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Version: 4.1

Configuring the Workflow

General Description​

The Incident Manager provides the ability to configure workflows, which is particularly useful in cases where responding to an incident requires a more complex approach. In such situations, standard procedures may not be sufficient for effectively resolving the issue.

A customizable workflow allows for considering the specific features of each incident, ensuring more accurate and timely responses.

To access the workflow settings, go to Main Menu - Module Settings - Incident Manager - Workflow.

The interface displays a list of configured workflows. By default, there is a pre-installed workflow called Default workflow.

Workflow

Creating a Workflow​

To create a workflow, you need to:

  1. Click the Create button in the upper right corner of the interface, which will launch the workflow setup wizard
  2. On the first step, you need to enter the workflow Name and Description: Creation
  3. On the second step, you need to configure the list of incident statuses

Each status has:

  • Name - a short name for the status
  • System Name - the identifier for the status
  • Color - the color of the status label

Additionally, an initializing status New is set by default.

Sec step

  1. On the third step, configure the transition rules from one status to another in the visual editor

A transition is created by dragging a line from the black dot of the source status to the white dot of the target status

Flow settings

In the settings window, you can configure:

  • Transition Name - the name of the transition in the visual editor
  • Primary Actions - actions that will be executed before changing the incident status
  • Other Actions - actions that will be executed after changing the incident status
  • Group Incidents - if checked, Other Actions will apply to the entire group of incidents; otherwise, they will apply to each incident individually
  • Roles - roles that have permission to change the status via this transition

Clicking the Save button will apply the changes to the transition settings.

Third step

  1. Click the Create Process button

Editing a Workflow​

To make changes to an existing workflow:

  1. In the list of workflows, click on the Name in the first column. The editor is the same configuration wizard used when creating a workflow
  2. Make the necessary changes to the workflow following the wizard's instructions
  3. Save the workflow by clicking the Save Process button
Useful Information

Any workflow can be set as the default process, allowing it to be applied to incidents that have not been assigned another process. To do this, in the list of workflows, click the Set as Default button.

Deleting a Workflow​

To delete a workflow, click the Delete button next to the workflow you want to remove in the list.