Versions Compared
Key
- This line was added.
- This line was removed.
- Formatting was changed.
- via the agent interface
- via the Self-Service Portal
- by converting a user query into an incident
Via the agent interface Anchor agent creation agent creation
agent creation | |
agent creation |
To create an incident, complete the steps below:
- Navigate to Incident Management → New.
- Fill in the fields.
- Click Save or Save and Exit to apply the changes.
New incident form fields
Field | Mandatory | Description | ||||||
---|---|---|---|---|---|---|---|---|
Number | Y | Incident number. This field has the INCXXXXXXX format and is populated automatically. | ||||||
Caller | Y | The Specify the originator of the incident. | ||||||
Company | N | Specify a the company to which the incident is related. | ||||||
Contact Type | Y | The Select the source from which the request is received. Available options:
| ||||||
Service | Y | The Specify the service affected by the incident. | ||||||
Related CIs | N | The Specify the related configuration items affected by affected by the incident. | ||||||
Assignment Group | Y | Specify the group assigned to work on the incident.
There is a dependency between the Assigned User and Assignment Group fields. To learn more, refer to Restrictions for assignment. | ||||||
Assigned User | Y | Specify the person assigned to work on the incident.
There is a dependency between the Assigned User and Assignment Group fields. To learn more, refer to Restrictions for assignment. | ||||||
Subject | Y | Type Add a brief description of the incident. | ||||||
Description | N | Type Add a detailed description of the incident. | ||||||
Steps to Reproduce | N | Specify the steps to reproduce the incident. | ||||||
Followers List | N | Contains a list of users subscribed to receive notifications about this incident. This field is populated automatically. | ||||||
Screenshot | N | Upload screenshots supporting the incident, if any. | ||||||
State | N | Specify the work state and progress of the incident. Available options:
See the Incident processing article to learn more. | ||||||
Impact | Y | Measure the impact caused by the incident on the business processes. Available options:
| ||||||
Urgency | Y | Specify the urgency of the request. Typically, it is evaluated based on the time remaining until the incident impacts the business. Available options:
| ||||||
Priority | Y | Identifies the importance of the incident. This field is populated automatically based on the value of the Impact and Urgency fields. Available options:
See the Priority Management article to learn more. | ||||||
Attention Required | N | Select this checkbox to notify the line manager of the assigned group/assigned user. | ||||||
Major Incident | N | Select this checkbox to create a major incident. | ||||||
Infrastructure Incident | N | Select this checkbox to create an infrastructure incident. |
Create an infrastructure incident
An infrastructure incident is an incident created by service agents of the 1st or the 2nd level levels or by the integrated monitoring system.
Note |
---|
An end-user cannot create an infrastructure incident. |
To create an infrastructural incident, complete the steps described above, but select the checkbox Infrastructure Incident.
When Infrastructure Incident is selected, the choice list in the Contact Type field is changed:
- Monitoring
- 1st level
- 2nd level
Info |
---|
In practice, incidents with Contact Type set to Monitoring are created by an integrated monitoring system automatically. |
Create a major incident
A major incident is an incident of the highest impact and highest urgency. It affects a large number of users, depriving them of vital business functions. Major incidents have a separate procedure with shorter time scales. Generally, major incidents require a large number of people of various hierarchy levels of the hierarchy to be involved.
To create a major incident, complete the steps described above, but select the checkbox Major Incident.
After creating it, a new tab, Chronology, will be displayed after the next to the Related Records tab.
Note |
---|
When the checkbox Major Incident is selected, the Impact field value changes to Very High. |
Via the Self-Service Portal Anchor portal creation portal creation
portal creation | |
portal creation |
To create an incident, complete the steps below:
- Navigate to your Portal main page.
- Click Create Incident and fill in the fields.
- Click Save.
New incident form fields
Field | Mandatory | Description |
---|---|---|
Urgency | Y | Specify the urgency of the request. Typically, it is evaluated based on the time remaining until the incident impacts the business. Available options:
|
Subject | Y | Type Add a brief description of the incident. |
Description | N | Type Add a detailed description of the incident. |
You can track the work process on the My Tickets page. To open the record of the incident, complete the following steps:
- In the header, navigate to Cabinet → My Tickets.
- Click My Incidents on the left.
- Check the state of the created incident.
Also, you can see more information about the incident by clicking the number.
Convert a user query into an incident Anchor transformation transformation
transformation | |
transformation |
Tip |
---|
Role required: incident_manager. |
A user query is a higher-level entity than an incident. It can be converted into a request of another type, including type "incident." The conversion is available only through the agent interface.
- Navigate to User Queries → All User Queries.
- Open the user query you need to convert.
- Click the Incident button in the top-right corner of the form.
Info |
---|
The Incident button might be absent if the incident has already created from this user query. In this case, the incident and the user query are linked to each other:
|
Table of Contents | ||||||
---|---|---|---|---|---|---|
|