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SummitAI Service Management Help

Panel
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titleIncident Management

Incident Management

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titleConcepts

Audit Flow

Audit Log

Auto Complete Assistance

Customer Satisfaction Survey (CSAT)

First Call Resolution (FCR)

Incident Vs. Problem

Incident Status

Major Incidents

Monitoring SLA

Parent and Child Incidents

Parent and Child Relationship

Remote Desktop

Response Time Vs. Resolution Time

SLA, OLA, and UC

Templates and Rules

Work Orders

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titleEnd Users

End Users

End User Dashboard

Logging Incidents

Viewing My Incidents List

Viewing/Updating My Incidents

Chatting with Analysts

Survey

Logging Incident for an Asset

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titleAnalysts

Analyst Dashboard

Logging Incidents for Users

Viewing and Updating My Workgroup Incidents

Viewing and Updating Incident Details

Sending E-mails

Remote Desktop Sharing

Feedback Moderation

Managing My Incidents

Work Orders

Creating Work Orders

Viewing and Updating Work Orders

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titleAdministrators

Administrators

Configuring Incident Management Module

Configuring Custom Fields for Incident Management

Configuring Category

Configuring Closure Codes

Configuring Classification

Configuring Priority

Configuring Impact

Configuring Urgency

Configuring SLA Matrix

Configuring SLA Matrix By CI

Configuring Resolution Codes

Configuring ETR E-mail Notifications

Configuring Incident E-mail Notifications

Configuring Auto Work Orders

Configuring SLA Service Windows

Configuring Workgroup SLA Window

Configuring Pending Reasons

Configuring Priority Matrix

Configuring User Types

Configuring Checklist

Configuring Major Incidents

Configuring Cost

Configuring Rules

Configuring Information Ticker

Configuring SMS Notification

Configuring Voice Call Notifications

Configuring Log Incident Page

Mapping Standard Operational Procedures

Configuring Feedback

Configuring End User Incident Details Page

Configuring Incident Evaluator

TFS-SUMMIT Integration

Configuring TFS Project

Configuring Work Item Fields

Mapping Field Values

Configuring Mapping Profile

Configuring TFS Profile Mapping

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titleReports

Viewing Reports

You can configure the SMS Notification settings for a user (subscriber) using the SMS services to perform various actions in the SUMMIT application. You can specify a message template for each stage and for each member to receive the SMS. Based on the settings the user, assigned Analyst, assigned Workgroup, and Workgroup owner receive the SMS.

To configure SMS subscriber details:

  1. Select Incident > Configuration > Others > SMS Notification.
  2. On the SMS NOTIFICATION page, click ADD NEW on the ACTIONS panel.
  3. Select the Tenant, Workgroup, Location, and Customer and type in the other required SMS Subscriber details. For more information about the fields on the SMS NOTIFICATION page see, Field Description.
  4. Click SUBMIT. The New SMS Notification details are configured.

SMS NOTIFICATION page

Figure: SMS NOTIFICATION page

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Field Description
Field Description
Field Description

The following table describes the fields on the SMS NOTIFICATION page:

Field

Description

DETAILS

Workgroup

Select the Workgroup from the list.

Location

Select the Location from the list.

Customer

Select the customer from the list.

Message expiry time (in mins)

Specify the message expiry time in minutes. The message will be retained in the messaging system to send until the specified message expiry time.

Include Subcustomer

If this check box is selected, the configured recipients receives an SMS update if any user who belongs to the respective subcustomer logs an Incident.

Status

Select at what status an SMS update must be sent to the specified recipients.

Priority

Select the Priority for which SMS update should be sent to the specified recipients.

End User

Select the check box to send the SMS update about the Incident to the End User. Specify the e-mail id of the End User in the text box under SMS To.

 Assigned Analysts

Select the check box to send the SMS update about the Incident to the Analysts. Specify the e-mail id of the Analyst in the text box under SMS To.

Assigned Workgroup

Select the check box to send the SMS update about the Incident to the assigned Workgroup. Specify the e-mail id of the Workgroup in the text box under SMS To.

Other E-mail ID

Select the check box to send the SMS update about the Incident to the other personnel. Specify their e-mail ids in the text box under SMS To.

User Type

Select the check box to send the SMS update about the Incident to specific User Types. Select the User Type from the list.

Active

Indicates the status set for the SMS configuration.

  • If selected, the SMS configuration is active.
  • If not selected, the SMS configuration is inactive.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the SMS NOTIFICATION page.

SHOW LIST

Click SHOW LIST to display the LIST table showing all the SMS Notifications configured in the SUMMIT application for the selected Tenant.

Figure: SMS NOTIFICATION page: List of SMS Notifications

  • To edit a SMS Notification, click the Workgroup Name. Make appropriate changes and click SUBMIT.
Note
titleNote:

When the SMS Notifications are displayed under the LIST table, the ADD NEW action is displayed on the ACTIONS panel. Click ADD NEW to configure a new SMS Notification.

MESSAGE TEMPLATE PHRASES

Click MESSAGE TEMPLATE PHRASES to view the Phrases used in the SMS Notifications and its description. The terms in the Phrase column are the attributes used in the SMS Template and its value is the value specified in the Description field. For example, the term *CALLID* is replaced by the Incident ID in the SMS Template.

SMS TEMPLATE PHRASE pop-up page

Figure: SMS TEMPLATE PHRASE pop-up page


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