Setting Up Incident Management

7 min

Use the Application Setup - Incident Management page to define how your Service Desk will manage incidents.

Application Setup - Incident Management Page

This is one step of the application setup process. For more information about this process, including how to access this page, refer to Setting Up the Application.

Refer to the following sections:

Defining the Services Provided

Defining Incident Categories for Each Service

Defining Escalation Parameters

Defining the Steps for the Incident Lifecycle

Identifying Teams That Your Organization Supports

Defining the Services Provided

On this page, you define the services that your organization supports.

Click Services Provided. The application displays the Application Setup - Services Provided page.

To add a new service, do the following:

Click Add Service.

Enter the name and a description of the service.

Click Save & Activate. The application adds the service to the list and makes it active. By default, each service is active and available for customization.

Click Edit next to the service name to edit its name or description.

Click Next to go to the next page.

Defining Incident Categories for Each Service

On this page, you define the incident categories for each service. Classifying incidents aids you in assignment, escalation, problem analysis, and reporting.

Service	Categories
Application Development Service	Application development services, such as: Application security Connectivity Error messages Functionality How to Performance
Benefits Management	Benefits management services, such as: Application security Benefits management Connectivity Functionality How to Missing item
Communications Services	Services related to audio and video communications, such as: Account lockout Connectivity Error messages Functionality How to Performance Telephone failure Voicemail issues
CRM Service	CRM (Customer Relationship Management) application services, such as: Account lockout Application security Connectivity Data corruption Data loss Functionality How to Performance
Data Service	Data services, such as: Accident report Backup Capacity Connectivity Data corruption Data loss Error message Functionality How to Performance
Demo Service	Demo category
Desktop Service	Provides services that manage the hardware and software at the desktop level. Account lockout Application error Application failure Application security Boot failure Cable failure Capacity Computer provisioning Connection failure Connectivity Data loss Desktop hardware Desktop software Device failure Error messages Functionality Hard drive failure How to Incorrect address book Internet failure Network folder failure No dial tone Out of disk space Performance Performance issue Printer failure Software failure Software installation Software request Telephone failure Virus/Trojan Warning
Email Service	Email services, such as: Account lockout Application security Capacity Client failure Connectivity Corrupt mailbox Delivery failure Error message Functionality How to Missing item Performance Warning
Employee Administration	Administrative functions of employee management, such as: Account lockout Application security Capacity Connectivity Data loss Functionality How to Incorrect address book Misconduct Performance Warning
Employee Development	Employee development issues, such as: Account lockout Application security Capacity Connectivity Data loss Functionality How to Lost training material Missing item Training complaint
Enterprise Application Service	Provides support for enterprise-wide applications, such as: Accident report Account lockout Application security Capacity Connectivity Data loss Enterprise application service Error message How to Performance Warning
Facilities Management	Facilities management tasks, such as: Accident report Account lockout Application security Capacity Connectivity Data loss Delivery failure Facility maintenance Facility safety Facility security Functionality How to Missing item Power failure Temperature
Financial Service	Financial services, such as: Account lockout Application security Capacity Connectivity Data loss Error message Functionality How to Missing item Performance Warning
HR System	Human resources application, such as: Account lockout Application security Capacity Connectivity Data loss Error message Functionality How to Performance
IT General Administration	IT general administration services
Mail Service	Mail services, such as: Account lockout Application security Capacity Connectivity Data loss Delivery failure Functionality How to Missing item Non delivery
Mobile Communication	Mobile communication issues, such as: Accident report Account lockout Capacity Connection failure Connectivity Device failure Functionality How to International dialing failure Lost or stolen phone Performance Voicemail issue
Network Service	Provides services for network-related requests, such as: Account lockout Capacity Connectivity Error message How to Network folder failure Performance
Payroll Administration	Payroll administration services, such as: Account lockout Application security Capacity Connectivity Data loss Functionality How to Misconduct Missing item Performance Wrong bonus Wrong pay Wrong tax code
Printing Service	Printing services, such as: Accident report Account lockout Application security Capacity Connectivity Error message How to Missing item Performance Printer failure
QA	QA services, such as: Performance
Server Administration	Provides support for servers, including maintenance, backups, and installations: Account lockout Application security Boot failure Capacity Connectivity Data loss Device failure Error message Functionality How to Performance Virus/Trojan Warning
Service Desk	Services used to record requests not related to a specific service in the Service Catalog, such as: Capacity Connectivity How to Misconduct Service desk
Supply Chain	Supply chain services such as: Account lockout Capacity Connectivity Data loss Functionality How to Misconduct Missing item
Travel Management	Travel management services, such as: Accident report Account lockout Application security Connectivity Functionality How to Misconduct Missing item Performance
Web Hosting Service	Web hosting services, such as: Account lockout Application security Capacity Connectivity Data loss Error message Functionality How to Missing item Web site failure

Click Classification.

