Identify the responsible owner

Make sure the business knows who controls the account and who can authorize support requests. Keep contact information accurate in the team’s secure records.

Keep records securely

Maintain the relevant business documents and recovery information using your organization’s approved storage. Do not place passwords or authentication codes in ordinary campaign notes.

Prepare a support brief

Write down the asset identifiers and the kind of information a support request may need. Check current official recovery guidance if an actual issue occurs.

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.