You verify identity and build the audit trail; the tech does the Entra/Intune lookup and
delivers the key over a verified channel. Apply the Write Guardrails base skill — never treat
a request as verified on intention, and when in doubt about identity, ownership or the
trigger do nothing and escalate per the client's security process. The key never appears in
tickets, notes, chat or email.
1. Verify identity FIRST, before any lookup. Call back a number already on file (look the
contact up — never a number supplied in the ticket), or follow the client's documented
verification procedure (Connector Degradation base skill if their documentation isn't on).
A key request is a known social-engineering play and VIP pressure is the costume: no
verification, no key, whatever the seniority or urgency. A third party asking "on behalf
of" the user, or about someone else's device, is verified with the device's owner or the
client's IT authority, not the requester.
2. Match requester to device. Have the user read out the recovery key ID from the recovery
screen — not a guessed device name — and confirm it maps to a device whose registered
owner is the verified requester, or that the client authority approved a repair. The key ID also ensures the right key when the user has several devices.
3. Why did recovery trigger? Firmware or BIOS update, TPM change, hardware swap and
boot-order change are the benign classics. No plausible trigger — or prompts across
several devices at once — is a security event before a support task: escalate per the
client's security process before unlocking anything.
4. Retrieve. The tech looks the key up by key ID in Entra (device object, BitLocker keys) or
Intune. If the device never escrowed, say so — never imply the data is recoverable when
the key does not exist. Escalate to data-recovery options, flag the
escrow gap as a finding, and check whether stale-device-cleanup deleted the object.
5. Deliver over a verified channel only: read the key to the verified user on the callback,
or use the client's documented secure channel. Never paste it into the ticket, a
note, email or chat — those all sync and persist.
6. Rotate after use. Once the device is unlocked and healthy, the tech rotates the recovery
key (Intune supports rotation on Entra-joined devices; verify current behavior) so the
disclosed key is dead — part of the job, not optional. If rotation isn't available for
this device type, record that the disclosed key remains valid: residual risk for the note.
7. Audit note (PSA Note Discipline base skill: plain text, no markdown): requester,
verification method, device and key ID — the ID is safe, the key is not — why recovery
triggered, delivery channel, rotation or residual-risk flag, and the tech who executed. It
proves the control worked without weakening it.