Free Step by Step Procedure Template
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
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Computer (desktop or laptop)
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Monitor
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Keyboard and mouse
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Network cable
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Power cables
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Company software installation CDs or files
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Internet connection
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User account credentials
IV. Procedure Steps
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Unbox and Inspect Equipment
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Unbox all equipment and verify that all items (computer, monitor, keyboard, mouse) are present and undamaged.
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Connect Hardware
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Place the computer on the desk.
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Connect the monitor to the computer using the appropriate cable.
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Connect the keyboard and mouse to the computer.
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Plug in the power cables for both the computer and the monitor.
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Ensure the network cable is connected to the computer and an active network port.
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Power On Equipment
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Turn on the monitor and computer.
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Wait for the computer to boot up and reach the operating system login screen.
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Install Operating System (if necessary)
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If the operating system is not pre-installed, use the installation media to install the OS.
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Follow on-screen instructions to complete the installation.
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Connect to Network
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Ensure the computer connects to the company’s network either through wired or wireless connection.
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Verify network connectivity by accessing a company website or resource.
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Install Company Software
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Insert the software installation CD or access installation files from a network location.
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Follow the prompts to install necessary software applications, such as email clients, office productivity suites, and security software.
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Create and Configure User Account
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Log in to the computer with an administrative account.
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Create a new user account using the credentials provided by the HR department.
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Set up user preferences and configure system settings as required.
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Test and Verify Setup
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Test all hardware components (monitor, keyboard, mouse) to ensure they are functioning correctly.
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Verify that all installed software is working properly.
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Ensure the user account has appropriate permissions and access to required resources.
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Document the Setup
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Complete the workstation setup log with details of the hardware and software installed, and any configuration changes made.
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Provide the new employee with login credentials and any additional instructions or resources.
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Clean Up
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Remove and dispose of any packaging materials or obsolete equipment as per company policies.
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Ensure the workstation area is clean and organized.
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V. Responsibilities
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IT Staff: Responsible for setting up the workstation, installing software, and verifying functionality.
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HR Department: Provides user account credentials and additional instructions.
VI. References
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Company IT Policy Document
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Software Installation Guides
Notes
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Ensure all software installations are up-to-date with the latest patches.
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Perform a final check to confirm that the workstation is ready for use by the new employee.