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 needs 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 sever 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. Select Service Desk from the drop-down menu.
  2. Click the + button and select Incident.
  3. On the New Incident page, enter the required information.
  4. Click Create.
Create New Incident
Field nameDescription
Partner NameSelect the partner.
Client NameSelect the Client.
SubjectTitle or short summary of Incident
DescriptionThe information required to describe Incident scenario. This can include the actual behavior, expected behavior, steps to reproduce the issue etc
Attach fileThe artifacts required to support Incident.

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 Incident is identified
CategoryCategory to which the Incident is mapped
Sub CategorySubcategory under the category to which the Incident is mapped
Business ImpactSeverity of Incident on the business
PriorityMeasure of how soon Incident needs to be resolved
Due dateExpected date to resolve Incident
Attach Problem/Change RequestAttach an existing Problem or Change Request that corresponds to Incident
ToEmail addresses of the users who need to act on Incident
CcEmail addresses of the users who need to be copied in the email notification

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 a 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:

    **To**Incoming email address
    **Subject**Incident subject
    **Email Body**Incident 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 Create Incident window, enter the incident details.
  4. Click Save.
Alert Incident

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.


You need to activate Enable to create a follow-up Incident setting in the Incident Settings page to be able to view 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:

ConversationsComments added by assignee or creator which can be viewed by all users in assignee group.
Activity LogUser activities on Incident.
ResourcesThe resources on which Incident is identified.
NotesUseful information or hint for Incident Resolution. Viewed by all users of assignee group.
To DoInformation recorded by a user for self-reference. Viewed by 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 communication details between OpsRamp entities and third-party entities.

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, 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:

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