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Convert an Incident

STOP: Does your organization have the Incident Add-On?


If you're working on an Incident and realize it should really be a different type of Incident or even a Project, Improvement, or Task, you can easily convert it into that type.


What happens when I convert an Incident?

  • The status will become “new.”

  • The title, comments, files, links, Tasks, and charts will all be unchanged.

  • When applicable, you can specify which information is copied into which fields on the new type's template - see below for more information.

  • Any dates that no longer apply will be removed.

  • If an Attribute exists on both the original and the new type, it will be carried over. Otherwise, it will be discarded.

  • If you are converting it to a Project, you will be given the option of making the team Participants.

  • Any Resolution details will be lost.

  • If you’re converting it to an Improvement, Incident, or Task type, you will be made its Author.

    If you’re converting it to a Project, you will be made its Facilitator.


Who can convert an Incident?

  • The Responsible Person

  • The Author(s)

  • The Assigner

  • Any Collaborators

  • Anyone with the "Edit" or "Assign" permissions for Incidents in that Location.


How do I convert an Incident?

Open the Incident you want to convert, then:

  • Click 2017-10-06_1631.png in the top right corner of the page.

  • Click 2017-10-06_1648.png in the resulting drop-down menu.



In the resulting window:

  • Enter the new type to which you want to convert this Incident in the "New Type" field. NOTE: You must have permission to create that type.

  • Under the "Select how you would like to map the fields" heading, you'll see a list of each of the fields on included on this Incident type's template.

    Alongside each field's name is a drop-down menu containing a list of each of the fields included on the new type you specified above. Pick the new field to which you want the information included in each existing field mapped.

    If you map multiple fields to the same target field, all the information from each of those fields will be copied into the new field separated by a blank line.

  • Click 2017-12-21_1529.png.


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