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Incident Management

Overview

Incident Management is an add-on feature that provides a dedicated product environment for coordinating critical communications during emergencies or planned events.

Once enabled, Incident Communication appears under Switch Products in the profile menu.This environment is specifically designed for handling incident-related communication workflows separately from regular notifications. To enable Incident Management add-on, contact your Regroup Customer Success Manager.

Key capabilities include:

  • Incident Management Dashboard: A centralized hub displaying all active, closed, and scheduled incidents alongside saved templates. See the Incident Management Dashboard topic for additional information.

  • Incident Templates: Standardized templates for Initial, Update, and Close incident communication stages. Each template can include predefined message titles, content, recipient lists, and delivery methods, allowing incident managers and operators to quickly launch or update incidents without starting from scratch. See the Incident Templates topic for additional information.

  • Launch and Schedule Incidents: Launch an incident immediately using a predefined template, or schedule it for a specific date and time for automatic initiation. Recurring schedules are also supported for planned or periodic events. See the Launch an Incident and Schedule an Incident topics for additional information.

  • Role-Based Access: Organization Admins can assign two specialized roles — “Incident Manager” and “Incident Operator” to ensure the right people have the right level of access during an incident. See the Roles and Permissions topic for additional information.

  • Incident Monitoring: View complete details for Active, Closed, and Scheduled incidents. See the View Incident Details topic for additional information.

  • Outbound and Inbound Messaging: Enables administrators to track all sent notifications and recipient responses in a centralized communication history. See the Outbound and Inbound Messages topic for additional information.

  • Incident Message Report: A holistic reporting page showing incident notification delivery activity across all delivery methods. See the Incident Message Report topic for additional information.

Access Incident Management

The Incident Management add-on must be enabled for your organization to access it. Once enabled, the Incident Communication will be available under Switch Product in the profile menu.

To access Incident Management:

  1. Log in to your Regroup organization.

  2. In the header menu, click the profile icon on the right side.

  3. In the Profile menu, under Switch Products, click Incident Communication.

    Note: By default, the Mass Notification product is selected.