xMatters Incident Management lets you review, work, and initiate incidents from a simple, intuitive command center. Whatever your role in the incident response process, you can use the console to track the progress of an incident, collaborate with resolvers, and make relevant updates. With the xMatters mobile app, you can also manage incidents when you're on the go!
Manage incidents from the xMatters mobile app
- View incidents
- Filter the Incidents list
- Initiate an incident
- View and update incident details
From the app menu, tap Incidents.
The Incidents screen displays a list of the incidents in your system that you have permission to view:
You can view the following information for each incident:
|Incident ID||The incident's identifier in xMatters or an external system.|
|Date and time||When the incident was initiated in xMatters.|
|Summary & Description||
Contextual information about the issue impacting the service or system.
|Owner||The user currently in charge of the incident.|
The impact on the service or system and the level of response that's required:
The state of the incident resolution process:
If there are no incidents to display, you either don't have permission to view any of the incidents currently in your system, or the filters you've applied to the list didn't return any results:
The top of the Incidents list indicates which filters you've applied:
To apply filters or edit their values, tap the filter icon at the top of the screen:
To filter by status or severity, select the status and severity values of the incidents you want to see, then tap Apply Filters. You can select multiple values for each filter.
For example, incidents Open or In Progress that are High or Critical severity:
To filter for the incidents you're the owner of, tap the Me (username) filter, then tap Apply Filters:
To remove filters from the Incidents list, do one or more of the following:
- To clear all filter values, tap Reset at the top of the Filters screen.
- Tap any selected values for the Status or Severity filters to deselect them.
- To view incidents with any owner, tap All.
Tap Apply Filters to update the Incidents list.
When you initiate an incident in xMatters, you provide details about the incident and identify who you want to engage to resolve it. This starts the xMatters Incident Management workflow, which notifies resolvers to engage and builds out the Incident Console with the details you provided.
For the initial release of Incident Management to our mobile platform, you're only able to initiate incidents using the default xMatters Incident Management workflow, not custom Incident Resolution workflows.
To initiate an incident:
- On the Incidents screen, tap Initiate.
- On the Initiate Incident screen, provide details about the incident, including a high-level Summary, a concise Description, and an estimate of its current Severity.
- This information is included in the message sent to the targeted resolvers and is used to populate the incidents details in xMatters.
- In the Resolvers section, add the people or groups you'd like to target to engage in resolving the incident.
- If you target a group, only the first on-call resource that responds is added to the incident as a resolver.
- Tap Submit.
You're automatically redirected to the Incident Console once your incident is initiated in xMatters. Alternatively, you can tap View Incidents to return to the Incidents screen while the incident is initiated. Once it appears in the Incidents list, tap the incident to open the Incident Console.
On the Incidents list, tap an incident to open the Incident Console.
The Incident Console is your heads-up display for working an incident. You can find and update incident details, gather your resolution team, and connect to chats or conference bridges associated with the incident.
The incident summary appears as the title of the incident. The summary is usually short and includes key information to help categorize the incident. As the incident progresses, you can update the summary to clarify details about the incident or provide further contextual information as it becomes available.
To update the incident summary, tap the field to edit its value, then tap Done.
The incident status indicates the state of the incident resolution process. Incidents default to an 'Open' status when they are initiated in xMatters. When someone starts working the incident, they can set its status to 'In Progress' to indicate they're engaged in resolving the issue. They can then move the incident through the remaining resolution states as the incident's lifecycle progresses.
To update the status of an incident, tap the status field and select a new value, then tap Done.
The severity of an incident indicates the impact on the service or system and the level of response that's required. Your organization may establish different criteria to classify the severity of an incident and how this field is updated as an incident progresses.
To update the severity of an incident, tap the Severity field and select a new value, then tap Done.
Impact duration is the length of time the incident impacted the business. By default, the impact duration starts when the incident is initiated in xMatters and ends when the incident is moved to the 'Mitigated' status (or the 'Resolved' status, if you bypass 'Mitigated').
You can't currently update the incident's impact duration from the mobile app.
The Created field displays the date and time the incident was initiated in xMatters.
The Resolvers field displays the users, groups, and dynamic teams engaged in the incident resolution process. You can add additional resolvers to an incident from the mobile app.
To add new resolvers to the incident:
- Tap the Resolvers field.
- The incident's current resolvers are displayed at the top of the screen and checked off in the People and Groups contact lists.
- Clear the resolvers that are already part of the incident.
- If you don't remove them, they're added to the incident again.
- Select the new resolvers you want to add.
- Tap Done.
The incident description provides contextual information about the issue impacting the system or service. The initial value for this field is provided by the person or workflow that initiates the incident in xMatters. This information helps you triage the incident, understand which services or systems are affected, and identify who you need to engage to resolve the issue.
To edit the incident description:
- Tap an incident description to edit its value.
- The description can be up to 2000 characters long.
- To save your changes, tap Done.
The Collaboration field indicates the number of chats or conference bridges associated with the incident.
Tap Collaboration to view more details, join a collaboration channel, or share its details with someone else.
To join a chat channel:
Tap the name of the channel to open it in the chat app. This requires you have the associated app installed on your mobile device.
To join an xMatters conference bridge:
Tap the conference bridge to display options for dialing either the toll or toll-free number:
To share collaboration details:
Tap the share icon to share details of a collaboration channel with someone else using your device's sharing capabilities:
The Roles section displays who is responsible for the different roles in the incident resolution process:
- Owner: The user currently in charge of the incident.
- Reporter: The user who initiated the incident or whose credentials were used to authenticate the workflow that initiated the incident.
You can't currently edit the users assigned to an incident's roles from the mobile app.