Configuring Pending Reasons

SummitAI Service Management Help

 Incident Management

The Analysts need to specify a Pending Reason when they change the status of an Incident to Pending. The status Pending means that some information or response is required from the End User to further investigate the Incident. You can define the Pending Reasons for Incidents for a Tenant based on the organization’s requirements.

To configure Pending Reasons:

  1. Select Incident > Configuration > Incident Masters > Pending Reason.
  2. On the PENDING REASON page, click ADD NEW on the ACTIONS panel.
  3. Select the Tenant and type in the Pending Reason in the Pending Reason text box. If you select the Active check box, the Pending Reason becomes an available option in the Pending Reason list on the other pages of the application.
  4. Click SUBMIT. A new Pending Reason is configured.

    PENDING REASON page
    Figure: PENDING REASON page

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the PENDING REASON page.

SHOW LIST

Click SHOW LIST to display the LIST table showing all the Pending Reasons configured for the selected Tenant.

  • To edit a Pending Reason, click the Pending Reason. Make appropriate changes and click SUBMIT.
  • To display the inactive Pending reasons, click the Include Inactive check box.

Note:

When the Pending Reasons 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 Pending Reasons.
  • Click IMPORT to update or create multiple Pending Reasons, importing the Master Excel template. Upon clicking IMPORT, you will be redirected to the EXCEL MASTERS IMPORT page, where you can download the excel template and fill the required data to update in the PENDING REASON page (See: Importing Master Template Gen in SUMMITAI General).