- 22 Oct 2024
- 7 Minutes to read
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Manage Incidents - List Page
- Updated on 22 Oct 2024
- 7 Minutes to read
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- PDF
Analysts have a crucial role in managing and addressing logged incidents. The detailed list of logged incidents enhances the efficiency, organization, and collaborative capabilities of the Analysts. It empowers them to manage workloads effectively, identify opportunities for improvement, and deliver high-quality support to end-users.
A centralized list provides Analysts with a clear overview of all logged incidents. This allows them for better visibility into the current workload and the status of each incident.
View
Analysts can log into Apex platform with the right access to view and manage the logged incidents.
To view the logged incidents, perform the following steps:
- Click Service Management.
Figure: User dashboard - Navigate to the left menu by hovering the mouse to the left of the screen. Click Incident > Manage Incident to view the list of all the incidents assigned to you as an Analyst. (Refer the below screenshot)
Figure: Select Manage Incident - The list page of assigned incident appears. (Refer the below screenshot)
Figure: Manage Incident - list pageNote
There are different columns tabs, and rows in the list page of Manage Incident page.
The different tabs (refer the below screenshot) displays the logged incidents assigned to the Analyst for a particular tenant. Click on individual tabs to view the list of incidens from that tenant.
Figure: Manage Incident - Select tenant
Figure: Incident List page - VIP caller
Bulk Update
The Analyst can Bulk update incidents from the list page by selecting the required incidents to update in bulk.
- Select the incidents to be updated by selecting the checkboxes.
Figure: Bulk Update
2. Click the Bulk update icon to update the records. The number of selected incidents for bulk update will be displayed in the icon as shown below.
Figure: Bulk Update
3. Click the icon and choose Bulk Update as shown below.
4. The following window is displayed.
Figure: Bulk Update
5. Select the fields from the dropdown menu of Field and Value, enable the Override switch and click Apply.
Figure: Bulk Update
If the override switch is enabled, it will overwrite the values else it will only update the blank fields.
View History
View History allows the Analyst to view the records that have been Bulk updated. When we click View History, the following page is displayed.
Figure: View History
The Result column displays the Total Records Identified in blue, Valid Records in green, and Invalid Records in Red. The Valid Records can be clicked open for more details as shown below.
Figure: Bulk Update History
Grid
Manage the visual balance of the displayed information using two different views.
Figure: Grid and list view
To view Manage Incident list page in list view, perform the following steps.
- On the Manage Incident list page, click Grid icon on the top right corner just above the list of forms. It displays all logged incidents in a grid view. The information for an individual form is displayed in tabular form.
- On the Manage Incident list page, click List icon on the top right corner just above the list of forms. It displays all logged incidents in a list view.
The following table describes the different columns available on the list page:
Field | Description |
---|---|
Incident ID | The field specifies the unique ID assigned to the Incident. |
Requestor | This field specifies the details of the user who raised the Incident. |
Created on | The date on which the Incident Id was created. |
Symptom | This field specifies a brief description of the symptom. |
Description | The column gives a detailed description of the Incident for additional information. |
Status | The status of the Incident is displayed here. For example. New, In progress, Assigned, Resolved etc. |
Priority | The column details the priority of the Incident. It will help determine if it needs to be resolved at the earliest. |
Workgroup | The column specifies the workgroup to which the Incident is assigned. |
Analyst | The column specifies the details of Analyst who is in charge of the Incident specified. |
Resolution SLA Remaining time | This field represents the time remaining as per SLA. Note There will be an icon representing the status of incident resolution in Red color / Green color. The Red color icon represents incident resolution outside SLA timeline. The Green color icon are for resolved incidents within the SLA timeline. |
Updated by | The column specifies the details of the last user who updated the Incident. |
Updated on | The column specifies the time details of the last update. |
Age of Incidents
The list page of Incidents also displays age of the tickets. A color-coded flag next to the Incident creation date represents the duration since the creation of SRs directly on the list page. Refer the below sample screenshot:
Figure: Color-coded flags for Incident age
These color-coded flags help for proactive management of Incidents. This visual representation allows us to quickly assess the urgency and prioritize actions based on incident age. On hover over, the color-coded flags display a tooltip providing more details about the age of the Incident.
Refer the below table for the different color-coded flags used to indicate the age of SRs:
Color-coded Flag | Age |
---|---|
Green | Green colordenotes that the incident is less than 2 days old. |
Orange | Orange colordenotes that the incident is more than 2 days old but less than 5 days old. |
Purple | Purple colordenotes that the incident is more than 5 days old but less than 10 days old. |
Red | Red color denotes that the incident is more than 10 days old. |
New Incident
Analysts can log an Incident for Assigned, Cancelled, In Progress, Pending, Resolved or a new Incident and streamline the service delivery process.
To log a new incident, perform the following steps:
- Click Service Management.
- Select the role as Analyst and click Proceed.
- Navigate to the left menu by hovering the mouse to the left of the screen.
- Click Incident > Manage Incident to view the list of all the incidents assigned to you as an Analyst.
- The list page of assigned incidents appear. Click New to add a new incident. (Refer the following screenshot)
Figure: Add new Incident - Once you click New, the details screen appears where you can fill in all the information to log a new Incident.
Figure: New Incident screen
For more information refer to the following link New Incident
Filter
Click Filter to add new columns and filters to the list page. You can also select a View from the already Saved Views options.
Figure: Manage Incident - View
You can add a new filter to the list page with Advance Filters as well as per your requirement.
To add a new view to the list page, perform the following steps:
- On clicking Add New View, a pop-up screen appears where you can add new filter sets with conditions to the list page. (Refer the following screenshot)Figure: Manage Incident - Add New View
- Click Add Filter Set to add a new filter to the Manage Incident list page. The following screen appears:
Figure: Add Filter Set - In the Field section select a column from the dropdown menu to which you want to add new filters. (Refer the following screenshot)
Figure: Advance filter - Field - Once you select the Field, the Operator column will populate the corresponding operator values in the dropdown menu. Select the Operator. You can only select one option.
Figure: Advance filter - Operator - Once you select the Operator, the Value column will populate the values in a drop down menu. This is a multi value field and you can select multiple options. (Refer the following screenshot)
Figure: Advance filter - Value - Click Apply to implement the newly set advance filters on the list page.
And / Or Filter
The And / Or Filter can be used to set filters with two or more conditions.
And - The "and" filter combines two or more conditions; the result is true only if each condition is true.
Or - An "or" filter operation combines two or more conditions, and it returns true if at least one of the conditions is met.
To set the And/Or Filter, perform the following steps.
1. Check the boxes for the filter conditions as depicted below.
Figure: Advance Filter
2. Click the Group option as per the image below.
Figure: Group Option
3. The And/Or option is displayed as given below.
Figure: And/Or Filter
4. Choose the required option and click Apply.
Search
Search a specific Incident in the list page by using the Search bar present on top of the Manage Incident list page. You can enter the Incident Id to search a particular Incident. (Refer the following screenshot)
Figure: Manage Incident - Search
Export
Export the current or all the list pages of the Incidents in a Excel format using the Export icon. (Refer the following screenshot)
Figure: Manage Incident - Export
Once you click the Export icon, it will give you options to export all the pages or only the current page in an Excel format. (Refer the following screenshot)
Figure: Manage Incident - Export options