package, click on 'Add' and then 'Create' in the pop-up window.

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This adds a workflow and user groups can then be added. The users added here will have access to Handover and can create assets and products. Adding roles and branches work the same in Dalux Field and Dalux Handover.

Click on 'Add users' and select a user group. To add more steps to the workflow, an additional role can be created by clicking  when hovering over a role.

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The workflow created in Dalux Handover should match the requirements of the project.

Read more

If you want to learn more about setting up templates and properties for Handover you can read this article: Templates and properties in Dalux Handover.

If you want to learn more about setting up asset statuses and tasks you can read this article: Asset statuses and tasks in Dalux Handover.

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