Happy holidays! Everyone at Unclutterer hopes you’re enjoying some time off work, to relax and enjoy the company of family and friends – and for many of you, helping them figure out how to use a new gadget. Nothing says “holiday” like family tech support. With a little planning and organization, it can be a pleasure to help family members and friends enjoy their new electronic devices or answer questions they’ve compiled since the last get together. Here’s how to prepare for family holiday tech support.
Maintain a list of pertinent information regarding your family’s devices. You can create a simple text document, enter the information in a spreadsheet, or use a notebook dedicated for this purpose.
Information about the devices should include make, model and year of release. For example, if dad owns an iPhone 5, you will know where to look for troubleshooting tips, help with updates, etc.
You should also include details about any services they’re using such as iCloud, Office 365, Dropbox and so on. You should also be aware of their backup systems. This makes it easy to retrieve something if you need to do a restoration.
When you assist your family members, you will most likely need them to enter their passwords to authorize software installations or on certain websites. You should encourage people to keep track of their own passwords and ensure they have access to the passwords during their “tech support visit.” To help my parents, I gave them a notebook designed for recording their passwords. It is easy to use and lets us avoid the frustrating experience of trying to remember usernames and passwords before we can start to solve a problem.
When mom and dad visit, we find a few hours of quiet time to sit down with their iPhones, iPads or computers and go through questions they’ve noted over the past year. Some require a quick fix while others take some time to figure out. The list I compiled earlier makes this a lot easier, as do the following tools I always have with me:
- A notebook and a pen. Sure, we troubleshooting tech gadgets but you can’t beat a notebook and a pen for jotting things down. I use it as my short-term memory when I need to quickly store a password, setting or URL.
- An internet-connected device of my own. When I come across a problem that I can’t solve on my own. I rely on an internet search for answers.
With these tools in place, I’m ready to tackle almost any problem. It’s satisfying and I’m happy to do it. With the list of questions complete, I move on to my own to-check list, which follows.
One thing I always do is make sure their devices are running the most recent version of the appropriate operating system. I’ll also check to make sure that apps and software are up-to-date or at least running the most appropriate version for their device. For example, an iPhone 4 probably shouldn’t run the latest version of iOS. This is why creating a list of hardware make, model, and year is so important. Many devices “max out” at a certain version of an operating system and function best with that version.
It is crucial is to ensure that the software, apps, and documents on their devices are being backed up regularly and successfully. I recommend a “set-it-and-forget-it” system such as Backblaze. For just a few dollars per month, you get everything on your computer backed up without having to lift a finger. If you need to retrieve something, it’s there.
I also recommend people keep certain documents in a Cloud storage service such as a Dropbox folder or Google Docs. Photos can be stored via Apple’s iCloud or Google Photos. iPhones and many Android phones have built-in backup solutions that, once set up, do their job without any prompting.
It’s easy to bemoan the responsibility of family tech-support manager, but taking the time to prepare and organize information ahead of time will remove much if not all of the headache. And remember, when you finally resolve that one annoying problem, you’re the hero of the holiday!