Devices & Infrastructure

Endpoints, servers, and the estate: health checks, offline devices, disk and service problems, backup failures.

Alert Reset With Note

Reset a NinjaOne alert only after the condition is genuinely healthy, posting an explanation note first. Attended or embedded in a recovery Flow.

Backup Failure Triage

Classify a backup failure by alert text and device state, check for recurrence, and decide whether to fix locally or escalate to the backup vendor.

Certificate Inventory

Build an expiry calendar of every certificate a client depends on — public web, RDS, LOB, internal CA, device certs — with owner and renewal steps.

Circuit Inventory

Refresh a client circuit inventory — internet, WAN/MPLS/SD-WAN, POTS-replacement — with carrier, circuit ID, site, bandwidth, and renewal dates.

Client-Facing Device Report

Produce a sanitized device inventory and health report a client contact can read — counts, health, risks in plain business language, no raw tool output.

Conference Room AV

Keep Teams/Zoom Rooms working — room-system health, calendar and resource-mailbox checks, and a pre-meeting checklist for high-stakes boardroom events.

Device Approval Review

Work the RMM pending-device approval queue — sort expected onboarding or replacement agents from unexpected ones, approving or rejecting with rationale.

Device Health Check

Diagnose one device via the RMM — alerts, activities, services, disk, reboot, and patch posture — then propose remediation with a deep-link handoff.

Device Offline Runbook

Work a device-offline alert or "won't connect" ticket — site-wide check first, maintenance windows, last activities, and clear escalate criteria.

Device-to-User Mapping

Answer "who uses this device" by combining RMM last-logged-on data with contact records, ticket history, and documentation when a ticket names only one.

Disk Space Remediation

Work a disk-pressure alert or full-drive ticket — identify likely consumers from RMM signals and give the tech a safe cleanup sequence with a device link.

Endpoint Encryption Audit

Audit disk-encryption coverage on Windows BitLocker and Mac FileVault, flag unencrypted endpoints, and verify recovery keys are escrowed and retrievable.

Firewall Config Backup Audit

Verify every firewall config backup is current — via Liongard change history or the vendor state — and flag any device whose backup is missing or stale.

Firewall Rule Change Request

Shepherd a firewall change from vague ask to change-ready spec — justification, source/destination/port/protocol, expiry, and routing to the approver.

Fleet Health Sweep

Sweep a client fleet through the RMM — offline devices, alert clusters, disk pressure, and missing patches — ranked into the top issues needing attention.

Hardware Refresh Forecast

Build a 4–5 year hardware refresh workbook per client — devices crossing the age threshold each period and the per-client refresh budget for planning.

Hypervisor Alert Triage

Triage Hyper-V and VMware host alerts — datastore capacity, snapshot sprawl, CPU/memory pressure — deciding if the issue is host-level or VM-level first.

ImmyBot Environment Review

Review an ImmyBot tenant read-only — computers and maintenance-session history, what ran, what failed, and which machines keep failing on deployments.

Intune vs RMM Reconciliation

Reconcile an Intune-enrolled device list against RMM agent inventory — find machines missing an RMM agent, missing Intune, or double-managed conflicts.

ISP Outage Tracking

Manage a circuit outage while the carrier owns the fix — capture the carrier ticket reference, run the escalation clock, and keep the client informed.

IT Glue Asset & Contact Lookup

On demand, pull IT Glue contacts, credentials, and flex-asset configs into a plain-text ticket summary, degrading to KB or ticket history if unavailable.

Liongard Change Review

Answer "what changed recently" from Liongard detections and timelines, correlating environment changes with new tickets after breakage or incidents.

Mac Fleet Management

Review Macs under RMM — agent health, macOS version and update posture, disk and encryption basics, and awareness of a separate MDM owning updates.

Maintenance Mode Workflow

Put a device into or out of RMM maintenance mode with an explicit duration and reason, plus a follow-up task so monitoring is re-enabled on schedule.

Mobile Fleet Review

Review phones and tablets under MDM — enrollment, OS version spread, compliance flags, and readiness to lock or wipe a lost or stolen device.

NAS / File Share Provisioning

Plan and document a new network share — folder structure, permission model, quota, backup inclusion — with an approval gate on the access model first.

Network Device Inventory

Refresh a client network device inventory — switches, APs, firewalls, routers per site — by combining documentation with what monitoring actually sees.

Network Outage Triage

Triage a suspected site-down — all-devices-offline vs single dead device, ISP vs internal, who to call, and set a comms cadence for the client updates.

New Workstation Imaging Checklist

Run the standard build-and-deploy checklist for a new or re-imaged workstation — naming, OS baseline, enrollment, apps, profile, verification, and handoff.

NinjaOne Device Lookup from a Ticket

Figure out which device a ticket is about — from the person, their remembered devices, or a hostname in the thread — find it in NinjaOne, and drop the live device details and a deep link into the ticket so the tech starts with context.

Patch Compliance Review

Report patch status for one device or a whole fleet — missing, failed, and pending patches — via ConnectWise RMM, Liongard, or NinjaOne alerts as fallback.

Print Server Management

Operate a print server layer — spooler triage, disciplined driver deployment (no ad-hoc installs), and planning queue migrations to a new print server.

Printer Fleet Review

Cluster a client printer-related tickets to find chronic devices, quantify the time they burn, and recommend replace-vs-repair per problem printer.

Reboot Request Workflow

Reboot a device via the RMM with user approval — confirm logoff or saved work, choose normal vs forced deliberately, and verify the device comes back up.

RMM Cross-Tool Reconciliation

Reconcile device lists across RMM, EDR, backup, and documentation — find missing agents, single-tool orphans, and count mismatches that distort billing.

SD-WAN / Multi-Circuit Monitoring

Review a multi-circuit or SD-WAN site — confirm each circuit is up, failover works, and open the right ISP escalation when a link is down or degraded.

Server Decommission Runbook

Safely retire a server — map dependencies, migrate data, clean up DNS, monitoring, backup, wipe, and update docs, with an approval gate before destruction.

Server Diagnostics

Deep single-server review — services, activities, alert history, role inference, and change correlation via Liongard detections when the tenant is on.

Server Patch Windows

Plan and verify per-client server patching — map each server to its maintenance window, sequence reboots correctly, and run post-patch verification passes.

Service Restart Runbook

Restart a crashed Windows service via the RMM — allowlisted safe services only, state verified before and after, with a ticket note posted on completion.

Storage Capacity Planning

Turn repeated disk-space alerts into a trend-based capacity forecast per server or NAS — growth rate, projected full date, and expansion options to price.

Switch VLAN and Port Change

Prepare a switch port or VLAN change safely — blast-radius check, agreed change window, and a rollback config saved before anything on the switch changes.

Warranty and EOL Report

Build an aging-fleet report for a client — end-of-life operating systems, old hardware, and warranty status where a source exposes it, for lifecycle risk.

WiFi Heatmap / Site Survey Request

Decide when a wireless problem warrants a heatmap or site survey, and capture the site information needed to commission one without a return visit.

WiFi Infrastructure Audit

Audit a wireless estate — AP inventory per site, coverage complaints from ticket history, firmware posture, and a guest-network isolation check per client.

Windows 11 Readiness Assessment

Assess which client devices can upgrade to Windows 11 — CPU generation, TPM, RAM, and edition flags from RMM device details — with an upgrade-blocker list.