CHAPTER 9 Performing Maintenance Tasks and Completing Special Projects After completing this chapter, you will be able to: Perform basic maintenance tasks. Create a routine maintenance schedule for the computers for which you are responsible. Create a list of special projects that help desk team members can perform. A help desk is formed to solve users’ computer problems, but the prevention of problems and routine maintenance of systems and equipment are equally important functions. Team members might also perform a variety of special projects that enable the help desk to improve its performance, expand its technicians’ knowledge, and gain additional funding or technical support. Performing Maintenance Tasks The maintenance of computers is the basis of a successful help desk operation. When computers are appropriately and routinely maintained, the help desk has fewer and less-severe problems to address. Computer maintenance encompasses many of the preventive support measures that you have learned about in earlier chapters. Several factors affect the maintenance tasks and maintenance schedule that you set up for your help desk team. These include: The number of computers that your help desk is responsible for. The resources you have available (especially the number of people on your help desk team). The focus of your help desk. Are you more focused on real-time and off-line user support, or on the maintenance of computers? The availability of other resources, such as a school or district technology team that can perform maintenance. 118 Performing Maintenance Tasks and Completing Special Projects CHECK THIS OUT Scheduled Task Wizard You can set many maintenance tasks to take place automatically by using the Scheduled Task Wizard. You start the wizard by clicking the Start menu, pointing to All Programs, pointing to Accessories, pointing to System Tools, and clicking Scheduled Tasks. Then, follow the wizard’s prompts to pick the programs or utilities to run and when and how often they should be run. The age and configuration of your computers. For example, computers with smaller hard disk drives must be defragmented and cleared out more frequently than those with larger hard disk drives. Your computer use policies. If users are restricted from saving files to the hard disk drives of computers, you are less likely to run out of room. Table 9-1 lists various maintenance tasks with descriptions, their importance, and recommendations for the frequency with which they should be performed. None of these tasks should be delayed until the scheduled time if there is a need to perform them sooner. TABLE 9-1 Maintenance tasks Physical Maintenance Tasks Task Description Importance Frequency and Steps Cleaning keyboards and mice Use a slightly damp cloth or compressed air; balls in the mouse device might need to be removed and cleaned Use approved solution or wipes Cleaning monitor screens Check cables and power cords for wear Ensure that all cables are secure and not stressed; check all plugs to ensure that they are in good condition, not stressed, and not overloading outlets Cleaning equipment can prevent damage Once every three months Overall cleanliness prevents users from using unapproved solutions Preventing damage to cords or plugs can minimize user assistance calls and prevent damage to equipment Once every week Once a month Performing Maintenance Tasks and Completing Special Projects 119 Hardware and Hard Disk Maintenance Tasks Task Description Importance Frequency and Steps Check for and update drivers Use the Hardware Update Wizard, Windows Update, and manufacturer Web sites to find and install the latest hardware drivers (see Chapter 5 for more information) Use Disk Defragmenter to defragment the hard disk drive and make access to data faster and more efficient (see Chapter 5 for more information); you can schedule this task by using the Scheduled Task Wizard Use Disk Cleanup to clear out unused and unnecessary files on the hard disk drive Defragment hard disks Use Disk Cleanup Ensures that equipment is using the optimum drivers Once every three months Ensures the most efficient use of the hard disk Once every one to three months Eliminates unused and infrequently used files Once every one to three months 120 Performing Maintenance Tasks and Completing Special Projects Security Maintenance Tasks Task Description Importance Frequency and Steps Install downloaded Windows Updates If computers are not configured to automatically install critical and recommended updates from Windows Update, then you should do so manually If computers are not configured to automatically run scans more frequently, you must do so once a week; you can schedule this task in most virus software Go to the Web site of the your virus protection software manufacturer and download the newest virus definitions; you can schedule this task in most virus software Check the Web sites of major virus protection software manufacturers to see if new viruses have been found, and how critical they are; if a critical new virus is found, ensure the definition is immediately downloaded to computers Run a complete virus scan on the computer Update virus definitions Check Web sites for information on new viruses Ensures that critical patches are installed to protect and optimize computer Once a week Ensures that you find any viruses on the computer, provided you have virus definitions for them Once a week Ensures that you have the definitions of the latest viruses Once every two weeks Helps ensure that a new virus does not affect your network before you know the virus exists Daily Performing Maintenance Tasks and Completing Special Projects 121 Exercise 9-1: Create a Maintenance Schedule In this exercise, you determine which maintenance tasks your help desk team will perform, and when you will perform them. You will need a calendar of the school year, an accurate count of the computers you must maintain, and an idea of how long each task takes. 