You can modify the transition rules for the predefined states for incidents and add custom states to suit your specific needs, but you cannot rename or delete the predefined states.
What you should know
You can modify how the transition rules for incident states operate by changing the
Accepted incoming states for each state. There is only one rule that
you cannot change: the Closed state must be the final state. This means that it cannot
be the incoming state of another state.
Procedure
On the Incident Manager role's configuration page, click the
States tab.
Do one of the following:
Click Add an item ().
Double-click an existing state.
The State properties dialog box opens.
(Custom state only) In the State name field, enter the name of
the state.
Predefined states cannot be renamed.
The predefined incident states are:
New
The incident has just been triggered and no activity is recorded. If using the default settings, you can change a new incident to In progress or Closed.
In progress
Actions are being taken for this incident. If using the default settings, you can change an incident from In progress to any other state.
On hold
The incident is paused. You might do this if, for example, higher priority incident requires your attention, or if you are waiting for external information before moving forward with the procedure. When changing the state of an incident to On hold, indicate for how long you want to pause the incident and click Apply. The incident reverts to its original state as soon as the hold time expires. If using the default settings, you can change an incident from On hold to any other state.
Resolved
The situation is resolved and ready to be closed. If using the default settings, you
must complete all the steps in the standard operating procedure (SOP) before you can
set an incident to Resolved. You can change the incident from Resolved
to any other state.
You need the Forcibly resolve incidents with incomplete
SOPs privilege to resolve incidents without completing all the steps in the
SOP.
Closed
Everything that needs to be done for this incident has been done. If using the
default settings, you must first resolve an incident before you can close it. After an
incident is closed, you can no longer make any changes to the incident. A closed incident is removed from the Incident
monitoring task, but all information remains available in the system
for auditing, investigation, and analysis.
You need the Forcibly close
unresolved incidents privilege to close unresolved incidents.
In the Allowed users list, add the users and user groups that
are allowed to set incidents to this state.
If you leave this list empty, all users can set incidents to this state.
Under Accepted incoming states, select one of the following
options:
Any state
An incident in any state can transition to this state, except from Closed.
Specific state
From the list of existing states, select the ones this state can transition from.
IMPORTANT: If you defined custom states, make sure you add them to the
accepted incoming states of at least one other state. Otherwise, when an incident
transitions to your custom state, it will not be able to transition out to another
state.
Click Save.
Example
Watch this video to learn more. Click the
Captions icon (CC) to turn on video
captions in one of the available languages. If using Internet Explorer, the video might
not display. To fix this, open the Compatibility View Settings
and clear Display intranet sites in Compatibility View.
NOTE:Although we do our best to keep our videos current, the
information presented in this video might become outdated with each new release. If you
find anything wrong with this video, feel free to contact
us