Difference between revisions of "Incident Requests"

From Hornbill
Jump to navigation Jump to search
Line 23: Line 23:
 
* Attachment
 
* Attachment
 
* Link
 
* Link
* Email
+
* [[Email Action Item|Email]]
 
:* [[Snippets]]
 
:* [[Snippets]]
 
* Customer
 
* Customer

Revision as of 10:27, 8 April 2016

Home > Service Manager > Incident Requests

Introduction

The Incident Request form is used to manage an Incident through to resolution. A number of different tools are provided to help you record information against the incident, communicate with the customer, and collaborate with your co-workers.

Features

Heads-Up Display

The Heads-Up Display is a graphical representation of the business process that support the Incident. This is an optional display which uses the stages and checkpoints within a process to visualize the progress.

  • The entire process is displayed as a grey bar with circles representing the different stages
  • The active stage is represented by a large green circle followed by a connector to the next stage
  • The connector will progressively turn green until the next stage is reached
  • Checkpoints are displayed below each stage
  • Grey Checkpoints are yet to be completed
  • Completed Checkpoints are represented with a green check mark
  • The Heads-up Display shows just the Stages, and when the mouse if moved over the Heads-up Display, the Checkpoints are exposed
  • The Heads-up Display can be Pinned to make the display of the Checkpoints persistent on all Incidents

Action Bar

The Action Bar contains the majority of functions that you can apply to an Incident. These actions are place near the top of the Incident form and collected together to allow for quick access to update the Incident. The available Actions can be either made visible or hidden for different types of Incidents, based on the Service they are associated to. The supporting Business Process Workflow that sits behind the Incident can enforce the display of an action when that action is required to be completed.

  • Update
  • Phone Call
  • Attachment
  • Link
  • Email

Information Box

Customer

Details

Timeline

Members

Activities