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A Tip for Setting Up Recurring Events in SysAid
A Tip from Sarah Lahav, the Head of SysAid Customer Service and Support Team
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Hello all,
I hope you all had a great holiday season. New Year is always the time for new resolutions - so now that we are all back at the office, my tip this month will be in the spirit of new resolutions. Every New Year I make the same resolution to be as organized as possible (which might sound familiar to some), so the tip I am about to share with you today is the option to define a recurring event under the SysAid Task & Project module (available in the SysAid Full Edition only). |
By recurring event, I mean making a list of all the things you need to do on regular basis, like backing up all the servers, receiving new employees, submitting reports - I am sure the list goes on for all of us.
Now wouldn't you like to be notified about items on your list ahead of time, to avoid having to stay late at work the night before to get them done?
If you're like me, I'm sure the answer is yes! So here's what you can do:
Under the SysAid Task & Project module, set up a new status which will identity these projects (ie. ones that aren't ongoing) from your regular projects. Try something like 'Recurring Event' and then open the whole list as projects.
Under each project, you can create a list of tasks that need to be done in order to complete this assignment. For example, the project 'New Employee' could be divided into tasks like:
- Purchase a computer
- Open an account on LDAP
- Set up an extension on CTI
The list of tasks can also be assigned to different people, as not all of them have to be done by us of course.
One more thing I'd like to point out is the Notification Template. By notification, we mean actions. So you can define different templates containing different actions that you would like SysAid to undertake when the project is due. Set SysAid to open a Service Request, send emails, text messages, or all of the above.
Now all that's left to do is connect the notification template to your project and decide what your notification schedule will be. For example, you could set up a timetable for every day, week or month, or run it on-demand as required (eg. like when you hire a new employee).
I hope this will help you to stay organized in 2009.
If you need more details, feel free to contact our support team.
Please also contact us if you would like to evaluate this module free of charge for 30 days.
I wish you all a happy 2009.
Visit SysAid community to comment about this tip.
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