Build your vendor offboarding checklist.

How to build your vendor offboarding checklist

1. 1

   Describe the job

   Coordinate supplier service endings, asset returns and retained-document ownership.

2. 2

   Review the first version

   Choose how the buyer records the vendor and how the budget reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your vendor offboarding checklist

• Keep the vendor in context

  Keep vendor, contract reference, service end, asset return, access request and retention owner together so the next person can understand the request or record.

• When the next step needs a decision

  A service ends while a vendor-owned device is still at the office. Keep the asset-return task visible before marking offboarding complete.

• Keep retention owner visible

  Keep the unresolved access or asset task open after the service end date.

• Choose what each person needs

  Give the buyer a working view and the budget reviewer a review view. Keep vendor and contract reference attached to the decision as the work moves between them.