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Set Up Your First Incident Type

Define incident types for your teams to standardize your response process by defining severity levels, response teams, and escalation procedures.

Create Incident Types​

Create an Incident Type​

  1. Navigate to Incidents
  2. Click on Incident Types
  3. Click on Create Incident Type
  4. Fill details in the form with the incident type information
  5. Click on Save

Configure Incident Fields​

Once the incident type is created, you can configure the incident fields:

  1. Check the Default Fields and Custom fields, and update them as per the requirements
  2. Click on the edit icon to check the default fields
  3. You can set Optional fields as Required
  4. Click on Save

Add Custom Fields​

Click on Add Custom Field to add any extra fields as part of the incident creation form:

  1. Fill in the details of the additional field
  2. Hit Save

Configure Creation Form​

Click on Creation Form:

  1. By default, you will have a creation form for the selected fields from the left pane
  2. Click on the checkbox to add any more fields to the form as per your requirements

Test Your Incident Type​

Test your incident type:

  1. Fill in the details of the incident in text fields
  2. Type or fill from the dropdown options
  3. Click on Create to make a new incident of the new incident type
  4. Hit Save from the top right

Add Runbooks (Optional)​

Additionally, you can add runbooks to your incident type for automated response workflows.

Next Steps​