PC Set Up/Re-Imaging
Agent/Staff Onboarding
SharePoint
Processes
Why?
200

What is the standard naming convention for employee and bullpen computers?

HNR-EMP-(accounting code)-lowest number available

HNR-BP-(office code)-lowest number available

200

What is the name of the Learning Path that agents receive in Litmos?

Agent Accelerate NOW

200

If someone cannot access SharePoint, where is the very first place you should look?

Their Office Distribution Group

200

What is our Ticketing Response Time for Non-Emergency and Emergency Tickets?

Emergency - 10min

Non-Emergency - 1 hour or less

200

Why do we send the Pending Report to Prosperity?

To provide insight on the buyers through HNR

400

What Anti-Virus software gets pushed with Kaseya?

Sophos

400

What do you dial on the phone to begin set up of the agent VM greeting?

58900, *, 4 Digit Extension, *

400

What's the name of the folder that terminated agents get moved to?

Terminated Agents SP

400

What is the process for a staff member to receive new equipment or software?

The broker will send a written request to Scott asking for approval

400

Why do we make sure all tickets are updated?

So that everyone is aware of the most current status to help when that technician is out

600

Name 3 things that must be done after delivery of a new PC?

  • Test all Programs
  • Check Shortcuts
  • Test print jobs to all printers installed
  • How to pin folders / files to quick access
  • How to unpin folder/files from quick access
  • Create short cuts on their desktop to cloud files
  • Follow up the next business day to ask if anything was missed.
600

Luxury Lake and Mountain and Peachtree City

600

What do you select to prevent other agents from accessing a newly created folder?

Stop Inheriting Permissions

600

What are the names of all the Reports IT is responsible for and how often are they run?

Pending - Daily/Weekly/Monthly

QSC - Weekly

Birthday/Anniversaries - Monthly

Completed Transactions - Monthly

Top 50 - Monthly

600

Make a call instead of email

800

What Kaseya script/procedure is run on a new agent bullpen computer?

HNR-BP Config

800

What is the 9th Attribute that is added in Exchange?

MFA_Enforced

800

Links

800

Agent, Office Manager, Broker, Scott, and Jenni

800

Global Protect is Enabled