> For the complete documentation index, see [llms.txt](https://developer.harness.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://developer.harness.io/ai-dlc-insights/use-ai-dlc-insights/setup/teams.md).

# Configure Teams

Teams are the core unit of measurement in AI DLC Insights. Each team represents a leaf node in your [Org Tree](/software-engineering-insights/use-software-engineering-insights/setup-sei/setup-org-tree.md) and serves as the foundation for calculating metrics and surfacing insights across Efficiency, Productivity, and Business Alignment dashboards.

The **Teams** page provides a centralized view of all teams derived from your Org Tree and their configurations. You can search teams by selecting `By Name`, `By Manager Name`, or `By Org Tree Name` in the **Search Teams** dropdown menu.

![](/files/CoFk8PyRbHZk8kprw31l)

You can see the following details for each team in the **Teams** list:

| Column              | Description                                       |
| ------------------- | ------------------------------------------------- |
| **Name**            | Team name                                         |
| **Org Tree Name**   | Corresponding leaf node in the Org Tree           |
| **Developers**      | Number of developers mapped to the team           |
| **Team Managers**   | Assigned team managers                            |
| **Integrations**    | Connected tools used by the team                  |
| **Last Updated On** | Timestamp of the most recent configuration change |
| **Last Updated By** | User who last modified the team                   |

While teams are automatically derived from your organization's hierarchy, they must be configured to ensure data is attributed correctly and metrics accurately reflect how each team delivers software in AI DLC Insights. To access the **Team Settings** panel, click a team in the list.

![](/files/duTSTQSHeGHEeLB5v8tt)

Optionally, you can access the **Team Settings** panel by navigating to a leaf node (team) in the Org Tree and clicking the **Team Settings** icon on the **Insights** page. Each team has its own configuration that determines how Insight metrics are calculated.

You can configure multiple source code management (SCM) integrations per team, enabling more accurate insights and metrics across all repositories your team contributes to. This is useful for teams working across GitHub, GitLab, Azure DevOps, Bitbucket, and other supported SCMs.

### Configure integrations for a team <a href="#configure-integrations-for-a-team" id="configure-integrations-for-a-team"></a>

Select the tools your team uses for issue management, source code management, and continuous deployment on the **Integrations** tab in **Team Settings**. These integrations power how AI DLC Insights attributes data and calculates metrics for the team.

{% hint style="info" %}
Selecting and saving integrations is required before completing the rest of the team configuration.
{% endhint %}

The integrations available are determined by the profile applied to the team. For example, an [Efficiency profile](https://app.gitbook.com/s/bWcty12lcFdsI7fdPCZW/efficiency-profile) that measures:

* **Lead Time to Change (LTTC)** and **Mean Time to Restore (MTTR)** requires an issue management tool.
* **Deployment Frequency** and **Change Failure Rate** requires a continuous deployment integration.

In this situation, a team manager must select and save both issue management and continuous deployment integrations to proceed on the **Teams** page or in **Team Settings**.

To select and save integrations:

1. Navigate to the **Integrations** tab in **Team Settings**.
2. Select integrations from the following sections: **Issue Management**, **Source Code Management**, **Continuous Deployment**, **Security**, **Incident Management**, and **Code Quality**. You can select multiple SCM integrations per team.

   ![](/files/CPLURSIY3mYEnLOnvjpI)
3. Click **Save Integrations**.

Once saved, AI DLC Insights aggregates developer activity across all connected SCMs for **Efficiency** and **Productivity** insights, providing a complete picture of team work.

### Review and update developer identifiers <a href="#review-and-update-developer-identifiers" id="review-and-update-developer-identifiers"></a>

To measure productivity metrics accurately (e.g., coding days, PR activity), Harness AIDI needs to know which developer performed which action in each tool. This is done by mapping each developer's cloud identities across your integrated systems.

The **Developer Records** table on the **Developers** tab in **Team Settings** includes attributes that determine how a developer was added and whether they belong to the selected team:

* `Source`: Developers added through the [API](/ai-dlc-insights/use-ai-dlc-insights/api/cloud-ids.md) or CSV upload, appear with `Source: Developers`. Developers added in the UI appear with `Source: Manual`.
* `Shared`: Developers inherited from the team's Org Tree leaf node appear with `Shared: No`. Developers who are not from this team (or Org Tree node) but are manually added because they contribute to the team's work appear with `Shared: Yes`.

