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Check List for Your IT Documentation#

A good IT documentation: What is it that makes a difference? At bookshops you can find extensive literature to deal with the subject in detail and as a whole.

Our suggestion: Quick successful results first, and then you can consider things as a whole. The following checklist helps you to take a pragmatic approach to achieve first successes. But nevertheless, we recommend the literature ;-)!

# Checkpoints Implemented by Date of implementation Status
1. Organizational preparations
1.1 Have you clarified all requirements for the IT documentation?

(What do you want to document? What benefits do you want to generate?)
1.2 Did you define a team for the management and development of the IT documentation?
1.3 Did you involve also staff and specialist departments who are supposed to work with the IT documentation?
1.4 Did you consider the previous documentation? Have you decided if you want to keep it (or parts of it) or if it shall be renewed?
1.5 Have you clarified which third-party applications you want to integrate in your IT documentation?
1.6 Did you define milestones specifying which targets you want to reach and when? When do you want to apply the IT documentation in a productive way?
2. Learn to know i-doit
2.1 Did you order a test license?

Did you make an evaluation with respect to your requirements?
2.2 Do you know the i-doit basics? (Did you participate in a webinar covering the basics? Did you read the Knowledge Base?)
2.3 Did you purchase i-doit?

(Did you subscribe to an object package and conclude a support contract?)
3. Implementation of i-doit
3.1 Is a pre-configured (virtual) machine available covering all system requirements? Are all the required system settings carried out?
3.2 Is i-doit installed?
3.3 Is the license installed?
3.4 Did you set up the essential Cronjobs?
3.4 Did you set up a backup and recovery procedure?
3.5 Did you set up a test system?

(This is an option which may cause additional costs.)
4. Configuration of i-doit
4.1 Did you integrate all relevant third-party applications? Did you test the respective integration?
4.2 Did you define all persons and person groups authorized for login?
4.3 Did you remove the login-rights of the preinstalled persons or did you change their passwords?
4.4 Are the relevant object types activated and the others deactivated?
4.5 Are the relevant categories assigned to the object types and the others deactivated?
4.6 Did you create additional object types which you require? Are they configured with the relevant categories?
4.7 Are the additional attributes which you require mapped by custom categories? Are they assigned to object types?
4.8 Did you pre-configure the object lists globally for all persons authorized for login?
4.9 Did you pre-configure the dashboard globally for all persons authorized for login?
5. Initial Filling
5.1 Has the previous documentation been replaced (for example, Excel sheets by CSV import)?
5.2 Have you automated the data imports (for example, JDisc, OCS Inventory NG, CSV files)?
5.3 Have the manual (re-) works been finished?
6. Using i-doit productively
6.1 Did you integrate the IT documentation into all relevant (manual/automated) processes?
6.2 Are the persons authorized for login well-trained? (Trainings, if necessary?)
6.3 Are all the requirements fulfilled?
6.4 Did you initiate mechanisms to adapt your IT documentation constantly to new requirements? (Follow-up projects, meetings on a regular basis?)

Was this checklist helpful? Do you have any other suggestions or additions? We are happy to receive your feedback!