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SummitAI Service Management Help
Configuring Incident Management Module
Configuring Custom Fields for Incident Management
Configuring Category Incident Management
Configuring ETR E-mail Notifications
Configuring Incident E-mail Notifications
Configuring SLA Service Windows
Configuring Workgroup SLA Window
Configuring Information Ticker
Configuring Voice Call Notifications
Mapping Standard Operational Procedures
Configuring End User Incident Details Page
You can view the list of Incidents logged for you. Also, the user can view, cancel, escalate, edit, and update the Additional Information section of the Incidents logged by other user who are mapped to the Customer(s) and Location(s) selected under the Access tab. For more information, see Adding User.
To view the list of Incidents:
- On the USER DASHBOARD page (Dashboard menu), click OPEN INCIDENTS under INCIDENT. Alternatively, select Incident > User > My Incidents.
On the MY INCIDENTS page, you can view the list of Incidents logged for you (Tile view or Tabular view). You can view basic details about Incidents, such as Incident ID, Incident logging date and time, the name of the user who logged the Incident, the Workgroup and assigned Analyst, the Priority, and the status.
Note:
The flags indicate the age of the Incidents. The color codes indicate the Priority. An asterisk icon next to the caller's name indicates that the caller is a VIP User.
- The flags indicate the age of the Incidents as per the following table:
Flag | Description |
---|---|
Indicates that the incident is opened for 0-2 days. | |
Indicates that the incident is opened for 2-5 days. | |
Indicates that the incident is opened for 5-10 days. | |
Indicates that the incident is opened for more than10 days. |
The color codes are as per the Priority of the Incidents. The Priority and the color code associated with it can be configured by the Administrators. For example, as per the following screen shot, the orange color code indicates S1 Priority Incidents.
Figure: MY INCIDENTS page (Tile view)
Figure: MY INCIDENTS page (Tabular view)
ACTIONS
This section explains all the icons displayed on the ACTIONS panel of the MY INCIDENTS page.
Filters
Click the Filters icon to specify a particular filter criteria to display the Incidents. On clicking the Filters icon, the FILTERS pop-up page is displayed. Specify the filters and click SUBMIT.
Figure: FILTERS pop-up page
The following table describes the fields on the FILTERS page:
Field | Description |
---|---|
Tenant | Select the Tenant from the list. |
Status | Select the status of the Incident from the list. |
Incident ID | Type in the range of Incident IDs to be displayed in the From and To fields. |
Log Time | Specify the range of log time in the From and To fields to display the Incidents logged during that period. |
View Other User's Incidents | Select this check box to view other user's Incidents matching the filter criteria. This checkbox is displayed only when it is enabled on the Adding Users page. The following two fields are displayed upon selecting this checkbox:
|
View Follow-up Incident | Select this check box to view the Incidents for whom the Incident Follow-up is enabled. |
CONFIGURE COLUMNS
Click CONFIGURE COLUMNS to customize the columns on the page, see: Personalizing Pages.
NEW INCIDENT
Click NEW INCIDENT to log a new Incident. See: Logging Incidents
References
- To log Incidents, see Logging Incidents
- To view or update details about Incidents logged for you, see Viewing/Updating My Incidents
- To view your dashboard, see End User Dashboard
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