Use a consistent record

Keep the business name, platform, asset identifier, owner, and internal contact in one agreed format. Store access documentation securely rather than spreading it across unrelated chats.

Connect assets to real work

Add the client or campaign that uses each asset. Note whether it is active, waiting for a handover, or no longer needed so the list stays useful.

Review changes after handover

Update the inventory when a person joins, leaves, or changes responsibilities. Ask the authorized owner to review access rather than leaving old assumptions in place.

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.