Incidents

The Incidents module in CERRIX helps organizations track, manage, and resolve risk-related incidents in a structured and auditable manner. This module supports the full lifecycle of incident management, from initial reporting to final resolution, with integrated workflows, data governance, and transparency across all stakeholders.

Use this overview to navigate to detailed guides on each component of the Incidents module.

The Incidents module is designed to help users:

• Capture and report new incidents in a standardized way

• Monitor the status and progress of incidents via a structured workspace

• Apply organization-specific workflows for processing incidents

• Maintain accurate and consistent reference data for categorizing and analyzing incidents

Below are the key documentation articles that explain each component of the Incidents module:

Incidents Standing Data

Review the reference data that underpins incident classification and reporting.

• Categories and subcategories

• Impact and severity ratings

• Cause and root cause options

• Screenshot placeholders:

  • Standing data configuration

  • Example dropdowns using standing data

Incidents Standing Data & Emails

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Creating a New Incident

Learn how to create a new incident from scratch, including required fields, categories, and options for assigning responsibilities.

• Walkthrough of the incident form

• Mandatory vs optional fields

• Assigning responsible users or departments

• Screenshot placeholders:

  • Incident creation form

  • Example of a completed incident entry

Creating a New Incident

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Incidents Workflow

Understand how incident workflows are configured and how incidents progress through stages in your organization.

• Overview of workflow stages

• Transition logic and actions

• Escalation and reassignment rules

• Screenshot placeholders:

  • Workflow stage diagram

  • Example of an incident in-progress

Incidents Workflow

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Incidents Workspace

Explore the centralized workspace where you can view, filter, and manage all existing incidents.

• Grid and filter functionalities

• Status indicators and priority levels

• Search and sorting capabilities

• Screenshot placeholders:

  • Incidents workspace grid

  • Filtering panel

Incidents Workspace

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Incidents Roles & Rights

Understand how user roles determine access and responsibilities within the Incidents module. This page outlines all available roles, their permissions, and how they support collaboration across teams during the incident lifecycle.

Incidents Roles & Rights

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Best Practices and Tips

To make the most of the Incidents module, consider the following best practices and tips:

• Define clear escalation paths and responsibilities in your workflow configuration

• Regularly review and update standing data to align with organizational risk posture

• Use custom fields if your organization requires additional data points

• Consider integrating incidents with related modules (e.g., Risk, Controls, or MoI's) for better traceability

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Key Benefits of Incidents Compared to Events

• Greater flexibility – Easily create custom fields for each incident type, allowing full customization to match your organization’s needs.

• Streamlined workflows – A single, standardized workflow for all incident types simplifies handling and tracking.

• Enhanced financial impact tracking – Record financial impact per department and third party for improved reporting.

• New and improved fields – Includes a due date, support for Framework dimensions, and the ability to register third parties directly in incidents.

• Improved collaboration – Discuss incidents directly within the incident page using built-in comments, enabling faster decision-making and follow-ups.