Adding a new incident

  1. Open the Incident form and tap +.
  2. Specify this information about the incident:
    Priority Code
    Select the level of priority for the incident, or accept the default level.
    Status
    Select the status for the new incident, or accept the default status of Open.
    Description
    Specify a description of the incident.
    Note
    Specify any additional notes about the incident.
  3. Tap the Magnifier to search for a customer and load the data in the appropriate fields.
  4. Search for a unit or item, or specify this unit information:
    Unit

    Optionally, select a unit that is related to the incident.

    Note: You can click a unit to view the complete details of the unit in the form of Unit Configuration, and Lists that include the associated incidents, service history, contracts, owner history, and notes.
    Item
    If you selected a unit, an item is displayed by default based on the unit. Otherwise, select an item. A description of the item is displayed.
  5. Optionally, specify this information related to the reason for the incident:
    General Reason
    Select the general reason for the incident. Reason codes are maintained on the Service Reasons back office form.
    Specific
    Select the specific reason for the incident.
    Note
    Specify any notes for the reason.
  6. Tap Done.