SummitAI Service Management Help

Incident Management

What are Rules?

Rules are templates that you can configure, which can be used by the Analysts to log Incidents with pre-selected data without the need to key in each information. You can add, view, and modify rules. The Analysts can view the Rules icon on the NEW INCIDENT FOR USER page.

To configure Rules:

Select Incident > Configuration > Others > Rule.
On the RULES page, click ADD NEW on the ACTIONS panel.

On the RULE DETAIL page, type in the new Rule details as described in the following table:

Field	Description
Rule Name	Type in a unique Rule name
Active	Select to make the Rule an active Rule.
Enable Template for User	Select to make the Rule available to the End Users. If selected, the End Users can quickly log an Incident using the Rule from the USER DASHBOARD page (see: End User Dashboard)
Tenant	Select a Tenant from the list.
Source	Select a source from the list.
Notification Method	Select a notification method from the list. The available options are E-mail, Phone, Chat, SMS, and None.
Configuration Item	Select a Configuration Item from the list.
Active	Indicates the status set for the Rule. If selected, the Rule is available as an option in the Rules list. If not selected, the Rule is disabled and is not displayed in the Rules list.
Symptom	Type in the symptom for the issue for which you are creating the Rule.
Description	Type in the description for the issue for which you are creating the Rule.
ATTACHMENTS	Click the Upload icon to browse and upload the required attachments.

See Screen Shots

Figure: RULE page

Fill in the other required details under the GENERAL, COMMUNICATION, TROUBLESHOOTING, PARTNER INFORMATION, ADDITIONAL INFORMATION tabs. For more information about fields and icons under these tabs, see Logging Incidents for Users. For information about the TROUBLE SHOOTING tab, see TROUBLESHOOTING Tab.
Click SUBMIT. A new Rule is configured.

TROUBLESHOOTING Tab

You can configure multiple Keywords to search a Symptom under the TROUBLE SHOOTING tab.

To configure Keywords:

Click TROUBLE SHOOTING to open the TROUBLESHOOTING tab.

Figure: Trouble Shooting tab
Type in the Symptom and click SAVE to configure the Symptom.
Type in a Keyword and click SAVE to search the Symptom with that Keyword.

Note:

Click to edit the configured Symptom and Keywords.
Select the Active check box to set the Symptom and Keywords as active.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the RULE DETAIL page.

SHOW LIST

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

Figure: RULE List page

To edit a Rule detail, click the Template Name. Make appropriate changes and click SUBMIT.
To display the inactive Rule details, click the Include Inactive check box.

Note:

When the Rule details are displayed under the LIST table, the ADD NEW action is displayed on the ACTIONS panel. Click ADD NEW to configure a new Rule.

Filters

Click the Filters icon to specify the filter criteria to display the Rules. On clicking the Filters icon, the FILTERS pop-up page is displayed. Type in the Rule name in the Template Name text box. Click SUBMIT to view Rules based on the filter criteria.

Figure: FILTERS pop-up page

Release Notes | Installation Guide | Other Documents