Pre Install - Site Audit - Existing customer

About the Customer

• Business Name

• Serial number of existing device

• Customers IT

  Onsite

  3rd Party

  Ricoh ITS

  N/A

• IT Contact Name

• IT Contact Number

• Prepared by

• Conducted on

  Date

Site Access

• Are there Stairs?

  Yes

  No

  N/A

• 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?

  Yes

  No

  N/A

• Fax number

• Fax header

• Is the device set up for faxability?

  Yes

  No

  N/A

• Is there fax forwarding?

  Yes

  No

  N/A

• 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?

  Yes

  No

  N/A

• 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?

  Yes

  No

• SMTP Server Address

• Port Number

• Admin email address

• SSL or TLS

  SSL

  TLS

• Authentication required?

• Username

• Email address

• Password (please note if unknown)

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

  Yes

  No

  N/A

• Are user codes turned on?

  Yes

  No

  N/A

• What functions are restricted?

• What software is installed?

• Any other things that should be noted?