Prep for Your Incident Review Meeting

⏰ Time required: 30 mins to 1 hour

In this tutorial, you will learn how to prepare for your incident review meeting. You'll review your Slack transcript to create a Narrative timeline of your incident, prepare Questions you want to ask during the meeting, and capture a preliminary set of Action Items. These three topics will make up the agenda of your review meeting.

Step 1: Create the Jeli Opportunity and Gather Evidence

Create your Jeli opportunity by navigating to the Slack channel you'd like to import and use the /jeli import command. If you're using Jeli's incident response bot, or if you've connected Jeli to internal response tooling via the Jeli API, an opportunity link will automatically generate after closing the incident.

To gather channel data from additional channel messages or threads, navigate to (Slack Message actions) Import message or thread Choose to add to an existing Opportunity.

Adding information from other channels or threads helps to give more context to where related conversations were happening for the situation.

Step 2: Create a Narrative in the Narrative Builder

When you open your opportunity in Jeli, navigate to the Report Narrative tab.

Click Edit Narrative and then Add Marker to start telling the story of your incident using the markers:

• Detection
• Diagnosis
• Repair
• Key Moment

Step 3: Add Narrative Marker Details

As you skim through the transcript, add additional information to further explain the story.

• Add a Summary to your marker to easily explain what is happening.
• Add messages directly from your sources as Supporting Evidence to each marker.
• Add Notes to each marker to highlight what you want to learn more about (i.e., questions for the review meeting).

Step 4: Use the People View to Understand who was Involved in the Incident

Navigate back to the opportunity and select the People tab. The world map can help you see how folks coordinated during the incident in different time zones. The user list below the map displays who was involved in the incident, and you can use this to ensure your review meeting attendee list is complete.

During your Review Meeting

Step 1: Welcome Attendees by Summarizing the Incident

Go through the Executive Summary and timing details.

Step 2: Review the Narrative Timeline

• Go through your narrative timeline in Jeli with the attendees.
• Bring up the questions you have noted and call on those who participated in the incident.
• Take down any possible action items (you can do this directly in Jeli).
• Clarify any closing thoughts and learnings.

After Your Meeting

Step 1: Update Takeaways and Action Items

• You may include Takeaways and Action Items from your meeting directly in their respective tabs in the opportunity.
• You can summarize this information from notes, or delegate to meeting participants who have the best expertise to write them up.

Step 2: Share Your Jeli Investigation with Others in your Organization

Export your report as a .pdf, choosing which parts of it you want to share depending on your audience. Click Export Report in the upper right of the opportunity and then use the left hand toggles to add/remove Report Sections. Click Export Report on the left to generate a .pdf version.

There are no user limits, so anyone at your company can benefit from your hard work. They’ll be able to see your timelines and notes, as well as explore for themselves.

Check out our blog post on the different ways you can share incident findings with your organization.