My Home Handover Guide

Why do I need these records?

Understand the property's recorded ownership, boundaries and approval history. Requirements vary by location and building type; ask the relevant local authority and a qualified adviser which records apply to your home.

What are they?

Ownership and survey records

Title or other applicable ownership records describe the recorded interest in the property. A survey identifies boundaries and site information. They help advisers check what you are taking over.

Planning approvals and approved drawings

These record what the relevant authority approved. Keep the approval conditions and drawing revisions so changes can be checked against that history.

Inspection, completion and statutory certificates

These record applicable official inspections or completion processes. Check the issuer, property reference and scope; a certificate does not replace every other required check.

Who should provide them?

The seller or owner, surveyor, project team and relevant issuing authority. Ask a qualified local property adviser to review ownership and approval questions.

Have I received them?

Compare each item above with the copies you have. Check the property or equipment reference, date, revision and legibility. Use the optional personal checklist above to save a request or review status; it does not verify the document.

Where do I upload them?

Use the existing document tools in your authorised workspace where supported, keeping each record with the relevant property, system or asset. The personal checklist can link a document already stored for this property. Keep an original copy securely.

Have they been verified?

Receiving or uploading a file does not verify its authenticity, completeness, technical adequacy or present safety. Ask the issuing authority or appropriately qualified professional to review what is relevant, and retain their review evidence.

What if I cannot obtain them?

Ask the seller or project team for copies and the issuing authority about its retrieval process. Do not assume that an absent record was issued or that a building is compliant.

Why do I need these records?

Understand the layout and finishes before future alterations or repairs. As-built drawings show how the home was actually constructed, including recorded changes, rather than only the original design intent.

What are they?

Final as-built plans, elevations and sections

Floor plans show room layouts, elevations show outside faces, and sections show vertical slices through the building. They help future teams understand spaces and levels.

Roof plans and opening schedules

Roof plans describe the roof layout. Door and window schedules identify opening types and details, helping with replacement, repairs and consistent specifications.

Finishes schedules and approved revisions

Finishes schedules identify materials and surface treatments. Final revisions explain changes, helping you avoid relying on an outdated drawing.

Who should provide them?

The architect or responsible designer, with the contractor's final construction information and revision history.

Have I received them?

Compare each item above with the copies you have. Check the property or equipment reference, date, revision and legibility. Use the optional personal checklist above to save a request or review status; it does not verify the document.

Where do I upload them?

Use the existing document tools in your authorised workspace where supported, keeping each record with the relevant property, system or asset. The personal checklist can link a document already stored for this property. Keep an original copy securely.

Have they been verified?

Receiving or uploading a file does not verify its authenticity, completeness, technical adequacy or present safety. Ask the issuing authority or appropriately qualified professional to review what is relevant, and retain their review evidence.

What if I cannot obtain them?

Request the latest issued set and its revision list. If it is unavailable, ask an appropriate professional about a measured record; do not label an unverified sketch as an as-built drawing.

Why do I need these records?

Give a qualified engineer evidence to assess future loading, alterations or concerns. These records are not a self-service confirmation that a structure is safe.

What are they?

Structural as-builts and foundation information

These describe recorded foundations, framing and structural elements. They help engineers understand concealed construction before proposed work.

Tests, inspections and engineer sign-off

Relevant test results, inspection records and signed engineering documents describe what was checked and when. Keep their limitations and references together.

Modifications and structural history

Records of openings, extensions, repairs or other changes help an engineer understand how the original structure may have been altered.

Who should provide them?

The responsible structural engineer, contractor and testing or inspection organisations, according to their work scope.

Have I received them?

Compare each item above with the copies you have. Check the property or equipment reference, date, revision and legibility. Use the optional personal checklist above to save a request or review status; it does not verify the document.

Where do I upload them?

Use the existing document tools in your authorised workspace where supported, keeping each record with the relevant property, system or asset. The personal checklist can link a document already stored for this property. Keep an original copy securely.

Have they been verified?

Receiving or uploading a file does not verify its authenticity, completeness, technical adequacy or present safety. Ask the issuing authority or appropriately qualified professional to review what is relevant, and retain their review evidence.

What if I cannot obtain them?

Ask the responsible engineer for the available records and advice on any further assessment. Tero Guide and AI cannot certify structural safety. Refer suspected structural danger to a qualified professional promptly.

Why do I need these records?

Help qualified electricians identify circuits, supplies and protection before inspection or maintenance. Do not open live panels, test wiring or attempt electrical work using this guide.

What are they?

Electrical as-builts, single-line diagrams and distribution schedules

These show recorded circuit routes, how supplies connect, and which circuits each board serves. They support safe identification and future fault investigation.

Protection, earthing and testing records

These describe installed protective arrangements and recorded tests. They help a qualified electrician evaluate the system; they do not prove its present condition indefinitely.

