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Incident Stage Reporting


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I’ve had a request from a Service Department to add a status field to incidents so they can report what stage it is in.

I’ve create a custom field on the incident form in Customiser and a lookup containing 4 options: 1.Investigation, 2. Problem Identified, 3.Resolution in Progress, 4. Acceptance & Deployment. 

All working nicely except I can’t create a monitor that will display the field or filter on certain values.

Is there a better way of doing this where our support team can report on the status based on the stages above?

Best answer by Steve Miller

If your custom field is a ‘Shared Field then you should be able to use it in an Event Monitor.

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3 replies

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  • Hero (Customer)
  • 135 replies
  • Answer
  • February 4, 2025

If your custom field is a ‘Shared Field then you should be able to use it in an Event Monitor.


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  • Hero (Customer)
  • 135 replies
  • February 4, 2025

Another possible solution could be WorkManager if your version supports it. It has its limitations but I suspect it along with ‘Lane Auditing’ would give you similar functionality with a Kanban style view for the team.


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  • Author
  • Sidekick (Customer)
  • 6 replies
  • February 5, 2025

Thanks Steve, Shared Field has sorted it thanks. Had a look at WorkManager but we don’t have it enabled. Will take a look as I think this could be helpful as well.


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