CUSTOMER HANDOVER TO SUPPORT — PREVENTIVE MAINTENANCE
Purpose: To confirm that the customer, owner, employees, system configuration, and key business operations are sufficiently understood and ready for handover to the Support team.
Field | Details |
|---|---|
Support | Samson Mongi |
Implementation | Melick Masawe |
Meeting Date | Sept 4, 2026 |
Handover Date | |
Customer | Skyheart |
Billing Contact | Dr. Consolata (responsible for payments) |
Assessment Checklist
No. | Assessment Area | Requirement | Findings / Notes | Action Required | Responsible | Status |
|---|---|---|---|---|---|---|
1 | Customer Relationship & Contact | Is the owner maintaining communication with the Support and Customer Relations Officer? Is the owner's contact information available and up to date? | Veneranda Masawe | Pending | ||
2 | Owner System Knowledge | Has the owner been contacted to establish his/her overall knowledge of the system and the reports he/she knows and uses? | Pending | |||
3 | System Usage | How frequently does the owner access and use the system? | Pending | |||
4 | Owner Credentials | Does the owner have an active system account and valid login credentials? | Pending | |||
5 | Package & System Knowledge | Based on the subscribed package, how much does the customer understand about the features and functions available to them? | Pending | |||
6 | Employee Accounts | How many employees currently have accounts in the system? | Pending | |||
7 | Employee Login Credentials | Do all employees who are expected to use the system have active login credentials? | Pending | |||
8 | Role & Business Process Alignment | Do the physical activities performed in the customer's office reflect the roles, permissions, and workflows configured in the system? | Pending | |||
9 | Core Operations | Does the customer perform all three core operations in the system: Sales, Cash Activities, and Expenses? | Pending | |||
10 | Activity Trends | Review activity trends such as Sales, Expenses, and Purchases to confirm that the system is actively being used. | Pending | |||
11 | Pending Issues & Handover | Pending handover issues should not relate to retraining existing employees who are already using the system, except where training is required for newly onboarded employees. | Pending |
Handover Summary
Area | Assessment Result | Notes / Follow-up |
|---|---|---|
Owner & Customer Relationship | Not Ready | |
System Access & Credentials | Not Ready | |
Package & System Knowledge | Not Ready | |
Employee Accounts & Roles | Not Ready | |
Business Process & System Alignment | Not Ready | |
Core Operations & Activity Trends | Not Ready | |
Pending Issues & Training | Not Ready |
Handover Decision: Not Ready for Handover
Sign-off
Prepared By | Reviewed By | Support Owner | |
|---|---|---|---|
Name | Vene Doe | Rony | Samson Mongi |
Date |