Incidents Workspace

This document provides you with a clear and comprehensive overview of the Incident workspace module in CERRIX, enabling you to efficiently manage, track, and resolve incidents reported in your organization.

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Navigating the Incident Workspace

The Incidents workspace provides an easy-to-use interface for viewing incidents, managing incident data, and tracking incident statuses from creation through resolution.

In the incidents table you can see all relevant fields for each incident, such as:

• Identifier (automatically generated)

• Incident Name/Title

• Classification

• Reporting organization

• Status

• Reporter by

• Relevant Dates (Created, Due, Closed)

• Any other additional fields configured in your workspace

• Gross and Net financial impact

• ...

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Using Presets & Filters in the Incident Workspace

Presets allow you to customize your Incident workspace view, helping you access specific subsets of data quickly.

Creating a Workspace Preset

To create a workspace preset:

1. Click Edit Presets in the workspace interface.

2. Configure your filters:

   • Select criteria (e.g., "Reported By," "Creation Date," "Due Date").

   • Specify conditions (e.g., equals, contains, greater than).

   • Example: Reported By equals [Your Name] Due Date greater than [Today]

3. Click Preview to review results before saving.

4. Manage Columns:

   • Choose which columns you want visible or hidden.

   • Adjust column arrangement as desired.

5. Name your preset to easily identify it later.

6. Click Save to finalize your preset.

Your saved presets appear in your favorites for easy future access.

Making a Preset Public

To make a preset public in the Incidents Workspace, navigate to Browse Presets located at the top left of the navigation menu. In the list of available presets, find the one you want to make public. Next to the preset, you’ll see a button with a globe icon — this represents the option to make the preset public. Clicking this button will publish the preset, making it accessible to all users who have the appropriate permissions to use it.