Build your business process handoff tracker.

How to build your business process handoff tracker

1. 1

   Describe the job

   Make missing inputs and receiving-team acceptance visible when work changes hands.

2. 2

   Review the first version

   Choose how the operations coordinator records the work item and how the request owner reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your business process handoff tracker

• Keep the work item in context

  Keep work item, sending team, receiving team, acceptance, missing input and next owner together so the next person can understand the request or record.

• When the next step needs a decision

  Sales hands an accepted scope to delivery without the customer's location details. Delivery marks the handoff incomplete and names the missing input; the item must not appear accepted merely because it was sent.

• Keep next owner visible

  Keep the handoff incomplete until the receiving team accepts the required information.

• Choose what each person needs

  Give the operations coordinator a working view and the request owner a review view. Keep work item and sending team attached to the decision as the work moves between them.