Posted: January 19, 2004

Step 4: Reviewing Policies and Procedures

View Section: Software Acquisition Policy | New Software Check-In | Software Use Policy | Disaster Recovery Plan

New Software Check-In


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When your customer receives new software, what happens? Is the software sent to the department that requested it, or is it sent to the IT department for proper check-in?

Having a software check-in list is critical if your customer wants to keep their software and license inventory up-to-date. Following just a few quick steps when new software arrives will help ensure your customer doesn’t over-order certain software titles and will make future inventories much faster and easier.

Work with your customer to develop a checklist that will be easy for the appropriate employees to complete while still collecting the data and storing license documentation in a safe location.

New Software Check-In Checklist
Modify this check-in checklist, or your customer may use it as-is.
DOC (25 KB) | PDF (221 KB)

Reviewing Policies and Procedures
Use this script as a guideline for talking to customers about their SAM policies and procedures.
DOC (32 KB) | PDF (77 KB)

SAM Checklist
Use this checklist to mark off each SAM step you complete with your customer.
DOC (47 KB) | PDF (60 KB)