Assign a receiving contact

Choose one person to coordinate the handover and one person to verify the agreed access. Make sure both know which business assets are in scope.

Test the agreed permissions

Prepare a short list of the screens or assets your team needs to reach. Check access against that list rather than relying on a general message that the setup is ready.

Close the handover clearly

Keep the order reference, the delivered configuration, and the support contact together. Record any open question with a named owner and a sensible next step.

Turn the brief into a useful next step

Bring these notes into the conversation with your team or ADFBM. Keep the selected configuration, the responsible contact, and any open question together. Before an order or change is confirmed, make sure the people doing the work share the same written understanding.

Use the checklist below as a starting point, then adapt it to the business and assets you are authorized to manage. Product details and platform requirements should always be confirmed for the specific setup involved.