Create a Checklist

 
Author
Message
SysAider
3
 
We have checklists that we go off of when setting new hires, relocating current employees, setting up new workstations, and so on. I've spoken with SysAid helpdesk, and they informed me that there is no checklist function. They suggested a Request Template, or a Task/Project. Has anyone found a better method for achieving this?

I'm new to this, so my apologize if this is already out there somewhere.

Thanks!
SysAid Wiz
295
 
You could also fill out a feature request and solicit votes so they put it in one of their next releases

(I'm interested in this too)
SysAid Wiz
1077
 
yes, open a feature request
Super SysAider
56
 
Bump!

Has there been any change in this?

This concept of a checklist is what I am looking for

(also wondering if creating a customized change form might work)
Former Community Manager
980
 
Hi Elliot,

I'm checking with product management on this feature request at https://www.sysaid.com/Sysforums/posts/list/1333.page#5928.

Thinking about using a change request; if you're not using that module in a defined process, that's not a bad idea. Even if you are using the change module, as long as any reports are able to ignore these customized changes, it can work.

Michael
Super SysAider
63
 
We use a customized advanced request sub type for this exact thing. Create your custom sub type with the appropriate flow tabs for ITIL compliance (analyse, approve, implement, release etc.), then create a custom request template using this subtype. In each of the flow tabs create as many action tabs you require. You can create new tabs to suit the task required and have fixed assignments for staff to perform those tabs, including required fields for digital signature for signoff and instructions for each tab.

Let me know if you need any more help but this is the best way I found to lock down a repeating workflow with the same tasks performed by the same people.
Former Community Manager
980
 
Thanks Anthony! That's a perfect use case for using the advanced request sub type.

The benefit to breaking checklists out into individual actions includes:

1. Ability to assign specific tasks to anyone, including not IT personnel.
2. Accountability with reporting on incomplete tasks.
3. Using SLA's and escalation rules to monitor requests that sit for too long.
4. Inclusion of requests in the End User Portal so users can submit them without contacting the service desk.

There's a lot that can go into request fulfillment. The biggest helper will be documenting the workflow before trying to build anything into SysAid.

Cheers,

Michael
SysAider
10
 
Is there a way to schedule the preconfigured Request that Anthony mentions? For example, we need to perform a daily checklist making sure systems are functional before employees arrive at work, for example: check phones, check internet, check that specific software runs ok, etc. What is a good way to have a reminder sent to our Team, with a checklist or list of tasks to mark that the system has been checked. I see we can create a Project with Tasks, and schedule notifications to send an email, but I am trying to keep it simple and not open an incident or task for each item on a checklist. I am wondering what methods others have used to implement a daily systems checklist.
SysAider
3
 
It's rather discouraging that this feature has not been implemented several years after the thread was created, BUT if you pay extra for services it can of course be accomplished. Might as well start a project on GitHub as it could get built faster to replace this system as it really isn't designed for I.T. by not having a process flow for account provisioning.