![](/files/GyL9YJKdymvjekMm1Hy2)

However, some contributors, such as engineering managers or individual developers who regularly contribute across teams, may not belong to the selected team's leaf node in the Org Tree. For these cases, you can add them as shared developers, which appear with `Shared: Yes` and `Source: Manual`.

Both automatically added developers and manually added shared developers must have correct identity mappings to ensure the accuracy of DORA, sprint, and productivity metrics.

#### Developer identities in multiple SCM integrations <a href="#developer-identities-in-multiple-scm-integrations" id="developer-identities-in-multiple-scm-integrations"></a>

When a team is configured with multiple SCM integrations on the **Integrations** tab, a single developer may be associated with multiple SCM identities on the **Developers** tab in Team Settings. Each SCM integration contributes its own developer identifier.

![](/files/ic9aUfUkaxo622x9KrBQ)

If a developer appears to be missing activity after enabling multiple SCM integrations, verify that all relevant SCM identities are mapped correctly by using the `Developer Identities` dropdown menu to filter on `Missing`.

![](/files/sqYx1YsEoBP2abq1Glka)

AI DLC Insights uses all mapped identities to attribute commits, pull requests, and repository activity accurately across all selected SCM integrations.

#### Cloud identifiers by integration <a href="#cloud-identifiers-by-integration" id="cloud-identifiers-by-integration"></a>

The following table lists each integration along with the type of cloud identifier used and sample values.

| Integration          | Identifier Type | Example(s)                                               |
| -------------------- | --------------- | -------------------------------------------------------- |
| **Jira**             | Account ID      | `081de7ae-0631-4474-befe-40064cc640ff`, `JIRAUSER208441` |
| **GitHub**           | Username        | `Aaron-Phillips_ver`, `dp1_mca`                          |
| **Azure DevOps**     | Email           | `Anh.McFeely@gmfinancial.com`                            |
| **Bitbucket Cloud**  | Account ID      | `0026fd8b-03fd-47ef-9eb9-13c11c27385f`                   |
| **Bitbucket Server** | Email           | `steve.madden@crowdstrike.com`                           |
| **Harness Code**     | Email           | `lebron.james@harness.io`                                |
| **GitLab**           | Name            | `adithya r`, `aidevops`                                  |

This step is mandatory for productivity metrics, and mapping must be kept up-to-date in **Team Settings** to ensure metrics are accurate. You can automate this step using [Auto Identity Discovery](/ai-dlc-insights/management-and-administration/automatch-developers.md), which reduces manual mapping by correlating developer identities across supported integrations.

#### Manage shared developers <a href="#managing-shared-developers" id="managing-shared-developers"></a>

In addition to identity mapping, the **Developers** tab in **Team Settings** allows you to add contributors who are not inherited from the Org Tree but still affects the selected team's metrics. While inherited developers appear with `Source: Developers` and `Shared: No`, shared developers appear with `Source: Manual` and `Shared: Yes`.

Shared developers typically include engineering managers, individual contributors who regularly contribute across teams, and contributors whose commits, PRs, or Jira activity influence the team's insights.

To add a shared developer in the **Developers** tab:

1. Click **+ Shared Developer**.
2. Search by name or email, and select one or more developers.
3. Click **Continue**.

   ![](/files/ffFZMqR4uLCJKaWzfKnl)
4. After adding the shared developers, the **Developer Records** table updates with the following information:

   | Column                   | Description                                                       |
   | ------------------------ | ----------------------------------------------------------------- |
   | **Name**                 | Developer’s full name                                             |
   | **Email**                | Developer’s email                                                 |
   | **Shared**               | `Yes` (until identities are matched, status may appear `PENDING`) |
   | **Source**               | `Manual`                                                          |
   | **Developer Identities** | `PENDING` until cloud IDs are mapped                              |
5. To remove a shared developer, click the **-** icon in the **Actions** column.

   ![](/files/3iiprbtTOsv4RvctStkH)
6. Click **Save**.

