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Onboarding checklist
Provide the essentials so we can transition support quickly. Each section is designed for short, structured inputs
MSP details
Primary MSP contact information
Client overview
Core client and site details.
General items (attachments)
Upload or link core documentation.
Networking devices
Consolidated inventory for routers, switches, WAPs, printers, and more.
| Category | Model | Serial number | Location | Admin credentials |
|---|---|---|---|---|
Wireless networks
Active SSIDs and configuration.
| SSID | Security type | VLAN | Notes |
|---|---|---|---|
VPNs
Remote access and site-to-site details.
| Type | Endpoint | Authentication method | Notes |
|---|---|---|---|
ISP details
Connectivity providers and contract info.
| Provider | Circuit type | Public IPs | Contract end date |
|---|---|---|---|
Domains
Domain registry and DNS ownership.
| Domain name | Registrar | Renewal date | DNS host |
|---|---|---|---|
Servers
On-premise or hosted server inventory.
| Hostname | Role | OS/version | Location | Admin credentials |
|---|---|---|---|---|
Credentials (shared)
Shared systems or services for transition.
| System/service | Username | MFA method | Notes |
|---|---|---|---|
SaaS accounts
Cloud platforms and admin contacts.
| Service | Tenant/domain | Admin contact | Notes |
|---|---|---|---|
Backups
Backup coverage and retention.
| Platform | Coverage | Schedule | Retention |
|---|---|---|---|
Computer inventory
Workstations and assigned users.
| Device type | Make/model | Asset tag/serial | Assigned user |
|---|---|---|---|
Telephony
Voice provider and system overview.
| Provider | System type | Main numbers | Notes |
|---|---|---|---|
Submission
Send the onboarding packet to onboarding@thisisit.uk.