Commit to a Records Handoff Checklist

Run a records handoff checklist for one real transition. A departing employee, vendor change, project closeout, role transfer, or system migration with active administrative records. For [transition], I will list active record series, confirm official locations, capture missing approvals or exceptions, flag sensitive records, check retention or holds, and name the new accountable owner for each open obligation by [date]. In three days, check whether active record series, official locations, missing evidence, risk flags, and new owners were documented. A departing coordinator with active permit correspondence and vendor exception notes. A vendor offboarding where contracts, access records, and final invoices…

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