Words and Phrases
Create an incident task
Applies to User Roles:
Incident Coordinator
After an incident is created, you can create the tasks for categorizing, investigating, resolving, and reviewing the incident.
To create an incident task:
- Select an incident that is not closed.
- Click the Link New Task button in the Tasks tab of this incident.
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Select a category for the new task.
Service Manager opens a task information form.
- Complete the form with all required information.
- Click Save or Save & Exit.
Note You can add parts and labor costs tracking to an incident, problem, change, or request or to any associated task of a record. To do this, navigate to the Cost tab, specify the currency, and then specify the date, part number, and quantity for any parts used. Alternatively, specify the date, technician name (used to derive the rate from the operator record), and hours worked for any labor. Service Manager will automatically calculate and roll up costs from any sub tasks into the Total cost field on the Costs tab.