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Create a new incident  in the web app

1

Step 1

Select Create Incident. This can be found:

  • in the upper-right corner of the Dashboard.

  • in the upper-right corner of the Incidents section.

  • in the lower-left corner of the app.

2

Step 2

Fill in the desired fields on the new incident form.

Most of the fields in the new incident form can be customized and new fields can be added. 

The default new incident form includes:

FieldContent
TitleTitle of the incident. This will be used to create the channel name along with today’s date.
SummaryA summary of the incident.
SeverityDefaults: Severity level from SEV3 to SEV0
TypeThe type of incident. Defaults: Cloud, Security, Customer facing, Default.
Mark as PrivateSelect users can create a Private Incident by checking the “Mark as Private” checkbox.
  • Required fields are marked with a *.
  • Leave the title blank to generate a random incident title using the Automatic Incident Title Generator.
  • Account owners, admins, and users with Private Incident access can create or access Private Incidents.
  • We recommend creating private incidents if the incident impacts any security or privacy-related services.
3

Step 3

Click Create Incident. 

The new incident will open automatically.

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Customize the New Incident form in the Web app

The form’s structure and contents can be edited from the Rootly dashboard under Configuration > Forms.

1

Step 1

In Forms under Default Forms, select Configure under New Incident.

Select the Web tab.

To replicate the fields in the Slack form, click Copy fields from Slack form.

The current form structure is on the left, and a preview of the new form is on the right.

2

Step 2

Arrange the fields.

  • Drag the six dots icon to reorder a field.
  • Select the pencil icon to edit a field.
  • Select the minus icon to remove a field from this form.
  • Select Add Fields to add a new field.

Changes to the form will be saved automatically.