uConnect Admin User Transition Inventory Form
Use this form to outline the transition plan from one uConnect admin user to another. We understand that responsibilities change over time, so this resource should help you to ensure a smooth and successful handoff with your team.
The Admin Transition Inventory is used to serve a critical purpose for your career center: ensuring a smooth administrative handoff when a staff member transitions out of their role.
The primary goal is to protect the work and continuity your career center has built on the uConnect platform by providing a comprehensive, detailed record for the incoming successor.
How to use the document:
- Start Early: Begin completing the inventory ideally 2–3 weeks before your last day, as some sections require time to complete.
- Keep it Simple: Use your own words and notes, as an unpolished, full picture is more useful than highly polished writing for your successor.
- Share with Key Contacts: Share the completed document with both your successor and your uConnect Customer Success Manager (CSM) to facilitate the handoff.
- Ask for Help: Your uConnect CSM is available anytime to answer questions and support the transition process.