Agree what ready means before transferring work
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Agree what the destination must be able to do before transferring customer work to it. Equipment arriving, installation being reported complete and the business being ready to accept an order are different events. Each needs the appropriate evidence and decision-maker.
Define readiness for a particular scope. One accepted product route does not establish that every activity planned for the site can start.
Write an acceptance sheet for one job family
Take a fictional standard-component family. The intended outcome is that the destination can receive the correct instruction, complete the work, obtain the required quality decision and despatch through an accepted process.
| Readiness question | Who should supply or assess the evidence? |
|---|---|
| Is the technical arrangement accepted for its intended use? | Responsible competent technical and safety people |
| Can authorised staff perform the required tasks? | Responsible operational and training assessors |
| Is the current job information available? | Business record owner with relevant IT support |
| Can the work obtain its required quality decision? | Authorised quality lead |
| Are applicable customer conditions addressed? | Commercial and quality leads, with advice where needed |
| Can accepted work be despatched and recorded? | Responsible fulfilment and administration leads |
The sheet coordinates business readiness. Technical checks and their acceptance remain with the responsible competent people.
In Great Britain, HSE's work-equipment inspection guidance explains that inspection needs depend on circumstances, including where safety depends on installation conditions. Ask the competent people to establish the actual requirements and provide the relevant confirmation. Do not assume a previous site's records establish the position after a move.
Keep evidence and qualifications together
Attach or reference the appropriate records. State who confirmed what, when and for which scope. If an acceptance is conditional, preserve the condition and identify its effect on the planned transfer.
A fictional team may demonstrate an ordinary job while the inspection route for a second product remains unresolved. Record the first scope accurately and leave the second open. A broad “site ready” statement would obscure the difference.
Use the customer quality-approval guide where the relevant customer arrangements need checking. Commercial acceptance and technical readiness should both be visible; one cannot be assumed from the other.
Make the phase decision from the accepted scope
Compare the sheet with the complete-work phase definition. If the phase was supposed to transfer two job families and only one is accepted, the proposed phase has changed. Put that difference to the authorised go-or-pause meeting.
Identify any temporary support used to obtain the result. If a supplier or internal specialist must remain available, the ordinary operating plan needs to account for that dependency. Do not silently remove it from next week's roster.
Explain the confirmed scope to UK Auction Group where equipment release depends on destination readiness. Keep assets with an agreed continuing role outside the confirmed release until the responsible business decision changes.
The phased moves hub covers the next coordination steps.
Sources
This guide is general information and education only. Legal, tax, employment and safety decisions may need a qualified adviser who knows your situation. Read the disclaimer.