When browsing the **Developer Records** table, you can search for developers by name or email, filter shared developers using the `Shared` dropdown menu, and use the `Developer Identities` dropdown menu to show only records with missing or present developer identities.

![](/files/wkMbV27LhRkXuABxKkaf)

Click the **+** icon next to the `Developer Identities` dropdown menu to add additional columns such as `Added By` (who created the record) and `Last Updated` (the most recent modification timestamp) to the **Developer Records** table.

#### Apply metric-level developer filters <a href="#applying-metric-level-developer-filters" id="applying-metric-level-developer-filters"></a>

The **Advanced Settings** section on the **Developers** tab in **Team Settings** lets you control which Harness AIDI metrics should honor developer filters for a team. This is useful when contributors such as managers or [shared developers](#managing-shared-developers) work across multiple teams but should only influence specific insights.

![](/files/Rw9EX9TDYyzoOg4owgez)

Use this setting to specify which metrics should calculate results **only from activity attributed to the developers included in this team**, based on developer filters and identity mappings.

* **Productivity** metrics always honor developer filters by default.
* **Lead Time for Changes** can be configured to apply or ignore developer filters.
* Only metrics that are enabled in the team’s active AIDI profiles appear in **Advanced Settings**.

To configure metric-level developer filtering:

1. Navigate to the **Developers** tab in Team Settings.
2. In the **Advanced Settings** section, select the Harness AIDI metrics that should honor developer filters for this team.

   * **Productivity**: Measures individual and team-level development activity, such as code contributions and work item completion, based on data from your integrated SCM and Issue Management systems.
   * **Business Alignment**: Evaluates how development effort is distributed across business priorities and investment categories, helping ensure engineering work aligns with organizational goals.
   * **Lead Time for Changes**: Measures the time it takes for code changes to move from initial commit to deployment in production, helping teams assess delivery efficiency and flow.
   * **Mean Time to Restore**: Measures how quickly teams recover from production incidents or failures, from detection to resolution, indicating operational resilience.

   <br>

   <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>When you select a metric, only work attributed to the developers included in this team based on developer filters and identity mappings is used in that metric’s calculation.</p><p>Metrics that are not selected continue to use their default attribution logic.</p></div>
3. Click **Save** to apply your changes.

### Configure team tool settings <a href="#configure-team-tool-settings" id="configure-team-tool-settings"></a>

After selecting your team's integrations and mapping developer identities, configure tool-specific settings to control how AI DLC Insights interprets data from each system. Proper configuration ensures that metrics on the **Insights** page accurately reflect your team's workflows, tools, and operational context.

AI DLC Insights uses a filter set model to determine which work items should be included and how they are classified. Each filter set consists of:

* **Property**: The issue attribute to evaluate (for example, `Project`, `Issue Type`, or `Label`).
* **Condition**: How the property is matched (for example, `Equals` or `Contains`).
* **Value**: The value from your issue management system (for example, `Docs`, `Bug`, or `P1`).

You can add multiple filter sets by clicking **+ Add Condition**. Each additional filter set is combined using `AND` logic, meaning all filter sets must match for a work item to be included. To remove a filter set, click the **Delete** icon next to it. Depending on the profile applied to the team, this configuration can impact delivery, reliability, productivity, and business alignment metrics.

To ensure accurate and meaningful metrics, align your filter conditions with your team's actual workflows, standardize labels and conventions for incidents, bugs, and deployments across tools, and regularly review your team settings whenever tools, processes, or team ownership changes. By keeping configurations current, you can ensure the dashboards in AI DLC Insights provide the most relevant and up-to-date insights.

{% tabs %}
{% tab title="Issue Management Settings" %}
Use the **Issue Management** tab in **Team Settings** to define which work items are relevant to your team and how they should be interpreted for metrics calculation. These settings control how AI DLC Insights scopes work, identifies incidents, categorizes investment, and classifies different types of work.

#### Projects <a href="#projects" id="projects"></a>

Define the scope of work items that belong to your team by including the projects or code areas where your team manages work.

