What to transfer
- System and environment knowledge: systems in scope, versions, configuration notes.
- Access and accounts: roles and what each grants. Handle credentials securely, never in a plain document.
- Interfaces: inventory, owners, error queues, and known quirks.
- Known issues and accepted workarounds.
- Vendor and internal contacts, escalation paths, and SLA notes.
- Routine tasks: recurring checks, reconciliations, maintenance windows, and reports.
Verify the handoff
A handoff is not complete when documents change hands. Run a working session where the incoming person demonstrates the key tasks. That is how you find the gaps while the outgoing person is still available.
Common failure points
- Undocumented access.
- Tribal interface knowledge.
- No verification step.
- Missing vendor contacts.
GlobalSABT is an independent consulting company and is not affiliated with, certified by, or endorsed by Epic, Varian, Elekta, Oracle Cerner, or any other system vendor. Product names describe environments only. Do not submit Protected Health Information, patient identifiers, medical record numbers, or confidential clinical data through this form.