Manually create an SRM incident

task brazil Updated Sep 10, 2026 3 min read sr-create-incident.md
Raw file servicenow.com

Create an incident if you think an issue poses a serious risk and should be taken care of as soon as possible.

Before you begin

Role required: srm_manager, srm_responder, or srm_admin

About this task

Procedure

  1. Navigate to Workspaces > Service Operations Workspace.

    You're taken to your SRM Home page.

    Note: If you use other Service Operations Workspace (SOW) applications, you may see the SOW Home page instead of the SRM Home page. The SOW Home page includes SRM alerts and incidents in its metrics.

  2. From the primary navigation, select Reliability tasks ([Omitted image "icon-sr-reliability-tasks.png"] Alt text: Reliability tasks icon).

  3. Select the Incidents tab.

  4. Select New.

  5. Fill in the fields on the Create New Incident form, as appropriate.

    Only the Short Description field is required.

Field

Description

Short Description

Add brief description of the incident.

Description

Add detailed description of the incident.

Number

Identifier assigned to the incident.

Impact

Select is a measure of the effect of the incident. Impact affects Priority. Choices are:

  • 1 - High
  • 2 - Medium
  • 3 - Low

Assignment group

Select a team to work on the incident by typing or searching.

Priority

Automatically set based on Impact and Urgency. It identifies how quickly the incident should be addressed. See Priority Data lookup rules table below.

Values are:

  • 3 - Moderate
  • 4 - Low
  • 5 - Planning

Category

Select a category for the incident. Choices are:- --None--

  • Inquiry/Help (default)
  • Software
  • Hardware
  • Network
  • Database

Urgency

Select a measure of how long the resolution can be delayed until an incident has a significant business impact. Urgency affects Priority.

Service

Select a service associated with the incident.

Severity

Select a severity to associate with the incident by typing or searching. Choices are: - 1 - High

  • 2 - Medium
  • 3 - Low

Configuration item

Select a asset to associate with the incident by typing or searching.

Assigned to

Assign team member to work on the incident by typing or searching.

State

Choose a state for the incident. Choices are:- New (default)

Watchlist

Select individuals to watch the incident by typing or searching.

Resolution code

Select a resolution code when you have one. Choices are:- None (default)

  • Duplicate
  • Known error
  • No resolution provided
  • Resolved by caller
  • Resolved by change
  • Resolved by problem
  • Resolved by request
  • Solution provided

Resolution notes

Enter any relevant resolution information.

**Note:** Priority is calculated according to the following sample data lookup rules:
|Impact|Urgency|Priority|
|------|-------|--------|
|1 - High|1 - High|1 - Critical|
|1 - High|2 - Medium|2 - High|
|1 - High|3 - Low|3 - Moderate|
|2 - Medium|1 - High|2 - High|
|2 - Medium|2 - Medium|3 - Moderate|
|2 - Medium|3 - Low|4 - Low|
|3 - Low|1 - High|3 - Moderate|
|3 - Low|2 - Medium|4 - Low|
|3 - Low|3 - Low|5 - Planning|
  1. Select Save.

    The incident is created and the new incident form displayed.

  2. Add an attachment related to the incident in the Actions panel using the Attachments icon [Omitted image "icon-sr-attachment.png"] Alt text: Attachments icon.

  3. Create an incident template using the Template icon [Omitted image "icon-sr-template.png"] Alt text: Template icon.

  4. Start or join a Zoom meeting, Microsoft Teams, or Slack channel in the Collaboration panel..

  5. Select Save.

    The incident appears with comments, work notes, and incident activity captured in the Activity stream. For more information on incident fields, see SRM incidents.

Parent Topic:Working with incidents in SRM

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