Software Installation Checklist
Every help desk should have a clearly defined process through which end users can request the purchase and installation of software and through which the IT department will complete that installation. A critical component of such a process should be either a paper or online form that the support department can use to ensure that all appropriate steps are taken prior to installation. To help you develop such a form for your help desk, we've created a sample software installation checklist based on a submission from TechRepublic member Julie O'Reilly.
Designed to be used alone or in conjunction with our Software purchase/installation approval form, this software installation checklist tracks several important bits of information, including:
Software type (new/existing)
Availability of test sample of software
Completion of software testing on standard client build
Compatibility with standard client build
Purchase order approval status
Communication with requestor
Posting of software to the network
Assigning of installation ticket to filed tech
Filing of forms
The purpose of this form is to aid the software request process. It should be attached to all request forms.
1. 0 New software
0 Existing software (see sub items)
0 License available (proceed to item 11)
0 License NOT available (proceed to item 7)
2. 0 Software sample provided
0 Software sample NOT provided (see sub items)
0 Sample attainable
0 Sample NOT attainable (proceed to item 7)
3. 0 Test software on standard client build
4. 0 Software compatible with standard load
0 Software NOT compatible with standard load (see sub item)
0 Complete software incompatibility form (proceed to item 12)
5. 0 Create installation guide
6. 0 Communicate to requesting department (see sub items)
0 Approved (proceed to item 8)
0 NOT approved (proceed to item 12)
7. 0 Request purchase order
8. 0 Purchase order approved by requesting department
0 Purchase order NOT
Designed to be used alone or in conjunction with our Software purchase/installation approval form, this software installation checklist tracks several important bits of information, including:
Software type (new/existing)
Availability of test sample of software
Completion of software testing on standard client build
Compatibility with standard client build
Purchase order approval status
Communication with requestor
Posting of software to the network
Assigning of installation ticket to filed tech
Filing of forms
The purpose of this form is to aid the software request process. It should be attached to all request forms.
1. 0 New software
0 Existing software (see sub items)
0 License available (proceed to item 11)
0 License NOT available (proceed to item 7)
2. 0 Software sample provided
0 Software sample NOT provided (see sub items)
0 Sample attainable
0 Sample NOT attainable (proceed to item 7)
3. 0 Test software on standard client build
4. 0 Software compatible with standard load
0 Software NOT compatible with standard load (see sub item)
0 Complete software incompatibility form (proceed to item 12)
5. 0 Create installation guide
6. 0 Communicate to requesting department (see sub items)
0 Approved (proceed to item 8)
0 NOT approved (proceed to item 12)
7. 0 Request purchase order
8. 0 Purchase order approved by requesting department
0 Purchase order NOT