# Customer administrator handover survey

Improve transfer of customer account responsibilities.

If nothing was unclear or difficult, say so. Skip questions about steps you did not experience; use not applicable where appropriate.

## 1. Which responsibility was unclear at handover?

Answer: ____________________

## 2. What account information was difficult to find?

Answer: ____________________

## 3. What checklist would help the next administrator?

Answer: ____________________

## Author notes / illustrative keys where applicable

1. Use this answer to locate the part of the experience that needs explanation. The example issue to investigate is: new administrators cannot identify routine account tasks.
2. Hard-to-find account context can reveal gaps in the handover index or ownership map. Improve references to approved administrative information; the survey should not become a repository for credentials or confidential account records.
3. Turn the requested improvement into a testable next step. One illustrative action is: create an ownership checklist for recurring tasks.

Interpretation caution: Do not request credentials or private account data.


## Illustrative finding and follow-up

Observation: New administrators cannot identify routine account tasks.

Action to test: Create an ownership checklist for recurring tasks.

Follow-up: After trying the change, repeat “Which responsibility was unclear at handover?” with people who experienced it. Check whether they still describe the original issue: new administrators cannot identify routine account tasks. Compare explanations and sample context, rather than claiming the change caused an improvement.