2020-11-17_10-57-37_.Viewing and Updating My Workgroup Incidents vTahoe
Workgroup Incidents
You can view the Incidents in your Workgroup and take appropriate actions whenever required. You can view all the Incidents that belong to your Workgroup, along with some basic attributes of the Incident, such as Incident Id, Status, Request Date, Workgroup, Caller, and so on. Different color flags indicate the age of the Incidents, that is, the time period between the time the Incident was logged and the current time. The various color codes indicate the Priority of the Incidents. You can select Incidents as per your requirement by specifying a search criteria (for more information about filters criteria see Filters) and can also bulk update them (for more information about Incident bulk update, see Bulk Update).
To view or update My Workgroup Incidents:
Select Incident > User > Manage Incidents > Incident List. Alternatively, under the ANALYST DASHBOARD tab under INCIDENT, click MY WORKGROUP to view the Incidents assigned to your Workgroup.
On the INCIDENT LIST page, you can view all the Incidents that belong to your Workgroup.
You can view the Incidents in the Tile view or Tabular view.
You can search for the Incidents using the Filters . For more information about Filters, see Filters.
Click the Incident ID of the Incident that you want to view or update. The corresponding INCIDENT DETAIL page is displayed. For more information about the fields and the actions you can perform on the INCIDENT DETAIL page, see Viewing and Updating Incident Details.
View or update the Incident details and click SUBMIT to save your changes.
Visual Indicator:
The following section describes the various icons on the Incident List page:
Click icon to view the Incident summary.
Figure: Summary icon - Tile View
Figure: Summary icon - Tabular View
The Incident - ID - Summary pop-up page is displayed with the details about the selected Incident. For more information about fields on the Incident - ID - Summary pop-up page, see Viewing and Updating Incident Details.
Figure: Incident - ID - Summary pop-up page
Figure: Incident List page - Evaluation icon
Click icon to create and assign tasks to Analysts or to evaluate the Incident tasks.
Note:
Select Enable Evaluation check box on the TENANT page to display Evaluation icon for the selected Tenant on the INCIDENT LIST page. For more information, see Configuring Incident Management Module.
Only the Analyst configured as evaluator can create and assign tasks to Analyst. For more information, see Configuring Incident Evaluator.
The Assigned Analysts evaluate the tasks and provide the comments.
The color code of the Evaluation icon on the Incident list page indicates the different status of the evaluation process. Following are the color codes of Evaluation Icon:
Icon Color | Description |
|---|---|
| Indicates that the Evaluation is not started. |
| Indicates that the Evaluation completed with open task. |
| Indicates that the Evaluation completed. |
Under the GENERAL tab, the Evaluator can view the general details about the Incident. The fields displayed under this tab are configured on the Form Builder page. For more information see, Configuring Custom Fields for Incident Management.
Figure: Incident Evaluation - GENERAL tab
Note:
If the Analyst does not possess Evaluator access, then the fields under the GENERAL, RELATIONSHIP, and ACTIONS tab are grayed out.
Under the RELATIONSHIP tab, the Evaluator can link Change Records and Problem Records.
Figure: Incident Evaluation - RELATIONSHIP tab
To link records,
Click control next to the LINK. Click the module name in the Link drop-down list. The RELATIONSHIP pop-up page is displayed.
Specify the search criteria and click SEARCH.
Figure: RELATIONSHIP pop-up pageSelect the record to be linked and click LINK.
Figure: RELATIONSHIP pop-up pageThe linked record is displayed under LINKED CHANGE RECORDS section of the RELATIONSHIP tab.
Under the TASKS tab, the Evaluator can add tasks and assign it to the Analysts.
Figure: Incident Evaluation - RELATIONSHIP tab
To assign tasks to the Analysts, fill in the required information and click SUBMIT. For more information, see Field Description.
Field Description
The following table describes the fields under the ACTIONS tab.
The following icons are displayed only when an Analyst/External User/End User updates the Incident using the e-mail option.
A Last Updated by Analyst Using E-mail icon is displayed for the Incidents that are updated by an Analyst using the e-mail option.
A Last Updated by External User Using E-mail icon is displayed for the Incidents that are updated by an External User using the e-mail option.
A Last Updated by End User Using E-mail icon is displayed for the Incidents that are updated by an End User using the e-mail option.