Generator, solar/inverter and lighting documentation

Connection diagrams, switching information and lighting schedules describe equipment interfaces and fittings. Multiple power sources need specialist attention even when one supply is off.

Who should provide them?

The electrical designer, licensed or otherwise appropriately qualified electrical contractor, installer and testing specialist.

Have I received them?

Compare each item above with the copies you have. Check the property or equipment reference, date, revision and legibility. Use the optional personal checklist above to save a request or review status; it does not verify the document.

Where do I upload them?

Use the existing document tools in your authorised workspace where supported, keeping each record with the relevant property, system or asset. The personal checklist can link a document already stored for this property. Keep an original copy securely.

Have they been verified?

Receiving or uploading a file does not verify its authenticity, completeness, technical adequacy or present safety. Ask the issuing authority or appropriately qualified professional to review what is relevant, and retain their review evidence.

What if I cannot obtain them?

Request records from the installer and arrange a qualified assessment where needed. Do not guess circuit identities or operate unfamiliar switching equipment. Keep sensitive supply details private.

Why do I need these records?

Understand recorded water and drainage systems so competent providers can locate equipment and plan repairs without unnecessary damage.

What are they?

Water supply and hot-water drawings

These show recorded pipe routes, valves and hot-water equipment. They help providers find isolation points and understand how the system is arranged.

Soil, wastewater and drainage layouts

These show recorded waste routes, inspection chambers and drainage details. They help specialists investigate blockages and maintain access points.

Boreholes, pumps, tanks and treatment records

Equipment information and commissioning records explain installed capacity, settings and initial checks. They help plan servicing and appropriate water-quality assessment.

Who should provide them?

The plumbing or building-services designer, contractor, borehole/pump/treatment installer and commissioning provider.

Have I received them?

Compare each item above with the copies you have. Check the property or equipment reference, date, revision and legibility. Use the optional personal checklist above to save a request or review status; it does not verify the document.

Where do I upload them?

Use the existing document tools in your authorised workspace where supported, keeping each record with the relevant property, system or asset. The personal checklist can link a document already stored for this property. Keep an original copy securely.

Have they been verified?

Receiving or uploading a file does not verify its authenticity, completeness, technical adequacy or present safety. Ask the issuing authority or appropriately qualified professional to review what is relevant, and retain their review evidence.

What if I cannot obtain them?

Request installer information and ask a competent provider to identify and record the system. Do not enter tanks or inspection chambers, or assume water is safe because equipment was commissioned.

Why do I need these records?

Know what equipment you own and find the correct operating and maintenance instructions.

What are they?

AC manuals and equipment schedules

Manuals explain the specific equipment's use. Schedules list installed units, models, serial numbers and locations so you can request the right service or part.

Installation, ventilation and commissioning records

These describe how equipment was installed and initially checked, including relevant ventilation information. They provide a baseline for later investigation.

Recommended maintenance

Manufacturer or competent-provider instructions describe suitable servicing and checks. Use the actual model and operating conditions when planning maintenance, rather than assuming one interval fits everything.

Who should provide them?

The mechanical contractor, AC/ventilation installer, equipment supplier and commissioning engineer.

Have I received them?

Compare each item above with the copies you have. Check the property or equipment reference, date, revision and legibility. Use the optional personal checklist above to save a request or review status; it does not verify the document.

Where do I upload them?

Use the existing document tools in your authorised workspace where supported, keeping each record with the relevant property, system or asset. The personal checklist can link a document already stored for this property. Keep an original copy securely.

Have they been verified?

Receiving or uploading a file does not verify its authenticity, completeness, technical adequacy or present safety. Ask the issuing authority or appropriately qualified professional to review what is relevant, and retain their review evidence.

What if I cannot obtain them?

Use the equipment label to request the correct manual from the manufacturer or installer. Have a qualified technician confirm uncertain identification; do not remove covers or handle refrigerants yourself.

Why do I need these records?

Keep authorised users informed about safe operation and emergency arrangements while protecting confidential security information.

What are they?

CCTV, access-control and alarm records

Manuals and restricted camera-location or device records describe installed systems. Store them privately with access limited to people who need them.

Fire detection and protection evidence

System information, commissioning and service evidence show what equipment was installed and checked. Ask the responsible professional which ongoing checks apply.

Emergency information

Agreed emergency contacts, safe-use instructions and evacuation information help occupants respond appropriately. Keep details current and make necessary instructions available to occupants.

Who should provide them?

The security and fire-system installers, responsible safety professional, manufacturer and authorised property representative.

Have I received them?

Compare each item above with the copies you have. Check the property or equipment reference, date, revision and legibility. Use the optional personal checklist above to save a request or review status; it does not verify the document.

Where do I upload them?

Use the existing document tools in your authorised workspace where supported, keeping each record with the relevant property, system or asset. The personal checklist can link a document already stored for this property. Keep an original copy securely.

