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Add an Incident to a Project

STOP: Is the Incident module active for your organization?

 

How do I add an Incident to a Project?

Open the Project to which you want to add an Incident, then:

  • Click 2017-10-06_1619.png in the top right corner of the page.

  • Click 2017-10-10_1202.png in the resulting drop-down menu.

__-_Incident.jpg

 

In the resulting window:

  • If you want to create a new Incident from scratch, click 2017-10-10_1139.png. If your organization has configured multiple types of Incidents, you'll be prompted to pick which template you want to use.

    In the resulting window, create the new Incident as you normally would.

    NOTE: The "Parent" field will automatically be filled in with the name of the item under which you're nesting this Incident. Don't alter this field unless you want the Incident nested somewhere else.


  • If you want to add an existing un-nested Incident, search for it by name or ID number in the "Choose Existing" drop-down menu. You can add as many Incidents as you like.

    When you're finished, click 2017-12-27_1453.png.

 

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