![](/files/aIB2AssDLUE6csbRqzWA)

| Filter field   | Available options                                                                               |
| -------------- | ----------------------------------------------------------------------------------------------- |
| **Properties** | Project, Labels, Sprint Name, Components, Parent, Custom Fields                                 |
| **Conditions** | Equals, Not Equals, Contains, Does Not Contain, Starts With, Ends With                          |
| **Values**     | Values from your issue management system (for example, Jira projects such as `DOCS`, `PRODUCT`) |

To include work items from a specific Jira project (like `DOCS`), use `Project Equals DOCS`.

{% hint style="info" %}
Correct production incident classification ensures AI DLC Insights accurately calculates **Change Failure Rate** and [Business Alignment metrics](https://github.com/iKettles/harness-gitbook/tree/main/docs/software-engineering-insights/harness-sei/insights/business-alignment/README.md).
{% endhint %}

#### Production Incidents <a href="#production-incidents" id="production-incidents"></a>

Identify which work items represent production failures or incidents to help AI DLC Insights calculate Change Failure Rate.

![](/files/Gm0h9zN4CcCSnTXMlB0s)

| Filter field   | Available options                                                                       |
| -------------- | --------------------------------------------------------------------------------------- |
| **Properties** | Labels, Issue Type, Priority                                                            |
| **Conditions** | Equals, Not Equals, Contains, Does Not Contain, Starts With, Ends With                  |
| **Values**     | Values from your issue management system (for example, `Incident`, `Bug`, `sev1`, `P0`) |

To identify incidents using labels, use `Labels Contains production-incident`, or by issue type, use `Issue Type Equals Incident`.

{% hint style="info" %}
Correct production incident classification ensures AI DLC Insights accurately calculates **Change Failure Rate**.
{% endhint %}

#### Business Alignment <a href="#business-alignment" id="business-alignment"></a>

Business Alignment maps work items to investment categories defined in your [Business Alignment profile](https://github.com/iKettles/harness-gitbook/tree/main/docs/software-engineering-insights/harness-sei/setup-sei/setup-profiles/business-alignment-profile/README.md) (for example, Epic, Story, and Task). These filters are configured per investment category.

![](/files/exR0JjHfD0zH7n0QSTig)

| Filter field   | Available options                                                      |
| -------------- | ---------------------------------------------------------------------- |
| **Properties** | Issue Type, Status, Labels, Priority, Components, Parent, Sprint Name  |
| **Conditions** | Equals, Not Equals, Contains, Does Not Contain, Starts With, Ends With |
| **Values**     | Values from your issue management system                               |

For the Epic category, use `Issue Type Equals Epic`. For the Story category, use `Issue Type Equals Story`. Each category is evaluated independently based on its own filter set.

{% hint style="info" %}
Correct investment category configuration ensures AI DLC Insights accurately calculates [Business Alignment metrics](https://github.com/iKettles/harness-gitbook/tree/main/docs/software-engineering-insights/harness-sei/insights/business-alignment/README.md).
{% endhint %}

#### Work Type <a href="#work-type" id="work-type"></a>

Define how AI DLC Insights classifies features, bugs, and work status for [Productivity metrics](/software-engineering-insights/use-software-engineering-insights/analytics-and-reporting/productivity.md#productivity-insight-widgets) by configuring filter sets, setting feature and bug category thresholds, and specifying which statuses represent active and terminated work.

**Features**

![](/files/8MrQ2iWM93C1NEub53a8)

| Filter field   | Available options                                                                |
| -------------- | -------------------------------------------------------------------------------- |
| **Properties** | Issue Type                                                                       |
| **Conditions** | Equals                                                                           |
| **Values**     | Bug-related issue types from your issue management system (for example, `Story`) |

To identify feature work, use `Issue Type Equals Story` or `Issue Type Equals Enhancement`.

In the **Feature Categories** section, you can further classify features by size using story points.

* **Simple**: Set a minimum and maximum range (for example, 1–3).
* **Medium**: Set a minimum and maximum range (for example, 4–6).
* **Complex**: Set a minimum threshold only (for example, 7+).

{% hint style="info" %}
Correct feature classification ensures AI DLC Insights accurately calculates **Work Completed** and **PR Velocity**.
{% endhint %}

**Bugs and defects**

![](/files/7jJ6Gs2J4AFSYUEiheah)

To identify bugs or defects, use `Issue Type Equals Bug`.

