We have similar functionality that you are describing that we use to create Compliance Tickets on a daily, weekly, monthly, semi-annually, and annually basis. We had this same functionality within 6.3 back in 2008 when we were moving to 7.5 and were looking to stay out of the box. We ended up putting this functionality within our Kinetic Data Request and Task modules since we were using it for our service requests and have had it there since. We use their task scheduled and a data table to determine which tickets (with template) needs to be created based on their policy and then use the Kinetic Task Engine to create the service request work order and assign it to the proper group based on the template. We then have some more process builder logic that gathers a "close down" type of approval when the ticket is closed to ensure the proper evidence was added to the ticket by the technician.
I'm not that knowledgeable enough to do this within SRM with it being pretty limited without customizing and creating a bunch of AIF forms and workflow possibly. I just wanted to share with you a similar functionality and how we accomplished it. _______________________________________________________________________________ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org "Where the Answers Are, and have been for 20 years"
