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