- 08 Jul 2024
- 5 Minutes to read
- Print
- PDF
Manage My Incident
- Updated on 08 Jul 2024
- 5 Minutes to read
- Print
- PDF
You can view the list of configured My Incidents for Incident Management using the following options:
- Filters
- Search
- Edit
To view the list of configured incident values, perform the following steps:
1. Navigate to Service Management > Incident Mangement > My Incidents.
2. The My Incidents list page is displayed.
3. Click to view the details of the configured Incidents. A sample screenshot is shown below.
Figure: List Page
The Incident details page is displayed. Click Cancel to close the details page and return to the My Incident list page.
Figure: Incident details page
Click icon to view the Incident in a new tab or in a new window.
Figure: Open Incident
The Incident details page is displayed. Click Cancel to exit the process and go back to the list page without making any changes.
Grid
The grid provides a detailed view of the list page of the Closure Code. For more information refer to the field description table below.
Field | Description |
---|---|
Id | This is the unique ID given to the created Closure Code. |
IM Closure Code | A specific name is provided for the Closure Code. The Closure Code name should be a clear and identifiable label for specific incident closure, aiding in accurate tracking, reporting, and analysis of incident closure. For example: successful, out-of-scope, etc. |
Description | Provide a brief description of the Closure Code. |
Sort Order | The toggle button is enabled for Closure Codes to be displayed or listed within the ITSM system when Analysts are selecting or viewing them. |
Active | The toggle button is enabled to make the incident closure code available on the other pages of the application. |
Default | Select the check box to display the Incident closure code for the selected Tenant, by default. |
Updated By | The detail of the last user for modification is displayed. |
Updated On | The detail of the last date and time of modification is displayed. |
Filter
The Filter option present in the Incident List page allows the restriction of content based on specific criteria.
Figure: Filter
- Click the Filter icon to view the following filter options. Select the Match All or Match Any option from the list to filter the data based on the condition selected. The Match All option is selected, by default.
- Select the option to compare the data based on the conditions. Available options are as follows:
- Starts With
- Contains
- Not contains
- Ends with
- Equals
- Not equals
- Less than
- Less than or equal to
- Greater than
- Greater than or equal to
- Date is
- Date is not
- Date is before
- Date is after
- Active
- Not ActiveNoteThe following filter options are available for numeric column values:
- Less than
- Less than or equal to
- Greater than
- Greater than or equal to
The following filter options are available for date column values:- Date is
- Date is not
- Date is before
- Date is after
The following filter options are available for toggle switch Active:
- Active
- Not Active
- You can click Clear to clear the configured filter and click Apply to set the filter condition.
You can change which columns will appear on the list page in which order by clicking icon.
Figure: Show columns
You can drag the column up and down as per the requirement to reorder the display of columns.
Add or remove the columns to be displayed on the list page by clicking on the checkbox next to the columns. (Refer the below sample screenshot)
Figure: Add columns - list page
Click Save to save the new view of columns for the list page. Click Cancel to revert all the changes made and close the pop-up. Click Clear All to remove all the applied column view settings.
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: My Incident - Add New View
- Click Add Filter Set to add a new filter to the My 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
The Search option in My Incidents helps to easily search configured roles from the list page.
Figure: Search
Edit
The Edit option in the My Incidents is used to amend the configured incidents.
To Edit the incidents, perform the following steps.
- Navigate to Service Management > Incident >My Incidents.
Figure: Incident List page - Click the Incident ID to open the Edit menu. The following window is displayed.
Figure: Edit My Incidents - Edit the required details of the form and click Save and then click Submit after the Summary tab to save the modified changes.
For more information, refer to the table below.
Field | Description |
---|---|
Symptom | A brief information on the Incident is provided. |
Description | Detailed information on the Incident with more explanation and clarity. |
Workgroup | Lists all the Workgroups corresponding to the selected Tenant. |
Analyst | Select the Analyst to whom the Incident must be assigned. |
Service Window | Select the Service window based on which SLAs are calculated. Example: 24/7 |
Internal Flag | This feature is designed to mark incidents that are internal to the organization. |
General | |
Requestor | The name of the requestor who has raised the incident. |
Tenant | The Tenant for whom the Incident is configured is displayed. |
How would you categorize the issue | The category selected while raising the incident is displayed. For example, Issue/Software. |
Classification | The classification of the incident is displayed. |
Solution | The solution tab displays the following information. For more information on the fields, refer below. |
Solution | A brief overview of the solution provided for the Incident is provided. |
Resolution Code | The resolution code applied to the incident is displayed. |
Closure Code | The closure code applied for resolution of the incident is displayed. |
Closure Category | The closure category selected to resolve the incident is displayed. |
Click the icon to update the Incident and the following window is displayed Enter the required details in the Message field and upload the requirements in Attachments. | |
Click the icon to cancel the Incident and the following window is displayed. Enter the required Cancellation Reasons. Provide the requisite Remarks and Save the form. | |
The status of the Incident and its progress is displayed as shown. | |
Click the additional controls that are provided to view the Change History . |
Export
- Export the current page of the list page or all the pages from the list page by clicking icon.
- Once you clickicon, the following options are displayed. Click Export Current Page to export the data displayed in the current page. Click Export All to export data of all the configured closure code for incidents.
Figure: Export current or all page