Use the Incidents Page to Manage Asset Incidents

View and manage incidents from the Incidents page. You can also change the status of an incident from this page.

Incident reports identify asset issues that require your attention. For example, a hospital cardiac unit defined a permitted location for an electrocardiogram (EKG) machine. An incident is reported when the EKG machine moves outside the permitted location.

To open the Incidents page, click Incidents () in the Operations Center menu bar. The incidents applicable for your current context appear. You can change your context from the breadcrumbs to navigate to a different group, subgroup, or asset.

Note: You can also view the warnings for an individual asset from its Asset Details page.

The following image shows the Incidents page for the forklifts in the oil and gas division of a company.

On the Incidents page title row, you get tools that let you export, print, or search incidents. Pie charts help categorize the incidents by status, priority, and category. A detailed table of all incidents appears below the pie charts. You can sort the table by columns, such as status and priority.

Search for Incidents Using Filters

Locate specific incidents by using the incident filters.

1. To open the Incidents page, click Incidents () in the Operations Center menu bar.
   The incidents applicable for your current context appear. You can change your context from the breadcrumbs to navigate to a different group, subgroup, or asset.
2. Click the Search () icon.
3. Select your filter criteria from the options that appear, and press the Enter key.
   • Select a priority from the Priority list.

     For example, you can filter for high priority incidents.

   • Select a time range under Reported Time.

     For example, you can search for all incidents reported in the last hour.

   • Select the Last Edited time for the incident.

     For example, you can search for incidents edited in the last two days.

   • Select a status from the Status list.

     For example, you can search for open incidents.

   • Select an incident type from the Type list.

     For example, you can filter for outage incidents.

   • Specify a search string for the incident Summary field.

     For example, you can search for incident summaries that start with the string, “High Temperature”.

4. Click the Add Icon (+) to add additional criteria. Click the Subtract Icon (-) to remove a criterion.
5. Click Clear Search to clear your search filters.

Sort an Incident List

Sort an incident list to view incidents by priority, reported time, status, type, or summary.

1. To open the Incidents page, click Incidents () in the Operations Center menu bar.
   The incidents applicable for your current context appear. You can change your context from the breadcrumbs to navigate to a different group, subgroup, or asset.
2. To sort the list by priority, reported time, status, type, or summary use one of these options:
   • Right-click in a column and click Sort and then Sort Ascending or Sort Descending.
   • Click the Up () icon or the Down () icon in the column header to sort the column in ascending or descending order.

Edit an Incident Report

Modify the summary, description, type, tags, priority, or comments of a reported incident.

1. To open the Incidents page, click Incidents () in the Operations Center menu bar.
   The incidents applicable for your current context appear. You can change your context from the breadcrumbs to navigate to a different group, subgroup, or asset.
2. Click an incident in the Incidents list.
3. Modify the incident report in the lower pane:
   1. Click the Edit icon () to add, remove, or edit summary text.
   2. Add, remove, or edit a description in the Description field.
   3. Add, remove, or edit tags in the Tags field.
   4. Select a a priority for the incident in the Priority list.
   5. Click the Add () icon to add a comment.
   6. Select a new status in the Status list.
4. Click Save.

Print an Incident List

Print an incident list to review incidents when a computer is unavailable.

1. To open the Incidents page, click Incidents () in the Operations Center menu bar.
   The incidents applicable for your current context appear. You can change your context from the breadcrumbs to navigate to a different group, subgroup, or asset.
2. Click Print.
3. Select a printer and then click OK.

Export an Incident List

Export an incident list to a comma-separated value (CSV) file.

1. To open the Incidents page, click Incidents () in the Operations Center menu bar.
   The incidents applicable for your current context appear. You can change your context from the breadcrumbs to navigate to a different group, subgroup, or asset.
2. Click Export.
3. Select Save File and then click OK.
4. Browse to a location to save the file and then click Save.