Incident Workflow – Review and Sign Off
Signoffs can be attached to any phase within the incident workflow including incident details, review, Investigation, Resolution and close. One or more signoff authorities can be selected. Multiple signoffs are possible. Upon submission for signoff, signoff authority will have the ability to review and edit the respective phase and approve or decline the phase within the workflow.
When signoff is enabled within an object, following fields will be enabled at the bottom of the screen.
Field | Type | Description |
|---|---|---|
Signoff Authority | Multiselect Dropdown | Staff dropdown. Selecting a user will make the selected user a signoff authority for the selected phase. Selecting multiple staff is possible. Selecting multiple users will require all selected users to approve the phase in order for the phase to be signed off. The signoff will be directed to users according to the order that the users are selected in the list. Eg: if users selected in the list is John Smith, Ann Brown; 1st signoff notification will go to John Smith. Once he Approves the phase the notification will go to Ann Brown to signoff the phase. If John Smith rejects the phase, the incident will go back to the previous state and assign to the person who initiated signoff. |
Comment | Multiline Text | Textbox that will allow users to add a comment. The comment will be retained for later reference. |
To initiate a signoff:
STEP 1: Select the Signoff authority, enter a comment if required.
STEP 2: Click Submit for signoff.
When signoff is initiated an e-mail will be sent to the 1st user in the signoff authority list and he/she will be able to view/ access the incident via My Approvals within My quick update.
To Signoff a phase:
STEP 1: Select the incident from Quick update > My approvals or from the incident register.
STEP 2: Edit any information within the corresponding phase and view other phases in a read only mode.
STEP 3: Enter any comment and click Approve or Decline buttons within the signoff section.
Once approved or declined, the relevant users will be notified via e-mail if configured by the system administrator.
A grid will be available at the bottom of the signoff section to display the users, comments and signoff statuses.
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