Complete the MCS handover pack

Each offer variant has its own handover pack on the project's MCS tab. You create or upload the handover document, upload the closing documents, put the sections in order and remove any that don't apply. You can add a cover too. When you're ready, Reonic merges everything into one PDF that you save to the project files.

Before you start

• Attach the survey and commissioning checklists on the Site surveys and Commissioning steps. Each attached checklist becomes its own section of the pack. Checklists are usually filled in, signed off and locked in the Mobile App on site. An unfinished checklist appears in the pack tagged "Incomplete".
• Get the offer signed for this variant. The pack uses the latest signed PDF for the variant. Without one, the section is tagged "Not signed".
• Check the planned devices have warranty and manual links in the components catalogue. Devices without a warranty or manual URL are listed under an "N devices missing" tag.
• Prepare the handover document. Create it from the GB MCS handover paperwork document in Reonic, or have a signed copy ready to upload. Where the paperwork document isn't available to you, the section takes an upload.
• Have the closing documents ready as PDF or image files other than GIF: DNO approval, Financial protection, Building regulations compliance certificate, MCS certificate, EIC, BUS voucher, BUS info pack, SEG info pack and MCS maintenance schedule.
• Editor access or higher is needed to save changes to the MCS record.

Work through the pack

A Cover row sits above the sections (see Add a cover). The pack starts with these sections, in this order:

• Handover document (created or uploaded)
• One section per attached survey checklist. A technology with several checklists gets numbered sections.
• Signed offer
• One section per commissioning checklist
• Schematic diagram: the project's circuit plan, rendered as an image. When the variant has no solar system, this section is left out and tagged "No solar system".
• Device warranty documents: a generated table of the planned devices with their warranty links and QR codes
• Device user manuals: the instruction PDFs of the planned components
• The nine closing uploads: DNO approval, Financial protection, Building regulations compliance certificate, MCS certificate, EIC, BUS voucher, BUS info pack, SEG info pack and MCS maintenance schedule

1. Open the project's MCS tab.
2. In the sidebar, choose the offer variant in the Variant dropdown.
3. Click Handover pack in the sidebar. You can also click Open pack on the Handover pack card on the Overview.
4. Click Create (or Edit) on the Handover document row to open the "Handover document" form. The pack uses the last PDF you generated there.
5. To use a signed copy of the handover document instead, click Upload on the same row. An uploaded copy takes priority over the created document.
6. Click Upload on each upload section's row to attach its document. Once a document is attached, the row offers View document, Replace document and Remove document.
7. Click Remove from the pack on any auto-filled section that doesn't apply to this job, for example a signed offer that was adjusted after signing. Click Add to the pack again to put it back.
8. Drag the rows to put the sections in order. The order is saved.

Add a cover

The cover is off until you switch it on.

1. On the Cover row, click Settings to open the "Cover" window.
2. Pick a design: Classic modesty, Classic emotional, Modern rounded, Modern polygonal, Simple but colorful or Own design.
3. Enter a Title and Subtitle. The defaults are "Handover pack" and "Documents provided at completion".
4. Under Show, choose whether to show Customer details, Customer number, Installation address and Logo.
5. Pick a Contact person.
6. Pick a Picture. Upload one, choose an AI alternative or click Use the standard picture. The Preview updates as you go.
7. Click Save.
8. Turn on the Add to the pack switch on the Cover row.

To use this cover for every pack that has no cover of its own, click Set as default and confirm. This needs the right to edit the PDF and digital offer. Click Reset to default to go back to the company default.

Add your own section

1. Click Add your own section.
2. Enter a Section title, for example "Scaffold sign-off".
3. Attach a Document if you have one.
4. Click Add section.

If you skip the document, add it later with Save document. Custom sections are tagged "Custom".

Build and save the pack

1. Click Open Handover Pack in the footer. A preview opens with a Sections sidebar that lists the cover, the contents page and each section with its page number.
2. Click Save to project files to store the pack. Click Close instead to go back and keep working.

The pack is saved to the project files as "MCS Handover Pack dd/MM/yyyy HH:mm" and stays hidden from the customer.

Things to know

• Certificates and grant documents are recorded as uploads. The uploaded document is the record. Certificate numbers, BUS voucher IDs, dates, IBG policies and deposit-protection references are kept in those documents rather than in separate fields.
• Handover document tags. The Handover document row shows "Not created" when no document has been created yet and "Not generated" when no PDF has been generated yet. If it shows "Outdated", click Edit and generate the PDF again.
• Cover defaults. Every pack starts with the cover switched off. The company default sets only how the cover looks, never whether it is switched on. Each pack shows the company default cover until it gets one of its own, and a saved cover that matches the default keeps following the default. The Cover window's footer shows "Customized for this handover pack" or "Uses the company default". The Own design variant uses no title, subtitle or logo. The installation address prints only where it differs from the customer's address.
• Empty upload sections are left out of the PDF. An upload section without a document is tagged "Not uploaded" and skipped when the pack is built. A PDF upload is copied in page for page. An image gets its own page.
• Financial protection is often left empty on purpose. Deposit-protection and IBG documents only matter to installers on the older scheme.
• Device scope. Warranties and manuals are expected for modules, inverters, microinverters and optimisers, batteries and battery accessories, all-in-one systems, heat pumps (including indoor units and hot-water heat pumps), water and heating storage, and wallboxes. Temporary components are skipped.
• PDF layout. The PDF is built in your browser, one section at a time. The cover comes first when it is switched on. Next is a "Handover pack — contents" page (MIS 3002 Part 5) that lists each section and the page it starts on, and ends with the MCS contact line. The cover isn't listed on the contents page. A section that fails to build becomes a "Document to be attached" page.
• MCS progress. The Overview's "<n> of <m> steps complete" counts Site surveys, DNO registration and Commissioning. The handover pack sits outside that count.
• Uploads are stored privately. When you save, uploaded documents are kept in the project's private MCS storage.
• Records moved from the old MCS tab. Migrated records show a one-time notice, "The MCS tab was simplified". Anything entered in the old version now appears in the pack as documents in custom sections. Click Accept to clear the notice.

Last updated on November 9, 2026