Configure the general properties of the case

  1. In the Name box, enter Incident Case as the name.
  2. On the Category list, select Incident Management.

    The category is used to group artifacts together and secure access to groups of artifacts rather than individually.

  3. On the Work type list, select Incident.
    The case variables are added automatically to the process aligned with the work type.
  4. Specify the steps to take when the case completes.
    1. On the Completion process list, select Close Work Orders.

      This process was defined in the initial setup. See Create a completion process called Close Work Orders.

    2. Select Terminate for Associated jobs to terminate any associated jobs that are active at the time of case completion.
    Active

    Next, define SLAs for the case. Continue to Set the duration or expected finish time of the case.