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SummitAI Service Management Help

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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 list of fields that are displayed on the NEW INCIDENT page. You can configure one or more fields and provide required display names to the fields as per the organizational needs. Also, you can make a field mandatory where the users must fill in a value to save the record.

To configure Log Incident page:

  1. Select Incident > Configuration > Incident Masters > Log Incident Page.
  2. On the LOG INCIDENT PAGE, select the Tenant.
  3. Select the Customer name in the Customer list box.
  4. Select the check boxes for the fields that is to be displayed on the NEW INCIDENT page. You can also specify a specific label name for the fields under Label and indicate if the field should be mandatory by selecting the Mandatory check box.
  5. Click SUBMIT to save the configuration.

    LOG INCIDENT PAGE
    Figure: LOG INCIDENT PAGE

Based on the selections on the LOG INCIDENT PAGE, the options are displayed on the NEW INCIDENT page using which the End Users can log new Incidents (see: Logging Incidents_IM).

Note
titleNote:

You can create the Custom Groups and Custom Group Values by using the Form Builder (Admin > Basic > Infrastructure > Form Builder). Using Custom Groups, you can define custom sections on the NEW INCIDENT page. Using Custom Group Values, you can add Custom Fields under the custom sections on the NEW INCIDENT page (see: Configuring Custom Fields for Incident Management).


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