Coordinate member offboarding
Confirm authorized end terms and coordinate billing, bookings, access, property, mail, data, and departure communication with explicit owners and exception review.
| Field | Value |
|---|---|
| Business area | member-service |
| Primary role | community-manager |
| Frequency | event-driven |
| Privacy sensitivity | high |
| Security sensitivity | high |
| Compliance review | needed |
Trigger and handoff
Trigger: A valid notice, termination decision, or agreed service end is recorded.
Inputs
- Approved end date and terms
- Active services and access
- Property and balance status
Outputs
- Completed offboarding checklist
- Revoked or transferred services
- Documented open obligations
Current manual methods
- Forwarded cancellation email
- Calendar reminder
- Separate departmental lists
Human judgment and approvals
-
Interpret exceptions and disputes
-
Plan a respectful departure and necessary continuity
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Approval: Authorized manager confirms end terms; each control owner confirms completion
Failure modes
- One service remains active
- Disputed end terms trigger premature access removal
Success metrics
- Services end on the authorized date
- Open obligations and disputes remain visible and owned