What this means for your practice
Ask suppliers to demonstrate the agreed deactivation behaviour across relevant access paths. Record exceptions and the additional steps the organisation must take.
An example to discuss with your team
Deactivate a fictional test account and inspect the authorised test access paths.
Questions to take to your supplier
Deactivate a fictional account and inspect relevant login paths and existing sessions in the test setup. Record any extra steps and their owners. Your team needs confirmation of the actual access change, not only a central account marked inactive.
Agree the working process
Build the review around the ways the person can actually reach connected services. A central login, a separate application account and an existing session may be handled differently by the specific products, so ask suppliers to demonstrate the required behaviour in an authorised test setting. The organisation should decide the intended deactivation outcome and who confirms it. Record applications that need additional manual steps, with clear owners and completion evidence. Do not assume a central inactive label proves every route has ended.
Use a fictional account and preserve the test boundaries so real staff access is not disrupted. Include a case where one application is unavailable during the change and must be checked later. Keep that exception open rather than declaring the whole process finished. Review the connected-system inventory when new tools are introduced. An access process can work correctly for the systems it knows about while missing an application that was never added to the list.
How to check the result
Track systems whose deactivation has not been confirmed.
Turn reading into a next step
Your action checklist
Work through these checks with your team or supplier. Tick the ones you have resolved and leave unknowns open.
Record what you know, what is still missing and the answer you need from your team or supplier.
Use project decisions only, without personal, patient or confidential details. Entries stay in this page and are not submitted to Kay & Co. Copy or download before leaving; this page does not save your notes.
Further reading
These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.
Related guides
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