Give the controls to the person who will use them.

Pick one ordinary task. Have the new owner sign in with their own account and use the handover notes to take it from input to result. Where the workflow needs approval, ask them to find the pending item, see exactly what they’re approving and check the resulting record.

Try a pause in a test environment.

Have the owner pause the workflow with a test item waiting. Ask them to check what happens to that item and what the pause controls. When they restart, can they see where the item ended up and whether it ran once? For workflows that send messages or change records, that check can reveal an accidental repeat before it matters.

Check who holds access.

Identify who can pause the workflow, update its instructions and remove an account. Find the code, configuration and run notes. If a step depends on the builder’s login or an undocumented setting, record what needs to be transferred and who will do it.

Write down what the owner could do.

Record the tasks the owner completed and any point where they needed help. Give each unresolved item a person and a next step. If the workflow matters enough to keep, make the exercise repeatable for the next person who inherits it.

Read about control and handover