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Incident Management

What incident management is, how to set priorities, and the difference between an incident and a problem.

Restoring is not the same as solving

The goal of incident management is to get the business working again – not to find the root cause.

A workaround that lets thirty people get back to work is the right decision even if the fault remains. The root cause is handled separately, in problem management.

That separation is harder to maintain than it sounds. A technician who has found something interesting would rather keep digging while users wait.

Prioritize by impact and urgency

Priority should be set by how many people are affected and how urgent it is – not by who gets in touch.

A manager with a broken keyboard is low priority. A finance system down the day before month-end close is high. Upholding that principle is one of the hardest and most valuable things a service desk does.

Build a simple matrix with three levels of impact and three of urgency, and let the system calculate the priority. When priority comes from a rule rather than from a phone call, it also becomes defensible.

The flow

Registration. Everything is registered, including what takes two minutes to solve. Unregistered tickets make your statistics useless and hide recurring faults.

Categorization. Keep the list short. The category is what later shows you what to automate or fix at the source.

Prioritization. According to the matrix, automatically.

Assignment. To the right queue based on category and skill, not to a named person who may be away.

Action and updates. The user should know what is happening without having to ask.

Closure with a cause code. This is where the input for problem management is created.

Major incidents need their own routine

When something large is down, it is rarely the technology that determines how well it goes. It is who decides and who informs.

Appoint an incident manager who does not troubleshoot personally. Communicate at a fixed interval even when there is nothing new to report – silence is always read as nothing happening. Document the timeline as you go, because nobody remembers it afterwards.

The metric that says the most

The share of tickets resolved in the first line. If it falls, that is a sign your knowledge base is not keeping up – not that the first line has got worse.

Also track the share of reopened tickets. A high number means tickets are being closed too early, which looks good in the statistics and bad for users.

Automate what repeats

Assignment, prioritization and escalation should be handled by rules. Alerts from monitoring should become tickets automatically, with the right client and contract from the start.

More on how the workflows are built under automation, and how the process fits with everything else under ITSM.

Incident management is about restoring operations quickly and prioritizing correctly. We help you build the workflow in your ITSM or PSA system.

Frequently asked questions about incident management

What is an incident?
An unplanned interruption to an IT service, or a degradation of it. Something being broken is an incident – someone wanting something new is a service request.

What is the difference between an incident and a problem?
The incident is the individual disruption. The problem is the underlying cause. Ten incidents can belong to one problem.

How should priority be set?
By impact and urgency, not by who is calling. Use a simple matrix and let the system calculate the priority automatically.

What is a major incident?
A disruption serious enough to require its own routine: a designated incident manager, ongoing communication to the business, and a documented timeline.

Which metrics should we track?
First-line resolution rate, adherence to response and resolution times, ticket volume over time, and the share of reopened tickets. The last one reveals whether tickets are being closed too early.

How many categories should we have?
Fewer than you think. A structure with sixty options gets filled in carelessly and is therefore worthless as data.

Should monitoring alerts become incidents?
Yes, automatically and with the right client and priority from the start. An alert watched in a separate console alongside the ticket queue will be missed sooner or later.

When should a ticket be escalated?
Before time runs out, not after. Let the system escalate automatically once a set share of the committed time has been used, rather than relying on someone keeping track.

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