This resource serves as a general research data management-focused guide to employee/trainee offboarding as they leave the university, lab, or research project. The Offboarding Checklist provides guidance on the transfer of accounts, access privileges, and data as well as policies that apply to projects taking place at UW-Madison.

The document is available to preview below. Click on the link below to download it and use the interactive checkboxes and access the links within the document, or print it.

For more specific information, please see other resources provided by Research Data Services at UW-Madison. Internal and external links are provided throughout the document as supplementary resources and to point users to other expert groups on campus, including a glossary of terms.

Download as an interactive PDF here.

This checklist is adapted from the Research Data Management Offboarding Checklist by Harvard Medical School Data Management Working Group, and is licensed under a Creative Commons Attribution 4.0 International License.