To use Intelligent Triage:
- Open an Incident object in the Triage state.
- Select a Primary Incident Type to display the involvement fields.
Administrators select which entity/involvement fields are populated from Intelligent Triage.
- Click the ellipsis icon at the top-right of the form, then click Analyze Text to display the Intelligent Triage screen.
- Review the text highlighted in grey, which have been identified as possible entities.
- Click the grey-highlighted text to display possible matching objects and the tagged entity type. For example, if you clicked John Doe, it would be tagged as a Person, and would show any exact or partially matching Person objects. If the tag is incorrect, select a different entity from the Tagged As dropdown menu, which will refresh the search results in the palette.
For more detailed information on the different entity types and how they're tagged, see Intelligent Triage Entities.
- If an existing object matches the entity, click Create Involvement below that object. To create a new record, click Create [Entity Type], which will create a new library object with an involvement on the current incident.
For Date and Time entities, there will not be a Create [Entity Type] button. Instead, users will be able to directly edit the date using a calendar picker and will be able to create a timeline by entering a custom time, or selecting pre-created options.
- If an entity was not automatically tagged, highlight the text with your cursor, select an entity type from the Tagged As dropdown menu, then repeat step 6.
- Continue to repeat the above steps, as needed. Saved involvements appear in the Intel Summary section.
Involvements saved to an incident through Intelligent Triage can only be removed from the Incident form on the previous page.
- When finished, click Return To Incident.