How to Set Up Color Code & Custom Phrase Incidents
Objective
• To better understand how to set up and customize incidents
Environment / Applies To
- Relay Dash
- Relay Essentials, Pro, and Enterprise Service Plans
Procedure

Please Note:
- Custom Phrase incidents are only available on Pro or Enterprise plans.
- You will need to set up Groups prior to configuring incidents. For information on how to configure groups, reference this article.
- Setting up Incident workflows only applies to Color Code and Custom Phrase incidents. Panic incident configuration can only be done by a member of the Relay Customer Success or Support teams.
- Log into Dash at dash.relaypro.com
- Click Incidents
- Click Incident Set Up
- Click Configure Incident Phrase
- For Essential Plan users, choose your color code
- For Pro Plan users, create a custom phrase
- Select the Group that can Trigger this incident
- Note:
- If all users should be able to trigger this incident, click Select All users.
- If you have not yet set up your groups, click Set Up Groups. Setting up groups from here will cancel the incident set up process, and take you to Group configuration.
- Click Submit
- Choose between a Basic Responder Group, or an Advanced Responder Group. If using the basic responder configuration, proceed to step 10, if using advanced responder groups, skip to step 15
- Note: A Basic Responder Group is a single group of users who are notified, communicate, and may resolve the incident. Choosing Advanced will allow multiple responder groups for an incident. With Advanced there will be a group that is only notified, a group that is notified and can communicate, and a group that has full access including resolving a panic.
For Basic Responder Groups
- Select your Responder Group
- Click Submit
- Choose an email to be notified when a panic is initiated
- Choose whether the originator is able to communicate with responders during the incident
- Choose whether the originator should be notified when their incident is acknowledged
For Advanced Responder Groups
- If you choose an Advanced Responder Group, select the Responder group that should Respond to the Incident
- Select the Group that can Communicate during the incident
- Select the Group that should be notified of the incident
- Choose an email to be notified when a panic is initiated
- Choose whether the originator is able to communicate with responders during the incident
- Choose whether the originator should be notified when their incident is acknowledged
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