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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

Analysts

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 send e-mails to Workgroup members, Analysts, Callers, or End Users asking for information or update about an Incident using the SEND E-MAIL icon on the INCIDENT DETAIL page.

To send e-mails:

  1. On the INCIDENT DETAIL page (Dashboard > ANALYST  DASHBOARD > INCIDENTS > MY WORKGROUP or ASSIGNED TO ME), click the SEND E-MAIL icon on the ACTIONS panel. The SEND MAIL page is displayed.
  2. Draft your mail, mark the recipients, and click SEND E-MAIL to send the e-mail. For more information about the fields on the SEND E-MAIL page, see Field Description.

    SEND E-MAIL page

    Figure: SEND MAIL page

Field Description

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

Field

Description

Select Recipient

Select the recipients of the e-mail. Select the check box of the required recipient to add it to To/CC field.

Additional Recipient

Type in the name of the recipient in the search box and click ADD TO LIST/ADD CC LIST to include the recipient in the To or CC field along with the Workgroup, Workgroup Owner, assigned Analyst, or Caller.

To List

Click To to add the selected recipients from the Select Recipients list.

CC List

Click CC to add the selected recipients from the Select Recipients list.

Subject

Type in the subject of the mail.

Body

Type in the body of the e-mail.

Note: Use the menu options provided to format your text. You can also add/remove links in the body.

Include Incident Information

If selected, the Incident Information is also sent to the recipient.

Attachment 1 and Attachment 2

Click the Upload icon, to attach any related documents to the e-mail.

Send E-Mail

Click Send Mail to send the e-mail to the selected recipients.

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Release Notes | Installation Guide | Other Documents