Add security incident to shift handover report
Chat with an AI agent in the ServiceNow Otto panel to add a security incident details to a shift handover report.
Before you begin
Role required: sn_si.analyst
About this task
Important: This agentic workflow is turned on by default. For more information, see AI agents, skills, and agentic workflows on by default.
Procedure
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Navigate to All > Security Incident > Security Incident Response Workspace.
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Open the security incident that you want to add to a shift handover report using the AI agent.
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Select the ServiceNow Otto icon ([Omitted image "icon-ai-sparkle.png"] Alt text: AI Sparkle icon.) icon.
The Generate SIR Shift Handover Report agentic workflow is on-demand. You can enter a query in natural language to add a security incident to a shift handover report.
-
On the ServiceNow Otto panel, ask the agent to add a security incident to a shift handover report
Add this security incident to shift handover, orAdd this incident to shift handover: SIR0012345and press the Enter key.The panel triggers the "Add Security Incident for Shift Handover" workflow. This workflow fetches details of the security incident.
The AI agent finds the in-progress shift handover record that the analyst has access to and adds the security incident details to it. If there are multiple in-progress shift handover records to which the analyst has access, the AI agent lists the top five shift handover records for the analyst to select.
If there are no shift handover records in the "progress" state and assigned to the user’s group, or there are no shift handover records, then a notification message is displayed stating that there are no active shift handover records for the user.
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Provide the shift handover record number and press the Enter key.
The AI agent validates the shift handover record to identify if the record is valid and in progress, the logged in analyst has access to the shift handover record. On a successful validation, the AI agent generates the content for the shift handover record and provides it for approval.
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Enter positive responses such as
looks good,approved, orOkif you agree to the content.The AI agent saves the approved content to the relevant section of the shift handover report.
For each section of the shift handover report, the AI agent provides the content and requests feedback from the analyst. If required, you can skip to update any section.
[Omitted image "NA-shift-handover.png"] Alt text: Content added to shift handover report.
Result
The AI agent displays the summary of all the updated and skipped sections.
[Omitted image "shifthandover-report-update.png"] Alt text: Shift handover workflow result
Parent Topic:Generate SIR Shift Handover Report
---
title: Add security incident to shift handover report
description: Chat with an AI agent in the ServiceNow Otto panel to add a security incident details to a shift handover report.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/security-management/security-incident-response/add-incident-shift-handover.html
release: australia
product: Security Incident Response
classification: security-incident-response
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Generate SIR Shift Handover Report, Use agentic workflows, Use, Security Incident Response Workspace, Security Incident Response, Enterprise security case management applications, Security Operations]
---
# Add security incident to shift handover report
Chat with an AI agent in the ServiceNow Otto panel to add a security incident details to a shift handover report.
## Before you begin
Role required: sn\_si.analyst
## About this task
**Important:** This agentic workflow is turned on by default. For more information, see [AI agents, skills, and agentic workflows on by default](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/intelligent-experiences/now-assist-skills-on-by-default.md).
## Procedure
1. Navigate to **All** > **Security Incident** > **Security Incident Response Workspace**.
2. Open the security incident that you want to add to a shift handover report using the AI agent.
3. Select the ServiceNow Otto icon \(\[Omitted image "icon-ai-sparkle.png"\] Alt text: AI Sparkle icon.\) icon.
The Generate SIR Shift Handover Report agentic workflow is on-demand. You can enter a query in natural language to add a security incident to a shift handover report.
4. On the ServiceNow Otto panel, ask the agent to add a security incident to a shift handover report `Add this security incident to shift handover`, or `Add this incident to shift handover: SIR0012345` and press the Enter key.
The panel triggers the "Add Security Incident for Shift Handover" workflow. This workflow fetches details of the security incident.
The AI agent finds the in-progress shift handover record that the analyst has access to and adds the security incident details to it. If there are multiple in-progress shift handover records to which the analyst has access, the AI agent lists the top five shift handover records for the analyst to select.
If there are no shift handover records in the "progress" state and assigned to the user’s group, or there are no shift handover records, then a notification message is displayed stating that there are no active shift handover records for the user.
5. Provide the shift handover record number and press the Enter key.
The AI agent validates the shift handover record to identify if the record is valid and in progress, the logged in analyst has access to the shift handover record. On a successful validation, the AI agent generates the content for the shift handover record and provides it for approval.
6. Enter positive responses such as `looks good`, `approved`, or `Ok` if you agree to the content.
The AI agent saves the approved content to the relevant section of the shift handover report.
For each section of the shift handover report, the AI agent provides the content and requests feedback from the analyst. If required, you can skip to update any section.
\[Omitted image "NA-shift-handover.png"\] Alt text: Content added to shift handover report.
## Result
The AI agent displays the summary of all the updated and skipped sections.
\[Omitted image "shifthandover-report-update.png"\] Alt text: Shift handover workflow result
**Parent Topic:**[Generate SIR Shift Handover Report](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/security-management/security-incident-response/add-incidents-shifthandover-ai-agent.md)
| title | Add security incident to shift handover report |
| description | Chat with an AI agent in the ServiceNow Otto panel to add a security incident details to a shift handover report. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/security-management/security-incident-response/add-incident-shift-handover.html |
| release | australia |
| product | Security Incident Response |
| classification | security-incident-response |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | Generate SIR Shift Handover ReportUse agentic workflowsUseSecurity Incident Response WorkspaceSecurity Incident ResponseEnterprise security case management applicationsSecurity Operations |