IT & Technical Support forms
Capture the symptoms, access needs and equipment details a support team needs. These guides help separate a routine request from a problem report before someone investigates.
Checklists
- Checklists
Equipment checkout form: one asset tag from checkout to return
An equipment checkout form records what leaves IT stock, who has it, and what condition it was in when it went out.
Intake forms
- Intake forms
IT onboarding checklist template: set up a new hire before day one
An IT onboarding checklist records what a new hire needs on the first day: accounts, a device, the applications for their role and any remote access.
Reports
- Reports
Bug report template for internal tools: steps the owner can repeat
An internal bug report describes a problem in a tool your own staff use, with enough detail for the team that owns it to repeat the problem.
- Reports
Security incident report: the facts to record before anyone investigates
A security incident report records a suspected event, such as a phishing email, a lost device or an account that signed in from an unexpected place, along with what the reporter saw and did.
- Reports
IT outage notification: record the facts before the message goes out
An IT outage notification is the short written notice that tells staff which system is down or degraded, what they can still do, and when they will hear next.
Requests
- Requests
Hardware request form: what IT needs before it orders a device
A hardware request form records which device is needed, why the work requires it, and who approves the cost before anything is ordered.
- Requests
Software request form for access: name the role, the approver and the end date
A software access request asks for a role in an application your organization already has, and it records who approved that role and why the work needs it.
- Requests
Remote access request form: name the systems, the sponsor and the end date
A remote access request asks for permission to connect to internal systems from outside the office, and it should name each system the work needs rather than the whole network.
- Requests
Website update request form: the page, the exact wording and the approver
A website update request is the intake for changes to pages that already exist, such as new copy, a replaced image, a price or a removed page.
Surveys
- Surveys
IT service desk feedback form: ask after the fix
An IT service desk feedback survey asks the people who used the help desk whether their issue was fixed, whether they could keep working, and how clear the instructions were.
Related templates
- References
API Documentation
Developer integration guide
- Visuals
Product Roadmap
Feature development timeline
- References
Release Notes
Update log for software
