Your 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 completes that installation. A critical component of this 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.

Tracks important installation-prep information
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.

Download our software installation checklist
You can download our software installation checklist by following this link or by clicking on the Downloads link in the navigation bar at the top of this page. TechRepublic has many useful documents, templates, and applications available for download, so be sure to check out our other offerings.

Our software installation checklist is available both as a Microsoft Word document and as an Adobe PDF file. To increase download speed, we’ve zipped the files together into one file. You will need an unzip utility such as WinZip or PKZIP to expand the zipped file. You will also need either Microsoft Word or Adobe Acrobat Reader to view each respective document. You can download Adobe Acrobat Reader here.