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RDM Checklist: Be Well Prepared for Your Vacation

July 23rd, 2026 | by
Illustration of a clipboard with the heading “FDM-Checkliste” and several items checked off in blue.

Source: Own Illustration

Vacation season is just around the corner, and for many researchers, that means a well-deserved break. But before you put your laptop away for a few days or weeks, it’s worth taking a quick look at research data management (RDM). With just a little preparation, you can ensure that your research data is protected, that projects can continue to run smoothly even while you’re away, and that your substitutes have all the necessary information at their fingertips. In this post, we provide an overview of the most important steps you should take regarding research data management before going on vacation.

 

 

Check Data Storage and Backups

Are all current research data stored in a central location? Have important files been backed up, and are they not stored exclusively on your laptop or a USB drive?

Before you leave, verify that all relevant data is stored on the designated storage systems and that up-to-date backups are available. This ensures your data remains protected even in the event of technical issues or equipment failures.

 

Update Documentation

Complete and up-to-date documentation makes it easier for both your substitute and yourself to stay on top of things and ensures a smooth return to work after your vacation. Record the status of ongoing experiments, evaluations, or analyses, and document any outstanding tasks. Electronic Lab Notebooks (ELNs), project notes, or other documentation systems help you document your current work status in a clear and traceable manner.

 

Check Access Rights

Check well in advance whether colleagues or substitutes can access the necessary data, documents, and project folders. At the same time, access rights should be granted only to the extent necessary to ensure that sensitive data remains protected.

 

Keep Track of Deadlines and Obligations

Before your vacation, take a look at upcoming deadlines, project reports, or other obligations. If important deadlines are coming up during your absence, coordinate with your substitute or your team well in advance. This helps avoid delays and unnecessary time pressure.

 

Inform Collaboration Partners

A brief notification of planned absences is particularly helpful in joint research projects. Let your project partners know when you will be unavailable and who will be covering for you during that time. In addition, it’s a good idea to set up an out-of-office message in Outlook so that external inquiries are automatically informed of your absence and, if applicable, who is covering for you. Clear communication channels facilitate collaboration and prevent misunderstandings.

 

Pre-Vacation Checklist

  • Documentation updated?
  • Access rights checked?
  • Open tasks documented?
  • Checked important deadlines?
  • Secured sensitive data?
  • Stored research data centrally?
  • Checked data backup?
  • Informed collaboration partners?
  • Set up an out-of-office message in Outlook?
  • Informed your substitute about the current status?

 

Well-Prepared for Your Time Off

Careful preparation ensures that research data is managed securely and that projects can continue reliably even during a prolonged absence. At the same time, you’ll create the best conditions for a smooth return to work after your vacation. Many of these measures are already part of good research data management and contribute to structured and sustainable research work in the long term.

The RDM team is happy to assist you with any questions regarding research data management.

 


Responsible for the content of this article is Hania Eid.

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