{"id":22980,"date":"2020-05-13T16:46:43","date_gmt":"2020-05-13T16:46:43","guid":{"rendered":"https:\/\/www.process.st\/templates\/itil-incident-management-process-template\/"},"modified":"2024-05-14T12:03:34","modified_gmt":"2024-05-14T12:03:34","slug":"itil-incident-management-process-template","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/itil-incident-management-process-template\/","title":{"rendered":"ITIL Incident Management Process Template"},"content":{"rendered":"\n<section id=\"introduction\">\n <h2>Introduction:<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/35012865-e611-45d7-89d8-901f48ed92b2\/ru34L1jCH0wNgvvTE6FNKA.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/35012865-e611-45d7-89d8-901f48ed92b2\/ru34L1jCH0wNgvvTE6FNKA.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p>Incident management is <strong>one of the most crucial aspects of ITIL.<\/strong><\/p>\n  <p>When a service is disrupted or fails to deliver the promised performance during normal service hours, it is <strong>essential to restore the service to normal operation as quickly as possible.<\/strong><\/p>\n  <p>Thankfully, there is a <strong>clear, optimized process to handle service disruptions<\/strong> that enable IT teams to communicate effectively and resolve almost any incident without unnecessary delays.<\/p>\n  <p>In this <a href=\"https:\/\/www.process.st\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street<\/a> checklist, we have <strong>adapted the standard process flow to fit our super-powered checklists<\/strong> format.<\/p>\n  <p>What this means is you can complete and review the entire process in real-time, approve tasks as needs be, store and link to important data such as incident tickets, and<strong> focus only on what needs to be done in your specific situation<\/strong> thanks to our <a href=\"https:\/\/www.process.st\/help\/docs\/conditional-logic\/\" rel=\"nofollow noopener\" target=\"_blank\">conditional logic<\/a> feature which will customize the checklist depending on the severity of the incident.<\/p>\n  <p>Its the simplest, most effective way to resolve incidents and maintain data integrity.<\/p>\n  <p>Let's get started.<\/p>\n  <h5>A little info about Process Street<\/h5>\n  <p>Process Street is&nbsp;<strong>superpowered checklists<\/strong>. By using our software to document your processes, you are instantly creating an actionable workflow in which tasks can be assigned to team members, automated, and monitored in real-time to ensure they are being executed as intended, each and every time.<\/p>\n  <p>The point is to&nbsp;<strong>minimize human error, increase accountability<\/strong>, and&nbsp;<strong>provide employees with all of the tools and information necessary<\/strong>&nbsp;to complete their tasks as effectively as possible.<\/p>\n  <p>Once they've approved the document, it's then time to do what you do best: Supply great services to paying customers!<\/p>\n <\/div>\n<\/section>\n<section id=\"incident-identification\">\n <h2>Incident identification:<\/h2>\n<\/section>\n<section id=\"enter-basic-details-of-the-incident\">\n <h2>Enter basic details of the incident<\/h2>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> How was the incident identified? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     A user reported an issue\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     A customer reported an issue\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     A supplier reported an issue\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Technical staff noticed a (potential or actual) failure\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Automatically by an event monitoring system\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      6\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Other\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Date &amp; time the incident was reported <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Incident manager - Name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Incident manager - Email address <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"incident-logging\">\n <h2>Incident logging:<\/h2>\n<\/section>\n<section id=\"log-the-incident-as-a-ticket\">\n <h2>Log the incident as a ticket<\/h2>\n <div class=\"text-content\">\n  <p>Ensure the incident has been logged as an <strong>\"Incident Record\" within your ITIL system<\/strong>.<\/p>\n  <p>This way the incident's status can be<strong> tracked<\/strong>, and a <strong>complete historical record<\/strong> maintained.