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After all, you want it to be useful and save you time in the long run. After the vendor organizations are created in IT Glue, you can add more specific information using the pre-built Vendors Flexible Asset template, including the account number, account manager, SLA etc. Users are any person with access to your IT Glue with read & write permissions, or staff with read-only access to all organizations. Once you assign the checklist or steps, each new owner will automatically receive an email notification for it. Prices are per user, per month, based on a 36 month term. Expect that your first checklist will have some gaps. IT Glue has invested significantly in the privacy and security of your data. Enjoy unlimited onboarding and consulting, and world-class support. Just ticking off boxes is not the ultimate goal of your checklist. For example, you may limit an external collaborator to only have access to a single (or a select few) organizations. A cake wouldn't be as delicious if you missed a few ingredients, would it? Is there an on-premises version of IT Glue? Do steps are exactly what they sound like – reminders to do a specific action. Owners will also receive an email reminder notification at 7 days before the assigned due date and again 1 day before the due date. © 2020 IT Glue | All rights reserved | Privacy Policy | Terms of Service | Sitemap | Cookie Settings 1.844.235.GLUE [4583]. It's time to ditch manual form fields and stale documentation. IT Glue is available strictly as a software-as-a-service (SaaS) platform. However, the task may be quite large and communication is essential to keep things on track. Identifying these roadblocks will serve as your building blocks for a successful checklist. Describing every single step to complete a task essentially renders a checklist useless. After testing your checklist in Step 5, it's time to refine and improve the checklist. Now, anyone accessing the checklist knows who is responsible for what, enhancing the efficiency of the process. Need a reminder? For example, if you want to reference Microsoft from where you documented a client's Office365 subscription, you would need to modify the Licensing Flexible Asset. This access is limited to users with Administrator permissions. Can the one-time activation fee be waived? The main benefit of this approach is that it provides a single common source of information about vendors across systems, including business locations, support phone numbers, account managers, and other key contacts. If you want to associate vendors with other assets, you would just need to make one small modification. We’ve got you covered. Simply take note of those gaps and continue working through the process. IT Glue is integrated with a host of PSA and RMM applications, Lucidchart, Datto, Warranty Master, and more. Create a new Microsoft entry in your primary organization using the new template. After the vendor organizations are created in IT Glue, you can add more specific information using the pre-built Vendors Flexible Asset template, including the account number, account manager, SLA etc. Edit each Office365 subscription to tag Microsoft. What a fantastic timesaver. *Terms & conditions apply. Take a good, hard look at what hasn't worked in the past. There are two main approaches you could take to vendor management: Use this approach to manage high-level company information about each vendor from your PSA, by entering vendors as accounts/companies in your PSA and then letting this information sync to IT Glue. Navigate to the organization you are onboarding. Visit our Terms of Service and Privacy Policy pages for more information . Type printer in the Filter columns or Search keywords bar. The shorter the better. See Integrations for more details. Find out where the process has fallen down and identify failure points in a task you do frequently. See why thousands of organizations have fallen in love with our award-winning documentation platform. Navigate to the organization you are onboarding… Network Glue automates the discovery and documentation of devices, increasing client onboarding speed and efficiency for your team. These instructions will help you add and track vendors in IT Glue. Before you create checklists, it helps to know what makes a good checklist. Now you have a listing for that vendor. Do steps are exactly what they sound like – reminders to do a specific action. Thanks IT Glue!”, “IT Glue is the first screen our employees open in the morning and the last one they close at night.”, “IT Glue has enabled our business to react quicker, be more agile and more importantly be a lot more efficient in our day to day operations.”, “Each day we use it, it gets better and better.”, 1-4 user options available for $47-79/user. When you finish creating the new Flexible Asset, go to your primary organization (your company), and create all your vendors. For most IT providers, you will manage a large number of unique documentation sets contained in an Organization. IT Glue has made running this business fun again.”, “We love IT Glue's search feature - it's intuitive and just what we look for in a