Submit Your Suggestions for Vista

We have a "Whole House Inspection" task list that we want to do with 5000+ of our customers, once pear year, and track the results.

The current VP setup requires:

• A Serviceable Item Class, type and maintenance named "whole house inspection".
• In Maintenance, setup the individual tasks under the Tasks tab.
• A Serviceable Item setup on each service site named "whole house", with the same Class and Type.
• For each of the 5000+ sites:
  • SM Agreements ->
  • Tasking ->
  • Select Serviceable Items ->
  • Check All ->
  • Close, Close.

I can see how the above flow is very useful for maintaining equipment, but it seems like horrible overkill for a simple checklist I want a technician to perform, especially when not related to equipment.

Possible Solutions

• Adding Steps under SM Standard Tasks
  • When the Task is added to a WO, I'd expect it to either
    
    • Auto expand each step into a proper task, or
    • Use a new Steps tab (subtab?).
• Ability to assign WF Checklist Tasks to a WO
  • (with a similar outcome as above)
• Create a new form called SM Checklists that could be used by both
  • SM Standard Tasks and
  • Maintenance of a SM Serviceable Item Class

Combined with any of the above, we would also love the ability to assign this checklist to an Agreement Type, not just an agreement. As such, I would expect it to automatically show up in the SM Agreements -> Tasking as selected for any agreements of said type. 

Anyone have thoughts on this?

**Edit** Could an admin move this into the "Service Management" category?