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Workstation deployment checklist - Connect IT Community | Kaseya
<main> <article class="userContent"> <p>Now that you know how to <a href="https://kaseya.vanillacommunities.com/kb/articles/aliases/itglue/hc/en-us/articles/360004938258" rel="noopener nofollow">create a basic checklist</a>, here is an example of a common industry checklist that you can create for an organization.</p> <h3 data-id="building-a-workstation-deployment-checklist">Building a Workstation Deployment Checklist</h3> <ol><li>Log in to your IT Glue account.</li> <li>Navigate to the organization you want to build a checklist for. <em>If you are creating this as a generic checklist for your team to use with multiple clients, you will want to create it inside your own organization.</em> <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/A64FORSRMKJA/organizations-it-glue.png" alt="Organizations___IT_Glue.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>In the left-hand menu, select <strong>Checklists</strong> and then click on <strong>+ New > Checklist.</strong> <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/IN4HYKDGUZAU/checklists-it-glue.png" alt="Checklists___IT_Glue.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>Use the below title, description, and tasks as a guideline for this Workstation Deployment Checklist. Feel free to adjust any of the information to better fit your business needs. <ul><li> <strong>Title -</strong> Workstation Deployment Checklist - [Workstation Number/ID]</li> <li> <strong>Description - </strong>All [company name] managers (or, administrators as delegated) are to complete this checklist when deploying a workstation for the first time.</li> <li> <strong>Tasks -</strong> See table below<br><br><table style="width: 637px;"><tbody><tr style="background-color: DCDCDC;"><td><strong>Suggested Task Name</strong></td> <td><strong>Suggested Task Description</strong></td> </tr><tr><td>Unbox, boot up, check specs against order</td> <td> </td> </tr><tr><td>Check firmware is current, upgrade if required</td> <td> </td> </tr><tr><td>Connect to imaging network, boot from NIC</td> <td> <strong>Note: </strong>For standard computer at POST, select F12. Non-standard computers may have a different method to boot from network.</td> </tr><tr><td>Refer to organization site summary asset to confirm which image to select</td> <td> </td> </tr><tr><td>Install RMM agent</td> <td> </td> </tr><tr><td>Check all RMM first time scripts are run successfully</td> <td>Troubleshoot as necessary with SOP</td> </tr></tbody></table></li> </ul></li> </ol><p><em>Example of a fully built Workstation Deployment Checklist:</em></p> <p><img src="https://us.v-cdn.net/6032361/uploads/migrated/H4MM857M3Q84/it-glue.png" alt="IT_Glue.png" class="embedImage-img importedEmbed-img"></img></p> <p>Related Items</p> <p>Feel free to check out our other examples of common industry checklists:</p> <ul><li><a href="https://kaseya.vanillacommunities.com/kb/articles/aliases/itglue/hc/en-us/articles/360004935217-Employee-onboarding-checklist" rel="noopener nofollow">Employee Onboarding Checklist</a></li> <li><a href="https://kaseya.vanillacommunities.com/kb/articles/aliases/itglue/hc/en-us/articles/360004935437-Training-session-checklist" rel="noopener nofollow">Training Session Checklist</a></li> </ul> </article> </main>