Creating a New Incident
Last updated
Last updated
This guide explains the workflow for creating and reporting incidents within the Incidents Module of CERRIX. Follow these steps to efficiently log, track, and manage incidents in your organization.
You can create a new incident in one of two ways:
From the Incidents Dashboard page:
Navigate to Incidents.
Click the button labeled "Add New Incident".
From a Form:
Configure a Form to create new Incidents
Note: Regardless of the method chosen, your incident will be appropriately logged and linked within the system.
When you open a new incident form, several fields are available to capture detailed information. Certain fields are required and must be filled out before you save the form.
Incident Name: Provide a concise, descriptive title for easy reference. (Required)
Reporter: The user who reported the event. Automatically assigned to the user creating the incident. (Required)
Assessor: The assessor of the event. (Required)
Responsible: The user that is responsible for filling in the event details. (Required)
Informed: The user that needs to be informed about the events but does not have any responsibility within.
Date Detected: Date the event was detected. (Required)
Date Occurred: Date that the event occurred.
Due Date: Use this date to indicate when you prefer the incident investigation and resolution workflow to complete. Monitoring incident progress against the due date helps maintain timely administration and resolution.
Description: A short description of the incident and its essential details. (Required)
Reporting organization: Select the organization responsible for reporting this incident. (Required)
Incident type: The type of incident that occurred.
Caused by organization: The organization that caused the event.
Affected organization: The organization affected by the event.
Root cause category: The category of the root cause.
Root cause: A description of the root cause of the event.
Impact description: A short description of the impact that the event has.
Internal identifier: An optional ID for the event, that is editable by users. This can be used for Events that were already registered with an ID before documenting them in CERRIX.
Incident roles clarify responsibilities within your team:
Reporter: Automatically assigned to the user creating the incident.
Assessor: Select a user to assess and evaluate the incident.
Responsible: Select the person accountable for addressing the incident.
Informed: Indicate other users to keep informed about the incident’s progress.
You can select multiple users for Assessor, Responsible, and Informed roles if needed. Once selected, users can be added or removed easily at any time.
Selecting an Incident Type may activate additional custom fields specific to your organization's configuration.
Choose your Incident Type from the dropdown menu (e.g., "Demo").
Upon selecting the incident type, extra tabs with custom fields may appear next to the default "Details" tab.
Complete these custom fields as required.
After providing all required details, click "Save".
If mandatory fields are incomplete, the system will prompt you with validation messages highlighting missing information.
Upon successful validation and submission, you will see a confirmation message.
