Create tasks to fulfill an incident

Create a set of incident tasks to fulfill an Operational Technology (OT) incident. Incident tasks help you to split up and categorize the work that is needed to resolve an incident.

Before you begin

Role required: sn_ot_incident_write

Procedure

1. Navigate to All > Incident > Open.
2. Open the OT incident record that you want to create a task for.
3. In the Incident Tasks related list, select New.
   If you don’t see the Incident Tasks related list, you must add it.
4. On the form, fill in the fields.

   Table 1. Incident task form

   Field	Description
   Number	Unique system-generated incident task number.
   Incident	Incident with which the task is related.
   Site	Affected incident site. Note: This field is read-only and is automatically filled in with the related incident site, if applicable.
   Equipment Model Entity	Affected equipment model entity. Note: This field is read-only and is automatically filled in with the related equipment model entity, if applicable.
   OT device	Affected OT device. Note: This field is read-only and is automatically filled in with the related OT device, if applicable.
   State	State for tracking an incident task through several stages of the incident's resolution.
   Priority	Priority of the incident task.
   Assignment group	Group who works on the incident task. If you leave this field empty, the incident is automatically assigned.
   Assigned to	User to whom the incident task is assigned to work on. Note: If the Assignment group changes, the Assigned to field is cleared.
   Short description	Brief description of the incident task.
   Description	Detailed explanation on the incident task.
   Notes
   Work notes list	Users who receive notifications about this incident task when work notes are added. Note: You can select the add me icon to add yourself to the work notes list.
   Work notes	Information about how to resolve the incident task, or the steps that need to be taken to resolve it, if applicable.

5. Select Submit.

Result

Now, you can view and edit the incident task in the related OT incident record.

You can view incident tasks in the Industrial Workspace list view in the following places.

• Incident tasks assigned to you: OT Tasks > Assigned to Me
• Incident tasks assigned to your group: OT Tasks > Assigned to My Groups
• Unassigned incident tasks: OT Tasks > Unassigned