Incident Management features copy

Incident Management features

In Critical Event Management after Message Templates, you would have Incidents, this is useful to send the Incidents happening at the area where the member is living.

And you can see the Incidents graph on the Dashboard.

Overview

step by step process on” how to understand about form fields” in Zsuite, Quick and Easy with this video

Form-fields

These are the fields that are already created.

View a form field: Click on the Field Name to view it.

Here you will see the details like Field Name and Field type.

Editing a field: Click on the Edit button to edit field name and field type.

Field name: Field name can be changed.

Field Type: This can also be changed.

Click on Actions -> Edit

Deleting a Field: Click in Actions for copying or deleting a Field.

Click on Actions -> Delete

Creating a Field:

To create a new field, click on Create Field in the right corner.

Here you have to add field details like Field Name and Field Type.

Templates

Here is how Templates page look like

Creating a Template:

To send a message you have to create a Template. Here you can know how to create a Template. Click on the create template button.

You will be taken to a page to give some details to create a message template. Firstly, you have to fill some Incident details like Incident name and Incident Category.

Phase details and Operator form: These are the Phase details and operator form. There are two phases like single and multiphase. Operator form is where you can drag and drop the fields you have already created in form fields

The above are the Phase details and operator form. There are two phases like single and multiphase. Operator form is where you can drag and drop the fields you have already created in form fields.

Message: Here you have to give the message you wanted to make a Template.

If you click on Include a separate message for Email notifications, there opens an Email box so that you can give your message there.

Speech: This is the voice message you wanted to make a Template. There are Text to Speech, use a voice recording and None.

Text to Speech: This converts your given message to Speech.

Use a voice recording: Here you can select an audio clip or record an audio to send a message.

If you select None, no audio will be sent.

Select contacts: Here you have options to select contacts; like you can select Individual contacts, select from groups, select from zones i.e., based on locations and also Staff scheduling.

Individuals: Click on “Individuals” tab to select the contacts you want by giving their name.

Groups: This is used to send messages to Groups that are already created. Click on “Groups” tab so that it will display all the groups present in the Organisation. Select the preferred group.

Zones: This is used to select the zone i.e specific place, so that the message reaches the Users present in that area.

Staff Scheduling

Here you have to select from a calendar where the schedules of the staff are present.

Settings: Here are some of the settings you can do for the Template. These are some of the mandatory fields.

Select Email Format: Here you can find some formats available for the Email, you can select from them.

Sender Email Address: Give the email address of the sender here.

Sender Caller ID: Give caller id here.

Delivery Order: Here you can see the options for Delivery order that are already given by the management. Select from them.

Delivery Method: Here are 4 delivery methods like SMS devices, Email Address, Mobile Phone and Landline.

Broadcast Duration: Select the options for the duration of the message broadcast.

Contact cycles: You can select contact cycles here. There are up to 20 cycles available.

Interval between Delivery Method: There is an interval from 5 min to 55 min.

Language: English (USA), English (U.K), Hindi are available. Select your preferred language.

Viewing a Template: Click on the view button to view a Template. Below are the Template details.

Below are the Template details.

Incident Template Details: Here you can view the details like Template Name, Template type, created on, updated on, Created by and Category.

Target Recipients: This gives us the details of the recipients like Contact name, Delivery methods like Email, SMS etc, Record type like Employee, Manager etc, External Id is employee code, created by is the person who created and created date is the date when it is created.

Message Preview: This part of the details shows you the preview of the message that is sent.

Broadcast settings: The details you can see here are sender email id, sender caller Id, Delivery order type, Delivery methods, Broadcast duration, Interval between delivery methods and the language in which message is sent.

Editing a Template:

You can Edit a Template by clicking on the edit button.

You will find the same options like in the Creating a Template. Same process as that.

Deleting a Template:

Click on Actions -> Delete.

You can also copy the Template.

Form Fields:

While launching a notification, we need to fill the form fields which were selected.

Launching a Template:

By clicking on Actions on the main screen. Actions – > Launch Now

On the new window opened, review the details and select the required Time zone from the dropdown and then click on Launch Button present on the bottom.

The user will be redirected to the “Form Field details” page.

The user can edit the details and click on the “Save” button.

Delete Form Field

Click on “Form Field Name” or the “Actions” dropdown and click “Delete”.

Scenarios

Scenarios is the option where we can create a new notification format and save them for the further use. We can create N number of notifications samples for every scenario.

Creating a Scenario:

Scenario is a combination of Templates. Here we will add different Templates and make them a Scenario. Click on Create Scenario to create it.

To start with creating a Scenario you have to fill some details like Scenario details, select Templates.

Scenario details: You should give Scenario Title, Scenario Description. These are the mandatory (*) details to be filled.

Select Templates:

Viewing a Scenario:

Click on Name of the Scenario to view it. Here are the Details you find there like Template Details, Incident Template Details.

Incident Template details: Here you can see scenario template name, scenario description, created on, updated on, created by.

Incident Template: Here you will have a look on the templates combined to form this particular scenario.

You can see the particular details of each Template like, Target Recipients, Message Preview, Broadcast Settings, Form fields.

Editing a Scenario:

Click on edit to edit a Scenario, all the options you have seen while creating a scenario can be seen. Edit as per your requirement.

Deleting a Scenario:

Click on Actions -> delete. Same like previous deletions.

Incidents

Here you can see the Incidents that are already created.

Viewing an Incident:

Click on view for Viewing details of an Incident.

Closing an Incident:

Report of an Incident:

This shows the total report of the Incident. You will see Incident analysis report, Delivery paths and Recipients.

Report is segmented in to multiple blocks or sections. Every block show the respective details. Such as, in the below block it shows details related to incident creation and launching date and time.

In this block, it shows the details related to delivery paths and delivery status in a pictorial representation.

In this block, it shows the details related to recipients used for notification and their respective delivery method, sent time and confirmed time.

History:

Here you will find all the previous Incidents.

Every detail you see in the Incident will be seen here also.

Analytics

All the Incident Analytics will be seen here. You can search with dates to know the analytics.

The above one shows the number of Incidents launched, Incidents per status i.e active and history.

The above are the details about Incident services and Incidents per Category. Incident services says about SMS, Email, Voice call numbers in the form of a chart and Incidents per category are categories given to the Incidents before.

Incidents opened by Date and status: This graph gives you the Incidents by date and status i.e., active and inactive.