Checklist · Beginner · 10 min
Process handover checklist
What must exist before a process can be handed to someone new or to an automation.
- Any assistant
- operations
- checklist
Inside this checklist
- A process that lives in one head is not a process. This is the minimum written form.
- ☐ Purpose in one sentence
- ☐ Trigger and frequency
- ☐ Steps with the system and field for each
- Items
- 10
The full checklist opens with a membership that covers Business Process Automation.
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