Procedure Template for IT

1. Purpose

This procedure outlines the steps for installing and configuring software applications to ensure they meet organizational standards and operational requirements within [Your Company Name].

2. Scope

This procedure applies to all IT personnel involved in the installation and configuration of software for company workstations and servers.

3. Definitions

Software Application: Any program or set of programs designed to perform specific tasks or functions on a computer.
Configuration: The process of setting up software to meet the needs of the user or organization.

4. Responsibilities

IT Manager: Oversees the implementation of this procedure and ensures compliance.
IT Support Staff: Executes the software installation and configuration according to the steps outlined.

5. Procedure

5.1 Preparation

Verify Requirements:
- Ensure the software is compatible with the operating system and hardware.
- Confirm that all prerequisites, such as licenses and serial numbers, are available.
Backup System:
- Perform a full backup of the system before starting the installation.

5.2 Installation

Obtain Software:
- Download or retrieve the software from the authorized source.
- Verify the integrity of the software using checksums or digital signatures.
Run Installer:
- Execute the installation file.
- Follow the on-screen instructions to complete the installation.
Apply Updates:
- Check for and apply any available updates or patches for the software.

5.3 Configuration

Initial Setup:
- Launch the software and complete the initial setup wizard.
- Configure basic settings according to organizational standards.
Custom Configuration:
- Adjust settings to meet specific requirements, such as network configurations or user permissions.
- Refer to the software’s configuration guide for detailed instructions.

5.4 Verification

Functionality Check:
- Test the software to ensure it operates correctly and meets the user’s needs.
- Document any issues and follow up for resolution.
User Training:
- Provide basic training to users on how to use the new software.
- Distribute user manuals or reference materials.

5.5 Documentation

Update Records:
- Record the installation and configuration details in the IT asset management system.
- Include information such as software version, installation date, and configuration settings.
Feedback Collection:
- Gather feedback from users regarding the software and configuration.
- Address any concerns or issues as necessary.