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Adding Forms to an Incident Ticket

Once the forms have been created for your company account, they can be easily accessed within the Incident Tickets. This allows users to add additional information if necessary.

Updated over a week ago
  1. Click on the Incident ID of the ticket you'd like to fill out a form in.

  2. Once the incident ticket is open, click on the 'Additional Information' tab near the top of the page.

    1. Once you're in the 'Additional Information' tab, you have the ability to select from the Forms available

    2. Once a form is selected, you have the ability to fill out the fields available, clicking Save Form after the fields are completed.

  3. Once the form is saved, you can download the information as a CSV, update information (if needed) or revisit it at a later time.

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