Create an incident in Proactive Service Experience Workflows

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 3분
  • Create an incident record in Proactive Service Experience Workflows to document an issue that your customer is facing.

    시작하기 전에

    Role required: sn_ind_tsm_sdwan.PSEW_USER, admin

    프로시저

    1. Navigate to Workspaces > Service Operations Workspace > Incidents > All.
    2. From the incident list view, select New.
    3. On the form, fill in the fields.
      표 1. Incident form
      Field Description
      Short description Brief description of the incident.
      Description Detailed explanation of the incident.
      Number Unique system-generated incident number.
      Company Customer account that faced a network issue.
      Caller User who contacted you about an issue.
      Location Location of the caller.
      Channel Communication method that is used to create the incident. The available options are:
      • Chat
      • Email
      • Phone
      • Monitoring
      • Self-service
      • Virtual agent
      • Walk-in
      State State of the incident through several stages of resolution.
      Impact Measure of the effect of an incident or problem.
      Urgency Measure of how long the resolution can be delayed until an incident or problem has a significant business impact.
      Priority Based on the impact, urgency, and how quickly the resolution can be completed.
      Service Affected business service.
      Service Offering Service offering that consists of one or more service commitments that uniquely define the level of service for the availability, scope, pricing, and packaging options.
      Configuration item Affected configuration item.
      Assignment group Group that works on the incident.
      Assigned to User who works on this incident. If the Assignment group changes, the Assigned to field is cleared.
      Additional comments More information about the issue as needed. All users who can view the incidents can see the additional comments.
      Work notes Information about how to resolve the incident, or the steps that were taken to resolve it, if applicable.
      Category and Sub Category Type of issue. After selecting the category, select the subcategory, if applicable.
    4. Select Save.

    결과

    The incident is created.