Workflow Templates: Software Installation Checklist

Verify system compatibility and requirements

Review software licensing and agreements

Backup critical data and system configurations

Ensure sufficient disk space and memory

Disable antivirus and firewall temporarily

Download the latest version of the software

Run the installer as an administrator

Follow the on-screen instructions

Select installation directory and options

Monitor the installation for errors

Re-enable antivirus and firewall

Apply any software updates or patches

Configure software settings and preferences

Verify the software is functioning correctly

Document the installation details and configurations

Provide user manuals and guides

Offer initial training sessions

Set up a helpdesk or support contact

Gather feedback from users

Schedule follow-up training if necessary

Set up regular software updates

Monitor software performance and logs

Schedule periodic system audits

Establish a backup routine

Review and update configurations as needed

Software Installation Checklist