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SummitAI Service Management Help

urlhttp://summitconfluence.symphonysummit.com:8090/display/PD/Service+Management
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 Incident Management

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


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You can configure and modify the Incident E-mail Notifications. Based on the configuration, if a user who belongs to a configured Location, Customer, and subcustomer logs an Incident with the configured Status and Priority, the configured other personals and User Type user are notified.

To configure Incident E-mail Notifications:

  1. Select Incident>Configuration>Others>E-mail Notification.
  2. On the E-MAIL NOTIFICATION page, click ADD NEW on the ACTIONS panel.
  3. Select the Tenant, Workgroup, Location, Customer, Subcustomer and other required details. For more information about the fields on the E-MAIL NOTIFICATION page see, Field Description.
  4. Click SUBMIT. A new E-mail Notification is configured.

    E-MAIL NOTIFICATION page
    Figure: E-MAIL NOTIFICATION page

Anchor
Field Description
Field Description
Field Description

The following table describes the fields on the E-MAIL NOTIFICATION page:

Field

Description

DETAILS

Workgroup

Select the Workgroup from the list. An e-mail notification is sent to all the configured recipients if the any members of the selected workgroup logs an Incident.

Location

Select the Location from the list. An e-mail notification is sent to all the configured recipients if the any members of the selected location logs an Incident.

Customer

Select the customer from the list. An e-mail notification is sent to all the configured recipients if the any members of the selected customer logs an Incident.

Include Subcustomer

If this check box is selected, the configured recipients are notified when a user who belongs to the respective subcustomer logs an Incident.

Active

Indicates the status set for the E-mail configuration.

  • If selected, the e-mail notification configuration becomes active.
  • If not selected, the e-mail notification configuration becomes inactive.

Active

If selected the respective set of configuration for Priority, Status, User Type and other E-mail id become active.

If not selected the respective set of configuration becomes inactive.

Status

Select a required status. If the this status meets with the status of the newly created incident an e-mail notification is sent to the specified recipients.

Priority

Select a required priority. If the this priority meets with priority of the newly created incident an e-mail notification is sent to the specified recipients.

User Type

Select the check box to send the e-mail notification about the Incident update to specific User Types. If the selected user type logs an Incident, then the selected User Type along with the recipients specified under Other E-mail ID field gets notified through e-mail.
Note: In order to display the User Type under this column, it needs to be configured on the USER TYPE page. To know more about configuring user type, see Configuring User Types.

Other E-mail ID

Specify the e-mail ids of the other personals. The incident update e-mail notification is sent to the other personnel's e-mail id configured here.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the E-MAIL NOTIFICATION page.

SHOW LIST

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

Figure: E-MAIL NOTIFICATION page: List of E-mail Notifications

  • To edit an E-mail Notification, click the Workgroup Name. Make appropriate changes and click SUBMIT.
  • To display the inactive E-mail Notifications, click the Include Inactive check box.

Note
titleNote:

When the configured E-mail Notifications are displayed under the LIST table, the button ADD NEW and IMPORT are displayed on the ACTIONS panel.

  • Click ADD NEW to configure a new E-mail Notification.
  • Click IMPORT to update or create multiple Checklists, importing the Master Excel template. Upon clicking IMPORT, you will be redirected to the MASTERS IMPORT page, where you can download the excel template and fill the required data to update in the E-MAIL NOTIFICATION page. For more information see Importing Master Template.
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truenoneRelease Noteshttp://summitconfluence.symphonysummit.com:8090/display/PD/SUMMIT+Release+NotestruenoneInstallation Guide http://summitconfluence.symphonysummit.com:8090/display/PD/Installation+GuidetruenoneOther Documents http://summitconfluence.symphonysummit.com:8090/display/PD/Other+1

Release Notes | Installation Guide | Other Documents