In the **Bug Categories** section, you can further classify bugs by severity using values from your issue management system.

* **Critical**: For example, `P0`, `P1`, `Highest`.
* **Major**: For example, `P2` or `P3`.
* **Minor**: For example, `P4`, `Low`, `Lowest`.

{% hint style="info" %}
Correct bug classification ensures AI DLC Insights accurately calculates **Work Completed** and **PR Velocity**.
{% endhint %}

**Active and terminated work**

Define which statuses represent **active work** (for example, `In Progress` or `QA Testing`) and **terminated work** (for example, `Invalid` or `Duplicate`) in the **Choose all statuses that represent work in your issue management system** sections.

To classify active work, use `Statuses Equals To Do, In Progress, QA Testing`. For terminated work, use `Statuses Equal Invalid, Won't Do, Duplicate`.

{% hint style="info" %}
Correct status classification ensures AI DLC Insights accurately calculates **Work Completed**.
{% endhint %}

After completing all Issue Management filters, click **Save IM Settings** to apply the configuration to the team.
{% endtab %}

{% tab title="Source Code Management Settings" %}
{% hint style="info" %}
**PRODUCTIVITY VS. SCM CONFIGURATION**

Source Code Management (SCM) settings are required for delivery metrics such as **Lead Time for Change** and **Deployment Frequency**, but not required for holistic Productivity metrics.

<img src="/files/Zeim0eDdA2NBEUE0Pb7W" alt="" data-size="original">

Developer identifiers can be automatically discovered using [Auto Identity Discovery](/ai-dlc-insights/management-and-administration/automatch-developers.md) or manually configured if needed. If you select multiple SCM integrations on the **Integrations** tab, you must include all repositories your team contributes to for more complete metric calculations.
{% endhint %}

Use the **Source Code Management** tab in **Team Settings** to define which repositories represent your team's development work, and how AI DLC Insights identifies deployment-related changes from your SCM data. These setting impact delivery metrics such as Lead Time for Change and Deployment Frequency.

#### Repositories <a href="#repositories" id="repositories"></a>

Select the repositories your team actively contributes to. AI DLC Insights uses this configuration to scope developer activity and delivery metrics to relevant codebases.

![](/files/QMeTmScuPbbbc6Rio0X6)

| Filter field   | Available options                                                      |
| -------------- | ---------------------------------------------------------------------- |
| **Properties** | Repositories                                                           |
| **Conditions** | Equals, Not Equals, Contains, Does Not Contain, Starts With, Ends With |
| **Values**     | One or more repositories selected from connected SCMs                  |

Select only the repositories your team owns or contributes to regularly, for example, use `Repositories Equals documentation`.

#### Destination and target branches <a href="#destination-and-target-branches" id="destination-and-target-branches"></a>

Determine which branches are considered production or deployment targets.

![](/files/zUX2BTOxmN5w95UJJiSR)

| Filter field   | Available options                                                      |
| -------------- | ---------------------------------------------------------------------- |
| **Properties** | Destination Branch                                                     |
| **Conditions** | Equals, Not Equals, Contains, Does Not Contain, Starts With, Ends With |
| **Values**     | Branch names from your SCM system (for example, `main`, `production`)  |

To include the main branch, use `Destination Branch Equals main`. To include release branches, use `Destination Branch Starts With release/`.

#### Change exclusion criteria <a href="#change-exclusion-criteria" id="change-exclusion-criteria"></a>

Exclude non-deployment changes, such as automated or administrative commits, from delivery metrics.

![](/files/XujSPxWCh3g2ITbLrw8M)

| Filter field   | Available options                                                      |
| -------------- | ---------------------------------------------------------------------- |
| **Properties** | Labels                                                                 |
| **Conditions** | Equals, Not Equals, Contains, Does Not Contain, Starts With, Ends With |
| **Values**     | Custom label values (for example, `chore`, `docs-only`)                |

To exclude maintenance changes, use `Labels Does Not Contain chore`. This helps prevent noise from inflating deployment metrics.

Label-based filters apply across all selected SCM integrations, ensuring deployment-related changes are identified consistently even when multiple SCM tools are configured. Once you've configured the repositories, branches, and deployment criteria, click **Save SCM Settings** to apply the configuration to the team.

