Software & apps · Planning worksheet

Recruitment handovers: close access cleanly

Illustrative situation

A successful candidate moves to onboarding while the recruitment system retains unnecessary operational access.

The decision

Define the authorised handover information and ownership boundary. The organisation's responsible HR and privacy leads should decide retention and access arrangements for application records.

Rehearse this before accepting the change

Complete a fictional hire; verify the onboarding team receives only the agreed information.

Use fictional examples and an authorised test environment. Record what happened, the evidence you inspected and any issue that still needs a responsible owner.

Choose a useful measure

Count handovers awaiting acceptance or account-access review.

Agree the definition and baseline with the team doing the work. Review the result over a comparable period and note other changes that could affect it.

Healthcare software workflow connecting task cards, a checklist and a database.
Map the work and the information it depends on.
Healthcare software testing with normal paths and a separate exception route.
Test the exceptions as well as the normal workflow.
Healthcare software handover with a code folder, configuration controls, key and maintenance notebook.
Agree ownership, configuration and ongoing maintenance.

Your planning worksheet

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to record

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Further reading

These primary sources provide additional context for the project decisions above.

Related decisions

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