1. List all the tasks your help desk team will be responsible for in the Task column of the table that follows. 2. Determine how many work hours it will take to complete the task on all computers. To determine work hours, multiply the time it takes to do the task on one computer by the number of computers (if the task is performed on each computer). 3. Fill in the Frequency column for each task. 4. Fill in the Start Date for each task (the first time your team will do it). 5. Schedule each task by writing it in the school year calendar. Be careful not to overbook your team. Tasks that occur once a week or once every two or three weeks will eventually coincide, and might need to be slightly shifted. If you have so many tasks to perform that no one has time to help end-users, you might not be able to meet your help desk goals. Task Work Hours Frequency Start Date Performing Maintenance Tasks and Completing Special Projects 123 Completing Special Projects The help desk team can undertake a variety of special projects to improve the level of service that the help desk offers. For example, you might develop a project to provide more training for technicians, or one to increase funding for the help desk. The types of projects you might want to consider are discussed in the following sections. As a help desk technician, you should strive to complete at least one significant special project each school year. As a help desk team, you should look at all of the proposals for special projects, and prioritize them in a way that gives you the best return on your investment of resources. For example, if a special project will take 10 technician hours, but will result in information that saves each technician on the team 30 minutes each day, than that project offers a high return on investment (ROI). Because each help desk has different priorities and needs, you need to determine the ROI of any project proposed by your help desk technicians. Knowledge Projects Knowledge projects are those that result in increased knowledge for the entire team. These types of projects are usually completed by an individual or very small group. They investigate an issue or problem and then present their research to help desk team members. The presentation to team members should be in one of two forms—either a problem/solution format, or as a job aid that enables the help desk to do something better or faster. One advantage to these projects is that they allow the researcher to investigate a problem or technical area in which he or she is most interested. You might consider the following types of knowledge projects: Create a list of useful Web sites. Research a topic on the Internet, such as sites that have great information about hardware, troubleshooting, or customer relations. Compile the list in an organized manner, with the Internet addresses, names of the sites, and a brief description of each. You can also add these to your Favorites in Internet Explorer, and then e-mail links to the Web sites to other team members so they can add them to their Favorites, if desired. Find out how to perform a complicated task or topic, and create a job aid. This course covers the basic tasks and topics you need to understand to set up and operate a help desk. There are others that are beyond the scope of this course, but which could be useful for your help desk to understand; for example, detailed knowledge of the components on a motherboard, or how to use the DiskPart.exe command to partition disks. Research a topic or task and present the results to your colleagues. For topics that you research, present a brief summary. Include pictures or graphics wherever possible. For tasks that you research, present a step-by-step job aid. You 124 Performing Maintenance Tasks and Completing Special Projects should include these in your school’s knowledge base. A knowledge base is where you store all your help desk information, instructions, and research. This might be an electronic database, another type of computer file, or hard copies in a file drawer. TIP Your database documentation should include directions on how to run a report to find this information. If your help desk team has a designated data analyst, then you should request the information from him or her. Analysis Projects Analysis projects are those in which you analyze data to determine the next steps to take. For example, someone probably analyzed your school’s need for computer support, and recommended that a student help desk be formed. Analysis projects require that you gather data and draw conclusions from it. Therefore, they often involve documenting the analysis, or actually following through on the next steps, such as creating a user guide. You might consider the following types of analysis projects: Analyze the top types of problems that your help desk solves. Using your ticket tracking database, determine the three end-user problems that generate the most calls. Then, determine if there is a way to either educate users to avoid or solve these problems, or a way for help desk technicians to solve them faster. Analyze whether or not you are meeting your help desk goals. At the beginning of this course, you set goals for your help desk; for example, you might have set a goal of one hour to respond to a ticket request. Do an analysis project to determine if you are meeting a specific goal, and then make recommendations on how to further improve in this area. Research Projects Research projects are those in which you find answers to questions, and then use those answers as the basis for more analysis, or for recommendations. For example, you want to determine the support