# [Client name]: [system name] handover document

| Field | Value |
|---|---|
| Project | [project name] |
| Handover date | [YYYY-MM-DD] |
| Version | [1.0] |
| Client contact | [name, role] |
| Implementation lead | [name, role] |

## 1. Project summary

- Scope: [modules and processes delivered]
- Out of scope: [what was deliberately not done]
- Environments: [production, test, training and access URLs]

## 2. Roles and permissions

| Role | Who | Can access | Admin? |
|---|---|---|---|
| [Sales rep] | [people] | [quotes, customer records] | [No] |
| [Finance] | [people] | [invoices, collections] | [No] |
| [System admin] | [people] | [all settings] | [Yes] |

## 3. Daily tasks (user guides)

| Task | Done by | Guide |
|---|---|---|
| [Create a customer record] | [role] | [link] |
| [Build a quote] | [role] | [link] |
| [Enter an order] | [role] | [link] |
| [Issue an invoice] | [role] | [link] |

## 4. Admin tasks

| Task | When | Guide |
|---|---|---|
| [Add a user and assign permissions] | [when someone joins] | [link] |
| [Add a field or list value] | [as needed] | [link] |
| [Back up and restore] | [regularly, checked by the admin] | [link] |

## 5. Integrations

| Connected system | Data flow | If it fails |
|---|---|---|
| [system name] | [direction and frequency] | [whom to tell, what to do] |

## 6. Known limits and next steps

- [What was deliberately not configured]
- [Requests for a later release]

## 7. Support

- Channel: [email, form or phone]
- Include in a request: [user, screenshot (without personal data), what they were trying to do]
- Support scope and duration: [clause from the agreement]

## 8. Acceptance checklist

- [ ] Daily task guides tried with the client team
- [ ] Admin tasks tried with the system administrator
- [ ] Roles and permissions verified
- [ ] Integrations working in production
- [ ] Guide owner named on the client side: [name]
- [ ] Handover date and acceptance: [client name, date]

## 9. Revision history

| Version | Date | Changed by | Change |
|---|---|---|---|
| [1.0] | [YYYY-MM-DD] | [name] | [First handover] |