Existing Customer On-Site Assessment Checklist

Company Demographics:

Company: *

Accessed Location:

Street Address

Apartment, suite, etc

City

State/Province

ZIP / Postal Code

Country

Contact:

Data Closet:

Is the closet/cabinet locked?

Are there any unusual lights or sounds on equipment?

How does the temperature and humidity feel?

How is the dust accumulation and airflow?

Are there any unusual activity?e.g., rodents

If yes, please describe:

Are there any unexpected devices or objects added to area?e.g., other computer equipment or storage

If yes, please describe:

Is any equipment missing an asset tag?If yes, create, tag and document.

Survey Real Estate:Clean up errata (e.g., broken strands of network wire, useless CD media, manuals on turning on a monitor, etc.)

Additional Information:

Physical Servers:

Are there any errors on the LED?

Did you check fans dust factor?

Are there any environmental hazards?e.g., water

If yes, please describe:

Additional Information:

UPS:

Does client have a UPS?

Are there any errors on LED?

When was the UPS last tested?

What is the capacity?

What is plugged into the UPS?e.g., It does no good to have a switch with two PDUs plugged into the same UPS

Are there any environmental hazards?e.g., water

If yes, please describe:

Additional Information:

Switch/es:

How many switches?

What is/are the make/s, model/s and verify EOL/EOS?

What is the port density of each switch?

Are there any dead ports?

If yes, please describe:

Are there any ports that are patched that may not have anything on the other end?

Are the network connections patched in properly?

Did you verify the firmware release remotely?

Did you clean up any dangling disconnected cables?

Additional Information:

Router/Firewall/s:

How many firewalls?

What is/are the make/s, model/s and verify EOL/EOS?

Is the firewall in a physically good location?

If no, please describe:

Are the network connections fastened well?

Are there any environmental hazards?

If yes, please describe:

Did you verify the firmware release remotely?

Additional Information:

Demarcation Point:

Is it plugged into UPS or the wall?

Are there any environmental hazards?

If yes, please describe:

Are the network connections fastened well?

Additional Information:

Wireless Access Points (WAP):

How many WAPs?

Are the WAPs POE or power injectors?

What is/are the make/s, model/s and verify EOL/EOS?

What are the locations of the WAPs?

Are there any environmental hazards?

If yes, please describe:

Did you verify the firmware release remotely?

Additional Information:

Network Attached Storage:

What is/are the make/s, model/s and verify EOL/EOS?

Did you check for firmware/software updates?

What is the capacity?

Additional Information:

Office:

Any troubles anyone is having (front desk), but maybe have not reported to anyone:

If yes, please describe:

Survey office areas for user equipment, is there anything that can make things easier?(e.g., hook up a monitor to a laptop)

Did you check desk areas for clean-up opportunities?Remove any unnecessary equipment or cables.

Are there any OSHA issues due to technology placement?e.g., power strip in walking area, etc.

If yes, please describe:

Make note of power strips:Do they need to be mounted?

Anything interesting to observe about print devices?

Are there documents with PHI (Protected Health Information) in high visibility areas or in large quantities?

Inspect shredding volume and source:

Are there any missing asset tags or equipment mislabeled?Correct, tag and document.

Casually ask when the last time person x received cybersecurity/HIPAA/whatever training:

Casually ask if there’s anything person x, y, z was interested in learning/wishes was offered:

Additional Information:

Company Demographics:

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