• Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • 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

  • Built task list for tickets to be addressed?

Mysherpa Standards ...

Desktop Backups

  • Is free space on BackTrack NAS > 10%

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

  • Are all old backup folder marked for deletion?

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

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

Mysherpa Agent

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

  • 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.

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

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

  • Is space on each Mapped Drive > 15%

Open Ticket Age

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

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

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


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

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


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

Client Infrastructure

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

  • Do all monitored PC have software packets?

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.