Security templates/Shift handover

Security shift handover template

A security shift handover passes the post from one officer to the next: open issues, keys and equipment, the status of alarms and CCTV, who is still on site and what is due next. This free template structures that handover in seven sections and ends with a cross-check by the incoming officer.

Free, no sign-up. Every file has the blank form first and a filled-in worked example at the end. Edit the Word file to add your logo, site details and wording.

Why a written handover

A failed handover is usually information that stayed in the outgoing officer's head: a fire door that would not lock, a contractor still in the plant room, a camera that went offline at 03:00. HSE's guidance on shift handover describes effective handover in three steps: preparation by the outgoing person, a two-way exchange, and cross-checking by the incoming person as they take responsibility. It recommends handovers that are face to face and use both verbal and written communication. The template follows that order.

The guidance comes from high-hazard industries; HSE cites a failure of communication between shifts in the 1983 Sellafield beach incident, and the Cullen Report on Piper Alpha named failed information transfer at shift handover as one contributing factor. On a guarded site the stakes are lower, but the mechanism is the same.

What the handover template covers

  1. Handover details
  2. Open issues
  3. Keys and equipment
  4. Site systems status
  5. People on site
  6. Coming up on the next shift
  7. Incoming officer cross-check
SectionWhat the outgoing officer prepares
Open issuesEach unresolved item with its current status, what the incoming officer must do, and the incident report number.
Keys and equipmentCounts the incoming officer checks in front of you. Discrepancies are found at handover, not at the next client complaint.
Site systemsFire panel, intruder alarm, CCTV, access control, gates, lighting: normal, fault or isolated. Name every isolated alarm zone.
People on siteContractors with permit numbers, lone workers with check-in times, visitors not yet signed out, expected deliveries.
Coming upPatrols due, client instructions for the next shift, recent changes to the post orders.
Cross-checkThe incoming officer confirms reading the log and new instructions, counting keys, checking systems and asking questions, then signs.

The handover sheet does not replace the log. It points to entries in the daily occurrence book or DAR and to incident reports by number.

US and UK practice

The format of a handover is agreed between the security company and the client. In the US the handover is often called a pass-down, and the post orders should say where pass-down notes are kept. In the UK, the SIA ACS workbook guide expects assignment instructions to cover the site's procedures, and timekeeping is among its example contents, so put the handover time and method into the assignment instructions. In both countries, a handover where the outgoing officer leaves before the relief arrives should itself be logged as an occurrence.

Template preview

First page of the free Security Shift Handover template
Page 1 of the blank template
Filled-in example of the Security Shift Handover template
Worked example with fictional data

Handover with a guard tour app

With COREDINATE's guard tour system, the incoming officer reads the shift's digital log on the phone before taking over. Key handovers are recorded with date, time and the officer receiving them; with NFC key seals one scan identifies a whole key ring. The handover checklist itself can be rebuilt as a flexible form with mandatory fields, so the cross-check cannot be skipped. Issues that run over several shifts can be tracked as cases in the ticket system.

Frequently asked questions

What should be included in a security shift handover?

Open issues with their status and next action, keys and equipment counts, the status of fire alarm, intruder alarm, CCTV and access control, people still on site, upcoming patrols and client instructions, and a cross-check signed by the incoming officer.

Should a security handover be done face to face?

Yes, wherever possible. HSE's shift handover guidance recommends face-to-face, two-way handovers that use both verbal and written communication. If the relief arrives late, the outgoing officer should log the delay and stay until the handover is done, unless post orders say otherwise.

What is a pass-down log?

Pass-down is the US term for information handed from one shift to the next. A pass-down log is where those notes are kept. The handover template works as a pass-down sheet.

Who signs the shift handover sheet?

Both officers. The outgoing officer signs that the information is complete, the incoming officer signs that keys, equipment and systems were checked and the post was accepted.

Hand over the post with the log already on the phone

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