_Mysherpa Standard Site Visit Template

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Before we go onsite...

• Confirm Date and time of site visit with site liaison

• Export PC list from Lookout Desktop view to Excel. Modify list as needs

• Reviewed outstanding ticket on boards for issues to be addressed with Service Manager? Record Ticket numbers

  Yes

  No

  N/A

• Built task list for tickets to be addressed?

  Yes

  No

  N/A

Mysherpa Standards ...

Desktop Backups

• Is free space on BackTrack NAS > 10%

  Yes

  No

  N/A

• Do all monitored PCs have backups configured in Backtrack Console?

  Yes

  No

  N/A

• Are all old backup folder marked for deletion?

  Yes

  No

  N/A

• Do all desktop PC onsite have backup < 3 days old?

  Yes

  No

  N/A

• Do all laptops in Lookout have backup < 8 days old?

  Yes

  No

  N/A

Mysherpa Agent

• Have servers been rebooted in the past 35 days? Record dates

  Yes

  No

  N/A

• Have all PCs been rebooted in the past 10 days? (answer N/A for now.) Make sure to reminder employee to reboot PC once a week.

  Yes

  No

  N/A

• PCs on-site vs PCs monitored: Are all PCs on site currently in Lookout Portal

  Yes

  No

  N/A

• Have Agents check in for all monitored PCs in the last 15 days ? Use Lookout "No Contact Report" to verify

  Yes

  No

  N/A

• Is space on each Mapped Drive > 15%

  Yes

  No

  N/A

Open Ticket Age

• Service Board: Are all ticket on the service board < 10 days old

  Yes

  No

  N/A

• Monitoring Board: Are all ticket on the service board < 10 days old

  Yes

  No

  N/A

• 2-way Board: Are all ticket on the service board < 30 days old

  Yes

  No

  N/A

Antivirus

• Have all PCs check in in the last 15 days to the console

  Yes

  No

  N/A

• Have all PCs received a definition update in the late 3 days

  Yes

  No

  N/A

OpenDNS

• Have all PCs synced with OpenDNS portal in the last 15 days. Check in OpenDNS portal under roaming Computer in the last sync column.

  Yes

  No

  N/A

Client Infrastructure

• Is server/networking room cleanly and organized . Take pictures to document current setup

  Yes

  No

  N/A

• Do all monitored PC have software packets?

  Yes

  No

  N/A