SWEPETY AI Handover inventory A blank working template. Answer what you know and leave unknowns open. Do not include passwords, keys, or private customer data. Keep the completed copy with your team and share it only through the agreed channel. This template does not create a contractual commitment. 1. Project, handover date, and client owner ________________________________________________ 2. Approved deliverables and completion status ________________________________________________ 3. Production URLs / system names (share private URLs securely) ________________________________________________ 4. Account owner and billing owner for each service ________________________________________________ 5. Source code / configuration location, if included in the agreement ________________________________________________ 6. Workflow diagrams and operating instructions ________________________________________________ 7. Content / knowledge source owners and update steps ________________________________________________ 8. User roles and access review (no passwords or keys) ________________________________________________ 9. Monitoring checks and alert owner ________________________________________________ 10. Known limitations and open items ________________________________________________ 11. Backup / recovery process to confirm ________________________________________________ 12. Training delivered and recording / guide references ________________________________________________ 13. Support scope, contact, hours, and response terms as agreed ________________________________________________ 14. Third-party costs, renewals, and usage limits ________________________________________________ 15. How to request a change ________________________________________________ 16. Offboarding: export, access removal, and retention responsibilities ________________________________________________ 17. Acceptance record and sign-off date ________________________________________________ resources.swepety.com support@swepety.com