Skip to content
Use › Operational Technology Incident Management › Operational Technology
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Report an OT incident

Create an Operational Technology (OT) incident record to report a deviation from an expected standard of operation.

Before you begin

Role required: sn_ot_incident_write

About this task

For a walkthrough of how to report an OT incident, watch this video.[Omitted video] Description: Reporting an OT incident in the Industrial Workspace

Procedure

  1. Navigate to the Industrial Workspace.

  2. Select the List

Image omitted: icon-list.png
No alternative text supplied

icon.

  1. Under the OT Incidents list module, select one of the following available lists.

    • Assigned to me
    • Belong to my sites
    • All
    • Select New.

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

    If you selected an OT device record, the Site and OT device fields are automatically filled in. If you selected an equipment model entity record, the Site and Equipment model entity fields are automatically filled in. If the OT incident is raised from the OT Incidents list module, then none of these fields are automatically filled in.

    Note: Your organization may have configured the OT incident form and its fields to adhere to your incident management process. The following table describes the typical OT incident form fields.

FieldDescription
Short descriptionBrief description of the incident.
DescriptionDetailed explanation of the incident.
NumberUnique system-generated incident number that is prefixed with Operational Technology Incident \(OTINC\).
CallerUser who contacted the OT engineer with an issue.
ImpactMeasure of the effect that an incident has on industrial processes.
UrgencyMeasure of how long the resolution can be delayed until an incident has a significant business impact.
StateState of the OT incident. The state moves and tracks incidents through several stages of resolution.
CategoryType of issue. After selecting the category, select the subcategory if applicable.
SubcategoryType of issue within the selected category.
Watch listUsers who receive notifications about this incident when comments are added.
Work notes listUsers who receive notifications about this incident when work notes are added.
SiteSite where the issue happened.
OT deviceAffected OT device at the site.
Equipment model entityAffected equipment model equipment model entity at the site.
Business impactMore information about the business impact of the OT incident.
Assignment groupAssigned group that works on the incident. The assignment group can be any group with the type OT.
Assigned toUser who works on this incident. If the assignment group changes, the Assigned to field is cleared.You can only select the users that are included in the Assignment group field and have the sn_ot_incident_write role. If the Assignment group field is empty, then any site user with the sn_ot_incident_write role can be selected.
Parent incidentUnique number of the parent incident for this incident record.
Additional commentsMore information about the issue as needed. All users that can view incidents can see the additional comments.
Work notesInformation about how to resolve the incident or the steps taken to resolve it, if applicable.
  1. Select Save.

Result

Now, the assignment group and assignee are aware that there's an OT incident that must be addressed.

What to do next

You can view an OT incident record created for an OT device directly in the device record by opening the device record, clicking the Related Records tab, and selecting OT Incidents.

Parent Topic:Using Operational Technology Incident Management