An incident is a collection of facts about an event or activity that a test program or project manager may need to retain, analyze, report, and take action on.
Administrators can configure incidents to collect data according to the needs of their unique programs. Users can create, edit, and resolve incidents with a configured workflow.
Topics Covered:
- Create an Incident
- Editing an Incident
- How to Print Incident
- How to Navigate to the Discussion Tab and Add a Comment
- How to Navigate to the Attachments Tab
- How to Navigate to the History Tab
Create an Incident
Note: Users without Create Incidents permissions will not see a New Incident button in the top navigation. If you need to create incidents but do not have permission, contact your project’s administrator.
1- In Core, select a hub (if you have more than one, if not you will see your dashboard) and click New Incidents in the top navigation.
2- Select the appropriate incident type from the drop-down menu.
Note: If you only have one Incident type configured, skip to step 3.
3- The following window will appear with a form for adding the incident data.
4- Set the current status of the incident
5- Complete the form in the window.
6- Click on Save to create the new incident.
Editing an Incident
1- In Core, select a hub (if you have more than one, if not you will see your dashboard) and click Incidents.
2- A drop down menu will appear. Click on the Incident Type the Incident it part of.
3- You will see the list of incidents. Select the Incident you would like to edit.
4- The following window will appear. Make changes to the incident data.
5- Click on the Save button.
How to Print Incident
1- In Core, select a hub (if you have more than one, if not you will see your dashboard) and click Incidents.
2- A drop down menu will appear. Click on the Incident Type the Incident it part of.
3- You will see the list of incidents. Click on the desired Incident.
4- Click on the print view option half way down the left side to be directed to a printer friendly version of the incident modal.
How to Navigate to the Discussion Tab and Add a Comment
Any user who can view an incident can view and create comments for that incident.
1- In Core, select a hub (if you have more than one, if not you will see your dashboard) and click Incidents.
2- A drop down menu will appear. Click on the Incident Type the Incident it part of.
3- You will see the list of incidents. Select the Incident you would like to add a comment to.
4- The following window will appear. Click on the Discussion tab.
5- Place cursor inside of text box, type comment or note.
6- Click the Submit button.
7- Click the Save button.
How to Navigate to the Attachments Tab
Use the Attachment icon to upload files and attach them to an incident. Attachments can be viewed and downloaded by other users with access to the incident
Also see: Attaching a File to an Incident in Core
1- In Core, select a hub (if you have more than one, if not you will see your dashboard) and click Incidents.
2- A drop down menu will appear. Click on the Incident Type the Incident it part of.
3- You will see the list of incidents. Click on the desired Incident.
4- Click on the Attachments tab.
5- Click on the Paperclip icon on the right hand side of the screen.
6- Select the file you want to upload.
7-Click the Open button.
How to Navigate to the History Tab
View all the changes and user activity associated with a specific incident.
1- In Core, select a hub (if you have more than one, if not you will see your dashboard) and click Incidents.
2- A drop down menu will appear. Click on the Incident Type the Incident it part of.
3- You will see the list of incidents. Click on the desired Incident.
4- Click on the History tab
You will see the following screen:
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