Incidents › Create an Incident › Create an Incident from the File Menu

Create an Incident from the File Menu

On a Scoreboard tab, you can create a new incident from the File menu without using a template.

Note: If multi-tenancy is installed, select the appropriate tenant from the drop-down list. The public (shared) option creates the object for all tenants.

To create a new incident from the File menu

1. Choose File, New Incident.

   The Create New Incident window opens.

2. Fill in the fields as appropriate for the incident.

   See Incident Fields for field definitions.

3. Use the controls available on the tabs at the bottom of this page to process the incident as appropriate.

   See Incident Tabs for more information.

4. Click one of the following buttons:
   • Save—Saves the incident and closes the page.
   • Auto Assign—Triggers an auto assignment task, and updates the activity log.

     Note: This button appears only when the ticket specifies a category or area that has auto-assignment enabled.

   • Create Change Order—Opens the Create New Change Order page so you can create a change order ticket associated with this incident.
   • Create Problem—Opens the Create New Problem page so you can create a problem ticket associated with this incident.
   • Cancel—Closes the page without saving any changes.
   • Reset—Resets all fields to the last saved values.
   • Find Similar—Opens the Find Similar page to search for similar problems.
   • Quick Profile—Displays the contact information for the user entered in the Affected End User field. If you are creating an incident, a list of available users appears. You can select the user that is in the Affected End User field.
   • Use Template—Displays a list of available incident templates. You can select the template you want to use for creating this incident.

More information:

Incident Fields

Incident Tabs