CompTIA A+ Core 2 | Domain 9: Operational procedures (21%) | Reading (9 & 10)
Chapter 9: Operational Procedures (Core 2 – 220-1202)
9.1 Professionalism in IT
What is Professionalism?
Professionalism refers to how IT technicians:
- Communicate
- Behave
- Represent their organization
Communication Skills
Best Practices:
- Use clear, simple language
- Avoid technical jargon with non-technical users
- Listen actively
- Ask clarifying questions
Avoid:
- Interrupting users
- Being dismissive
- Using slang or unprofessional tone
Customer Service
Key Principles:
- Be respectful
- Show patience
- Maintain a positive attitude
- Set realistic expectations
Ticket Handling Etiquette:
- Document everything
- Provide updates
- Follow up after resolution
9.2 Change Management
What is Change Management?
A structured process for making changes to IT systems safely.
Steps in Change Management:
- Request change
2. Assess impact
3. Get approval
4. Implement change
5. Document results
Why It Matters:
- Prevents downtime
- Reduces risk
- Ensures accountability
9.3 Documentation & Ticketing
Types of Documentation
|
Type |
Purpose |
|
Network diagrams |
Show infrastructure |
|
Asset inventory |
Track devices |
|
Knowledge base |
Store solutions |
Ticketing Systems
- Used to track issues and requests
- Includes:
- Problem description
- Steps taken
- Resolution
Best Practices:
- Be detailed and clear
- Use timestamps
- Include screenshots/logs when possible
9.4 Safety Procedures
Electrical Safety
- Power off devices before repair
- Use proper grounding
ESD Protection
- Use anti-static wrist straps
- Avoid touching components directly
Environmental Safety
- Keep liquids away
- Ensure proper airflow
Fire Safety
Fire Classes (IMPORTANT):
|
Class |
Type |
|
A |
Paper/wood |
|
B |
Liquids |
|
C |
Electrical |
Use correct fire extinguisher
9.5 Data Handling & Privacy
Data Types:
- Personal data (PII)
- Corporate data
- Financial data
Best Practices:
- Encrypt sensitive data
- Use secure disposal methods
- Limit access (least privilege)
Compliance Concepts:
- Follow company policies
- Protect user confidentiality
9.6 Acceptable Use Policies (AUP)
What is AUP?
Defines how users can use company systems.
Includes:
- Internet usage rules
- Software installation policies
- Security guidelines
Violations:
- Unauthorized downloads
- Accessing restricted content
9.7 Environmental Controls
Data Center Requirements:
- Proper temperature (cool environment)
- Humidity control
- Airflow management
Power Protection:
|
Device |
Purpose |
|
Surge protector |
Protect from spikes |
|
UPS (Uninterruptible Power Supply) |
Backup power |
9.8 Backup & Disaster Recovery
Backup Types:
|
Type |
Description |
|
Full |
Complete backup |
|
Incremental |
Changes since last backup |
|
Differential |
Changes since last full |
Disaster Recovery Plan (DRP)
Steps to restore systems after failure:
- Identify critical systems
- Restore data
- Resume operations
Concepts:
- RTO (Recovery Time Objective)
- RPO (Recovery Point Objective)
9.9 Incident Response
Steps (MEMORIZE):
- Identify
2. Contain
3. Eradicate
4. Recover
5. Document
Example:
- Malware infection
- Data breach
- Unauthorized access
9.10 Licensing & Compliance
Software Licensing Types:
|
Type |
Description |
|
Open Source |
Free, modifiable |
|
Commercial |
Paid license |
|
Subscription |
Ongoing payment |
Violations:
- Pirated software
- License misuse
9.11 Scripting Basics
Purpose:
Automate tasks and improve efficiency
Common Tools:
- PowerShell (Windows)
- Bash (Linux)
Use Cases:
- Automating backups
- Managing users
- Running system checks
9.12 Remote Work & Access
Tools:
- Remote Desktop
- VPN
Security:
- Use MFA
- Secure connections
9.13 Operational Procedures Scenarios (PBQ STYLE)
Scenario 1:
User is frustrated and yelling
Stay calm, professional, and helpful
Scenario 2:
Need to update server
Follow change management process
Scenario 3:
Data breach detected
Follow incident response steps
Scenario 4:
User installs unauthorized software
Refer to AUP
9.14 Best Practices Summary
- Document everything
- Follow procedures
- Communicate clearly
- Maintain security
- Protect data
9.15 Exam Tips (CRITICAL)
Memorize:
- Change management steps
- Incident response steps
- Backup types
Focus on:
- Professional behavior
- Scenario-based questions
- Policies and procedures
Quick Knowledge Check
- First step in incident response?
