Define the handover before cancellation or deletion
Choose a cutoff, receiving owner and authorized destination. Decide which records must remain for the stated purpose and which should follow the organization’s retention rules. More copies are not automatically a safer archive. Do not put a private response file into a public project folder merely to make it easy to find.
Keep subscription cancellation, stopping collection and deleting records separate. They can have different effects and requirements. This guide does not establish your account’s cancellation terms or retention entitlement. Complete the evidence handover before an irreversible deletion or a change that could remove needed access.
Build a five-part handover manifest
| Part | Keep enough to understand | Check before accepting |
|---|---|---|
| Responses | Authorized export, cutoff, row count and field meanings | Blanks, dates, full comments and duplicate treatment reconcile. |
| Question context | Exact wording, choices, branches and version dates | An old response can still be interpreted without the live editor. |
| Open work | Issue reference, owner, status, reason and next review point | A response download has not silently lost board assignments or notes. |
| Collection routes | Invitations, direct links, embeds and planned close message | Old routes do not invite responses to an abandoned process. |
| Access and retention | Receiving owner, permitted readers and review/deletion schedule | The new location is usable without unnecessary wider access. |
Do not confuse form transfer with response export
Yay! Forms documents downloading responses for spreadsheet use. Separately, its form transfer guide creates an export link from a workspace form menu and imports it into another Yay! Forms workspace or account. That does not establish a universal archive of responses, history, permissions and board notes, nor compatibility with a different vendor.
Open the approved export and reconcile it using the fixture checks. Record what is absent rather than assuming an import will restore it. If the destination is another product, test only the supported import with fictional records before moving real data, and keep any transformation rules understandable.
Close the old route and verify the new ownership
Yay! Forms documents closing a form to new submissions while retaining existing data. Use an appropriate end message and update the locations that point to it. For a Google Form linked to a Sheet, Google documents that unlinking stops new deliveries but keeps existing sheet data; the two files and their access need separate attention.
At handover, ask the receiving reviewer to locate the period, explain one old answer using its question version and identify the owner of an unfinished issue. That is a stronger acceptance check than “the folder exists.” Keep any missing component visible and resolve it before treating the transition as complete.
References and evidence limits
Product documentation describes the provider’s stated behavior, not our hands-on results. Worked records are fictional; methodological guidance does not certify a questionnaire or its findings.
- Results > Responses download — checked 2026-10-02
- Yay! Forms form export/import — checked 2026-10-02
- Closing a Yay! Forms form — checked 2026-10-02
- Google Forms response destinations — checked 2026-10-02