&nbsp;<\/p>\n  <p>The ticket should include information such as the <strong>user's name and contact information, incident description, and the date and time<\/strong> of the incident report<\/p>\n  <p class=\"style-info\">If possible, incidents should be matched to other Incidents, Problems, and Known Errors to keep data well organized.&nbsp;&nbsp;<\/p>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Link to incident ticket <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-incident-has-been-properly-logged\">\n <h2>Approval: Incident has been properly logged<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Log the incident as a ticket<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"categorization--prioritization\">\n <h2>Categorization &amp; prioritization:<\/h2>\n<\/section>\n<section id=\"categorize-the-incident-according-to-your-system\">\n <h2>Categorize the incident according to your system<\/h2>\n <div class=\"text-content\">\n  <p>Categorizing and prioritizing the incident is <strong>critical to determining how the incident will be handled.&nbsp;<\/strong><\/p>\n  <p>Categorization allows the service desk to <strong>efficiently sort incidents<\/strong> based on their categories and subcategories, and can also <strong>trigger automatic prioritization.<\/strong> This is <strong>particularly important if it is a major incident<\/strong> that requires an urgent response.<\/p>\n  <p><strong>Note-down the category of the incident below<\/strong> as well as in your ITIL system.&nbsp;<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Incident category <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"prioritize-the-incident\">\n <h2>Prioritize the incident<\/h2>\n <div class=\"text-content\">\n  <p>Next, prioritize the incident.&nbsp;<\/p>\n  <p>This is determined by <strong>two key factors:<\/strong><\/p>\n  <ol>\n   <li>Incident urgency<\/li>\n   <li>Impact on users<\/li>\n  <\/ol>\n  <p>In short, <strong>urgency is how quickly a resolution is required<\/strong>, and<strong> impact is the extent of the potential damage the incident may cause<\/strong> as long as it stays unresolved.&nbsp;<\/p>\n  <p>Enter the levels of priority in the form fields below.<\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Incident urgency <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     High (H)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Medium (M)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Low (L)\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Incident impact <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     High (H)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Medium (M)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Low (L)\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-content\">\n  <p>Depending on your system, you can <strong>either determine a single level of priority by weighing up both factors or you can use the priority matrix (displayed below).&nbsp;<\/strong><\/p>\n <\/div>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/0b15b64e-980b-4206-826d-8c800e433e71\/hVoxwjB-YJD9rBOSN1tNSQ.png\" alt=\"Prioritize the incident\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/0b15b64e-980b-4206-826d-8c800e433e71\/hVoxwjB-YJD9rBOSN1tNSQ.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n<\/section>\n<section id=\"approval-incident-has-been-categorized-properly\">\n <h2>Approval: Incident has been categorized properly<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Prioritize the incident<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Categorize the incident according to your system<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"initial-diagnosis\">\n <h2>Initial diagnosis:<\/h2>\n<\/section>\n<section id=\"run-through-standard-troubleshooting-questions\">\n <h2>Run through standard troubleshooting questions<\/h2>\n <div class=\"text-content\">\n  <p>Now its time to make an <strong>initial diagnosis<\/strong> of the incident and hopefully resolve the issue without having to seek support escalation and delay the resolution of the incident.&nbsp;<\/p>\n  <p>The first thing to do is <strong>run through standard troubleshooting questions<\/strong> to see if there is a simple, known solution that can be applied.&nbsp;<\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Can the incident be resolved through simple troubleshooting? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"perform-thorough-investigation\">\n <h2>Perform thorough investigation<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/6984d899-1bcb-4950-89c9-ba2975666d34\/nsOZRpQnuppzUO4IDy1HVA.jpg\" alt=\"Perform thorough investigation\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/6984d899-1bcb-4950-89c9-ba2975666d34\/nsOZRpQnuppzUO4IDy1HVA.jpg\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p>So it's been identified that this is not a simple, previously experienced incident.