Add or edit a pass-down entry

Select Add New from the Pass Down Log, or select Edit on an entry you are permitted to change.

Create an entry

1. Choose the post that needs the information, or select All Posts.
2. Enter the complete handoff information in Notes.
3. Leave Active selected while the information remains operationally relevant.
4. Select Save.

Notes are required. All Posts is available only when your account has at least one accessible post at the site.

Write useful handoff notes

Include enough context for the next shift to act without guessing:

• what happened or remains outstanding;
• the relevant location, person, vehicle, asset, or incident identifier;
• actions already taken;
• the next required action and any deadline;
• who should be contacted or notified.

Do not use the pass-down note as a substitute for an incident, citation, visitor, package, or other formal record when that workflow is required.

Update or retire an entry

Only the creator or an authorized supervisor can edit an existing entry. Its post cannot be changed after creation. Clear Active when the item no longer needs to appear in the active handoff list, then save.

Warning

All-post entries are visible across the user's accessible posts at the site. Confirm the intended audience and avoid unnecessary sensitive information before saving.