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Staff Shift Handover Form

A structured handover form for workers and coordinators transferring shift information.

Handover Notes / Form

Prepared by CaresLink Editorial TeamEditable Word templateEmail required · link appears immediately

Example content

Preview the structure before opening the file

English structure excerpt · blank prompts, not a completed record

Shift summary
Client name · Date
Key information
Client presentation · Tasks completed
Next shift
Follow-up required · Preferred approach
Read all template prompts
Shift summary: - Client name: - Date: - Shift time: - Worker: - Services completed: Key information: - Client presentation: - Tasks completed: - Tasks outstanding: - Appointments or reminders: - Concerns escalated: Next shift: - Follow-up required: - Preferred approach: - Equipment or access notes: - Worker signature:

Using this resource

Prioritise changed circumstances, unfinished tasks and information the next worker needs to deliver the agreed support.

Record who received an urgent message and what remains unconfirmed; writing a handover is not proof the message was received.

Keep handover separate from the full progress note and incident record. Do not let documentation delay urgent escalation.

Who it is for

Support workers, team leaders, and coordinators who need clear shift-to-shift communication.

When to use it

Use at the end of a shift, after a change in worker, or when important information must be passed on.

What this template helps with

A clearer record trail for everyday follow-up

Clear worker notes
Consistent records
Easier follow-up

Review notes

This template is a plain-language operational starting point. Check its fields, wording, and internal consistency before using it in a provider's own documentation system.