Commissioning and handover.

Track installation through to handover with structured evidence of every test, inspection and approval. Connected to your CDE, BIM models and asset management systems (Maximo, Planon, Zutec).

Teams using Morta achieve:

Handover completeness
Asset data quality
Operational readiness
Compliant records
Smooth transition
Commissioning & Handover Control
Standardised handover governance from commissioning through practical completion to operation
Mechanical
Electrical
Fire
Controls
Morta Templates & Resources
Handover and Asset Information
O&M Manual Tracking
Asset Register
Warranty Tracker
Defects Register
Plant & Equipment Register
COBie Checker
Connected Systems

Frequently asked questions.

Common questions about this template and how it works.

How does Morta support handover tracking?

Morta provides a structured handover tracker that monitors the completeness of deliverables across all systems and zones. You can track O&M manuals, as-built drawings, certificates, test results and asset data against your project requirements, with dashboards showing completeness by system, zone or responsible party.

How is asset information managed during handover?

Asset information is tracked against your asset information requirements (AIR) in structured registers. Morta connects asset data from design and construction phases through to handover, ensuring data quality and completeness before transfer to your operational systems.

How does Morta handle O&M manual tracking?

O&M manuals are tracked in a dedicated register linked to your handover deliverable plan. You can monitor submission status, review progress and approval for each manual, ensuring all required documentation is complete and approved before practical completion.

How are commissioning workflows managed?

Commissioning activities are tracked through structured checklists and workflows. You can define commissioning requirements per system, track witness and sign-off status, and link commissioning records to your handover packages for a complete audit trail.

How does Morta align with BS 8536 and Government Soft Landings?

Morta supports BS 8536 and Government Soft Landings by enabling early engagement with operational requirements during design and construction. Soft landings plans, post-occupancy evaluation criteria and aftercare activities can be tracked alongside your handover deliverables to ensure a smooth transition to operation.

Can Morta import from Excel?

Yes. You can import data directly from Excel spreadsheets into Morta. This makes it easy to migrate existing trackers, registers, and datasets without manual re-entry.

Can Morta export to Word and Excel?

Yes. Morta supports exports to both Excel and Word formats. Exports can be configured to match your company brand styling, so reports and deliverables are ready to share without additional formatting.

Trusted by industry leaders across the supply chain.

Commercial Construction
It’s no longer subjective , it’s the truth as to where we are. Morta has helped us with our checking and reporting, pulling together dashboards and giving us proper optics on what we’re doing.
Information
Design Consultancy
When you put together the numbers , how much individual people cost, how many days we expect them on a project , this gives you a very easy to understand fee burn-down schedule with real forecasting rather than just guessing.
ScheduleWorkforce
MEP
I asked our document control guys how much time Morta saved them, and what they said was two days a week. That means 256 hours a month saved, and it’s just from four document controllers.
InformationDesign
Commercial Construction
One of our most successful implementations has been using Morta to track agency labour. We’ve got about 20-odd people inputting into this project. It’s just running in the background. Everyone’s getting on with it, and it works beautifully.
InformationScheduleWorkforce
Defence & Naval
With Morta and IFC Open Shell, we’re saving 114 hours of manual effort per validation cycle.
InformationDesignRequirements & Quality
Information Management Consultancy
Before Morta, we needed to export everything to CSV files and manually upload it for validation. Now, we can do it with a simple click.
DesignRequirements & Quality

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