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Handover checklist · AI automationSupplier catalogue imports: handover checklist
Make the result understandable to the next person. Start with sample product files and required attributes and plan a validated import file with rejected rows.
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The project in view
- Start with
- sample product files and required attributes.
- Proposed result
- a validated import file with rejected rows.
- A decision to resolve
- changed product codes and discontinued items.
This is a planning example. It does not describe a completed client engagement.
Handover checklist for this project
- Document triggers, credentials ownership, retry behaviour and the person responsible for failures.
- Deliver a validated import file with rejected rows with references to sample product files and required attributes.
- List any unresolved questions about changed product codes and discontinued items, with an owner and proposed next step.
Questions to answer together
- Which files, instructions and access details must be transferred?
- Who owns updates and unresolved questions?
- How can someone trace a result back to its source?
What to have at the end
A handover register with deliverables, owners, known limitations and open actions.
Record the decision on changed product codes and discontinued items alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.
Prepare your enquiry
Use this as a starting point. Add your current process, available examples and constraints before sharing.
Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.