Select a service to view all the categories that are associated with it.

To add a category, do the following:

Click Add category.

Enter a name.

Click Save & Activate. The application adds the category to the list and makes it active. By default, each category is active and available for customization.

To deactivate a category, click Deactivate next to the category name. Click Activate to activate it again.

To modify a category name, do the following:

Click Rename next to the category name.

Enter a new name for the category.

Click Save.

Click Next to go to the next page.

Defining Escalation Parameters

Use the Application Setup - Incident Escalation page to define how your service desk prioritizes and responds to incidents in the escalation engine. This includes the total resolution time in an escalation lifecycle upon its creation, and the length and dependencies of each escalation stage. Specify the response, type of response, and resolution schedule based on the classification, service level, and priority of the incident.

Factors affecting escalation schedules can include hours of operation and service level agreements. Throughout the incident management process, the application notifies users when there is a change in the status of the incident and when the incident is resolved.

By default, the page displays priority categories 1 to 5, each with its default time limits for responding to an incident once logged, as well as a default interval for resolving the incident.

Click Escalation. The application displays the Application Setup - Incident Escalation page.

Click Edit next to a priority level to customize the settings.

Check Target resolution time to enable this portion of the escalation schedule. Here, you define a target resolution time for the incident. This can be dictated by a service level agreement.

Enter a number in the field.

Select an interval from the drop-down list (minutes, hours, or days).

Select the hours of operation for your organization.

Set the levels of escalation associated with the target resolution cycle.

Check After for each escalation level to enable. You can define up to three escalation levels.

For each escalation level, move the slider left or right to select an amount of time.

For each escalation level, from the drop-down list, select an action to take when the time limit has expired on the escalation.

From the After the target time has reached drop-down list, select a quick action to take when the time expires on the resolution cycle.

The application notifies the Service Desk Manager when the resolution time is breached.

You can select from this list of quick actions:

Quick Action	Definition
none	No action taken.
"Waiting for Customer"	Adds an incident with a status of waiting for customer to the record.
1st Escalation Notification	Sends a first escalation notification message to associated parties.
2nd Escalation Notification	Sends a second escalation notification message to associated parties.
3rd Escalation Notification	Sends a third escalation notification message to associated parties.
Account Lockout	Adds this incident classification to the record.
Account Lockout - Domain	Adds this incident classification to the record.
Account Lockout - HR System	Adds this incident classification to the record.
Add Attachment	Adds this instruction to the record.
Add Change	Adds this instruction to the record.
Add CI Computer
Add CI Printer
Add Internal Task	Adds this instruction to the record.
Add Inventory Item - Computer	Adds this instruction to the record.
Add Inventory Item - Mobile	Adds this instruction to the record.
Add Inventory Item - Network Device	Adds this instruction to the record.
Add Inventory Item -Printer	Adds this instruction to the record.
Add Inventory Item - Undefined Type	Adds this instruction to the record.
Add Notes	Adds this instruction to the record.
Add Problem	Adds this instruction to the record.
Assign Incident to Me
Auto Close	Automatically closes an incident with a status of resolved after a specified number of days.
Auto Close "Waiting for Customer"	Automatically closes an incident with a status of waiting for customer after a specified number of days.
Backout Resolution
Backup Failure	Adds this incident classification to the record.
Calculate Cost
Called Customer	Adds a called customer entry to the record.
Cannot Access Shared Drive	Adds this incident classification to the record.
Cannot open Outlook
Clear Master Incident Link
Clone Incident	Clones the incident.
Close from Self Service
Close Incident	Closes the incident.
Copy from Master to Related Incidents
Copy Master Detail
Copy Resolution from Master to Related Incident
Create Assignment
Create Memo	Creates a memo for this exception.
Declare Master Incident
Demote Master Incident
Desktop Application Failure	Adds this incident classification to the record.
Email access on mobile device	Adds this incident classification to the record.
Email - Cannot Open Outlook	Adds this incident classification to the record.
Email Customer	Emails the associated customer.
Export	Exports record data to another file or file format.
Incident Assigned Notification	Sends a notification message of an incident status change to assigned to associated parties.
Incident Closure Notification	Sends a notification message of an incident status change to closed to associated parties.
Incident Priority 1 Notification	Sends a notification message of an incident change to a priority 1 classification to associated parties.
IncidentResolved
Incident Resolved Notification	Sends a notification message of an incident status change to resolved to associated parties.
Incident Update Notification	Sends a notification message of an incident status change to update to associated parties.
Left Voice Mail	Adds a left voicemail entry to the record.
Mobile Phone - Email Issue	Adds this incident classification to the record.
Move Resolution to Active History	Moves the resolution to the activity history.
New Document Article	Creates a new document for the Knowledge Base.
New Error Message Article	Creates a new error message article for the Knowledge Base.
New FAQ Article	Creates a new FAQ entry for the Knowledge Base.
New Incident Notification
New Issue Resolution Article	Creates a new issue resolution article for the Knowledge Base.
New Patch Article
New Q & A Article
New Reference Article
NewIncidentNotification	Sends a notification message to associated parties when a new incident is created.
New TaskAssignment
No dial-tone on my phone	Adds this incident classification to the record.
PC is very slow	Adds this incident classification to the record.
Post Social message associate with Incident
Print Incident	Prints the incident.
Printer Out of Toner	Adds this incident classification to the record.
Printer Paper Jam	Adds this incident classification to the record.
Problem Workaround Notification for Incident Owner	Sends a notification message of a problem workaround being recorded for an incident to associated parties.
Reassign Owner Team	Reassigns the incident to a new owner team.
Resolution Threshold Breach	Sends a notification message of a resolution threshold breach.
Resolve Incident	Changes the incident status to resolved.
Resolve Incident Related to Problem	Changes the incident status to resolved and updates the problem record accordingly.
Resolve Incident via Problem Resolution
Resolve Incident via Problem Workaround
Response Threshold Breach	Sends a notification message of a response threshold breach.
Save	Saves the incident record.
Set DSMTaskExisted
Software Failure	Adds this incident classification to the record.
Software Request	Adds this incident classification to the record.
Start Remote Control
StopClock	Stops the escalation clock.
Update Related Incident
Update Related Incident Resolution
Update Status to Active	Changes the incident status to active.
View Workflow
Voicemail Problem	Adds this incident classification to the record.
VPN Connection Failure	Adds this incident classification to the record.

