On-Site Workstation Swap & Field Validation

🔄 On-Site Workstation Swap & Field Validation

This guide outlines the process for returning on-site to the client location and performing the final phase of workstation deployment: replacing the old systems with the newly staged and prepared machines. It includes testing of all attached peripherals and confirming application functionality in production.

🚚 Step 1: Arrive On-Site and Begin Workstation Swaps

• Ensure your deployment checklist, workstation map, and assigned device list are accessible
• Coordinate with client personnel to confirm safe swap windows and workstation locations

⏱️ Target maximum swap time: 30 minutes per workstation

Tasks per Workstation:

• Locate and shut down the old system
• Disconnect peripherals, noting any unique hardware or port layouts
• Remove the old unit and set aside for collection or decommissioning
• Install the new workstation in the same physical location
• Reconnect all peripherals and power up the system

🖨️ Step 2: Reconnect and Validate Peripheral Hardware

Once the replacement is complete:

• Confirm detection and function of:
  • Monitors (multi-display setup if applicable)
  • Printers, scanners, label printers
  • Smart card or badge readers
  • Specialized input devices (e.g., barcode guns, tablets)

🛠️ Use Windows Device Manager and the manufacturer software to validate driver and device health.

🧪 Step 3: Final Application Testing (With Peripherals)

Now that all hardware is attached:

• Log in as the target user or a support test account
• Launch and operate all line-of-business (LOB) applications
• Perform mock workflows to ensure:
  • Apps function with attached peripherals
  • Input/output paths are accurate (e.g., scan-to-folder, print-to-label)
  • Any middleware for hardware integration is installed and working

📋 Follow client-specific test scripts or checklists if provided. If none exist, use known sample/test data.

✅ Completion Checklist

• Workstation installed at correct user location
• All peripherals reconnected and functional
• Applications tested and integrated with connected hardware
• Deployment logged as complete in project tracking system

Once all systems are verified, notify the project lead or client contact that the workstation is now fully deployed and production-ready.