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Function documentationIncident Management Work Center Locate this document in the navigation structure

 

The incident management work center is a Web-based communication center that enables direct communication between the creators (users and customers who report problems) and processors (support employees).

Depending on your user role, you can perform the following functions in this work center:

  • As creator, you can create messages and display solutions proposed by the support employees.

  • As processor, you can process and manage messages, and create new messages on behalf of other users.

Prerequisites

To be able to use the incident management work center, the following prerequisites must be met:

  • Incident Management is configured in your system.

  • The administrator has created a system user for you, and assigned a business partner to the user.

  • You are authorized for this work center. For more information, see the SAP Solution Manager Security Guide in the SAP Service Marketplace, under   http://service.sap.com/instguides   SAP Components   SAP Solution Manager <current release>  , under 4 Operations.

  • To enable you to receive support from an SAP support employee, your administrator has set up service connections and opened your system for remote analysis by SAP support.

Features

The navigation area of the work center contains different views that you can use to find and display messages. The work center offers the following views:

  • Overview

  • Messages

  • Queries

  • Reports

The navigation area also contains the Common Tasks area from where you can execute functions that are used repeatedly in incident management. You can also switch to the WebClient UI to process messages by choosing the IT Service Management link.

Recommendation Recommendation

Use the WebClient UI to create and process messages. Here you can use easy-to-use functions that help you create and process messages.

End of the recommendation.

Note Note

If you want to use incident management to support non-SAP applications as well, use the IT service management functions, which you can also use for general support messages. Since the use of IT service management functions depends on your support contracts and software licenses, contact your SAP sales representative.

To support non-SAP applications, you can connect an external help desk over a web service interface.

End of the note.
Overview

The view is split into the following areas:

  • Summary of messages

  • Predefined queries

  • Monitoring list

The summary of messages contains all messages, sorted by status and function, that are assigned to your business partner. Depending on your user role (creator or processor), not all summaries may be displayed. The messages are grouped as follows:

  • Messages that you created (as creator), for example, that require a reply or for which a solution proposal already exists.

  • All messages assigned to you as processor.

  • Messages assigned to your organizational unit (if you are assigned to an organizational unit in an organizational model).

With the predefined queries, you can display messages filtered by certain criteria. You can create new queries.

In the monitoring list, you can directly access messages that you added to the monitoring list.

Messages

This view lists messages that you can filter by status, for example.

As creator or processor, you can do the following:

  • Create messages and add attachments

  • Check the processing status of a message and display and print replies or solution proposals for a message

Note Note

You can process messages using the WebClient UI only. If you want to process a message in the incident management work center, the WebClient UI appears automatically. The WebClient UI enables you to:

  • Reply to solution proposals or questions for a message

  • Confirm solution proposals and complete a procedure

  • Process messages and add attachments and SAP Notes

  • Forward messages to SAP, have messages confirmed by SAP, and access positive call closure questionnaires

  • Call additional functions in expert mode as authorized

End of the note.

The content of messages as well as the relevant answers and proposed solutions are always shown to creators and processors.

Queries

In this view, you can perform complex searches by defining queries or entering selection criteria directly. You can, for example, filter by status, date created, and business partner ID.

When you select a message in the list, the system displays message details, for example, the long text and the description of the problem.

Reports

This view offers you various options to analyze messages:

  • Reporting based on SAP Business Information Warehouse (BW)

  • Reports

  • Saved documents

    You can either upload the documents manually to Solution Reporting, or schedule it as a background job.

For more information, see Reporting in Incident Management.

Common Tasks

You can perform the following functions from any view in the work center:

More Information

For more information about working with the WebClient UI, see the SAP Help Portal at   http://help.sap.com/crm   <Release SAP CRM 7.0 or higher>   Application Help   Getting Started with the WebClient UI  .

Using the Incident Management Work Center

Using the Work Center

Service Connections

Create Users or Business Partners Automatically