My Incidents Dashboard

The My Incidents dashboard displays notifications when an incident requires attention or action for the incidents that you are involved in. The action you need to take will depend on the status of the incident and your involvement. Notifications are generated for the following actions:

  • Assign an Incident Owner.
  • Investigate the incident.
  • Approve an action plan.
  • Complete an action.
  • Close the incident.

Who receives the My Incidents dashboard notifications?

  • Improvement Portfolio Manager
  • Custom Closing Owner
  • Incident Owner
  • Note: Incident Owners will receive a view only notification for incidents they own that have in progress actions that are due or overdue. This makes it easier for them to follow up on the actions they are ultimately responsible for. This notification is triggered for the Incident Owner of an incident that has actions due between today's date and the next X number of days (configurable via the Admin > Improvements > Other Configurations > Default action due threshold in days (Default: 30) setting). This notification is not removed until all actions have been completed.

  • Action Owner
  • Incident Reporter
  • Incident Editor
  • Incident Viewer

Access the My Incidents dashboard

Go to My Dashboard > My Incidents. The following details are displayed as described in the table below.

Column Description
Priority Priority assigned to the incident.
Incident Link to the incident details page.
Portfolio Portfolio name for the incident.
Description Description of the notification type/action required from the user.
Involvement

Type of involvement in the incident:

  • Reporter
  • Portfolio Manager
  • Owner
  • Action Owner
  • Stakeholder
Due Date Date by which the required actions must be completed to prevent the incident from becoming overdue.
Action

Action required for the notification. To clear the notifications, select from the following options:

  • View, Seen It: Notification of actions that have been performed by someone else.

  • Assign, Investigate, Create Action Plan, Approve Action Plan, Action, Review: Opens the incident page where you can complete the task.

  • Mark All As Seen: Marks all items on the page as seen unless an alternate action is required, for example, you must approve the item. Click Show More prior to using this option, if you want to mark all outstanding items as seen.