Practical guide
Transfer Shared-Folder Ownership Before Offboarding Access Closes
Inventory business records, choose accountable recipients, and verify transfer without browsing private files.
Published
Table of contents
Scope and operating boundary
Use approved ownership reports and manager scope to list shared folders, team drives, automation accounts, and business records. Record identifiers and roles, not file contents.
Track recipient decision, transfer event, recipient capability check, and former-access result separately. A successful transfer does not prove access removal, and a disabled account does not prove continuity.
Workflow and evidence controls
Keep the source record intact. Add corrections as dated events, store private details only in the approved restricted system, and give every unresolved item a named owner and next-check date.
The coordinator prepares the inventory and schedules checks. Security, legal, records, system, and business owners decide access, retention, recipient, deletion, and exceptions.
Quality review and exceptions
Close the work only when the accepted evidence and resulting system state agree. A finished checklist proves that the review happened; it does not prove that an employment, pay, access, or policy decision was correct.