Configuring the Incident Register

You can view all incidents reported on your account on the Incident register menu. The Incident register screen can be configured to display different columns and filtered by various criteria.

Note:

The Incident register can be sorted by column in ascending and descending order to help manage the inventory. You can also use the Search bar to search the Incident register by custom text attributes.



To configure the Incident Register columns

You can configure the Incident register screen to display information from specific fields.

  1. On the Incident Management menu, select Incident register.

    The Incident register screen appears.

  2. Click the Manage columns icon (Manage columns icon.).

    The Manage columns modal appears.


    Manage columns modal with configurable field options.
  3. Configure the fields as necessary. Field options include both custom and default attribute options.
  4. Click the Save button.

To add filters to the Incident Register

You can create filters with dynamic values for the Incident register to populate relevant criteria.

  1. On the Incident Management menu, select Incident register.

    The Incident register screen appears.

  2. Click the Add filter button.

    The Advanced filter pane appears.


    Advanced filter pane showing options to configure incident register filters
  3. Click the Add Filter button.
  4. Select the criteria by which you would like to filter.
  5. Click anywhere outside of the filter to view the filtered ressults.

To create saved views for the Incident Register

You can organize the incidents that appear in the Incident Register. You can also customize your own personalized view to manage your incidents.

  1. On the Incident Management menu, select Incident register.

    The Incident register screen appears.

  2. To create a custom incident saved view, apply your filters and column views as needed.
  3. Click the Incident View Selector to open the view selector.

    Incident View Selector menu expanded in the Incident register screen.
  4. Click the Save As button.

    The Create View modal appears.


    Create View modal in the Incident register screen.
  5. Enter a name for your saved view.
  6. Enable the setting to make the view public if you would like to allow others to use this view.
  7. Click the Create View button. The custom saved view is now available.

To manage Incident Register views

You can update and delete saved views you have implemented for the Incident Register screen.

  1. On the Incident Management menu, select Incident Register.

    The Incident register screen appears.

  2. Click the Incident View Selector.
  3. Click the Manage Views button.

    The Manage Views modal appears.

  4. Make changes as necessary. For more information, see Manage Views Screen Reference.
  5. Click the Save button.

Manage Views Screen Reference



Field
Description
Set Default View for All Users

Users with the Manage Incident Public Views permission can set default view for all users in the organization.

Select Default View

Users with the Manage Incident Public Views permission can set default view for all users

View Name

Edit the name of the selected view.

Click the Update button to apply your changes.

Make this View Public

Enable this setting to allow other users to use the selected view.

Delete View

Click the Delete View button to delete this view.