Report an OT incident

Create an Operational Technology (OT) incident record to report a deviation from an expected standard of operation.

Before you begin

Role required: sn_ot_incident_write

About this task

For a walkthrough of how to report an OT incident, watch this video.

Procedure

1. Navigate to the Industrial Workspace.
2. Select the List icon.
3. Under the OT Incidents list module, select one of the following available lists.
   • Assigned to me
   • Belong to my sites
   • All
4. Select New.
5. On the form, fill in the following the fields as needed.
   If you selected an OT device record, the Site and OT device fields are automatically filled in. If you selected an equipment model entity record, the Site and Equipment model entity fields are automatically filled in. If the OT incident is raised from the OT Incidents list module, then none of these fields are automatically filled in.

   Note:

   Your organization may have configured the OT incident form and its fields to adhere to your incident management process. The following table describes the typical OT incident form fields.

   Table 1. OT incident form

   Field	Description
   Short description	Brief description of the incident.
   Description	Detailed explanation of the incident.
   Number	Unique system-generated incident number that is prefixed with Operational Technology Incident (OTINC).
   Caller	User who contacted the OT engineer with an issue.
   Impact	Measure of the effect that an incident has on industrial processes.
   Urgency	Measure of how long the resolution can be delayed until an incident has a significant business impact.
   State	State of the OT incident. The state moves and tracks incidents through several stages of resolution.
   Category	Type of issue. After selecting the category, select the subcategory if applicable.
   Subcategory	Type of issue within the selected category.
   Watch list	Users who receive notifications about this incident when comments are added.
   Work notes list	Users who receive notifications about this incident when work notes are added.
   Site	Site where the issue happened.
   OT device	Affected OT device at the site.
   Equipment model entity	Affected equipment model equipment model entity at the site.
   Business impact	More information about the business impact of the OT incident.
   Assignment group	Assigned group that works on the incident. The assignment group can be any group with the type OT.
   Assigned to	User who works on this incident. If the assignment group changes, the Assigned to field is cleared. You can only select the users that are included in the Assignment group field and have the sn_ot_incident_write role. If the Assignment group field is empty, then any site user with the sn_ot_incident_write role can be selected.
   Parent incident	Unique number of the parent incident for this incident record.
   Additional comments	More information about the issue as needed. All users that can view incidents can see the additional comments.
   Work notes	Information about how to resolve the incident or the steps taken to resolve it, if applicable.

6. Select Save.

Result

Now, the assignment group and assignee are aware that there's an OT incident that must be addressed.

What to do next

You can view an OT incident record created for an OT device directly in the device record by opening the device record, clicking the Related Records tab, and selecting OT Incidents.