Title Page

  • Ticket Number

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Arrived on site and met with


  • Take Inventory

  • Is there missing hardware?

  • If missing hardware list what is missing:

  • Make: Model: Service Tag: Express Code:

  • Is this a replacement

  • If yes, did you remove silver plan software and AV?

  • Backup Old Profile

  • Install Hardware

BIOS Setup

  • Set Time And Date

  • Enable S.M.A.R.T

  • Enable WOL

Windows Setup

  • PC Name

  • User Account: staff

  • Disable Firewall

  • Disable Windows Updates

  • Enable Local Administrator Account

  • Disable UAC

  • Setup Power Options

  • Set Screen Saver Time Out 30 mins. Password On Wake

  • Disable IPV6

  • Disable Action Center

  • Install Printer Under Staff Account

  • Create Client Live Account

  • Live Account Information

  • Activate Microsoft Office

  • Install Java

  • Install Adobe Flash

  • Install nettime

  • Install Google Chrome

  • Does the PC have a scanner?

  • Install Scanner Driver and Software

  • Reboot

ECW Setup

  • Add Mixed Mode .Reg

  • Add Trustedsites .Reg

  • Install tightvnc

  • Run ECW setup

  • Check firewall. ECW sometimes enables it.

  • Reboot

  • Copy Config File to ECW folder

  • Run cwreg.bat

Install Streamline Software

  • Install Client Silver Plan Software

  • Does the PC show up on dashboard?

  • Install Webroot

  • Does the PC show up on dashboard?

Confirm everything works

  • ECW Able to Login and Work.

  • Scanner Working in ECW

  • Microsoft Office Works

  • All Printers Work

  • Is the client happy?

  • If not please state why. List what you will do to resolve.

Technician Additional Information

  • Notes

  • Photo of Final Installation

  • Add signature

Office Manager Agreement

Office Manager Agreement

  • By signing below you agree all work was done by the technician and is satisfactory

  • Add signature

  • Did the Office Manager sign the agreement?

  • If not, why

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.