Incident management is a process to restore a normal service operation as quickly as possible to minimize the business impact. The process is responsible for managing the lifecycle of all incidents. Incident management ensures that service quality is maintained as defined in the Service Level Agreement (SLA).

Incidents are events reported by monitoring applications or user queries that need clarification. An incident is created when an intervention is required to restore agreed service to the business. The failure of a component of a service that has not yet impacted service is also an incident. For example:

  • High CPU utilization in a server.
  • Failure of a server or disk.

Configure incident settings

Customize incident details by creating custom fields in addition to the predefined fields.

  1. From All Clients, select the client.
  2. Go to Setup > Service Desk > Configuration > Settings.
  3. Click Incident.
  4. From INCIDENT SETTINGS, configure the property settings.
  5. Click Update.

Create an incident with Service Desk

  1. From All Clients, select a client.
  2. Go to Command Center > Service Desk.
  3. Click the + button and select Incident. A New Incident page is displayed as shown below:
Create New Incident
  1. On the New Incident page, enter below information.
Field nameDescription
Partner NameSelect the partner.
Client NameSelect the Client.
SubjectTitle or short summary of the Incident
DescriptionThe information required to describe the Incident scenario. This can include the actual behavior, expected behavior, steps to reproduce the issue etc.
Attach fileThe artifacts required to support Incident.

For example, Error messages, screenshots, excerpt from log files.

Supported file types: `.txt`, `.jpg`, `.zip`, `.docx`, `.odt`, `.odg` and `.xlsx`. File size limit: 32 MB

Requested ByUser who requests Incident
Assignee GroupUser group that manages Incident
Assign toUser who acts on Incident
ResourcesDevices on which the Incident is identified
CategoryCategory to which the Incident is mapped
Sub CategorySub category under the category to which the Incident is mapped
Business ImpactSeverity of the Incident on the business
PriorityMeasure of how soon the Incident needs to be resolved
Due dateExpected date to resolve the Incident
Attach Problem/Change RequestAttach an existing Problem or Change Request that corresponds to the Incident
ToEmail addresses of the users who need to act on the Incident
CcEmail addresses of the users who need to be copied in the email notification
Notify RosterSelect a Roster to send the notification to a group of users who are working in the selected shift.
  1. Click Create.
    The Incident is created.

Create an incident with email

  1. Go to Setup > Integrations > Integrations.

  2. In Available Integrations, click Email Requests.

  3. In Install Email Requests Integrations, enter the name of the integration.

  4. Specify an Incident Request Type.

  5. Upload an image file if required.

  6. Click Install.

  7. Click the copy icon in Incoming Email Address.

  8. When composing the incident email, enter:

    FieldDescription
    ToIncoming email address
    SubjectIncident subject
    Email BodyIncident description
    Incident Email Request

Create an incident from an alert

  1. Go to Alerts, click alert subject.
  2. In the Alert Details page, click Create Incident. The Create Incident window is displayed.
  3. In the Create Incident window, enter the incident details.
  4. Click Save.
Alert Incident

Make existing open incidents to new alert

If the previous alert has an incident created and that incident is in Open state, enabling this option will append that incident to the new alert instead of creating a new incident.

To activate this feature, navigate to Setup > Service Desk > Settings > Incident and enable the option “Attach existing open incident to new alert”.

Prerequisite: Users should have ALERTS_MANAGE, INCIDENT_MANAGE, SERVICEDESK_MANAGE and OPSQL_MANAGE permission.

Create an incident from a closed incident

If a closed incident needs to be reviewed or a similar issue needs to be reported, create a new incident and attach the closed incident to the same.

Prerequisite:

You need to activate Enable to create a follow-up Incident setting in the Incident Settings page to be able to view the Create Follow-up option.

Enable Follow Up Incident
  1. Go to Service Desk, select a closed incident.
  2. Click Create Follow-Up.
  3. From the New Incident page, provide incident details.
  4. Click Create.
Create Follow Up Incident

Viewing incidents

The incident details page displays the following attributes:

TabsDescription
ConversationsComments added by assignee or creator which can be viewed by all users in the assignee group.
Activity LogUser activities on Incident.
ResourcesThe resources on which the Incident is identified.
NotesUseful information or hint for Incident Resolution. Viewed by all users of the assignee group.
To DoInformation recorded by a user for self-reference. Viewed by a single user.
PropertiesIncident details.
Status FlowThe flowchart representation showing Incident status change.
AlertsAlerts details corresponding to Incident.
ArticlesKnowledge Base articles that refer to the resolution of similar incidents in the past.
Attached Requests
  • Attach any related incidents.
  • View the attached incidents.
Integration LogThe inbound and outbound third-party communication details.

Edit an incident

  1. Click Service Desk
  2. Click Incident.
  3. Click the Edit button and edit the required fields.

Edit multiple incidents

  1. Click Service Desk.
  2. Click the bulk update button and select the number of incidents to be edited.
  3. Select Apply Actions option. Update Actions window is displayed.
  4. Select the required changes and click Update.

Associate an incident with other entities

Link an incident to a problem, change request or another incident while creating or editing the Incident.

To link an incident:

  1. Click Service Desk.

  2. Click Incident ID.

  3. In the right side pane of the Incident Details page, click Problem / Change Request or Link Incident:

    • Click Problem / Change Request to open the Service Change Request window.
    • Click Link Incident to open the Select Incident window.
  4. Select the required Request Id. The entity is attached to Incident.

Link single or multiple service requests to an incident if there is an existing service request that has already been created and is relevant to your context. As service requests are resolved and closed, the incident gets automatically closed.

  1. From the options in the drop-down menu, click Service Desk.
  2. Click New and click Incident.
  3. In the New Incident page, click Attach Service Requests.
  4. Select the required service request then click Create.
  1. Click Incident.
  2. Click Attached Requests, click Add/Modify.
  3. Select the required service request and click Update.
Link Existing Incident to SR

Convert incident to service request

You can convert an incident to a service request if the entity conforms to the service request criteria.

  1. Click Incident.
  2. Click SR and confirm.
  3. The Incident is converted to service request and the parent Incident number is shown.

Close incident

Configure Auto-Close Policies to close Incidents that are resolved and that are in inactive state since a certain elapsed time.

  1. Go to Setup > Service Desk > Auto Close Policies.

  2. From AUTO CLOSE POLICIES, select the client and click Auto Close Incidents.

  3. From EDIT AUTO CLOSE POLICY, enter:

    FieldDescription
    NameAuto-close policy name
    Resolved Tickets AboveInactive interval of a resolved incident beyond which the incident needs to be closed
  4. Click Submit.