Note:
To display the incidents with the above mentioned icons, on the Incident Management TENANT configuration page, the Display "Show Incidents Updated By E-mail" Check Box on Filters and Display Icons on Incident List Page check box must be enabled. If selected, the Show Incidents Updated By E-mail filter filed displayed in the Field drop-down. For more information on this configuration see, Configuring Incident Management Module.
To view the incidents Last Updated by Analyst/External User/End User Using E-mail function:
Select Show Incidents Updated By Email from Field drop-down list.
Select = (equal to) from Operator drop-down list and select the check box.
Click Apply to view the list Incidents Updated by Analyst/External User/End User Using E-mail function.
Figure: Incident List page
Figure: Incident List page: Show Incidents Updated By Email - Tile View
Figure: Incident List page: Show Incidents Updated By Email - Tabular View
You can view or update the Incident assigned to you.
To view Incidents assigned to you:
Select Analyst/Assigned To from Field drop-down list.
Select = (equal to) from Operator drop-down list.
Select your name from Values drop-down list.
Click Apply to view the list Incidents assigned to you.
You can also bulk update Incidents assigned to you. For more information about Incident bulk update, see Bulk Update. Alternatively, select Dashboard > ANALYST DASHBOARD tab > INCIDENT > ASSIGNED TO ME tile.
Figure: FILTERS pop-up page: Assigned To field
The icon on the Incident indicates that it is a Parent Incident.
Figure: Incident Tile: Parent Incident icon
To view Child Incident List pop-up:
Click icon to see the Child Incident List pop-up. (See: Parent and Child Incidents).
Figure: CHILD INCIDENT LIST pop-up
The colored flag on the Incident tile indicates the Age of the Incident, that is, for how many days an Incident is open. Following are the color codes for Age:
Flag | Description |
|---|---|
Green Flag | Indicates that the Incident is opened for 0-2 days. |
Orange Flag | Indicates that the Incident is opened for 2-5 days. |
Purple flag | Indicates that the Incident is opened for 5-10 days. |
Red Flag | Indicates that the Incident is opened for more than 10 days. |
Figure: Incident Tile: Age Flag
The icon on the Incident Tile indicates that the Incident is reopened. Incident (Incidents in Closed status) may be reopened by the End User if the user is not satisfied with the resolution provided by the Analyst.
Figure: Incident Tile: Reopened Incident icon
Click icon next to the Incident ID, a pop-up list with the options to create Work Orders, Problem Records, and Change Records is displayed. The Work Order, Change Record, and Problem Record created from the Incident are linked to the Incident and displayed under the RELATIONSHIP tab of the Incident (see: Logging Incidents for Users).
Figure: Incident Tile
The star on the Incident Tile indicates that the user is a VIP user. The color of the star can be configured by the Administrator. The Priority for the Incidents logged by VIP user are High. So the Incidents should be resolved at high importance and immediately. For more information about VIP user, click here.
Adding VIP Users Type
You can add VIP User Type on the COMMON MASTERS page (Admin > Basics Infrastructure > Common Masters > Common Master Configuration).
Click ADD NEW on the ACTIONS panel. Select Master Type as User Level, type in VIP on the Value field, and specify the Sort Order.
Click SUBMIT. VIP User Type is created.
COMMON MASTERS page: VIP User Type creationFigure: COMMON MASTERS page: VIP User Type creation
Configuring a User as VIP User
On the USER LIST (NEW USER and USERID) page, fill in all the User information and select the User Type as VIP on for a Division on the USER TYPE ALLOCATION section.
Click SUBMIT. The User is configured as the VIP User.
COMMON MASTERS page: VIP User Type creationFigure: COMMON MASTERS page: VIP User Type creation
Figure: Incident Tile: VIP user
Various Sections of the Page
This section explains the various highlighted sections of the INCIDENT LIST page.
Figure: INCIDENT LIST page (Tile View)
Figure: INCIDENT LIST page (Tabular view)
Note:
Hover the mouse over Incident Symptom or Description to view the Symptom or Description in a pop-up as shown below or hover the mouse over () in Symptom or Description to view the Symptom or Description in a pop-up as shown below.
The Description pop-up displays only the first 500 characters of Incident Description. To view complete information, click Incident ID.