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# Track and approve asset handover

The **Asset handover** feature in the Asset module tracks whether every required attribute (for example manufacturer, model, and serial number) and every required document (for example drawings) has been captured on each asset, then lets a Manager mark the asset's handover as **Approved** once that data is in place. It's used during equipment handover and project closeout, when you need proof that nameplate data and drawings exist for every asset before signing off to the client or moving to the next commissioning stage. 

|| Configuring which attributes and documents are required, and approving handover, requires project role **Manager** or higher; any project role with asset access can view completion.

### See attribute and document completion in Assets overview
1. Find the **Attributes** column. It shows the percentage of required attribute fields that have been filled in on that asset, for example **100%**, **66%**, or **33%**.
2. Any required field that is still empty is highlighted yellow directly in its column (for example **Manufacturer**, **Model**, or **Serial Number**), so you can see exactly what's missing without opening the asset.
3. To also see document completion, click the view options icon (the sliders icon next to **Add asset**), then click **Visible columns**.
4. In the **Table Columns View** window, check **Documents %** (overall required-document completion) and **Drawings %** (completion for a specific document group), then click **OK**.

If a project only has one document group configured, its group column and the overall **Documents %** column show the same value.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_1j4cmtq.png)


### Open the dedicated Asset handover view
**Asset handover** is a separate, condensed view built specifically for tracking and approving handover, rather than the full Assets overview grid.
1. In the sidebar, under **Asset Register**, click **Asset handover**.
2. Use the asset type selector at the top to switch between asset types, or expand **All asset types** to see a completion bar per type (for example Compressor, Control Panel, Electrical Motor).
3. Review the table: **Asset ID**, **Name**, **Manufacturer**, **Model**, **Serial Number**, **Attributes** (%), **Documents %**, **Responsible user-group(s)**, and **Handover** status.
4. Once you've confirmed the required attributes and documents are in order for an asset, change its **Handover** status to **Approved**.

An asset's **Handover** status starts as **Open** and stays that way until a **Manager** or higher approves it. Approving does not require 100% completion first.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_mfaio7.png)

### Configure required attributes on an asset type
Required attributes are set per asset type, so every asset of that type is checked against the same fields.

1. Open the Asset module and click **Types: Assets** in the sidebar.
2. Find the asset type (for example Compressor) and scroll to **Attribute requirements**.
3. Click **Add attribute requirement**.
4. Under **Field**, select the attribute to require. 
5. Optionally add a **Description** to explain what's expected.
6. Leave **Required** checked so the field counts toward the asset's Attributes % completion.
7. Optionally set a **Responsible group** (for example **Electrical Contractor** or **Owner**) so it's clear who is expected to fill it in. Leave this on **No default group** if you don't need to assign it to a specific group.
8. Set an **Order** if you want this requirement listed in a specific position relative to the others.
9. Under **Import to existing assets of this type**, enable the option if existing assets of this type should also pick up the new requirement, not just assets created after today.
10. Click **Create**.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_10demat.png)


### Configure required documents on an asset type
Required documents work the same way as attributes, but are grouped (for example all drawings together) and fulfilled by attaching a project file rather than typing a value.

|| This is an Enterprise feature. **Document matrix** only appears on an asset type when your company has the AssetDocuments plugin enabled, and an **Admin** has turned on **Asset documents matrix** in **Project settings**.

1. Open **Types: Assets** and scroll to **Document matrix** on the asset type.
2. Click **Add document group**, enter a **Group name** (for example Drawings), and click **Create**. Under **Advanced**, you can instead enable **Clone document matrix from another asset type** to copy an existing setup.
3. Inside the group, click **Add document requirement**.
4. Enter a **Name** for the document (for example PID or SLD) and an optional **Description**.
5. Leave **Required** checked so it counts toward the asset's Documents % completion.
6. Under **Advanced**, optionally set an **Assigned user group** and enable **Import to existing assets of this type** the same way as for attribute requirements.
7. Click **Create**.

Once a document requirement exists, it's fulfilled from the individual asset's **Documents** tab or from the **Documents %** column in Assets overview by attaching a project file. 

![](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_1qzu98l.png)

### Video guide

${frame}[Onboarding: Asset handover](https://www.loom.com/embed/977946c6351e46f89d55135479722f96)


### Roles that can view, configure, and approve asset handover
| Action | Project role |
| ---- | ---- |
| View Attributes %, Documents %, and Handover status | Any project role with asset access |
| Edit an asset's attribute values (Manufacturer, Model, Serial Number, and so on) | Manager or higher |
| Add, edit, or delete attribute requirements on an asset type | Manager or higher |
| Add, edit, or delete document groups and document requirements on an asset type | Manager or higher (enabling the Document matrix feature itself requires Admin) |
| Approve an asset's handover | Manager or higher |

### If an asset stays at 0% after attaching a file
Check that the document group has the **AssetDocuments** plugin enabled and that the requirement is marked **Required**, not optional - an optional slot doesn't count toward the percentage.