Pre Install - Site Audit - New customer

About the Customer

• Business Name

• Customers IT

  Onsite

  3rd Party

  Ricoh ITS

  N/A

• IT Contact Name

• IT Contact Number

• Who will be installing the drivers?

  Us

  Their IT

• How many PCs are there?

• How many Macs are there?

• 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...

• Are there power and network ports nearby?

  Yes

  No

  N/A

• Describe the issue

Site general network details

• Does the current 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 any other accessories

• Will the device be connected via USB or network?

  Network

  USB

• Any comments?

• DHCP or static IP?

  DHCP

  Static

• Will they be setting up a DHCP reservation?

• IP address

• Subnet

• Gateway

• 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)

• WIll the customer be needing user codes set up?

  Yes

  No

  N/A

• What functions do they want restricted?