This documentation supports the 21.3 version of BMC Helix ITSM: Service Desk.

To view an earlier version, select the version from the Product version menu.

Incident Management interface

The following consoles provide access to all or a part of Incident Management:

  • Requester console
  • Overview console
  • Incident Management console

The following illustration shows how these consoles integrate with Incident Management and other BMC Helix ITSM applications.

Requester console

From the Requester console, IT users can submit incident requests directly to Incident Management. The integration with the Requester console: 

  • Uses the Requester console to define incident requests.
  • Updates incident request information using the Work Info record.
  • Includes an interface from the incident request to the request that is stored in the Requester console.
  • Updates the status of the request to the appropriate status, and makes Work Info entries visible.

Overview console

Using the Overview console, service desk workers who fulfill many different roles can view incident requests that are assigned to them through Incident Management, and additional work assignments that come to them through other BMC Helix ITSM applications with which Incident Management integrates:

  • BMC Helix ITSM: Service Desk: Problem Management
  • BMC Helix ITSM: Asset Management
  • BMC Helix ITSM: Change Management

Incident Management console

The Incident Management console is the main console for Incident Management. It provides service desk workers with a single point from which they can generate incident requests, monitor the progress of incident requests as they move through their lifecycle, and record work that was performed while solving the incident request.

Incident Management integrates with BMC Service Request Management  (see  Home Open link ) . (For information about this integration, see  Creating requests from fulfillment applications Open link .) When BMC Service Request Management is installed, the Request Entry console replaces the Requester Console. See Configuring incident rules for information about configuring Incident Management to generate a service request every time that an incident request is created.

Users can view service request details from the Request Entry console in BMC Service Request Management. You can also view service request details from the Incident Management Console by choosing Functions > View REQ<number>. For more information, see  Viewing details of a service request associated with a work order Open link .

Incident Management uses the Cost module to track costs associated with incidents. The integration uses the common cost creation dialog box that the Cost module provides. Fields on the Incident Request form integrate with Cost module forms to show cost data related to an incident.

Functional areas of the Incident Management console

Functional area

Purpose

Incident Management console header

Plus sign

Adds a new record.

Magnifying glass

Opens the Search feature.

Breadcrumb bar

Contains links to related records that you opened from the current incident request. For more information about the Breadcrumb bar, see Accessing BMC Helix ITSM application console Open link from the BMC Helix ITSM documentation.

Breadcrumb navigation controls

  • Back—Takes you back one link in the breadcrumb trail.
  • Forward—Takes you forward one link in the breadcrumb trail. Forward is visible only if you have returned to a record on the breadcrumb trail that you previously viewed.
  • Drop-down menu—Contains links to all the records that you have viewed from the current incident request, including records that might not currently be visible in breadcrumb trail.
  • Home icon—Takes you to the IT Home page.

Refresh

Updates the data in the tables.

Search

Used with BMC Helix ITSM: Knowledge Management to let you search across multiple forms for records that match a key term. For more information about using this search, see Searching for records in the application consoles Open link from the BMC Helix ITSM documentation.

  • Show
  • Filter By
  • Magnifying glass icon
  • By Role
  • More Filters

The Show, Filter By, and By Role fields combine to control which incident request records appear in the Incidents table.

  • Show—Used to select the basic criteria by which you want to filter the contents of the Incident table. The menu options include:
    • Submitted by me—All incident requests submitted by you.
    • All—All incident requests, regardless of who submitted them.
    • Assigned to me—All incident requests assigned to you.
    • Assigned to my selected groups—All incident requests assigned to a specific support group of which you are a member. If you select this, you are prompted to select the support group.
    • Assigned to all my groups—All incident requests assigned to all of the support groups of which you are a member.
    • Watch List—All incident requests on the Watch List.
      If you select Watch List, Filter By is not available.
  • Filter By—Places further conditions on the criteria that you chose in the Show and By Role fields to help you to manage the number of records returned by the search. For example, if you select Assigned To All My Groups from the Show field and Owner from the By Role field and All Open > Critical Priority from the Filter By field, the Incidents table contains all records assigned to your groups for which you are the owner, with the priority of Critical.
  • Magnifying glass icon—Opens the Manage My Searches dialog box, from which you can edit, save, and delete custom searches. Saved custom searches appear in the My Searches list under the Filter By field. For more information about Manage My Searches, see Searching for records in the application consoles Open link from the BMC Helix ITSM documentation.
  • By Role—Used to select an Incident Management assignment role: Assignee, Owner, or All (meaning Assignee or Owner or both). The By Role selection combines with the Show selection to limit the records presented in the Incident table. For example, if you select Assigned To All My Groups from the Show field and Owner from the Role field, all records assigned to the groups to which you belong, for which the group is the assigned owner, appear in the Incident table. You can configure a default Role field selection by using application preferences.
    The By Role field is unavailable if you select All or Submitted By Me from the Show menu.
  • More Filters—Used to open the More Filter Criteria dialog box, which contains tabs and fields in which you can indicate even more precise information, such as product or operational categories. This filter is helpful if you still have a large number of records after using the Show, By Role , and the Filter By fields.
    You can also filter the security incidents by using the Security Incident option in the Incident Type menu on the Incident Basics and Assignment tab. The funnel icon beside More Filters is active when a filter from this area is used.