&nbsp;<\/p>\n  <p>Therefore, a thorough investigation needs to be conducted to understand what's going on.<\/p>\n  <p>Once you have completed the investigation, <strong>it will be clear whether or not support escalation is required to resolve the incident.&nbsp;&nbsp;<\/strong><\/p>\n  <p>Use the text field below to enter notes from the investigation<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Notes from investigation <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"develop-initial-hypothesis-for-the-issue\">\n <h2>Develop initial hypothesis for the issue<\/h2>\n <div class=\"text-content\">\n  <p><em>What is causing this incident?<\/em><\/p>\n  <p><em>What needs to be done in order to resolve the incident as soon as possible?<\/em><\/p>\n  <p><strong>Write down the initial hypothesis below.<\/strong><\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Initial hypothesis following investigation <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"determine-if-the-issue-needs-to-be-escalated\">\n <h2>Determine if the issue needs to be escalated<\/h2>\n <div class=\"text-content\">\n  <p>Now,&nbsp;<strong>determine whether or not the incident needs to be escalated<\/strong> to the next tier of support staff. The required support may be <strong>functional, hierarchical, or both.<\/strong>&nbsp;<\/p>\n  <p class=\"style-info\">Most incidents should be resolved by the first tier of support staff and should not make it to the escalation step.&nbsp;<\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Does the incident need to be escalated? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes, functional\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes, hierarchical\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes, functional and hierarchical\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"support-escalation\">\n <h2>Support escalation:<\/h2>\n<\/section>\n<section id=\"escalate-the-issue-functional\">\n <h2>Escalate the issue (functional)<\/h2>\n <div class=\"text-content\">\n  <p><strong>Contact the relevant personnel<\/strong> to receive support as soon as possible.&nbsp;<\/p>\n  <p>A typical example of functional support is sending an<strong> on-site technician or seeking assistance from certified support staff.&nbsp;<\/strong><\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Details of contacted personnel (name, job title, functional purpose etc.) <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"escalate-the-issue-hierarchical\">\n <h2>Escalate the issue (hierarchical)<\/h2>\n <div class=\"text-content\">\n  <p><strong>Contact the relevant personnel&nbsp;<\/strong>needed to receive hierarchical support.&nbsp;<\/p>\n  <p>A typical example of defined escalation levels in terms of hierarchy is:<\/p>\n  <ul>\n   <li>1st level support<\/li>\n   <li>Incident manager<\/li>\n   <li>Manager of data processing center<\/li>\n   <li>CIO<\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Details of contacted personnel (name, job title etc.) <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-incident-has-been-escalated-as-necessary\">\n <h2>Approval: Incident has been escalated as necessary<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Escalate the issue (functional)<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Escalate the issue (hierarchical)<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"investigation-final-diagnosis\">\n <h2>Investigation (final diagnosis):<\/h2>\n<\/section>\n<section id=\"test-the-initial-hypothesis\">\n <h2>Test the initial hypothesis<\/h2>\n <div class=\"text-content\">\n  <p>Test the initial hypothesis to confirm whether or not it is correct.&nbsp;<\/p>\n  <p>Initial hypothesis:<strong> {{form.Initial_hypothesis_following_investigation}}<\/strong><\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Test results <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"determine-final-diagnosis\">\n <h2>Determine final diagnosis<\/h2>\n <div class=\"text-content\">\n  <p><strong>Determine the final diagnosis so that staff can apply a solution<\/strong> whether it be changing software settings, applying a software patch, ordering new hardware, or whatever else may be required to fix the issue.