ITAM – Checklists

Checklists are the most complex and at the same time one of the most useful parts of the IT Assets CMDB. It is so important to structure and streamline repetitive work like workstation imaging and deployment or employee onboarding and terminations as well as less common work like IP DHCP reservations or setting up a specific device used only in conference rooms.

They are designed to help you with this and centrally make them available to any application user for whatever type of asset and job they work on. They also allow later on to research what was done, which steps have been executed and additional notes that have been left in them at the time of the execution.

For all of this, you need to start with Checklist Templates, you first create a template which defines the entry points on your checklist and their functionality if desired, like PowerShell scripts.

The application user now creates a checklist from the current template (changing the template will not change this copy later on). He can then follow the steps as instructed. If the employee is out on PTO or sick, another can simply take over his current job while looking at the checklist and seeing where he had stopped and what was done or wasn’t done yet. Open checklists are shown on the main page.

It is up to your imagination and needs on how to engage checklists. Take a look at the Checklist Templates as there are some samples provided there as well.