Confirm who receives access

List the authorized team members and their responsibilities. Keep business control, provider responsibilities, and operational access distinct in the handover notes.

Check the agreed workflow

Review the phone-number arrangement, the receiving tool, and the actions included in the project. Record anything that requires another provider or a later setup step.

Keep support details together

Save the order reference, the agreed configuration, and the contact for technical questions. Include a simple description of how to report an issue without sharing sensitive customer details.

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.