Create Incident Including an Activity

Typical use case scenario: Hans is the 1st Level agent. Unlike the Call Center Agent, he does not only have to open tickets but he should also solve the tickets immediately if it is possible. He starts at around 8 a.m. (leaving at 5 p.m.). Now let's assume Hans has got information that something is wrong and he should create the Incident including 1 activity for the 3rd Level Supportgroup.

The following actions are involved in the process:

	Create Incident	The action calls a New: Incident dialog which is the main starting point of the Incident creation. By default, this particular action is related to all of the Business Views except for the End User Business View. In this case, the action is coupled with the 'First Level Support' Business View.
	Assign System	Allows you to assign the affected system to the ticket.
	Create	Allows you to create a new activity in the Activities section.

Creating an Incident with an activity consists of the following stages:

Stage 1: Call the Create Incident action
Stage 2: Specify mandatory attributes
Stage 3: Assign the affected System
Stage 4: Create an Activity

Stage 5: Finalize the process

Call the Create Incident Action

The action can be started:

Using the Smart Tile on the Start Page of the Call Center Agent Business View
Using the tile on the Call Center Agent Start Page is the fastest way to open the New: Incident dialog.

Note: If not present, tiles can be easily added by Start Page customization.
Using the Smart Tile from the 'Tiles' InfoObject
If available, the 'Tiles' InfoObject provides access to all available Smart Tiles, the Create Incident tile included.
Calling the actions from the Sidebar InfoObject
In the Sidebar, go to Actions > Create New Incident

You may need to add the Sidebar InfoObject to the Work Perspective. When adding the 'Sidebar' InfoObject, make sure that you have selected the corresponding Business View the sidebar content is business view specific.

Note: If the 'Create Incident' action is not present by default, right-click on the Actions folder and add the corresponding workflow definition.

Specify Mandatory Attributes

After you start the Create Incident action, the New: Incident dialog appears.

This dialog requires that you fill in at least the mandatory fields:

The Requested by section is prefilled with the current user data. The Requested for field represents the affected person for whom this ticket was requested.
By default, the person in Requested for is equal to the person selected in Requested by. Optionally this can be changed.
Provide a brief Ticket Shorttext to describe the ticket.
Make the Incident categorization and classification: Ticket Class = Incident, Ticket Type (e.g. Disturbance) and Category (e.g. Hardware, PC).
Prioritization: Fill in the Incident Type, Impact, Urgency and Date Reported/Date Planned fields.

Assign the System

Now you want to assign the affected system to the ticket:

Click the Assign System button.
The System browser appears.
Select the workstation by double clicking it.
The system has been assigned.

Create an Activity

After the system has been assigned, it is necessary to Apply Changes before creating an activity.

When you Apply Changes, you get back to the edit view of the Incident.

To create an activity:

Go to the Activities section and expand it.
Click Create.
The New:Activity editor opens.
Fill in at least the mandatory fields in the Master section.
In the Person Responsible section below, assign the 3rd level Support Group and the Person Responsible if you know the particular person.
Click OK to proceed.

Finalize the Process

The activity has been created and assigned.

Now you got back to the Incident editor.

Click OK to close the editor and complete the process.