Create Daily Checks in SNOW

[Graham18]

Hello,

At the moment we have our Daily Checks in a Spreadsheet.

I want to move away from this and into Service Now.

Would the best way be to create a new extended table from Task, Modify it for what we require and go from there?

I'm open to all suggestions!

Thanks,

Graham

[Kalaiarasan Pus]

There are number of ways to do this. One of the way is to create a simple catalog and a workflow that assigns tasks to engineers.

To make the process more dynamic, have a data table that will contain the type of task and the assigned to engineers details. Now make your workflow loop through the data table to create tasks for each type of task. Having a data table will provide you the advantage of adding or removing the tasks/assigned person details etc and making such changes wouldn't require any code change.

You can have a scheduled job to run daily/on any period you want to automatically create such request.

I know the process seems complex but it is worth the effort to eliminate manual efforts and mess caused by emails chains and spreadsheets.

[Graham18]

Thank you for the feedback, I have no real exposure to the Catalog so not entirely sure where to start... can you please assist with some info on how to create a 'simple catalog' then link a workflow to spawn the tasks?

Any help would be greatly appreciated !

Kind Regards,

Graham

[Harry Campbell2]

I dont think a catalog item would be the way to go with this. We are wanting to do something very similar.

One of the sticking points for us is that we would want the engineers to be able to add/remove things to be check. There isn't really any way to do this in a catalog item as we dont want to give them roles to amend all our other items.

The other thing is we would want a table that creates a record for each day. The record will include any checks that have been done - this is easy to accomplish but we still have the issue of engineers not being able to dynamically add/remove checks.

For me this needs to be a custom application - and would welcome any ideas on how to achieve the above.

[Graham18]

I have created a Daily Task in SNOW which suits my needs and is working quite well.

under the 'Catalog Task' table I have created a new view called 'Daily Checks' which has been customised to my needs with boolean fields for each thing that need to be checked along with a 'Notes' field to record any information.

I have then created a 'Daily Checks' Application Menu under Service Desk with the view.

Once this was created I made a scheduled task that creates a new task everyday and applies a template that populates the correct fields such as Assignment Group, Summary etc.

Hope this helps you in some way as this is working great for me, only issue is as mentioned above engineers cant amend the options but this can be done easily by an Admin.

I then created a gauge to add onto their ITIL Homepage so they can access the tasks easily.

Thanks,

Graham