Leaving the University? From a records management standpoint, there are a few steps to complete prior to your exit. Ensure records are maintained for their full retention period and that records on destruction hold remain accessible until the matter is resolved.
As you meet with your supervisor to plan for your exit, include electronic and paper records in your conversation. Use this resource as a guide in conversations and planning. And best of luck on your next work adventure!
For all records with continuing retention requirements or administrative value in your possession as well as any records on destruction hold because of a public records request, audit, or litigation, consider the following:
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Keep in mind that Inbox, folders, and Sent Mail all must be managed.
- Save the emails to a shared location like SharePoint or a network shared drive
- Small batches of emails
- Forward the emails to someone who will be handling them in your absence
- Large batches of emails
- Save the emails into folders
- Share the folders with someone who will be handling them in your absence
- Have that person copy the folders into their email or a departmental email account
The management of information should be a regular off boarding task any time an individual is preparing to separate from your office or department or the UW.
Records have the same retention regardless of format. Electronic records can be a particular pain point when a staff member leaves the University. For example, not all files you see in UW Google Drive or in UW OneDrive are “owned” by you. Many will be shared with you, and appear to be your files, but actually reside in the Google Drive or OneDrive account of another individual at the UW. If the owner of the records leaves the University and they are not moved to a different user’s account, your work flow may be negatively impacted due to lack of access. Further, these records are subject to records retention requirements and should be preserved or deleted according to a legally approved records retention schedule. These records may also be on destruction hold because of a public records request, audit, or litigation and must remain accessible until the matter is resolved.
Off boarding includes the migration of electronic records located in an expiring location. Examples include:
- UW OneDrive/Google Drive
- Records stored on computer desktop or hard drive (C:)
- Personal network drive (MWS H: drive and campus U: drive)
- Flash drive, CD, removable hard disk, etc.
- Laptop, tablet, smartphone, or other mobile device (department-owned or personal)
Save records to a shared location like SharePoint, a network shared drive, Google Team Drive, or a OneDrive account set up under a departmental NetID
- Departmentally-managed SharePoint
- Shared/Departmental NetIDs
- Collaborative tools (e.g., Slack, Skype, Jabber, Kerika, etc.)
- Departmental websites
- Social media accounts
If you are the owner, administrator, or permissions manager for any electronic resources your department uses:
- Assign another owner, administrator, or permissions manager; or
- Write down the department-owned NetID and password (never share your personal NetID and password, only share login information for shared/departmental and external accounts)
- Provide a list of each electronic resource and how responsibility was transferred to your supervisor
Much of what is printed does not need to be retained and can be disposed of immediately. For paper records that must be maintained, never assume that your colleagues can find them. Use our checklist to identify paper records and who should have access to them.
- Small batches of active records
- Larger batches and inactive records
Records that are past retention and do not have any continuing administrative value can safely be shredded or deleted