Check a task handoff

Identify what your backup person still needs, using your answers about one task.

Check the instructions, permitted access, exception handling, backup owner, and a practice run.

“No” and “Not sure” both create a check to complete. The tool does not inspect records, test permissions, or assess a person.

Examples are prefilled. Use roles and fictional details; do not enter passwords, private customer information, or confidential business records.