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Creating an Incident Definition

An Incident Definition determines the structure of an Incident that can be raised by users later. Every Incident must be defined by the administrators using the page Incident Definition.

Note

You must have the appropriate access rights to create an Incident Definition.

You can create an Incident Definition to configure the Incident type, Resolution process, and Incident structure.

To create a new Incident Definition:

  1. On the main menu, go to Enterprise > Flagging & More > Incident Definition.

    Main_menu.png

    The page Incident opens.

    result_of_main_menu.png
  2. Click Create Definition.

    New_Definition_button.png

    You can also expand the dropdown to select the Create Definition option.

    CreateDefinitionOption.png

    The page Create Definition opens.

    New_definition_page.png
  3. [Mandatory] Enter a Name.

    Definition_Name.png
  4. [Optional] Enter Description.

  5. [Optional] Click DefaultIcon.png to change the icon.

    Clicking_an_Icon.png
  6. Select an icon from the list or search through the search option as shown below.

    Search_Icon.png
  7. Click Select a Color to add color to an icon.

    Selecting_a_color.png
    Color_to_an_Icon.png

    To use the last color selected for an icon, click Select last Color selected.

    Select_last_color_selected_and_default.png

    To change it back to the default DefaultIcon.png icon, click Default.

    Default_group.png
  8. Select a Group from the dropdown list as shown below.

    The Group is used to logically group related Incident Definitions.

    Group_drodpwon.png
  9. [Mandatory] Select an appropriate Lifecycle from the Resolution Flow dropdown list.

    Resolution Flow determines how an Incident is resolved.

    dropdown_of_resolution_flow.png

    The Custom Lifecycle which is selected as the Resolution Flow is created before defining the Incident.

    The Priority and Fields can be created once the New Definition is created.

    Levels_and_Fields.png

    Priority and Fields can be re-ordered using drag and drop.

    Levels-_before_reorder.png
    Fields-_before_reorder.png

    In the example below, Priority L2_Higher and Field New_1 are reordered as highlighted.

    Levels-_new_order.png
    Fields-_reorder.png
  10. Enter an Incident number prefix.

    An Incident number is created from the Definition for every Incident raised.

    In the below example, the first Incident raised will have the Incident number #BI-1. Consecutive Incidents raised will have the Incident numbers incremented as #BI-2, #BI-3 and so on.

    Incident_number_BI.png
  11. Click Save.

    Save_button__Incident_definition.png

    The Incident Definition is created.

    Battery_Inspection_created.png
  12. Select an option from the Context dropdown list.

    Context_Task.png

    There are three Contexts that are available.

    • Task: When you select Task, the Incident can be raised from the Tasks in the pages Tasks, Inbox, and Planning.

    • Runtime Step: When you select Runtime Step, the Incident can be raised from a Runtime Step and while viewing a Step of a Task in the pages Tasks, Inbox, and Planning.

    • Global: When you select Global , the Incident can be raised without any associated Context, such as a Task or Runtime Step information.

      Note

      By default, Global Context is selected. An Incident can be defined to have multiple Contexts.

      In the below example, the defined Incident Defective Battery will be available on Global, Task and Runtime Step levels.

      Multi-choice-_Context-_IMS.png
  13. [Optional] Select the Priority of an Incident from the Priority dropdown list.

    An Incident Definition determines the Priority that can be assigned to the Incident when raised.

    dropdown_of_levels.png

    If required, you can create a new Priority.

    Click Fields_icon.png as shown below.

    level_adding.png

    A dialog Priority opens.

    Enter the Name for the Priority. You can add a Description and select an Icon.

    Level_definition.png

    To save the new Priority, click Save.

    The created Priority is automatically selected and added to the list.

    Selecting the gear icon Deleting_a_level_icon.png opens the dialog where you can delete the created Priority.

    Settings_icon.png
  14. [Optional] Select an appropriate option from Fields.

    The user is prompted to fill in these Fields while raising the Incident.

    dropdown_of_fields.png

    If required, you can create a new Field.

    Click Fields_icon.png as shown below.

    Fields___icon.png

    A dialog Field opens.

    Enter the Name and Type of the Field.

    Field_definition.png

    If you select Required, the Field is displayed as a mandatory Field while raising an Incident.

    To save the new Field, click Save.

    The created Field is automatically selected and added to the list.

    Selecting the gear icon Deleting_a_level_icon.png opens a dialog where you can delete the created Field.

    When you delete a Field, it is removed from all Incident Definitions. However, you can view the Fields in all the Incidents that were created before deleting the Field.

    gear_icon_of_fields.png
  15. [Optional] Click Add User Sets in the sections below to authorize users to view or raise Incidents.

    • Authorized to view: Users in the selected User Sets can view the raised Incidents.

      View_AddUserSets.png
      View_ClickApply.png
    • Authorized to raise: Users in the selected User Sets can raise Incidents.

      Raise_AddUserSets.png
      Raise_ClickApply.png

      Note

      If no User Set is selected, all users can perform the actions.

  16. Click Save.

    ClickSave_Final.png

An Incident Group logically groups related Incident Definitions.

To create a New Group:

  1. On the main menu, go to Enterprise > Flagging & More > Incident Definition.

    Main_menu.png

    The page Incident Definition opens.

    result_of_main_menu.png
  2. Expand the Create Definition dropdown to select Create Definition Group.

    New_Group_button_.png

    The page Create Definition Group opens.

    result_new_group.png
  3. Enter a Group Name.

    Group_name_.png
  4. [Optional] Enter Description.

  5. [Optional] Click DefaultIcon.png to change the icon.

    Group_Icon.png
  6. Select an icon from the list or search through the search option as shown below.

    Search_Icon.png
  7. To add color to an icon, click Select a Color.

    Select_a_color_group.png
    Icon_color.png

    To use the last color selected for an icon, click Select last Color selected.

    To change it back to the default DefaultIcon.png icon, click Default.

    Default_group.png
  8. Select a required Group from the dropdown list as shown below.

    The Group is used to logically group related Incident Definitions.

    Group_drodpdown.png

    In the below example, the current group MT_Incident Group is placed under the selected FL Incident Group.

    Group_hierachy.png
  9. Click Save.

    Save_group.png

    The New Group is created.

    Incident_group_created.png

    By clicking Unselecting_Icon.png the selected Group from the dropdown list gets deselected.

    Deleting_group.png