Give the work context
Define Area, Line or location, and Equipment or item so records belong somewhere meaningful. The structure can evolve later.
How Turnover Works
Today's work should make tomorrow's work easier.
Turnover connects active industrial work, structured forms, follow-up, closure, and searchable history so the next person can recover what happened, what was approved, and what the team learned.
Issue → response → follow-upClosure → searchable historyKnowledge stays attached to context
One connected operational loop
LiveNoteCapture the active issue
→Action / ScheduleCarry the follow-up
→HistorySearch the answer later
The operating loop
Turn normal work into reusable institutional knowledge.
A Program starts with enough facility structure to give work useful context. From there, value grows through the work people are already doing, the forms they complete, and the knowledge they choose to preserve.
A useful record, then a better starting point
When the problem returns, the history should be waiting.
01A problem appears.
Capture the condition and real observations, while they're fresh.
02The findings stay connected.
Link relevant responses, ownership and follow-up when supported.
03Next time starts further ahead.
Find the prior history when a similar problem returns.
Illustrative flow, not a recording of the Turnover interface. The complete workflow depends on the records and permissions configured in your Program.
The six Core stagesView the practical steps when you want the full workflow breakdown.
The six useful stages · Begin with the ones you need
Capture active work
Create LiveNotes or Operations records with owners, comments, pictures, findings, codes, and the real details people need during the issue.
Create follow-up
Carry work into Actions, Schedule, Projects, or source references when the issue cannot be finished in the moment.
Close honestly
Record what was found, changed, verified, completed, or transferred instead of falsely making unfinished work disappear.
Search the retained history
Recover prior problems, comments, responses, pictures, codes, dates, locations, assets, and other retained context.
Reuse what the team learned
Let the prior answer help the original contributor, another shift, another department, or a future troubleshooting event.
Additional tools, not required setup steps
Go further when it adds value.
Controlled forms, optional Intelligence, recurring oversight and export are additional capabilities. Start with one useful workflow; adopt these when they genuinely help.
Use controlled forms where structure matters
Run company Work Forms or Safety Forms through draft, review, approval, and completed history without treating a generic template as company policy.
Use Turnover Intelligence when deeper context matters
Leroy can reason across authorized Turnover evidence and TurnBase knowledge, while the underlying records remain the authority.
Automate recurring oversight
Use Intelligence Auto Jobs and automatic notifications to watch supported Program conditions, prepare recurring analysis, and surface configured triggers without rebuilding the same review manually.
Take customer knowledge with you
Use Core TurnBase export for authorized customer-owned knowledge, or Intelligence Context Packets when richer connected context is needed for approved larger-model analysis.
From the field
The problem was left open. The follow-up came back.
See a documented example where further work was scheduled and resumed, without pretending the first visit had solved everything.
Explore a real-world problem, before the video
What changes when work becomes usable history?
Choose a situation and follow what gets recorded, resolved, and reused. These diagrams illustrate the workflow.
Repeat fault: packing line sensor
Operator records the intermittent fault and the equipment context; the initial response is not treated as a confirmed root cause.
Why this matters
The next shift or technician can see the actual record of what was tried, what remains unknown, and what needs follow-up.
Adoption without disruption
Use Turnover in the way that fits your current operation.
The product does not require every customer to begin from the same software environment.
- Standalone: make Turnover the primary connected work and knowledge system
- Complementary: keep existing CMMS, ERP, MES, historian, document, or work-order systems and preserve the context between them
- Migration: map and consolidate historical data when replacing or combining systems makes sense
A practical first-use sequence
1. Name the operationSETUP
Create the program and the initial operating context.
2. Build or import structureCONTEXT
Start with Area, Line/location, and Equipment/item. You can change it later.
3. Invite the teamACCESS
Assign the people and permissions needed for the first real workflow.
4. Complete the loopVALUE
Create a LiveNote, follow the work, close it, then retrieve the knowledge.
See it with your work
The strongest demonstration is your own operational problem.
Use a recurring issue, difficult handoff, follow-up gap, contractor closeout, or knowledge-retrieval problem that your team already cares about.
Start with the problem
Turn what your organization learns into knowledge it can actually use.
Turnover connects the work people are already doing with the history, context, and experience they will need later. Start with the problem that costs your team the most time or knowledge today.
Retain & use team knowledgeCapture practical experience while work happens, keep it structured, and make it searchable and reusable later.Explore knowledge management →Stop losing troubleshooting historyPreserve symptoms, findings, pictures, attempted fixes, responses, and equipment context so the next problem does not start from zero.Explore troubleshooting history →Connect work across teamsKeep operations, maintenance, engineering, actions, ownership, and closure attached to the same operational thread.Explore connected work →Preserve project & contractor knowledgeKeep project decisions, files, changes, closeout details, and outside expertise available after the project or contractor is gone.Explore project knowledge →Connect the gaps between existing systemsUse Turnover alongside CMMS, ERP, MES, historians, documents, and other systems without forcing an immediate rip-and-replace decision.See how Turnover fits →Put retained knowledge to workUse Leroy, advanced TurnBase context, and Auto Jobs to reason over authorized evidence and support recurring oversight.Explore Turnover Intelligence →
Focused workflows are still available when they fit your need: shift handover · preventive maintenance · MRO spare parts.