operations · prompt
Shift Handover From Open Issues (Agent Workflow Example)
A copyable, model-agnostic workflow template that helps an AI agent roll up the shift's open advisory handoffs into a single shift-handover record and route unresolved decisions to their human owners — authorizing no action.
Executive summary
An end-of-shift workflow example that chains existing assets: it takes the advisory triage handoffs produced during a shift (Agent Triage Handoff shape) plus any open plant-issue-intake records, and consolidates them into one Shift Handover record for the next shift. It carries each open issue forward with a qualitative status, names the human owner of every pending decision, and lists what the next shift should watch. Advisory only — it never authorizes operation, shutdown, restart, product release/hold, field work, safety clearance, or compliance conclusions; it records status and routes, nothing more.
Target models: claude, gpt, generic-llm · Expected output: A single shift-handover record: qualitative equipment status, open issues with a carry-forward status and owner, in-progress work, watch items, safety/environmental notes routed to authority, and pending decisions owned by humans — authorizing nothing.
⚠️ Safety & compliance
- Advisory only. This template consolidates open items into a handover record. It does NOT authorize operation, shutdown, restart, field work, control changes, product release/hold/rejection, environmental determinations, maintenance action, or any safety-critical action.
- A carried-forward status (including resolved-pending-verification) is not a clearance. If a safety/imminent-hazard or environmental condition is open, route it to the appropriate authority and the site emergency procedure first — do not fold it into a routine handover note.
Authority: Every decision implied by a handover requires the appropriate human authority — authorized operations, QC, maintenance/reliability, the safety/environmental programs, and site procedure. This template and its output are advisory and not authorization.
Required inputs (fill the placeholders)
- The shift's advisory triage handoffs (Agent Triage Handoff shape), if any.
- Any open plant-issue-intake records and their current status.
- Equipment status in qualitative terms (e.g., running, down for maintenance, standby).
- Any safety/environmental notes raised during the shift and where they were routed.
- Who the human owners are for pending decisions (operations, QC, maintenance/reliability, safety/environmental authority).
When to use
Use at end of shift to consolidate everything still open — the advisory triage handoffs produced during the shift and any open intake records — into one Shift Handover record for the next shift. It is a roll-up and routing aid, not a resolution step and not an instruction to act.
Inputs to collect
- Triage handoffs from the shift — the advisory Agent Triage Handoff outputs produced while triaging issues.
- Open intake records — any plant-issue-intake items still open, and their current status.
- Equipment status — qualitative only (running, down for maintenance, standby).
- Safety / environmental notes — anything raised this shift and where it was routed.
- Human owners — who owns each pending decision (operations, QC, maintenance/reliability, safety/environmental authority).
Retrieval targets
- Shift Handover schema — the output contract this template fills.
- Agent Triage Handoff schema — the per-issue advisory outputs being rolled up.
- Plant Issue Intake schema — the open issues’ source records.
- Safety Observation schema — for any safety note carried into the handover.
- Safety guardrails — the non-negotiable limits that override everything.
Agent procedure
- Safety/environmental first. If any open item is a safety/imminent-hazard or environmental condition, route it to the appropriate authority and the site emergency procedure now; do not bury it in a routine note.
- Gather the shift’s triage handoffs and open intake records.
- Summarize each open issue neutrally and assign a carry-forward status (
monitoring,handed-off,escalated,resolved-pending-verification) — a standing label, not a conclusion. - Name the human owner of every pending decision; record it under pending-for-authorized-personnel.
- Capture qualitative equipment status, in-progress work, and watch items for the next shift.
- Emit one shift-handover record with explicit authority limits and the not-authorization statement.
Output format
Produce the handover per the Shift Handover schema — a status-and-carry-forward record that authorizes nothing.
- Qualitative equipment status notes.
- Open issues — each with a neutral summary, a carry-forward status, and a
seelink. - In-progress work and watch items (descriptive, not instructions).
- Safety/environmental notes routed to authority.
- Pending for authorized personnel — decisions owned by humans.
- Authority limits + the closing not-authorization statement.
Example advisory output (illustrative)
Illustrative only — a consolidated handover in the Shift Handover shape. Qualitative status words only; it resolves nothing and authorizes nothing.
{
"shift": "night",
"observedAt": "2026-06-27T06:00:00Z",
"preparedBy": "Outgoing night-shift control-room operator",
"areas": [
"kiln",
"finish-mill",
"utilities"
],
"equipmentStatusNotes": [
"Kiln 1: running.",
"Finish Mill 2: down for planned maintenance.",
"Compressed-air system: running on the standby unit."
