Operations Guide Template (MS Word/Excel)

The Operations Guide Template will help you run your IT environment more efficiently. It provides tables, charts, and matrices for server monitoring, backups, scheduling tasks, monitoring systems, managing inventory, and performing follow-up reports on outstanding issues. The pack includes a 21-page MS Word template and 8 Excel spreadsheets.

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Operations Guide Template: Screenshots

    

 

Red MS Word theme

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Introduction, System Overview, Authorized Use

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System Operations, Software Inventory and Interfaces

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Resource Inventory and Report Inventory

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Chapter 3, Operations Team

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Chapter 4, Operations Schedule

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Chapter 5, System Runs

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Setup and Diagnostic procedures

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Chapter 6, System Restore

Free Excel Operations Guide Templates

Responsibility Matrix

Daily Operations Checklist

Operations Tasks

Desktop Inventory

Error Codes and Messages

Follow-up Action Report

Inspection Report

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Operations Guide Template: Table of Contents

1 Introduction
1.1 System Overview
1.2 Authorized Use
1.3 Points of Contact
1.4 Help Desk
1.5 Hours of Operations

2 System Overview
2.1 System Operations
2.2 Software Inventory
2.1 Software Interfaces
2.2 Resource Inventory
2.3 Report Inventory
2.4 System Restrictions
2.5 Hardware

3 Operations Team
3.1 Organization Chart
3.2 Leadership Chart
3.3 Key Roles & Responsibilities
3.4 Anticipated Change

4 Operations Schedule
4.1 Daily Tasks
4.2 Weekly Tasks
4.3 Monthly Tasks
4.4 Backup Schedule

5 System Runs
5.1 Run Inventory
5.2 Run #1
5.3 Run #2

6 System Restores

Operations Guide Template: Format & Content

The template is in Microsoft Word format and can be downloaded online for only $9.99. The template pack includes the following documents:

3 x Operations Guide Templates 21 pages Download Word template
Daily Tasks 1 worksheet Download Excel template
Desktop Inventory 1 worksheet Download Excel template
Error Codes and Messages 1 worksheet Download Excel template
Follow-up Action Report 1 worksheet Download Excel template
Hardware Inventory 1 worksheet Download Excel template
Inspection Report 1 worksheet Download Excel template
Operations Task Tracking Form 1 worksheet Download Excel template
Responsibility Matrix 1 worksheet Download Excel template

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Product Specifications

File Format: The templates are in Microsoft Word  (.docx) and Microsoft Excel (.xlsx) format.

Opening the Files: You don’t need any special software to unzip the files. To unzip the files, right click on it, then select Extract, and save it to your computer.

Getting Started: Depending on your MS Office settings, the files may say Read Only when you open them. If this occurs, click FileSave As and save the files. There are no security settings on any of the files.

Images: All of the images in the templates are copyright free.

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FAQs

Who are your Customers?

Here is a sample list of our customers.

Technical Support

I am here to help you with any questions. You can contact me directly if you need any helping using these templates.

What file formats do the templates work in?

The files work in MS Word 97, 2003, 2007, Office 2010, Office 2016, Windows 7, XP, Vista, and Apple iWork (if you have Word for Mac), and Google Docs.

How do I get my templates?

After you make the payment, you are sent an email. This has a link to a Download Page from where you can save the templates,

Where are my templates?

By default, when you download the files, they are saved to the Download folder on your computer.

What is the refund policy?

We offer a 60 days refund policy.

I have not received my product. Who do I contact?

Please email ivan at klariti.com or info at klariti.com or ivanawalsh at gmail.com. Please include your order number.

Help! I’ve accidentally deleted my templates!

Just drop us a line with the order number. We’ll send it out.

Why does my file say it’s corrupt?

If you open a zip file during the download, it may display an error message that the file is corrupt. What this means is that not all of the file have downloaded and therefore the system thinks its contents are corrupt. Please try to download the file again or contact us for assistance. Email us the receipt number you received from eJunkie and we’ll send you another copy.

How Do I Buy the Templates?

This page explains the order process.

It shows how to order templates, how can you pay (with PayPal or with Credit Cards), and how to download the template.

How do I Download the Templates?

After you buy the order, you’ll get an email with a link to download the templates.

If you have any problem downloading the templates, send me the order number and I will get back to you.

Please allow 12 hours for a response as our time zone may be different than yours.

How do I Pay with my Credit Card (Instead of PayPal)

This page explains how to buy templates using your credit card instead of PayPal.

Note: You do NOT need a PayPal account to place an order. You can pay for your order using your credit or debit card.

Read How to Pay with Your Credit Card (Instead of PayPal) here.

How Can I Contact You?

You can contact me at:

  • Email: ivan at klariti.com / info at klariti.com / ivanawalsh at gmail.com
  • Tel: 00.353.860.886.349
  • Facebook / Twitter

As we’re in Europe, there may be a time difference when getting back to you.

Again, if there are any problems, just let me know.

Regards,

Ivan Walsh

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