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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create an Operational Technology incident from an Operational Technology change request

Create an Operational Technology (OT) incident related to an OT change request directly from the OT change record in the Industrial Workspace.

Before you begin

Role required: sn_ot_change_write and sn_ot_incident_write

About this task

The following related lists are available in an OT change record in the Industrial Workspace so you can create an OT incident or add an existing OT incident related to the change request.

  • Incidents Fixed by Change

    OT incidents that are fixed by the selected change record.

  • Incidents Caused by Change

    OT incidents that are caused by the selected change record.

Procedure

  1. Navigate to All > Industrial Workspace.

  2. Open the Industrial Workspace list view.

  3. In the OT Change Requests list module, select one of the available lists.

  4. Select the change record in one of your sites that you want to create an incident from.

  5. To create an OT incident, complete the following actions.

    1. In the Incidents Fixed by Change related list or the Incidents Caused by Change related list, select New.

    2. On the form, fill in the following fields.

      FieldDescription
      NumberUnique system-generated incident number that is prefixed with Operational Technology Incident (OTINC).
      OpenedThe date the incident is submitted.
      Short descriptionBrief description of the incident.
      SiteSite where the issue happened.
      Equipment model entityAffected equipment model equipment model entity at the site.
      OT DeviceAffected OT device at the site.
    3. Select Save.

  6. To add an existing OT incident to the change request record, complete the following actions.

    Note: An OT incident can be fixed by one OT change request at most, and caused by one OT change request at most. You can add an OT incident already associated to another OT change request, but doing so overrides the existing relationship.

    1. In the Incidents Fixed by Change related list or the Incidents Caused by Change related list, select Add.

    2. Select the OT incident that you want to add.

    3. Select Add.

Result

After you create the incident from the change request, you can view the incident record in the related list or by navigating back to the Industrial Workspace list view. Then select one of the available lists under the OT Incidents list module.

Parent Topic:Using Operational Technology Incident Management