SOP - Consultations

Section I   

This SOP is applicable to Lifecyle Management Team 

Section II  - Consultations

This SOP should be used as a guide to cover the many things to consider when a customer places an order for IT equipment. 

  1. If the order is for a new employee or an order where a previous computer will not be lifecycled, the purchaser should discuss the following with the customer:
    1. If a laptop, will the customer need a dock/monitors/keyboard/mouse?
    2. If a desktop, does the customer already have monitor(s)?
    3. If a desktop, have they considered a laptop with a dock/monitor? Primarily for single-user computers – labs/research will have a specific need for desktops.
    4. Will the customer need any non-standard software (Acrobat Pro, EndNote, etc.)?
    5. If the customer requests a model/brand that is not our standard, are they aware of our standards or do they have a particular reason for not choosing a standard?
       
  2. If the order is replacing a computer already in use, the purchaser should discuss the following with the customer:
    1. If a laptop, do they currently have a dock and is it compatible with this new laptop?
    2. If a desktop, are the current monitor/cables compatible with the video ports on the new desktop? Consult LanSweeper to confirm what monitors the customer currently has.  If monitors are 20” or smaller, offer pricing on standard 24” monitor.
    3. What (if any) additional software will be installed on the new computer? Consult LanSweeper to confirm what additional software the customer has.
    4. Do the specs on the new computer meet or exceed the current computer, specifically the RAM and the HD? Consult LanSweeper to view the RAM and HD space on the current computer and modify the request as needed.
    5. If the customer requests a model/brand that is not our standard, are they aware of our standards or do they have a particular reason for not choosing a standard?

 

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