About the Customer

  • Business Name

  • Serial number of existing device

  • Customers IT

  • IT Contact Name

  • IT Contact Number

  • Prepared by

  • Conducted on

Site Access

  • Are there Stairs?

  • Describe the staircase (e.g. narrow, small landing, etc)

  • List any other site access issues, e.g. Gravel path, narrow door...

Site general network details

  • Backup address book - get a CSV using Smart Device Monitor if device is MP161/MP171/201

  • Print config page

  • Does the device have a fax?

  • Is the fax plugged in and used?

  • Fax number

  • Fax header

  • Is the device set up for faxability?

  • Is there fax forwarding?

  • What is the name of the address book entry or group that it is being forwarded to?

  • Is the copier set up to print as well as forward?

  • Describe the situation with the fax (e.g. it's not plugged in, they never use it, etc).

  • List other accessories: be specific with finishers eg. standard, booklet, internal and check for Postscript

  • DNS server(s)

  • Does the customer use scan to email?

  • SMTP Server Address

  • Port Number

  • Admin email address

  • SSL or TLS

  • Authentication required?

  • Username

  • Email address

  • Password (please note if unknown)

  • Is there any software installed on the device (Equitrac, Papercut, etc)

  • Are user codes turned on?

  • What functions are restricted?

  • What software is installed?

  • Any other things that should be noted?

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.