Plan around your operating needs
Keep asset ownership, serial numbers, and lease restrictions visible before equipment is moved. Agree which devices may return to internal use and who approves their data treatment. For a multi-floor or multi-site project, record access conditions and local release contacts for each location.
Bring these details to the conversation
- Device inventory and storage media
- Office access and move deadline
- Records approved for destruction
- IT and finance closeout requirements
Make the closeout work for your team
Agree inventory references, treatment approvals, and reporting recipients at the start. Keep each site's quantities and exceptions visible, and request the records your internal reviewers need. The scope should connect collection, treatment, and final reconciliation.
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