Recommendation rules for an incident in Service Operations Workspace

Release version: Yokohama

Updated January 30, 2025

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Summary of Recommendation rules for an incident in Service Operations Workspace

In Service Operations Workspace, incident recommendations are generated based on predefined rules within the Recommendation Framework. However, this framework is now deprecated and no longer supported for new activations. The recommended approach is to use theRecommended Actions for ITSMfeature, which requires installing theAdvanced Recommended actions for ITSMplugin and procuring the ITSM Pro package subscription. Best practice suggests installing theTask Intelligence for ITSMplugin alongside the ITSM Pro subscription for an enhanced experience.

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Each recommendation rule depends on specific plugins that install corresponding solution definitions. These solution definitions enable the system to predict values or related records for incident fields or panels.

Field-Level Recommendation Rules

Field-level recommendations on an incident form predict values to assist with incident handling:

Assignment group recommendation (via Incident Assignment solution): Predicts values for the Assignment group field based on the incident's short description.
Assignment group Configuration item (via Incident Configuration Item solution): Predicts values for the Configuration Item field using the incident's short description.
Service recommendation rule (via Incident Service solution): Predicts values for the Incident Configuration Item field based on the short description.

Recommendation Rules for Card Groups in the Recommendations Panel

Several recommendation rules provide actionable suggestions within the Recommendations panel on the incident record page. Each card group includes a primary action and additional actions:

Knowledge articles (Similar Knowledge Articles solution): Suggests knowledge articles related to the incident. Actions include attaching the article to the incident or discarding the recommendation.
Propose major incident (Major Incident Recommendation solution): Recommends proposing the incident as a major incident. Actions include proposing it or viewing similar incidents to inform the decision.
Relevant problems (Similar Open Problems solution): Predicts problems relevant to the incident. Actions include linking the problem to the incident or discarding the recommendation.
Similar major incidents (Major Incident Recommendation solution): Predicts active major incidents related to the current incident. Actions include adding the recommended incident as a parent or discarding the recommendation.
Similar open incidents (Similar Open Incidents solution): Predicts similar open incidents. Actions include linking as a parent incident or discarding the recommendation.
Similar resolved incidents (Similar Resolved Incidents solution): Predicts similar resolved incidents to aid investigation and resolution. Actions include linking the incident or discarding the recommendation.

Discarded recommendations are moved to the History tab within the Recommendations panel for reference.

Recommendations for an incident are based on rules defined in Recommendation Framework.

Recommendation Framework is now deprecated and no longer supported or available for new activation. Recommended Actions for ITSM feature provides the latest experience for this functionality. To get the advanced version, you must install the Advanced Recommended actions for ITSM (com.snc.uib.sow_itsm_ra_advanced) plugin and you must procure ITSM Pro package subscription.

Note:

The best practice to get the advanced version is to install the Task Intelligence for ITSM (com.snc.itsm_ml_task) plugin and procure the ITSM Pro package subscription. For more information, see Exploring Recommended Actions for ITSM in Service Operations Workspace.

For each recommendation rule to work, install the relevant plugin that installs the corresponding solution definition. Based on this solution definition, the recommendation rule predicts values or records for an incident.

For information about the plugins and the corresponding solution definitions, see Setting up Recommendation Framework in Service Operations Workspace.

Table 1. Recommendation rules for field-level recommendations on an incident form
Recommendation rule	Solution definition	Incident field where the recommendation is available
Assignment group recommendation	Incident Assignment Predicts values for the Assignment group field based on the short description of the incident.	Assignment group
Configuration item	Incident Configuration Item Predicts values for the Configuration Item field based on the short description of the incident.	Configuration item
Service recommendation rule	Incident Service Predicts values for the Incident Configuration Item field based on the short description of the incident.	Service

Table 2. Recommendation rules for card groups in the Recommendations panel
Recommendation rule	Solution definition	Associated card group in the Recommendations panel	Primary action for the card group	Other actions for the card group
Knowledge articles	Similar Knowledge Articles Predicts knowledge articles that the current incident can be linked to.	Knowledge articles	Attach: Attaches the recommended knowledge article to the current incident. On the incident record page, this article is displayed in the Attached Knowledge list of the Related records tab.	Discard: Discards the recommendation and moves it to the History tab in the Recommendations panel.
Propose major incident	Major Incident Recommendation Recommends the current incident to be proposed as a major incident.	Propose major incident	Propose major incident: Proposes the current incident as a major incident. The Major incident state field is set to Proposed for the incident.	View similar incidents: Displays a list of similar incidents related to the current incident. After viewing similar incidents, you can decide if the current incident can be proposed as a major incident.
Relevant problems	Similar Open Problems Predicts relevant problems that the incident can be linked to.	Relevant problems	Link problem: Links the recommended problem to the current incident. On the incident record page, this problem is displayed in the Related Records section of the Details tab.	Discard: Discards the recommendation and moves it to the History tab in the Recommendations panel.
Similar major incidents	Major Incident Recommendation Predicts similar active major incidents that the current incident can be linked to.	Similar major incidents	Add as a child incident: Adds the recommended incident as a parent to the current incident. On the current incident record page,the parent incident is then displayed in the Related Records section of the Details tab.	Discard: Discards the recommendation and moves it to the History tab in the Recommendations panel.
Similar open incidents	Similar Open Incidents Predicts similar open incidents that the current incident can be linked to.	Similar open incidents	Link as a parent incident: Adds the recommended incident as a parent to the current incident. On the current incident record page, the parent incident is then displayed in the Related Records section of the Details tab.	Discard: Discards the recommendation and moves it to the History tab in the Recommendations panel.
Similar resolved incidents	Similar Resolved Incidents Predicts similar resolved incidents to help with incident investigation and resolution processes.	Similar resolved incidents	Link incident: Links the recommended incident to the current incident. On the current incident record page, the linked incident is then displayed as the parent incident in the Related Records section of the Details tab.	Discard: Discards the recommendation and moves it to the History tab in the Recommendations panel.