Check Target response time to enable this portion of the escalation schedule. Here, you define a target time to respond to the incident once it has been recorded. This can be dictated by a service level agreement.

Enter a number in the field.

Select an interval from the drop-down list (minutes, hours, or days).

Select the hours of operation for your organization.

Set the levels of escalation associated with the response cycle. See step 5 for details.

Click Save to go to the next page.

Repeat steps 2 through 9 for all of the priority levels.

Click Next to go to the next page.

Defining the Steps for the Incident Lifecycle

On the Application Setup - Incident Lifecycle page, you select the actions to take at each stage of your incident management cycle. If you have advanced lifecycle requirements, you can define them later. The default incident lifecycle settings are:

Incident logged

Waiting for vendors

Active

Waiting for customer

Resolved

Closed

Follow these steps:

Click Lifecycle.

For each incident lifecycle stage, check the quick actions to occur.

To automatically send an email when the application updates the incident to the associated status, do the following:

Check Send Email.

Use the associated drop-down list to select a notification type, such as Incident Closure Notification when the incident is in the closed status.

Click Preview Email to preview the message.

To add another quick action to this lifecycle stage, do the following:

Click Add another action.

Select a quick action type. You can select from the following quick actions: Composite, Insert Child Object, Send Email, and Update Object.

Select a quick action. The application lists the quick actions that are associated with the selected quick action type.

Click Save.

Click Next to go to the next page.

Identifying Teams That Your Organization Supports

Use the Application Setup - Teams page to identify the teams that your organization will use to support its service desk. Teams that support your organization (that is, that the application lists with a Service Desk: Yes entry) can be either active or inactive.

There are three types of teams:

Supported and active

Supported and inactive

Not supported

Follow these steps:

Click Teams.

To activate a supported team that is currently not active, click Activate next to its name.

To deactivate a supported team that is currently active, click Deactivate next to its name.

To remove a team from the list of supported teams, do the following:

Click Edit next to its name.

Uncheck Service Desk.

Click Save. The application changes the entry to Service Desk: No.

To add a new team to support the service desk, do the following:

Click Add Team.

Enter a unique name for the team in the Title field.

Enter the email address for the team in the Email field. You can create a unique email account for each team.

Check Service Desk to include this team in the Service Desk support for first line incident response and resolution.

Click Save.

Click Next to save your settings and go to the next page. Refer to Configuring the Service Desk.