Operations Guide Templates (MS Word + 8 Excel Spreadsheets)

Download this Operations Guide Template to document your IT environment more efficiently. It provides tables, charts, and matrices for server monitoring, backups, scheduling tasks, monitoring systems, managing inventory, and performing follow-up reports on outstanding issues. The pack includes a 21-page MS Word template and 8 Excel spreadsheets.

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Operations Guide Template: Screenshots

Phase 9 of the Software Development Lifecycle is the Operations and Maintenance Phase. We have now completed technical documentations for the Initiation, Concept Development, Planning, Requirements, Design, Development, Testing and Deployment phases. Next, we will write documents to show how different aspects of the operations and maintenance are managed.

    

Red MS Word theme

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Introduction, System Overview, Authorized Use

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System Operations, Software Inventory and Interfaces

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Resource Inventory and Report Inventory

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Chapter 3, Operations Team

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Chapter 4, Operations Schedule

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Chapter 5, System Runs

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Setup and Diagnostic procedures

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Chapter 6, System Restore

Free Excel Operations Guide Templates

Responsibility Matrix

Daily Operations Checklist

Operations Tasks

Desktop Inventory

Error Codes and Messages

Follow-up Action Report

Inspection Report

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Operations Guide Template: Table of Contents

1 Introduction
1.1 System Overview
1.2 Authorized Use
1.3 Points of Contact
1.4 Help Desk
1.5 Hours of Operations

2 System Overview
2.1 System Operations
2.2 Software Inventory
2.1 Software Interfaces
2.2 Resource Inventory
2.3 Report Inventory
2.4 System Restrictions
2.5 Hardware

3 Operations Team
3.1 Organization Chart
3.2 Leadership Chart
3.3 Key Roles & Responsibilities
3.4 Anticipated Change

4 Operations Schedule
4.1 Daily Tasks
4.2 Weekly Tasks
4.3 Monthly Tasks
4.4 Backup Schedule

5 System Runs
5.1 Run Inventory
5.2 Run #1
5.3 Run #2

6 System Restores

Operations Guide Template: Format & Content

The template is in Microsoft Word format and can be downloaded online for only $9.99. The template pack includes the following documents:

3 x Operations Guide Templates 21 pages Download Word template
Daily Tasks 1 worksheet Download Excel template
Desktop Inventory 1 worksheet Download Excel template
Error Codes and Messages 1 worksheet Download Excel template
Follow-up Action Report 1 worksheet Download Excel template
Hardware Inventory 1 worksheet Download Excel template
Inspection Report 1 worksheet Download Excel template
Operations Task Tracking Form 1 worksheet Download Excel template
Responsibility Matrix 1 worksheet Download Excel template

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Product Specifications

File Format: The templates are in Microsoft Word  (.docx) and Microsoft Excel (.xlsx) format.

Opening the Files: You don’t need any special software to unzip the files. To unzip the files, right click on it, then select Extract, and save it to your computer.

Getting Started: Depending on your MS Office settings, the files may say Read Only when you open them. If this occurs, click FileSave As and save the files. There are no security settings on any of the files.

Images: All of the images in the templates are copyright free.

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FAQs

Microsoft Word Templates for Operations and Maintenance Phase

This SDLC phase shows how to use the system to ensure it meets the needs as defined in the planning phase. When problems arise, they require changes to code, new code to be written and changes to the hardware configuration. This phase ensure that the users needs are expressed and the system performs as specified in the operational environment. What requirements, plans and design documents do I need to write for this phase

Next week, we show how to create documents for the SDLC Disposition Phase.

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