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

Software Use Policy


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Your customer’s Software Use Policy should cover the company’s rules for downloading, installing, and using software titles. A good Software Use Policy will help keep your customer’s system free from viruses, reduce the number of support calls, and keep the software inventory up-to-date.

Some points you may want to include are:

A reminder to review the terms and conditions for each license to ensure proper usage
The process for authorizing software installs (i.e. assign one person to either install software or record software installations)
How the company will monitor all Internet and downloading activities
Where the terms and conditions will be kept so they may be easily accessed by all employees

It’s important that all employees receive a copy of the Software Use Policy and understand what they can and cannot do with the company’s software and hardware.

Service Opportunity

You may offer a Software Use Training Session(s) to your customer as a service you can provide to ensure all employees understand the rules.

Software Use Policy Template
This document is a good place to start when writing or reviewing your customer's software use policy.
DOC (32 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)