Software Installation Checklist

Every help desk should have a clearly defined process through which end users can request the purchase and installation of software and through which the IT department will complete that installation. A critical component of such a process should be either a paper or online form that the support department can use to ensure that all appropriate steps are taken prior to installation. To help you develop such a form for your help desk, we've created a sample software installation checklist based on a submission from TechRepublic member Julie O'Reilly.

Designed to be used alone or in conjunction with our Software purchase/installation approval form, this software installation checklist tracks several important bits of information, including:

• Software type (new/existing)

• Availability of test sample of software

• Completion of software testing on standard client build

• Compatibility with standard client build

• Purchase order approval status

• Communication with requestor

• Posting of software to the network

• Assigning of installation ticket to filed tech

• Filing of forms

The purpose of this form is to aid the software request process. It should be attached to all request forms.

1. 0 New software

0 Existing software (see sub items)

0 License available (proceed to item 11)

0 License NOT available (proceed to item 7)

2. 0 Software sample provided

0 Software sample NOT provided (see sub items)

0 Sample attainable

0 Sample NOT attainable (proceed