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Convert an Observation to an Incident

When a reported observation turns out to be an incident, turn it into one without typing it in again.

Observations are what people report through the observation link or register directly. Some of them turn out to be incidents, for example an employee who entered their password on a phishing page. Those can be converted straight into an incident.

How to convert an observation

  1. Go to Observations.
  2. Find the observation and open the menu (the three dots) at the end of its row.
  3. Select Convert to incident.
  4. Choose the incident template that fits what happened.

Observations list with a reported phishing observation and its action menu open, showing Edit, Convert to risk scenario, Convert to incident and Archive

An incident and a risk from the same observation

The same observation can still become a risk scenario too, with Convert to risk scenario. That way you can handle the incident now and follow up on the underlying risk later. See Review an observation.


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