{% hint style="info" %}
Correctly defining repositories, branches, and deployment-related criteria ensures AI DLC Insights accurately calculates **Lead Time for Change** and **Deployment Frequency**, especially when multiple SCM integrations are configured.
{% endhint %}
{% endtab %}

{% tab title="Pipeline Settings" %}
Use the **CD Pipelines** tab in **Team Settings** to define which CD pipelines belong to your team and how AI DLC Insights identifies successful and failed deployments when calculating deployment-related metrics.

![](/files/GjOmmMlgt2uBBTrHgl4R)

#### Services or CD pipelines <a href="#services-or-cd-pipelines" id="services-or-cd-pipelines"></a>

Define the scope of CD pipelines by creating one or more filter sets.

| Filter field   | Available options                                                                           |
| -------------- | ------------------------------------------------------------------------------------------- |
| **Properties** | Service Name, Infrastructure ID, Environment ID, Tags, Pipeline Name, Project, Organization |
| **Conditions** | Equals, Not Equals, Contains, Does Not Contain, Starts With, Ends With                      |
| **Values**     | Values from your CD system (for example, service names, pipeline names, or tags)            |

To include pipelines by name, use `Pipeline Name Contains deploy`. To scope services to a production environment, use `Environment ID Equals prod`.

{% hint style="info" %}
Only services and CD pipelines that match these filters are used to calculate **Change Failure Rate**.
{% endhint %}

#### Failed deployments or rollbacks <a href="#failed-deployments-or-rollbacks" id="failed-deployments-or-rollbacks"></a>

Define how AI DLC Insights detects failed deployments or rollbacks in your CD system. These filters determine when a deployment is classified as a failure.

| Filter field   | Available options                                           |
| -------------- | ----------------------------------------------------------- |
| **Properties** | Pipeline Status, Rollback                                   |
| **Conditions** | Equals, Not Equals                                          |
| **Values**     | Values from your CD system (for example, `Failure`, `true`) |

To identify a rollback, use `Rollback Equals true`. To identify failed executions, use `Pipeline Status Equals Failure`.

{% hint style="info" %}
Correct failure detection ensures AI DLC Insights accurately calculates **Change Failure Rate**.
{% endhint %}

After completing all CD Pipelines filters, click **Save CD Settings** to apply the configuration to the team.
{% endtab %}

{% tab title="Security Settings" %}
{% hint style="info" %}
Security Insights is in beta. To request access, contact [Harness Support](/software-engineering-insights/troubleshooting-and-resources/sei-support.md).
{% endhint %}

Use the **Security** tab in **Team Settings** to define how AI DLC Insights maps Application Security Posture Management (ASPM) data to your teams.

Click **+ Add Condition** to set the scope of security assets. These filters determine which ASPM data is associated with the team and used to calculate security-related metrics. If you add several filter sets, these filter sets are evaluated together to determine the final scope of security data mapped to the team.

![](/files/TVoCaoXoOdjcoq2LYR7F)

| Filter field  | Available options                                                                           |
| ------------- | ------------------------------------------------------------------------------------------- |
| **Property**  | Product Name, Sub Product Name, Environment, Asset Name, Asset Type, Asset URL, Tool Source |
| **Condition** | Equals, Contains, Starts With, Ends With                                                    |
| **Value**     | A value from your ASPM data (for example, `production`, `api-service`, or `snyk`)           |

To associate assets from a specific environment, use `Environment Equals Production`. To scope assets by a source, use `Tool Source Equals Snyk`.

{% hint style="info" %}
Only ASPM data that matches these filters is used to calculate **Security** metrics in AI DLC Insights.
{% endhint %}

After adding Security filters, click **Save Security Filters** to apply the configuration to the team.
{% endtab %}

{% tab title="Incident Management Settings" %}
Use the **Incident Management** tab in **Team Settings** to define how AI DLC Insights maps incident and change request data from ServiceNow to your teams. Filters determine which records are included in metric calculations.

![](/files/4KCbaEbsXDJcPPFRx84q)

Click **+ Add Condition** to define filter sets for incident identification and change request identification using fields such as `Assignment Group` or custom fields available in your [ServiceNow integration](/ai-dlc-insights/use-ai-dlc-insights/setup/integrations/servicenow/index.md).

