# Essential IT documentation checklist worksheet

Adapt this planning resource to your environment. Examples are illustrative, not completed checks. Do not record secrets.

- Service / scope:
- Accountable owner:
- Reviewer:
- Environment / version:
- Review date:
- Approval / change reference:
- Next review trigger:

## Begin with the service map

- [ ] Name the business service and its owner, then list infrastructure, SaaS dependencies, network paths and support arrangements.
- Environment-specific action:
- Expected result / stop condition:
- Observed result and evidence:
- Owner / due date:

## Make access and procedures usable

- [ ] Record the roles required, the request and approval process and the emergency access route.
- Environment-specific action:
- Expected result / stop condition:
- Observed result and evidence:
- Owner / due date:

## Use a controlled document record

| Area | Minimum useful record | Your record | Owner | Evidence reference | Status / due date |
| --- | --- | --- | --- | --- | --- |
| Ownership | Business owner, technical owner and escalation |  |  |  |  |
| Architecture | Dependencies, identifiers and network boundaries |  |  |  |  |
| Operations | Routine procedures and expected results |  |  |  |  |
| Recovery | Recovery points, keys process and tested runbook |  |  |  |  |
| Governance | Version, review owner, date and access scope |  |  |  |  |

## Prove the handover

- [ ] Have an authorised colleague perform a low-risk task using only the documentation.
- Environment-specific action:
- Expected result / stop condition:
- Observed result and evidence:
- Owner / due date:

## Closure

- Outcome: not started / pass / partial pass / fail
- Exceptions, owner and due date:
- Acceptance / approval:
- Follow-up and cleanup:

Source article: https://happysysadm.com/it-service-management/it-documentation-checklist/