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Patch Management Checklist

Ensure uninterrupted and secure operations with effective patch management

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What is Patch Management?

Patch management is the process of making sure that patches, also called bug fixes, deployed for software, anti-virus programs, applications, and operating systems work as intended. Overseen by IT professionals and network managers, patch management aims to avoid costly unscheduled downtimes and negatively impacting current business processes, computers, and other devices.

Failure to deploy patches properly and in a timely manner can render information technology assets vulnerable to cyberattacks and cause latency in system processes.

This article briefly discusses:

Why are Software Patches Important?

Here are the common IT and cybersecurity issues that can be addressed by software patches.

• Vulnerability to malware infection

Malware can spread due to outdated security measures. Patches keep security measures up to date and able to protect against new threats such as the costly, even potentially life-threatening, ransomware that still continues to plague companies.

• Unauthorized access and data breach

New security measures to IT infrastructure can be deployed by IT professionals through patches. Such security measures can help prevent hacking or unauthorized access to proprietary information and even allow the “remote wipe” of information on compromised devices if needed.

• Latency and unscheduled downtimes

Failure to deploy and implement patches can impact the performance of devices and systems. Also, the unplanned and unscheduled application of patches can lead to operational downtimes, which, in turn, lead to avoidable costs.

Tips Before, During, and After Deploying a Patch

Patches intend to improve and fix deficiencies or address security vulnerabilities of software and operating systems. Here are some tips to ensure that patches do their job properly and not negatively impact systems upon deployment.

  1. Before Deployment
    Create a patch management plan that considers contingencies in case the patch deployment goes awry. Be aware of current vulnerabilities and cybersecurity issues faced by the organization in order to realize the corresponding solution. Create a patch management checklist and conduct patch testing for a batch of devices with different operating systems to ensure that the intended goal is consistent. Watch out for any unwanted effects of the patch during testing. Record all observations and use the settings information as a reference when deploying the patch to operations.
  2. During Deployment
    Once a patch testing is completed and the intended effect achieved, consider scheduling the deployment of a patch or, in case of urgent issues that need to be addressed immediately, decide if an immediate patch deployment is ideal. It is advisable to deploy a patch during off-peak hours to minimize interruption to normal business operations. Record the exact time and date and note observations during deployment so it’s easier to find solutions when issues arise.
  3. After Deployment
    Continue to monitor and observe the impact of a patch after deployment and see if the intended effect remains aligned with expectations. Maintain accurate and updated records of all patch deployment activities for future reference.

Powerful Tool for Patch Management

Patch management can be tedious and get in the way of the day-to-day tasks of IT professionals and network managers, not to mention require accurate recordkeeping. Small, medium, and growing businesses can benefit from a powerful tool like iAuditor by SafetyCulture, a powerful digital solution that can help make patch management more convenient. With the iAuditor app, you can:

  • Create customizable patch management checklists applicable to your business
  • Record issues found during testing and assign corrective actions in real-time
  • Have convenient visibility of handovers concerning patch deployment
  • Have an overview of patch deployment results
  • Utilize API integration when needed
  • Use for free with small teams. Unlimited reports and storage for premium accounts


Erick Brent Francisco

SafetyCulture staff writer

As a staff writer for SafetyCulture, Erick is interested in learning and sharing how technology can improve work processes and workplace safety. Prior to SafetyCulture, Erick worked in logistics, banking and financial services, and retail.