Create a Post-Incident Report

The Post-Incident Report builder is available to Advanced plan customers and lets you create a Post-Incident Report to document the incident postmortem process. This allows users to share key information and understanding about why an incident occurred, how resolvers responded, and what preventive actions can be taken to ensure it doesn't happen again. Once a Post-Incident Report is created, you can update its status or export it to be shared with other colleagues or stakeholders.

Create a Post-Incident Report

Reports can be created once an incident is in the Resolved status. The incident commander or company supervisor can generate the report in the Incident Console.

To generate a Post-Incident Report:

  1. On the Incidents screen, click the Summary of the incident.
  2. In the top right corner of the Incident Console, click Create Post-Incident Report.
    • Once a Post-Incident report is created, the button changes to View Post-Incident Report.
  3. At the top of the report, you can edit the title, see when it was created, and when and who last updated it:

  4. Complete the report sections:

Update the report status

The Post-Incident Report owner can change the report status to let resolvers and contributors know how it's progressing (for example, if further edits are required or if it can be distributed to stakeholders). To update the report status, click the Status drop-down at the top of the report and select one of the following from the menu:

  • Draft: The report is currently being worked on.
  • Ready for Review: The draft is complete and ready to be reviewed.
  • Reviewed: The report has been reviewed. If a report has this status, only users with appropriate permissions can make changes to the Review section; the Actions tab can still be updated by users with access to the report.
  • Closed: The report is complete and ready to be distributed. Once a report has been closed, no users can make changes to the Review section; the Actions tab can still be updated by users with access to the report.

Post-Incident Report sections

The Post-Incident report is split into the following sections:

Report permissions

Only incident commanders or company supervisors can create a Post-Incident Report or edit report owners. However, once a report is created, the report owner can be changed to any xMatters user by the current report owner, their supervisor, or a company supervisor. Any authenticated xMatters user can edit or view the report.

To change the Post-Incident Report owner:

  1. Under the Roles section, click Edit.
  2. Type the name of the xMatters user to find and select them from the list.
  3. Click Update.

Export

If you need to share the Post-Incident Report with others outside of xMatters or convert it to an editable document, you can export it as a DOCX or PDF file.

To export the Post-Incident Report:

  1. At the top of the Post-Incident Report, click Export:

  2. Select one of the following from the drop-down menu:
    • Export as DOCX to generate the report and begin downloading automatically.
    • Print to PDF to select a PDF printer from your browser’s device list; for some browsers, you will need a PDF processor. (For example, Adobe PDF or Microsoft XPS Document Writer.)

Once the file has downloaded, you can open it to make changes or convert it to another file type.

The timestamps in the exported Post-Incident Report match the local time zone of the user who exported it.