Automation Bot Offboarding Checklist Form
Complete this checklist to ensure a smooth and compliant offboarding process for automation bots. All fields are required for accurate task tracking.
Bot Name or Identifier
*
Bot Owner / Responsible Team
*
Environment or System Where the Bot Runs
*
Please Select
Production
Staging
Development
QA/Test
Other
Offboarding Effective Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Reason for Offboarding
*
Please Select
Obsolete/No Longer Needed
Replaced by New Automation
System Migration
Security/Compliance
Other
Checklist of Assets to Deactivate or Remove
*
Bot User Accounts
Scheduled Jobs/Triggers
API Keys/Secrets
Access Permissions
Monitoring/Alerts
Other
Dependencies or Integrations to Review Before Shutdown
*
Data Retention or Archival Instructions
*
Final Verification Status Before Decommissioning
*
All Tasks Completed
Pending Issues
Requires Further Review
Additional Notes or Handoff Comments
Submit Checklist
Should be Empty: