IT SOP TEMPLATE

IT Standard Operating Procedure COMPANY NAME Street Address City, State and Zip webaddress.com Version 0.0.0 00/00/0000 department responsible

VERSION HISTORY
VERSION NO.	CURRENT VERSION DATE
EFFECTIVE DATE	EXPIRATION DATE
RESPONSIBLE PERSON	SIGNATURE
WRITER	APPROVAL

REVIEW PROCEDURE

List how often the SOP should be reviewed and updated and who is responsible.

PURPOSE

What is the purpose of the SOP? Note any policy or regulations that govern the document.

SCOPE

What facets of operations and equipment or departments do these procedures apply to?

ROLES AND RESPONSIBILITY

Define who these SOPs apply to and the responsibilities of each role.

ROLE	RESPONSIBILITY

KEYWORDS AND DEFINITIONS

Define any acronyms, jargon, or terms that might have multiple meanings.

KEYWORD	DEFINITION

ESSENTIAL BUSINESS FUNCTIONS

Have you analyzed how IT difficulties can affect the particular functions of your organization?

PROCEDURES

Detail procedures below. Use flowcharts to describe processes as appropriate.

PROCEDURE NAME	TASK	PERSON RESPONSIBLE

FLOWCHART

KEY STEP START / END INPUT / OUTPUT DOCUMENT FLOWCHART LINK DECISION YES NO CONNECTORS A flowchart can help to show what actions to take to complete a helpdesk ticket based on certain conditions.

YES NO YES NO COPY AND PASTE BLANK ICONS

TROUBLESHOOTING PROCEDURES

How will incidents be investigated, escalated, and resolved?

CHECKLISTS

Add all checklists used for processes and describe filing systems for completed checklists.

SERVICE CONTINUITY

Are backup and restore tasks defined to ensure service availability and continuity during and after incidents?

ESCALATIONS

How are service issues escalated?

RECORD MANAGEMENT

Describe how warranties, checklists, and maintenance logs are archived and retrieved.

MAINTENANCE

Are maintenance schedules for equipment in place? What are the maintenance tasks?

EQUIPMENT, HARDWARE, AND SOFTWARE

List all components in use.

CONFIGURATION

Describe how components and networks fit together.

DIAGRAMS

Include any equipment or network diagrams as needed.

SERVICE REVIEW

Were issues found in the previous review period? Describe them.

SERVICE CATALOGUE

How does this SOP apply to your organization’s IT service catalogue?

CHANGE PROCESS

How are changes made to systems, equipment, and procedures?

REFERENCES

List any external sources of manuals or documentation that are relevant.

SIGNATURES

Obtain signatures from employees to confirm that they have read and understood procedures.

STAFF MEMBER NAME	SIGNATURE	DATE

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