Who is this article for?  

  Users who want to learn how to add Actions to an Incident Report.

  No elevated permissions are required.

This guide will walk you through how to efficiently add Actions to an Incident.

1. Editing an Incident Report
   1. Videos
   2. Steps

1. Adding Actions to an Incident

1.1. Video

1.2. Steps

1. Access the Incidents module.

2. Click Incidents.

3. Select an Incident you want to add Actions to. Use the filters and search bar to refine your results.

4. Go to the Actions tab.

5. There are three options to choose from when adding Actions to an Incident: Add existing, Create new and Get from library. Let's begin with Add existing.

6. Tick one or multiple Actions to add to the Incident. Use the filters and search bar to refine your results. To clear the filters you've set, click Clear.

7. Save the changes made.

8. The next option to add Actions is by selecting Get from library within the Add Actions dropdown menu.

9. Choose an Action template from the list.

10. Click Next.

11. Specify the Action Location.

12. Click Next to move to the next step.

13. Assign an Owner to the Action.

14. Click Save once you've finished.

15. The next option to add Actions is by clicking Create new.

16. Fill in all the basic information about the Action.

17. Select the appropriate Action Type from the options listed.

18. Choose the Action Category from the options provided.

19. Choose a Priority level by selecting from High, Medium and Low.

20. Select a Severity from the same listed options.

21. Click Next once you've added in all the relevant information.

22. Specify an Action Location.

23. Click Next to proceed.

24. Choose a Process that the Action belongs to.

25. To move to the next step, click Next.

26. Assign users roles for this Action. You can also assign yourself by clicking Assign to me.

27. Click Save.