<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Final diagnosis <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"resolution--recovery\">\n <h2>Resolution &amp; recovery:<\/h2>\n<\/section>\n<section id=\"resolve-the-incident\">\n <h2>Resolve the incident<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/9646d02b-0e11-41c0-9d17-a1205fdc36cc\/j2JV0AZsQh2cAelXdgNGTA.jpg\" alt=\"Resolve the incident\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/9646d02b-0e11-41c0-9d17-a1205fdc36cc\/j2JV0AZsQh2cAelXdgNGTA.jpg\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p>At this stage, the <strong>incident should be resolved and the service desk confirms that the user's service has been restored<\/strong> to the required SLA level.&nbsp;<\/p>\n  <p><\/p>\n <\/div>\n<\/section>\n<section id=\"approval-incident-has-been-resolved\">\n <h2>Approval: Incident has been resolved<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Resolve the incident<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"incident-closure\">\n <h2>Incident closure:<\/h2>\n<\/section>\n<section id=\"confirm-classification-details-are-accurate\">\n <h2>Confirm classification details are accurate<\/h2>\n <div class=\"text-content\">\n  <p>Before closing the ticket, its important to make sure that the initial <strong>classification details are accurate for future reference and reporting.&nbsp;<\/strong><\/p>\n  <p class=\"style-danger\"><strong>Maintaining data integrity must not be overlooked<\/strong> once the incident has been resolved. Details still need to be checked to make sure the closed ticket is completely accurate.&nbsp;<\/p>\n <\/div>\n<\/section>\n<section id=\"close-the-ticket\">\n <h2>Close the ticket<\/h2>\n <div class=\"text-content\">\n  <p><strong>Link to incident ticket:<\/strong> {{form.Link_to_incident_ticket}}<\/p>\n  <p>Good work! Now that the incident has been resolved and data integrity has been verified, you can go ahead and close the ticket.&nbsp;<\/p>\n <\/div>\n<\/section>\n<section id=\"sources\">\n <h2>Sources:<\/h2>\n <div class=\"text-content\">\n  <ul>\n   <li><a href=\"https:\/\/www.linkedin.com\/in\/anthonyorr\/\" rel=\"nofollow noopener\" target=\"_blank\">Anthony Orr<\/a> - <em><a href=\"https:\/\/www.cherwell.com\/library\/essential-guides\/essential-guide-to-itil-incident-management\/\" rel=\"nofollow noopener\" target=\"_blank\">The Essential Guide to ITIL Incident Management<\/a><\/em><\/li>\n   <li><a href=\"https:\/\/www.lucidchart.com\/blog\/incident-management-process\" rel=\"nofollow noopener\" target=\"_blank\">Lucidchart - <em>How to Implement a Succesful ITIL Incident Management Process<\/em><\/a><\/li>\n   <li><a href=\"http:\/\/www.itsmsolutions.com\/newsletters\/DITYvol6iss27.htm\" rel=\"nofollow noopener\" target=\"_blank\">ITSM Solutions - <em>How to Classify Incidents<\/em><\/a><\/li>\n   <li><a href=\"https:\/\/www.bmc.com\/blogs\/itil-v3-incident-management\/\" rel=\"nofollow noopener\" target=\"_blank\">BMC - <em>ITIL Incident Management: An Introduction<\/em><\/a><\/li>\n   <li><a href=\"https:\/\/wiki.en.it-processmaps.com\/index.php\/Incident_Management\" rel=\"nofollow noopener\" target=\"_blank\">Wik Process Maps - <em>Incident Management<\/em><\/a><\/li>\n   <li><a href=\"https:\/\/wiki.en.it-processmaps.com\/index.php\/Checklist_Incident_Priority\" rel=\"nofollow noopener\" target=\"_blank\">Wiki Process Maps - <em>Checklist Incident Priority<\/em><\/a><\/li>\n   <li><a href=\"https:\/\/www.manageengine.com\/products\/service-desk\/itil-incident-management\/itil-incident-management-guide.html\" rel=\"nofollow noopener\" target=\"_blank\">ManageEngine - <em>The Definitive Guide to ITIL Incident Management<\/em><\/a><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"related-checklists\">\n <h2>Related checklists:<\/h2>\n <div class=\"text-content\">\n  <ul>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/itil-problem-management-process-template\/\" rel=\"nofollow noopener\" target=\"_blank\">ITIL Problem Management Process Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/itil-change-management-process-template\/\" rel=\"nofollow noopener\" target=\"_blank\">ITIL Change Management Process Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/itil-request-for-change-template\/\" rel=\"nofollow noopener\" target=\"_blank\">ITIL Request for Change (RFC) Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/itil-release-planning-template\/\" rel=\"nofollow noopener\" target=\"_blank\">ITIL Release Planning Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/itil-post-implementation-review-template\/\" rel=\"nofollow noopener\" target=\"_blank\">ITIL Post Implementation Review Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/itil-access-management-process-template\/\" rel=\"nofollow noopener\" target=\"_blank\">ITIL Access Management Process Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/itil-continual-service-improvement-template\/\" rel=\"nofollow