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Customize Incidents

Customize incident types, fields, and layouts to better align Case Manager with your existing or other internal ticketing systems.

Depending on your organization and your industry, consider customizing incidents to tailor Case Manager to your needs. For example, a hospital Security Operations Center (SOC) may create a HIPAA field to review the percentage of historical incidents in which HIPAA data was breached, or view all active incidents that contain HIPAA data.

Start by creating an incident type. Then, create custom fields for that type and organize them into a layout that works best for you. For each incident type, create phases and tasks to standardize your team's response to that type of incident and enforce them to take certain steps.Create an Incident TypeCreate a Custom Incident FieldCustomize the Layout of an Incident TypeCreate a Task for a Phase or Incident Type

If you don't want to start from scratch, you can also edit out-of-the-box incident types, fields, phases, and tasks to better suit your needs.