Incident Good to Know

  • Incident and Requests are stored together in the Incident Business Object. The Categorization (Service/Category/Subcategory) identifies the Incident Type as Incident or Service Request. The workflow for Incidents and Service Requests is almost identical, and the forms are similar. Specifics forms always vary.
  • First Call Resolution (FCR) is defined as three or fewer saves. If an Incident is closed (manually or through an automated process) in three saves or fewer, an FCR icon appears on the form to congratulate you. You can also manually mark the Incident as FCR on the Resolution Details Form.
  • If allowed, you can Stop The Clock (pause the SLA Clock and put the record into a Pending status).
  • CSM provides several OOTB Automation Processes to automate Incident management. For more information, refer to the Automation Process documentation.
  • When on a record, you can send an email directly to the current Customer by clicking File>E-mail Current Customer, or by clicking the Customer's email address in the Incident Form. If sent using the File menu, the email is blank. If sent using the Default Form link, an email template is used to auto-populate the email with information from the current Incident (example: Incident ID, Customer's name, logging date/time details, etc.).