ClarusDocs
← All documents
Forms

O&M Manual Index and Cover Sheet

Written from experience on CTRL, Crossrail and Network Rail

This O&M manual index and cover sheet gives the operation and maintenance file a clear structure, with a project cover sheet, an eleven-section index, document control and a client receipt, so the people running the asset can find what they need.

Page 1 of the O&M Manual Index and Cover Sheet templateSee what you get →

Completed except the facts only you know

£29 + VAT

£34.80 inc. VAT

  • Fills in: Header details and the items to check for your project.
  • Stays [TO CONFIRM]: References, names and locations you haven’t given us. Results, readings, dates and signatures are left blank.
  • A competent person must review before use.
  • Company logo in header
  • Delivered in minutes
  • Word document (.docx)
Build mine →

Template

£12 + VAT

£14.40 inc. VAT

Blank form — fill in yourself

  • Word document (.docx)
  • Guidance notes included
  • Instant download
  • Use on any project

Prices exclude VAT: UK customers pay 20% VAT; VAT is not charged for customers outside the UK.All documents are drafts. Placeholders marked [TO CONFIRM] must be completed with your site-specific details. A competent person must review before use on site.

What it's for

An O&M file is only useful if someone can find the maintenance requirement or the warranty they need years later. The index sets out a standard structure, from project overview and as-built drawings to the asset register, maintenance, spares, test records, warranties, training and emergency procedures, and shows what has been included.

When you need it

During the project, as information is gathered, and at handover. Starting it early makes gaps obvious before Completion.

Who signs it

The client’s representative signs to confirm they have received the file. The receipt confirms handover only. It does not confirm the contents have been checked.

What's inside

  • A cover sheet with project, client, contacts, Principal Contractor and completion date
  • An eleven-section index with "included" and page or tab columns
  • A cross-reference to the separate CDM health and safety file
  • Where the as-built drawings are held, and in what format
  • Document control
  • Client receipt

FAQ

Is the O&M file the same as the health and safety file?
No. A health and safety file is required by CDM 2015 on projects with more than one contractor, and is prepared by the Principal Designer. Keep it as a separate document alongside the O&M file.
Does the Scope make the O&M file part of Completion?
It might. Check the Scope or specification. If the file must be delivered before Completion, it is part of Completion.
Which other ClarusDocs templates fit into it?
The asset register, commissioning records, warranty register and operator training record fit into sections 5, 8, 9 and 10.
What is [TO CONFIRM]?
Details only you know, such as references, names and locations. We never guess these. They appear as highlighted [TO CONFIRM] placeholders, and the form opens with a list of every one. Results, readings, dates and signatures are left blank for completion at the time.
Can I edit the document?
Yes. Both options are Word documents you can edit freely.
Do I still need to review it?
Yes. A competent person must check every document against the actual site and works before it is used. ClarusDocs gives you a complete first draft, not a substitute for that check.

Related documents

Browse all documents →