Use the `AND/OR` toggle to control how conditions are evaluated:

* `AND`: All conditions must be true for data to be included.
* `OR`: Any condition can be true for data to be included.

For example, `Assignment Group Equals Platform AND Urgency Equals High` includes only high-urgency incidents owned by the Platform team, while `Urgency Equals High OR Urgency Equals Medium` includes all high and medium-priority records.

#### Incident identification <a href="#incident-identification" id="incident-identification"></a>

Add filters to include relevant incident data from ServiceNow.

| Filter field  | Available options                                                                  |
| ------------- | ---------------------------------------------------------------------------------- |
| **Property**  | Assignment Group, Priority, Severity, Business Service, Urgency, and custom fields |
| **Condition** | Equals, Not equals, Contains, Does not contain, Starts with, Ends with             |
| **Value**     | Values from your ServiceNow data                                                   |

For example, `Urgency Equals High` only includes high-priority incidents, `Urgency Equals High OR Urgency Equals Medium` includes both high and medium priority incidents, and `Assignment Group Equals Mobile` scopes incidents to a specific team.

{% hint style="info" %}
Correct incident identification ensures AI DLC Insights accurately calculates **Change Failure Rate** and **MTTR**.
{% endhint %}

#### Change request identification <a href="#change-request-identification" id="change-request-identification"></a>

Add filters to include relevant change request data from ServiceNow.

| Filter field  | Available options                                                                  |
| ------------- | ---------------------------------------------------------------------------------- |
| **Property**  | Assignment Group, Priority, Severity, Business Service, Urgency, and custom fields |
| **Condition** | Equals, Not equals, Contains, Does not contain, Starts with, Ends with             |
| **Value**     | Values from your ServiceNow data                                                   |

For example, `Urgency Equals High` only includes high-priority change requests, `Assignment Group Equals Platform` scopes changes to a specific team, and `Business Service Contains Payments` includes changes to a specific service.

{% hint style="info" %}
Correct change request identification ensures AI DLC Insights accurately calculates **Deployment Frequency**.
{% endhint %}

After configuring filters, click **Save ITSM Settings** to apply the configuration.
{% endtab %}

{% tab title="Custom Variables" %}
{% hint style="info" %}
Studio is in beta. To request access, contact [Harness Support](/software-engineering-insights/troubleshooting-and-resources/sei-support.md).
{% endhint %}

Use the **Custom Variables** tab in **Team Settings** to override default values for variables defined in Studio metrics. Custom variables are created in the [**Query Variables** menu on the **Studio** page](https://github.com/iKettles/harness-gitbook/tree/main/docs/software-engineering-insights/harness-sei/canvas/?query-variables=custom/README.md#use-query-variables-in-dashboards) and automatically appear for each team. You can override the default value to tailor how metrics are computed for that specific team.

![](/files/p6DpqyKz1zFyn7ed3Iqj)

Each variable includes the following fields:

| Field       | Description                                                                  |
| ----------- | ---------------------------------------------------------------------------- |
| Name        | The variable identifier used in queries (for example, `${priority_issues}`). |
| Description | A description of what the variable controls.                                 |
| Value       | The team-specific value that overrides the default.                          |

To override a variable:

1. Click the **Edit** icon next to a variable value.
2. Enter a new value.
3. Click the **Checkmark** icon to save.

{% hint style="info" %}
If no override is provided, the default value defined in Studio is used. Overrides apply only to the selected team, and changes affect how metrics are calculated in Studio dashboards.
{% endhint %}
{% endtab %}
{% endtabs %}

### Access insights <a href="#access-insights" id="access-insights"></a>

After you save your tool-specific settings, AI DLC Insights automatically attributes data to your team, mapping events and activity from integrated systems based on your filters and developer identifiers. AI DLC Insights calculates all relevant Efficiency, Productivity, and Business Alignment metrics using your defined criteria, and all dashboards on the **Insights** page update reflect these data-driven insights in real time.

Once your settings are configured, you can explore team insights by reviewing metrics and trends for individual teams and organizational insights by analyzing aggregated data across your Org Tree.
