Daily operations
Record and follow an incident
Keep the facts and follow-up for a complaint or operational incident.
The tour highlights tools and explains them. You enter data and confirm any operation yourself after closing the tour.
Before you begin
Identify the relevant branch, member when applicable, and responsible colleague.
How to do it
Describe what happened
Enter a clear title, incident type, occurrence time and factual description. Separate observed facts from assumptions.
Review severity and responsibility
Select the appropriate severity and responsible colleague. Include only information needed to handle the case.
Follow and close the case
Review the incident list, update status through available actions and record the resolution before closing.
Check the result
The incident can be located and its status reflects the actual follow-up.
Useful guidance
Avoid unnecessary personal details in free-text descriptions.