Summary:
Section titled “Summary:”This standard describes how to name new user, user termination, and provisioning KB articles.
Assumptions, Risks, or Dependencies:
Section titled “Assumptions, Risks, or Dependencies:”Assumptions:
Section titled “Assumptions:”n/a
Risks:
Section titled “Risks:”Misnamed files my cause frustration and delays in ticket resolution.
Dependencies:
Section titled “Dependencies:”n/a
Requirements:
Section titled “Requirements:”Create the KB using “Client Information Template” in Halo. Follow the naming standard when creating KBs.
Set the proper category and sub-category for the KB type.
Standard:
Section titled “Standard:”For all Windows Endpoint Provisioning Instructional KB’s: WI - [Client Shortcode] Windows Endpoint Provisioning
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Category: Client Documentation
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Sub-Category: PC Setup Guide
For all Mac Endpoint Provisioning Instructional KB’s: WI - [Client Shortcode] Mac Endpoint Provisioning
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Category: Client Documentation
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Sub-Category: PC Setup Guide
For all New User Creation Instructional KB’s: WI - [Client Shortcode] User Creation and Onboarding
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Category: Client Documentation
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Sub-Category: User Onboarding
For All User Termination Instructional KB’s: WI - [Client Shortcode] User Termination and Offboarding
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Category: Client Documentation
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Sub-Category: User Offboarding
External References:
Section titled “External References:”- EXTERNAL only – i.e., industry best practices, CIS18, this is not for cIT internal references
Definitions:
Section titled “Definitions:”- WI - Work Instruction
- KB - Knowledge Base (Article)
Note: Please add KB relationships to core process, process, SOPs or other WIs on the right.