Create an incident in Service Operations Workspace

task brazil Updated Sep 10, 2026 3 min read create-incident-sow.md
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Track the investigation, possible solutions, and resolution of a problem for a customer.

Before you begin

Role required: itil or admin

Procedure

  1. Perform one of the following actions to start creating an incident.

Option

Description

From the List menu

  1. From the primary navigation, click the list icon ([Omitted image "lists_icon.png"] Alt text: List icon).
  2. Select the add icon ([Omitted image "add-icon.png"] Alt text: add icon) next to the List tab.
  3. Select New Incident.

From an incident list

  1. Navigate to a list of incidents.

Note: Following lists are available for incidents:

-   Assigned to me
-   Unassigned
-   Open
-   Resolved
-   All
  1. Select New.

From an interaction

  1. Open an interaction.
  2. From the record page, select Create incident.
2. On the form, fill the fields in the **Details** tab.

Field

Description

Incident

Short description

Brief description of the incident.

Description

Detailed explanation of the incident.

Number

Auto-generated unique number to identify the incident record.

Caller

User who contacted you with an issue. Begin typing the first name of the caller to select from a list of matching names, or look up and select the user.

Location

Location of the caller.

Channel

Mode of communication taken by the user to create the incident.

State

Different states through which the incident proceeds during its life cycle.

Impact

The effect of an incident, problem, or change on the business processes.

Urgency

How long the resolution can be delayed until an incident, problem, or change has a significant business impact.

Priority

How quickly the service desk should address the task. Priority is based on impact and urgency.

Impact

Service

Business service that is affected.

Configuration item

Configuration item that is affected.

Service Offering

Consists of one or more service commitments that uniquely define the level of service in terms of availability, scope, pricing, and packaging options. Service offering enables you to receive different features and their levels of performance for a given service.

Business impact

Impact of the incident.

Assignment

Assignment group

Group to work on this incident. If you do not provide a value, the incident is automatically assigned based on assignment rules.

Assigned to

The user to work on this incident. Note: If the Assignment group changes, the Assigned to field is cleared.

Notes

Additional comments (Customer visible)

More information about the issue as needed. All users who can view incidents can also see additional comments.

Work notes

Information about how to resolve the incident or steps taken to resolve it, if applicable.

Related Records

Parent Incident

Associated parent incident that makes the current incident a child incident. Note: When the parent incident is resolved, the child incident is also marked as resolved.

Problem

Any related problem record.

Change Request

Any related change request.

Caused by Change

Associated change request that prompted the creation of the incident.

3. Select **Save**.

Parent Topic:Incident Management in Service Operations Workspace

Related topics

View and update incident information on the Overview tab

Viewing incident record information using the Contextual side panel

Work on an incident list page in Service Operations Workspace

Work on an incident record in Service Operations Workspace

Remedial actions using Playbook

Close resolved incident

Reopen an incident in Service Operations Workspace

Incident Management in Service Operations Workspace reference

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