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Create an Incident Using Quick Profile

You can use the Quick Profile to identify a contact to be the affected end user of your new incident ticket. The Quick Profile allows you to search for a contact, and view a history of the issues, requests, change orders, incidents, and problems assigned to that contact. When you have identified a contact, you can create the incident ticket directly from the Quick Profile.

To create a new incident using the Quick Profile

1. Select View, Quick Profile on the menu bar of the Scoreboard.

   The Quick Profile Contact Search window opens.

2. (Optional) Complete one or more of the filter fields to list only the contacts of interest.
3. Click Search.

   The Quick Profile Contact List page lists the contacts that match your search criteria.

4. Select a contact to be the affected end user of the new incident ticket.

   The contact pane displays contact information and the ticket history for the contact.

5. In the Scratchpad pane, do the following:
   1. Enter a description for the new record in the Scratchpad text field.
   2. Select Incident from the Type drop-down list.
   3. (Optional) Enter a Template name for the new record. You can enter a value directly or click the search icon to search for available incident templates.
6. Click New.

   The Create New Incident window displays the information you entered in the Scratchpad.

7. Complete the empty fields as appropriate.

   See Incident Fields for field definitions.

8. 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.

9. 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.

See Also

Contact Search Fields