Creating an Incident in SOTI XSight

Before you begin

You must have a SOTI XSight role to create an incident. Some advanced options are not available to the reporter role.

About this task

Create an incident from the Incident Management dashboard in SOTI XSight.

Procedure

  1. From the top menu select the New Incident button.
    Incident dashboard header with the New Incident button highlighted.
    1. If prompted, select a group for the incident from the Select Group list and then select Create.
      If you are a member of a single group, the incident is automatically assigned to that group.
  2. Enter details of the incident, such as a title, description, priority level, and other information.
    Note: To learn about the information you can add to these fields, see Editing Incident Details
    New incident page
  3. Submit your incident and assign it a status. Select the Submit As button and selecting a status: Open, Pending, or Resolved. To learn about each status, see Status Types.
    If you select Submit As Resolved:
    1. Add a note that describes the incident resolution in the Resolution Note field. Whether this note is mandatory depends the workflow settings. To learn how to make resolution notes mandatory, see Creating Workflows.
    2. Optionally, to hide the note from everyone but the reporter and administrators, toggle the Keep note private option.
    3. After you add the note, select the Submit As Resolved button again.

    Submit as Open dropdown showing Submit as Resolved option

    new_incident_page_submit_as_resolved_note