noopener\" target=\"_blank\">ITIL Continual Service Improvement Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/it-service-sla-management\/\" rel=\"nofollow noopener\" target=\"_blank\">IT Service SLA Management Checklist Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/cloud-service-sla-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Cloud Service SLA Management Checklist Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/it-service-sla-metrics-tracking\/\" target=\"_self\" rel=\"nofollow noopener\">IT Service SLA Metrics Tracking Process Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/cloud-service-sla-metrics-tracking\/\" target=\"_self\" rel=\"nofollow noopener\">Cloud Service SLA Metrics Tracking Process Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/inventory-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Inventory Management Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/network-security-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Network Security Management<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/client-data-backup-best-practices\/\" rel=\"nofollow noopener\" target=\"_blank\">Client Data Backup Best Practices<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/computer-maintenance-guide\/\" rel=\"nofollow noopener\" target=\"_blank\">Computer Maintenance Guide<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/ubuntu-server-setup-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Ubuntu Server Setup Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/virtual-private-server-setup\/\" rel=\"nofollow noopener\" target=\"_blank\">Virtual Private Server Setup<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/it-support-process\/\" rel=\"nofollow noopener\" target=\"_blank\">IT Support Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/helpdesk-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Helpdesk Management<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/server-maintenance\/\" rel=\"nofollow noopener\" target=\"_blank\">Server Maintenance<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/server-security\/\" rel=\"nofollow noopener\" target=\"_blank\">Server Security<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/information-security-incident-response\/\" rel=\"nofollow noopener\" target=\"_blank\">Information Security Incident Response<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/sql-server-audit-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">SQL Server Audit Checklist<\/a><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: Incident management is one of the most crucial aspects of ITIL. When a service is disrupted or fails to deliver the promised performance during normal service hours, it is essential to restore the service to normal operation as quickly as possible. Thankfully, there is a clear, optimized process to handle service disruptions that enable [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":22981,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"30","template_description":"Run this checklist every time an IT incident is reported","template_id":"scayF85PkaT0GVcDYExPJg","task_0":"Introduction:","task_slug_0":"introduction","task_1":"Incident identification:","task_slug_1":"incident-identification","task_2":"Enter basic details of the incident","task_slug_2":"enter-basic-details-of-the-incident","task_3":"Incident logging:","task_slug_3":"incident-logging","task_4":"Log the incident as a ticket","task_slug_4":"log-the-incident-as-a-ticket","task_5":"Approval: Incident has been properly 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escalated","task_slug_14":"determine-if-the-issue-needs-to-be-escalated","task_15":"Support escalation:","task_slug_15":"support-escalation","task_16":"Escalate the issue (functional)","task_slug_16":"escalate-the-issue-functional","task_17":"Escalate the issue (hierarchical)","task_slug_17":"escalate-the-issue-hierarchical","task_18":"Approval: Incident has been escalated as necessary","task_slug_18":"approval-incident-has-been-escalated-as-necessary","task_19":"Investigation (final diagnosis):","task_slug_19":"investigation-final-diagnosis","task_20":"Test the initial hypothesis","task_slug_20":"test-the-initial-hypothesis","task_21":"Determine final diagnosis","task_slug_21":"determine-final-diagnosis","task_22":"Resolution & recovery:","task_slug_22":"resolution--recovery","task_23":"Resolve the incident","task_slug_23":"resolve-the-incident","task_24":"Approval: Incident has been resolved","task_slug_24":"approval-incident-has-been-resolved","task_25":"Incident 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