system that puts information at our fingertips. Syncing between IT Glue and PSAs overview, Add vendors as organizations via PSA syncing, Add vendors manually in IT Glue using a custom Flexible Asset. The next action is to ensure the checklist, or specific steps within it, are assigned to the right person. Your credit card will be billed monthly and renew based on your sign-up date. $19/user* 5 user minimum ... Users are any person with access to your IT Glue with … Make sure it includes who needs to talk to whom, by when, and about what. There is a one-time $495 fee for Standard Onboarding, or $1290 for Premier Onboarding. In the case of onboarding a new employee, you could check what software and licenses they may need to complete their daily responsibilities, using previous onboarding … Find, track, & know everything in your IT documentation app. Think of the tasks in your checklist as ingredients in a recipe for success. For more information, see Syncing between IT Glue and PSAs overview. Go to the Configurations list view and filter it to display only the printers. Customize the … Checklists are the same way. Were there steps missed? The advantage of this approach is that all of the vendors are in one place and you have all the information you need for your own reference. Deliver the Best, Most Comprehensive, Flexible IT Services • Network Glue … Continuous improvement is the name of the game in checklist development. Each has its place, and each is important for a great result. President, Creative Computer Solutions, Inc. “Our engineers love the system and keep finding new, great, innovative ways to use the tool.”, Managed Service Technician, Lattis Networks, “I never realized how much I enjoyed documentation until IT Glue!”, “We've gone from 30 minutes to find a specific computer login/password, to under a minute. Liongard’s automation syncs critical system data directly into IT Glue, giving your team documentation they can trust again. Before you can start entering your vendors, you need to create a new Flexible Asset that has a Tag field that will let you tag all clients that use that vendor, with as many or as few other fields as you want. We don’t offer, nor do we plan to offer, an on-premises version. In this case, creating a communication checklist can be extremely helpful. The team love it - great job!”, “Bye bye to "SharePoint + Wiki + KB + Word + missing info + staff not updating things + "It's documented in the software.”, “IT Glue requires no training and techs can jump in on day one to find and create documentation as required. I would recommend it to anyone in the IT industry that wants to share knowledge.”, “It’s now part of my CORE 4 can't do business without it!”. What third-party platforms do you integrate with? Your checklist should have no more than 9 items on it. As you improve the quality of your work with checklists, consider sharing your findings with other professionals. Automate network discovery, documentation, & diagramming. Once all of your vendors are entered, you will be able to access them from search and in the Global list views. With most types of work, there are other people in your organization who either do similar work or who use the results of your work. For enterprise IT, you may operate only within a small number (or even a single) Organization. This typically includes your internal staff and any trusted external collaborators, such as contractors or other IT staff. You can access your billing and plan details under the Account top-level navigation item while in-app anytime. Log into the print server … We’re global market leaders for a reason. Were the steps completed out of order? The suggested best practices below can help you create the best checklist for your procedure and gives you ownership over the process. Just list the key steps identified in Step 1 that you frequently miss. Edit the Licensing Flexible Asset template and add a new Tag field that's associated with the new custom template. Ready to build your own checklist? Unleash innovation and grow your MSP with our award-winning IT documentation management platform. Any applicable taxes will also be charged in USD. Freeing your mind has never been so easy! Technical Services Manager, George Jon Inc. “IT Glue has helped bridge the gap not only between our systems and tools, but also communication between technicians and teams.”, “If I had this years ago, I guarantee I would be 10x as big and 20x as profitable. Our one-time activation fee cannot be waived. You've followed the five steps above, now's the time to put your checklist into action. In the case of onboarding a new employee, you could check what software and licenses they may need to complete their daily responsibilities, using previous onboarding experiences as a baseline. Many people are willing to offer some thoughts and observations, especially if they are impacted by your work. To create a new Flexible Asset, see Quick guide for Flexible Asset. Think of a checklist step as a headline 'Complete installation', you could then link to an SOP that has more detail that is required for completing that task.

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