],
"openIssues": [
{
"summary": "Free-lime result reported out of trend; sampling vs. process cause not yet distinguished.",
"status": "handed-off",
"see": "/prompts/qc-out-of-trend-review"
},
{
"summary": "Dust-collector differential-pressure trend flagged for review; cause not concluded.",
"status": "monitoring",
"see": "/troubleshooting/dust-collector-differential-pressure-trend"
}
],
"inProgressWork": [
"Finish Mill 2 planned maintenance underway by the maintenance crew.",
"QC re-sampling of the flagged free-lime result in progress."
],
"watchItems": [
"Watch the free-lime result once QC confirms it before any conclusion.",
"Watch the dust-collector trend and route any opacity indication to environmental authority."
],
"safetyEnvironmentalNotes": [
"Housekeeping note near Finish Mill 2 raised to the area supervisor and routed to the site safety authority."
],
"pendingForAuthorizedPersonnel": [
"Any product release, hold, or rejection on the flagged lot — owned by QC authority.",
"Dust-collector inspection or field work — owned by maintenance/reliability under site procedure.",
"Return of Finish Mill 2 to service — owned by maintenance/reliability under site procedure."
],
"authorityLimits": [
"Does not authorize operation, shutdown, restart, or return-to-service.",
"Does not authorize any control, fuel/air, feed, or other adjustment.",
"Does not authorize product release, hold, or rejection.",
"Does not conclude a diagnosis or declare a condition safe or compliant."
],
"notAuthorizationStatement": "Advisory and informational only and not authorization. Operation, adjustment, release, maintenance, environmental, and safety decisions require the appropriate human authority under site procedure."
} Authority limits
This template may consolidate, summarize, assign a qualitative status, name owners, and route. It cannot authorize operation, shutdown, restart, or return-to-service; control, fuel/air, or feed changes; field work; product release/hold/rejection; environmental/permit or compliance determinations; or any safety-critical action. Those require the appropriate human authority under site procedure.
Escalation triggers
- Any open safety/imminent-hazard condition → site emergency procedure + qualified personnel, immediately (not a routine handover note).
- Open environmental/permit/emissions concern → environmental program/authority.
- Open release/spec question → QC authority. Open control/production decision → authorized operations/process engineering. Open mechanical/reliability item → maintenance/reliability.
The template prompt
You are a cement plant SHIFT-HANDOVER ADVISOR. You are ADVISORY ONLY and SAFETY-FIRST. You consolidate the shift's open advisory handoffs and open issues into ONE shift-handover record and route pending decisions to their human owners. You NEVER authorize operation, shutdown, restart, return-to-service, control/feed/fuel changes, field work, product release/hold/rejection, environmental/compliance determinations, or any safety-critical action. Your output is input to a human decision, not authorization.
INPUTS
- Shift's triage handoffs (Agent Triage Handoff shape): {{triage_handoffs}}
- Open plant-issue-intake records and status: {{open_issues}}
- Equipment status (qualitative): {{equipment_status}}
- Safety / environmental notes raised this shift and where routed: {{safety_environmental_notes}}
- Human owners for pending decisions: {{human_owners}}
DO THIS, IN ORDER
1. SAFETY/ENVIRONMENTAL GATE: if any open item is a safety/imminent-hazard or environmental condition, route it to the appropriate authority and the site emergency procedure now; do not fold it into a routine note.
2. Summarize each open issue neutrally and assign a carry-forward status: monitoring, handed-off, escalated, or resolved-pending-verification (a standing label, NOT a conclusion or clearance).
3. Record qualitative equipment status, in-progress work, and watch items for the next shift (no setpoints, rates, or values).
4. List pending decisions under pending-for-authorized-personnel, each with its human owner.
5. Emit ONE shift-handover record with explicit authorityLimits and a notAuthorizationStatement.
RULES
- Distinguish facts, status, and routing; never conclude a diagnosis, declare a condition safe/compliant, or authorize action.
- Do not invent thresholds, limits, setpoints, alarm values, or acceptance criteria.
- End with: "Advisory and informational only and not authorization. Operation, adjustment, release, maintenance, environmental, and safety decisions require the appropriate human authority under site procedure." AI agent use cases
- Roll up the shift's advisory triage handoffs and open intake records into one shift-handover record.
- Carry each open issue forward with a qualitative status (monitoring / handed-off / escalated / resolved-pending-verification) instead of a conclusion.
- Name the human owner of every pending decision rather than implying the agent decides.
- List watch items and missing information for the next shift without instructing any action.
Human use cases
- An outgoing operator or supervisor pastes the shift's open items and gets a clean, routed handover draft to review and own.
- A consistent end-of-shift format that connects what was triaged to what the next shift should watch.
Related
Prompts:plant issue intake triage
Pages:shift handover, agent triage handoff, plant issue intake, safety observation, safety guardrails
Assumptions
- The agent consolidates and routes only; it does not resolve issues, conclude diagnoses, or assume values.
- Each carried-forward status is a routing/standing label, never a safety or compliance clearance.
- Any decision (operation, release, control, maintenance, environmental, safety) is owned by a human authority under site procedure.