areas in which help desk team members need the most training. So, you question team members on this, and then use their answers to determine the type of training needed and make recommendations on appropriate training programs. You might consider the following research projects: Find out what end users think of the help desk. Create a survey for end users to report how they feel about the service they receive from the help desk. Distribute, collect, and analyze the data, and present it to your team so that the team can determine in which areas it is effective, and in which areas it needs to improve. See Appendix B for a sample survey. Performing Maintenance Tasks and Completing Special Projects 125 Find out about help desk organizations. Conduct research online and elsewhere to determine what types of help deskfocused organizations exist, and what they do. You might research professional organizations and societies for help desk technicians, training organizations, certification organizations, and so forth. Create a document that summarizes this information, and present it to your team so that they can use it to find out more about careers in the IT field. Funding Projects Funding projects usually combine research, analysis, and documentation. There are different types of funding projects. You might research funding that is available to student organizations or help desk organizations. You might research funding available through your school or school district for student activities (like a help desk) or for equipment. And you might write a request, called a grant proposal, to receive money from a specific foundation or company. Writing a grant proposal is a complex undertaking, so you will probably want to work closely with your instructor, faculty adviser, or technology team to write it. You can help present the proposal to the organization that has the resources. Here are some tips for finding additional funding for your help desk, or for more or newer computers in your school. Make a list of what makes your school unique. Include things like the state and city you are in, the focus of school programs, and if appropriate, demographic information. Demographic information includes average income level of families, the percentage of particular ethnic groups, and the ages of students. Many grants are available only to schools or programs that fit within particular demographic definitions. Find out your state, county, and school district goals related to technology. If you know these goals, you can write proposals that fit within them. Knowing the goals helps you to justify why your school should receive a portion of the allocated budget for technology. Find out which corporations in your area are the most profitable. Corporations sometimes sponsor a computer lab, and provide training or other resources. For example, Microsoft Corporation provides schools with Windows XP Professional and Office XP Professional at minimal costs. Start with the profitable corporations that focus on technology fields. Then, research other companies that might support your effort. Get a book about available grants. Visit the local library or do online research to find books that list grants that are available and their requirements. Then, determine which grants your school or program will qualify for. 126 Performing Maintenance Tasks and Completing Special Projects Exercise 9-2: Prioritize Special Projects 1. Have each help desk member write a half-page proposal for a special project. These proposals should include the following information: a. The need for the project (why do it). b. The output of the project (a document, information, etc.) c. The estimated work hours to complete the project. 2. At the next help desk team meeting, put each proposal on the wall. Determine the top three projects by having each help desk team member write a “1” on the project they feel should be done first, a “2” on the project they think should be done second, and a “3” on the project they think should be done third. 3. Have the team discuss their selections, and try to come to agreement on which projects should be done first and why. Your instructor or faculty adviser will facilitate the discussion and help you prioritize the projects. Exercise 9-3: Re-envision Your Help Desk In Chapter 1, you completed an exercise that determined the priorities for your help desk. Now that you have learned more about computer support, you should reexamine those decisions as a team. To prepare for team discussion, answer the following questions. 1. Are your help desk resources, including technicians, computers, training, and so forth, allocated in the most efficient way? What would you change and why? 2. Are the goals that you established for your help desk the goals on which you should be focused, or do they need to change? What changes would you suggest? 3. Is the scope of support you provide too wide, too narrow, or just right? Why do you think this? Performing Maintenance Tasks and Completing Special Projects 127 4. If you had to narrow the scope of your support, which support areas would you cut? 5. If you were able to widen the scope of your support, which support areas would you add? 6. Have you performed the roles that you want to perform in the help desk (team leader, data analyst, technician, lab support)? If not, what role would you like to perform, and why do you think you would be good at it? 7. What has been the best part of being a member of the help desk team, and why? 8. What has been the worst part of being a member of the help desk team, and why? 9. Are you getting the skills and experience you hoped to gain by being a member of the help desk team? What would you change so that being on the help desk would better meet your goals and needs? Click here for the print version