Create a Customer Service case from a security incident

Security Incident Response ships with a default field mapping that maps a security incident to a Customer Service (CS) case. You can create a CS case from any security incident, edit the Priority, and also add Optional notes.

Before you begin

Role required: sn_si.basic and sn_customerservice_agent
Note: The Customer Service plugin must be activated to perform this task.

Procedure

  1. Navigate to Security Incident.
  2. Open the security incident that you want to add a CS case to.
  3. Click Create Customer Service Case in the top header.
    Create Customer Service button
    The pop-up window is pre-populated with information from the security incident based on your field mapping.
  4. You can select a new Priority and add any Optional notes.
    Note: The Priority field overwrites the default setting. The Optional notes are appended to the incident.
    Create Customer Service case
  5. Click Submit.
    A CS case is created and displayed in the Customer Service Cases related list in the security incident.
    Note: You can click the CS case link to follow up on the case.