Assigning & Reassigning Incidents

When an incident is first reported, it will be assigned to the Incident Assignee defined on that particular department. From that point, the incident assignee may share it with others by either using the Invite Others action, or the Request Input action,

Situations may call for assigning additional users to review an incident report or reassigning responsibilities to another user. Updating references to a policy, procedure, asset, priority, or a specific department may also need to be done.

Assign & Reassign Users

Assigning & reassigning users to an incident report is accomplished by going into the incident report assigned to you (if you're the incident report assignee) in the Incident Reports tab and clicking the Reassign button.

The Reassign form will appear accordingly.


Add New Assignee to an Incident

To add an additional reviewer to the incident report, select a new assignee and set "Keep Me Assigned" to "Yes".


Reassign & Remove Assignment

If wanting to reassign to another management level user to the incident report and remove your assignment, leave "Keep Me Assigned" to "No".


Note: If "Keep Me Assigned" is set to "No" when reassigning an incident report, you will no longer see further updates on the incident

Update Policy/Dept

References to a policy, procedure, related asset/location, priority or department can be updated by going into an incident report's action menu and selecting "Update Policy/Dept".

A form will appear with drop-down menus for editing 3 types of reference information relating to an incident.


Note: When the department is updated, it will not automatically reassign the incident report to that department's incident assignee

Seeing Who Incident Can Be Viewed By

The assigned user can check the View By list under the incident, available in the hamburger menu. This will display a list of the users who are able to see that incident. The same list is available under each Record under the incident. It can be useful to check this for a security audit.


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Up Since 2/28/2024 11:52:41 PM