Navigation pane

View Broadcast or New Broadcast

Opens the broadcast dialog box where you can view, create, modify, and delete broadcasts.

When there are unread broadcast messages, this area displays the message New Broadcast, along with new messages. When there are new broadcast messages, the area also turns red.

If you open the console with no new broadcast messages, but the View Broadcast link is red, open the Application Preferences dialog box and make sure that a Console View preference has been selected. For information about how to view and select the Console View preference, see Selecting your application preferences.

Counts


Contains incident request metrics. The numbers relate to the selection in the Show field. For example, if the Show field contains Submitted by me, the metrics that appear in this area show the open, unassigned, unacknowledged, and breached incidents that were submitted by you.

The count categories are:

  • Open—The requests with a status of Assigned, Pending, or In Progress.
  • Unassigned The requests that are not assigned to an individual.
  • Unacknowledged The requests with a status of Assigned or Pending. A request is no longer considered unacknowledged after you change its status to In Progress.
  • Breached The requests that have exceeded one or more service level agreements (SLAs). For example, if the SLA requires all password reset requests to be acknowledged within 60 minutes and there is a password reset request that still has a status of Assigned after 61 minutes, that request would appear in the Breached count.

Important:

  • If you set up a specific Company from your application preferences, the incident metrics that appear in the Counts area are restricted to the specific Company that you selected.
  • The total number of Unassigned, Unacknowledged, and Breached requests might or might not equal the count for Open.
    For example, consider a situation where you have the following counts:
    • Open19
    • Unassigned0
    • Unacknowledged17
    • Breached6
    In this case, the number of Unassigned and Unacknowledged records plus the number of breached records totals more than the number of open records. That's because, 6 of the 19 open requests are in breach of the SLA.

Functions

Use the following links in this area to perform the actions described:

  • New Incident—Create a new incident request record. See Registering incident requests.
  • Search Incident—Search the database for current incident request records. See Searching for records in the application consoles Open link in the BMC Helix ITSM documentation.
  • Advanced Search—Search for specific incidents (for example, Work Info, Search Relationships, or Search Assignment Logs) by using the Advanced Search Selection dialog box. For example, when you select Search by Relationships and set the value of Request Type as Infrastructure Change, only those incidents that have relationships to Infrastructure Change are displayed. For more information, see Searching for similar incidents.
  • My Profile—Set your profile. See Managing your profile.
  • Application Preferences—Set your application preferences and application options. See Selecting your application preferences.
  • Reminders—View and create reminders. See Creating reminders about incidents.
  • Reports—Create and run custom reports. See Generating reports with BIRT Open link in the BMC Helix ITSM documentation.
  • Manage CIs—Search for information about specific CI types and get access to the CI records. See Managing configuration items.
  • Manage Inventory—Access the Manage Inventory form of BMC Asset Management. See Inventory management.
  • KPIs—Click the KPIs link to select and to view the Incident Management flashboards. In graphical format, the flashboards represent:

Applications

Contains links to other BMC applications, consoles, and modules. The contents of this area depend on what other applications and so on are installed. Click the double-greater-than (>>) sign to open or close this panel.

Incidents table

Lists the incident request records according to the company selected in the Show field and the Filter By field.

To view the incident record in detail, double-click the incident request in the Incidents table. Fields on the form display the incident status and other information related to the incident. System administrators can set permission in the Applications Permission Model to view the incident request. For more information, see  Applying system settings Open link .

Create

Generates a new incident request record.

Create for Company (for Hub and Spoke installations)

Generates a new incident request record after asking you to identify the company you are creating the record for.

View

Shows the incident request record that is selected in the Incidents table.

Print

Prints the selected record in the Watch List and the Incidents table.

Process Overview

Opens a high-level diagram of the Incident Management process.

Service Context

Opens the Service Context Summary view for the record selected in the console table. The Service Context button is available only when a business service CI is associated with the incident record. If a business service CI is associated with the incident record, the CI name appears in the Service column of the Incident table. For more information about Service Context, see Service Context for BMC Helix ITSM applications Open link .

Quick Actions

Select an action from the menu. You can perform the following quick actions:

  • Assign to group member—Reassigns the incident request to another member of your group
  • Assign to me—Reassigns the incident request to yourself
  • Incident Closure—Moves incident requests with a status of Resolved to the Closed status

Preferences

Click Preferences to open a menu from which you can add or remove columns from the table, set the rate at which the application refreshes the table contents, or restore the default table preferences.

Detail and Tasks

Details — When selected, contains detailed information about the record selected in the Incidents table. To see Incident Details when the Tasks table is showing, click Show Details.

The Create, View, and Report icons relate to the work information notes that appear in the table. For information about working with work information notes, see Managing work information entries.
You can sort the table by clicking any column heading, except Notes.

Tasks — When selected, lets you view tasks associated with the incident request record selected in the Incidents table. To see Tasks when Details is showing, click Show Tasks.

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