A clearer everyday experience
Keep roles, open actions, documents and unresolved balances together for the incoming team. Give residents and staff a single, understandable place to begin. Agree which team owns this service, what information is required and how people will receive the next update. The society can adapt the page, forms and operating rules to its own arrangements before publishing.
Information that makes the next action possible
Prepare outgoing owner, incoming owner, open actions, handover date. Show the purpose of each field and let the authorised team review incomplete or disputed information. Keep private documents within the appropriate account and role; public marketing pages should never expose resident identity records.
From request to a recorded outcome
Review outstanding work. Transfer approved responsibilities. Confirm access and record the handover. Keep the original reference with subsequent updates so the office can explain what changed. If the request cannot proceed, record the reason and the next action rather than leaving the resident without a response.
What the office reviews
Use handover checklist and action owners to review work in progress and follow up exceptions. Confirm the relevant module, user permissions and society policy during setup. Specialist society operations, finance, custom workflows, chatbot and exports are paid capabilities; the free business package covers the website and basic commerce essentials. Provider services and legal decisions remain subject to the society’s own approvals.