Have they been verified?

Receiving or uploading a file does not verify its authenticity, completeness, technical adequacy or present safety. Ask the issuing authority or appropriately qualified professional to review what is relevant, and retain their review evidence.

What if I cannot obtain them?

Arrange a handover with the authorised installer and responsible safety professional. Do not put passwords, alarm codes, access credentials or security-system layouts on a public page or in an AI conversation.

Why do I need these records?

Give competent technicians the correct information for installed power equipment, its fuel arrangements and maintenance.

What are they?

Generator manuals, commissioning and ATS records

Manuals and test records describe the installed generator. An ATS (automatic transfer switch) manages supply switching; its documentation helps qualified technicians understand that arrangement.

Fuel systems and warranties

Recorded fuel-system details support safe professional servicing. Warranty terms explain coverage and conditions, including any required service evidence.

Solar, inverter and battery information

Model-specific manuals, installation records and maintenance recommendations describe the installed energy system and its limitations. Retain supplier instructions for servicing and replacement.

Who should provide them?

The generator supplier, power-system designer, qualified installer and solar/inverter/battery supplier.

Have I received them?

Compare each item above with the copies you have. Check the property or equipment reference, date, revision and legibility. Use the optional personal checklist above to save a request or review status; it does not verify the document.

Where do I upload them?

Use the existing document tools in your authorised workspace where supported, keeping each record with the relevant property, system or asset. The personal checklist can link a document already stored for this property. Keep an original copy securely.

Have they been verified?

Receiving or uploading a file does not verify its authenticity, completeness, technical adequacy or present safety. Ask the issuing authority or appropriately qualified professional to review what is relevant, and retain their review evidence.

What if I cannot obtain them?

Ask the original suppliers or a qualified specialist for records and a safe handover. Do not run generators in enclosed spaces, improvise fuel connections or attempt power-system switching from this guide.

Why do I need these records?

Find support quickly and retain evidence needed for warranty or contractual enquiries.

What are they?

Warranty certificates and purchase evidence

Certificates, receipts and installation dates identify the product and relevant terms. Record stated expiry dates and conditions accurately; do not assume all cover starts on handover day.

Installer details and maintenance agreements

Contact details, supplier support records and service agreements explain whom to contact and what work is covered. Keep an accessible copy of agreed terms.

Spare parts and defects-liability records

Recommended part references help suppliers identify suitable replacements. Contractual defects-liability obligations record agreed responsibilities and periods; they are separate from a general assumption of warranty cover.

Who should provide them?

The seller, builder, suppliers, installers and contracted service providers. Ask an appropriate adviser about disputed contractual obligations.

Have I received them?

Compare each item above with the copies you have. Check the property or equipment reference, date, revision and legibility. Use the optional personal checklist above to save a request or review status; it does not verify the document.

Where do I upload them?

Use the existing document tools in your authorised workspace where supported, keeping each record with the relevant property, system or asset. The personal checklist can link a document already stored for this property. Keep an original copy securely.

Have they been verified?

Receiving or uploading a file does not verify its authenticity, completeness, technical adequacy or present safety. Ask the issuing authority or appropriately qualified professional to review what is relevant, and retain their review evidence.

What if I cannot obtain them?

Ask for duplicates and written confirmation of terms from the responsible supplier or contractor. Do not invent an expiry date or promise a claim will be accepted.

Why do I need these records?

Keep a clear record of what was handed over, what still needs attention and who is responsible for the next action.

What are they?

Snag lists and corrective-action evidence

A snag list records defects or incomplete work. Keep locations, agreed responsibilities, outstanding items and evidence of corrections so closure can be reviewed.

Final commissioning and user demonstrations

Final checks and practical demonstrations explain how installed systems should be operated. Ask questions and retain the specific instructions supplied.

Access-device transfer and final acceptance

A controlled record of keys, remotes and access devices helps account for the handover. Acceptance records should state any remaining conditions; do not sign away unresolved matters without understanding the terms.

Who should provide them?

The homeowner or authorised representative, contractor, relevant consultants and equipment installers.

Have I received them?

Compare each item above with the copies you have. Check the property or equipment reference, date, revision and legibility. Use the optional personal checklist above to save a request or review status; it does not verify the document.

Where do I upload them?

Use the existing document tools in your authorised workspace where supported, keeping each record with the relevant property, system or asset. The personal checklist can link a document already stored for this property. Keep an original copy securely.

Have they been verified?

Receiving or uploading a file does not verify its authenticity, completeness, technical adequacy or present safety. Ask the issuing authority or appropriately qualified professional to review what is relevant, and retain their review evidence.

What if I cannot obtain them?

Request a joint handover review and record outstanding actions in writing. Ask the appropriate professional to assess unresolved concerns; uploading a photo is not proof that a defect is corrected.