A. Contain
B. Identify
C. Recover
D. Document
- What does AUP define?
A. Hardware specs
B. User rules
C. Network speed
D. Storage
- What protects against power outages?
A. Firewall
B. UPS
C. Router
D. Switch
- What is least privilege?
A. Full access
B. Minimum access
C. No access
D. Admin access
- What is incremental backup?
A. Full backup
B. Changes since last backup
C. No backup
D. System restore
Answers: 1-B, 2-B, 3-B, 4-B, 5-B
Videos
Section 4: Operational Procedures
4.1 – Documentation and Support Systems
Most IT professionals rely on ticketing systems to assist with problem resolution. In this video, you’ll learn about the advantages of ticking systems and see a demonstration of a ticketing system in use.
Keeping track of a company’s technology assets can be a challenging task. In this video, you’ll learn about asset management, configuration management databases (CMDBs), and the procurement life cycle.
Managing an IT infrastructure requires the use of many documentation types. In this video, you’ll learn about incident reports, standard operating procedures, on- and off-boarding, service level agreements, and more.
4.2 – Change Management
Technology is constantly changing, and organizations need a strategy to manage these changes. In this video, you’ll learn about change management, change boards and approvals, and the process for implementing changes into a highly technical infrastructure.
4.3 – Backup and Recovery
A backup of critical data can avert an actual disaster. In this video, you’ll learn about full, differential, incremental, and synthetic backup types, along with GFS and 3-2-1 backup strategies.
4.4 – Safety
Static electricity discharge can instantly destroy an electronic component. In this video, you’ll learn how to use anti-static tools and techniques to minimize this risk.
Technology is a very safe field, but there are some important safety procedures to consider. In this video, you’ll learn about electrical grounding, cable management, fire safety, governmental regulations, and more.
4.5 – Environmental Impacts
Information technology includes a number of important environmental considerations. In this video, you’ll learn about material safety data sheets (MSDS) and the best practices for disposing of toxic waste, batteries, used toner cartridges, and more.
4.6 – Privacy and Policies
Security incidents are a normal part of the business day. In this video, you’ll learn best practices for responding to an incident, including chain of custody, drive copies, documentation, order of volatility, and more.
Privacy and licensing requirements are constant concerns in IT. In this video, you’ll learn about end user license agreements (EULAs), software licensing options, privacy agreements, and more.
4.7 – Communication and Professionalism
Maintaining a professional work environment is an important part of any workplace. In this video, you’ll learn about the importance of your appearance, arriving on time, avoiding delays, and more.
Proper communication is one of most useful skills in any workplace. In this video, you’ll learn best practices for avoiding jargon, maintaining a positive attitude, setting expectations, and more.
4.8 – Scripting
Automation and scripting is a foundational skill in IT. In this video, you’ll learn about batch files, PowerShell, shell scripts, JavaScript, Python, and more.
Scripting is often used to save time and automate processes. In this video, you’ll learn how scripting can be used to automate processes, restart systems, reimage computers, automate backups, and more.
4.9 – Remote Access
Remotely accessing other devices is a common process when troubleshooting and resolving problems. In this video, you’ll learn about remote desktop protocols, VPN connectivity, Remote Monitoring and Management (RMM), and more.
4.10 – Artificial Intelligence
Artificial intelligence (AI) has become a popular IT service offering. In this video, you’ll learn about AI integrations, appropriate and inappropriate uses of AI, challenges with AI bias and hallucinations, and comparisons between public and private AI implementations.















