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