Step by Step Procedure Template
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Step by Step Procedure

Created by: [Your Name]

Title: Setting Up a New Employee Workstation

I. Purpose

To ensure a consistent and efficient setup of new employee workstations, including hardware and software configurations at [Your Company Name].

II. Scope

This procedure applies to IT staff responsible for setting up new workstations in the company.

III. Materials/Tools Needed

  • Computer (desktop or laptop)

  • Monitor

  • Keyboard and mouse

  • Network cable

  • Power cables

  • Company software installation CDs or files

  • Internet connection

  • User account credentials

IV. Procedure Steps

  1. Unbox and Inspect Equipment

    • Unbox all equipment and verify that all items (computer, monitor, keyboard, mouse) are present and undamaged.

  2. Connect Hardware

    • Place the computer on the desk.

    • Connect the monitor to the computer using the appropriate cable.

    • Connect the keyboard and mouse to the computer.

    • Plug in the power cables for both the computer and the monitor.

    • Ensure the network cable is connected to the computer and an active network port.

  3. Power On Equipment

    • Turn on the monitor and computer.

    • Wait for the computer to boot up and reach the operating system login screen.

  4. Install Operating System (if necessary)

    • If the operating system is not pre-installed, use the installation media to install the OS.

    • Follow on-screen instructions to complete the installation.

  5. Connect to Network

    • Ensure the computer connects to the company’s network either through wired or wireless connection.

    • Verify network connectivity by accessing a company website or resource.

  6. Install Company Software

    • Insert the software installation CD or access installation files from a network location.

    • Follow the prompts to install necessary software applications, such as email clients, office productivity suites, and security software.

  7. Create and Configure User Account

    • Log in to the computer with an administrative account.

    • Create a new user account using the credentials provided by the HR department.

    • Set up user preferences and configure system settings as required.

  8. Test and Verify Setup

    • Test all hardware components (monitor, keyboard, mouse) to ensure they are functioning correctly.

    • Verify that all installed software is working properly.

    • Ensure the user account has appropriate permissions and access to required resources.

  9. Document the Setup

    • Complete the workstation setup log with details of the hardware and software installed, and any configuration changes made.

    • Provide the new employee with login credentials and any additional instructions or resources.

  10. Clean Up

    • Remove and dispose of any packaging materials or obsolete equipment as per company policies.

    • Ensure the workstation area is clean and organized.

V. Responsibilities

  • IT Staff: Responsible for setting up the workstation, installing software, and verifying functionality.

  • HR Department: Provides user account credentials and additional instructions.

VI. References

  • Company IT Policy Document

  • Software Installation Guides

Notes

  • Ensure all software installations are up-to-date with the latest patches.

  • Perform a final check to confirm that the workstation is ready for use by the new employee.

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