Asset Inventory
Comprehensive list of equipment, software, and network components with unique identifiers, physical locations, ownership, and warranty status to support tracking and depreciation schedules.
A formal Infrastructure Management Manual reduces operational risk, supports consistent decision-making, and documents the controls auditors expect. It clarifies responsibilities, shortens onboarding, and provides an auditable record for regulatory and contractual reviews without prescribing specific vendor solutions.
The manual is a cross-functional tool used by operations, compliance, and facilities teams to align processes and responsibilities.
Maintain owners from each function and review the manual annually or after material changes.
Oversees asset lifecycle, assigns maintenance tasks, and enforces configuration standards. Responsible for collecting evidence for audits and coordinating upgrades with vendors and finance to control costs and downtime.
Validates that policies meet legal and contractual obligations, maintains retention and access controls, and coordinates external audits and incident reporting in line with ESIGN/UETA and applicable industry rules.
Comprehensive list of equipment, software, and network components with unique identifiers, physical locations, ownership, and warranty status to support tracking and depreciation schedules.
Standard settings and accepted deviations for systems and network devices, including versioning, patching cadence, and rollback procedures to reduce configuration drift.
Recurring preventive maintenance tasks, SLA windows, vendor contact details, and escalation matrices to minimize downtime and document service-level compliance.
Runbooks for incident classification, containment, notification, forensics, and post-incident review with clearly assigned roles and communication templates.
Catalog of service agreements, renewal dates, contact points, insurance certificates, and deliverables tied to vendor-performance metrics.
Authorization rules, privileged-access procedures, MFA requirements, and auditing practices that support investigations and attestations.
| Field | Configuration |
|---|---|
| Approval Order | Sequential or parallel routing |
| Authentication | Email link, SMS code, or KBA |
| Conditional Logic | Route based on site, asset class, or value |
| Audit Retention | Store signed copy + certificate |
Ensure chosen platforms support secure PDF handling, reliable audit trails, and integration with your document repository before eSubmission.
Complete full review and sign-off within 90 days of fiscal year-end.
Revise affected sections within 30 days after major incidents.
Begin renegotiation 90 days before expiry to secure continuity.
Assemble evidence and signed manual 30 days prior to scheduled audits.
Execute critical procedures immediately; document within 72 hours.
Tim Martin implemented a digital manual to centralize lease and maintenance procedures for multiple properties.
John Butler standardized clinical facility procedures and consent forms across locations using a centralized manual.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial, no card required | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Business Premium+) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA required) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |