New here? A persona is a short, realistic story about one person at work. Not a real person, but built from real jobs, projects and rules.
What the job looked like, what changed, and where they need to get to.
You do the steps. The main contractor sends you what you need, and checks what you send back.
You getYou send
You
Mechanical Installer
Before you start, ask which details and certificates each item needs.
Agree how files are named and how you will upload them.
Photograph each item and its data plate; note serial, location and date.
Test results, commissioning sheets, certificates, warranties and manuals.
Check everything against the client's list and the naming rules.
Upload the final records for the main contractor to accept.
Main contractor
Checks and accepts
No single right answer. The Report compares the options in detail.
A phone or tablet app
Good: captured on the spot
Watch: you still upload it later
Paper, then typed up weekly
Good: no gadgets on site
Watch: extra typing, more room for mistakes
The main contractor's app
Good: straight into the project system
Watch: depends on their app and some training
Six personas share one made-up school project. Requirements flow down from the client; records flow back up.
The client
The design team
The main contractor
The supply chain
Requirements flow this way
Records flow back this way
By 01/07/2027
Three short learning briefs that match the steps. Suggestions to practise, not certificates.
Understand what handover needs
Pick out the details each item needs and name files the way the project expects.
90 minutes · Workshop or online · Steps 1 and 2
Capture equipment data and photos on site
Record data plates without mistakes and photograph pipework before it is covered.
120 minutes · Hands-on · Step 3
Check and submit handover packages
Put together a complete package per item and spot gaps before the main contractor does.
120 minutes · Computer-based · Steps 4 to 6
Build Digital materials to keep open while you work.
Helps you pick a simple, affordable way to record on site.
Useful at steps 1 and 2
How to name files so the project system accepts them first time.
Useful at steps 2 and 5
Templates showing what information a subcontractor owes, and when.
Useful at steps 1, 5 and 6
Courses
Picked by Build Digital; they open on the provider's website.
The jargon on this project, in plain words.
This overview is the first look. Open the detail when you are ready.
Full Scenario Record
A checklist for every step, the sources and evidence, and the full learning briefs.
Open the Full RecordI know heating inside out. Digital records for the client? That part is new to me.
A self-employed plumber, hired by the main contractor to fit boilers, pumps and valves at a public school, learns to hand over digital records for every item.
Does this sound like your job?
Good. Start with the six steps.
Use it as a starting point, or meet the others on this project.
Browse all personas to find a closer fit.
A short, realistic story about one person at work. Not a real person, but built from real jobs, projects and rules.
A roleA situationThe steps they takeWhat to learn and read
Swipe to see what changed.
You do the steps. The main contractor sends what you need and checks what you send back.
Lines marked with the main contractor are what passes between you.
Before you start, ask which details and certificates each item needs.
You get the list of details needed per item
Agree how files are named and how you will upload them.
You get the naming and upload rules
A phone or tablet app
Good: on the spot. Watch: upload later.
Paper, then typed up weekly
Good: no gadgets. Watch: extra typing.
The main contractor's app
Good: straight in. Watch: needs training.
Photograph each item and its data plate; note serial, location and date.
You send equipment details and photos
Test results, commissioning sheets, certificates, warranties and manuals.
You send commissioning, compliance and warranty records
Check everything against the client's list and the naming rules.
You get check results and anything missing
Upload the final records for the main contractor to accept.
You send the final packages
You get accepted, or sent back
Missing items come back to step 4
Requirements flow down from the client; records flow back up.
By 01/07/2027
Three short learning briefs. Suggestions to practise, not certificates.
Understand what handover needs
90 minutes · Workshop or online · Steps 1 and 2
Capture equipment data and photos on site
120 minutes · Hands-on · Step 3
Check and submit handover packages
120 minutes · Computer-based · Steps 4 to 6
Build Digital materials to keep open while you work.
Pick a simple, affordable way to record on site.
Useful at steps 1 and 2
Name files so the project system accepts them first time.
Useful at steps 2 and 5
What a subcontractor owes, and when.
Useful at steps 1, 5 and 6
Courses
Picked by Build Digital; they open on the provider's website.
Common Data Environment: the project's shared online filing system.
Building Information Modelling: shared, organised digital information about a building.
What the client needs to run and maintain what you installed.
Testing and setting up equipment, and recording the results.
An agreed pattern for file names, so every file can be found and checked.
The formal name for the main contractor here: the firm that hired you.
Full Scenario Record
A checklist for every step, the sources and evidence, and the full learning briefs.
Open the Full Record