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Prerequisite

Before creating an opportunity in Jeli, please install the Jeli Slackbot.

An opportunity is a structured evaluation process conducted after an incident or crisis to analyze what happened, why, and how to prevent recurrence. It's a valuable tool for organizations to learn from mistakes, improve response procedures, and enhance overall resilience in the face of future challenges.

You can create an opportunity from an incident when the incident reaches the mitigated stage or when the incident is closed. Each opportunity contains a report, notes and events relating to the incident.

Find Opportunities

No matter how big or small an incident is, cataloging the event in Jeli has significant benefits to your organization in the long term. Every incident reveals data points that may not appear substantial on their own. When related, aggregated, or compared against other Jeli opportunities, incidents can reveal compelling organizational patterns and insights.

Filter the Opportunity List

You can explore your incident data, and segment and filter the Opportunity list in the Jeli web app:

1. In the Jeli web app, select Opportunities from the left menu.
2. Click + Add filter .
3. Choose the dimension you’d like to filter on, e.g., Tag or Role.
4. Choose the values you’d like to match against. Selecting multiple values will apply the filter using the OR operator.
5. Click to chain additional filters together using an AND operator.

You might be wondering about the frequency of a particular service involved in incidents over the last quarter or if key members of your front-end engineering team have been involved in incidents when they weren’t on call. Or maybe you’re trying to decide which opportunities to perform deeper analysis on, given the size and impact of the event.

These questions can quickly be answered through Jeli’s Opportunity filtering interface.

Share Opportunities

Finding specific opportunities or segments in your data is only part of the puzzle. Disseminating the information is just as important. Share your findings by copying the Opportunity page URL after applying filters, and we’ll rebuild the filtered list for recipients.

Example

To help get you started, here is a pre-set filter you can view in the Jeli web app. If prompted, please log in to your Jeli account first.

• Which incidents do not have a primary investigator assigned?

Document Key Takeaways

During the course of an investigation, it is expected for themes to grow and change as you learn more and answer newly surfaced questions. Takeaways provide a place to record themes that surfaced throughout the investigation, distill them as you prepare for the learning review, and capture them once they’ve been discussed in the meeting.

1. In the Jeli web app, navigate to Opportunities and select your desired opportunity.
2. Select the Takeaways tab and click the text field to begin editing.
3. When you're finished making updates, click Save.

The Takeaways field supports Markdown, and also supports templates, which can help ensure that information is recorded in a standardized way that your organization has agreed upon.

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Topics of Interest

Consider the following topics while conducting an investigation:

• What surprised you?
• What do you think others should know more about?
• What qualities does this incident share with other incidents?

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Further Reading

Please read Jeli's Howie: The Post-Incident Guide for a more detailed breakdown of incident analysis.

Import Slack Data

Importing Slack channel data into Jeli helps bring more context into your timelines and helps you prepare for your incident reviews.

1. In your desired Slack channel, enter the command /jeli import.
2. Choose whether to create a new opportunity or import data into an existing one.
3. Import the entire Slack channel data, or select a period of time to import.
4. Name the opportunity and provide a description of what you know about the incident so far.
   1. You will be able to edit this information later in Jeli.

It may take a moment or two for Jeli to create the opportunity and import all the specified Slack messages. Once the opportunity is created, you will receive an ephemeral message that only you can see with a link to the opportunity.

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Tip

If you used the Jeli Slackbot during your incident, when you used the command /jeli close to resolve the incident, it automatically creates a new opportunity in Jeli for that incident and posts a link in the Slack channel.

Import Slack Data from a Specific Timeframe

You can add Slack messages from a certain timeframe (date and time) to an investigation by using the /jeli import command and then selecting Add more messages to an Opportunity.

After specifying the channel you would like to import from, select the No option to reveal the ability to choose a start and end time for the span. Then select the investigation to add your Slack message data to.

Choose Accept and Jeli will import your specified message data.

Navigate to the Jeli web app and open the opportunity that you added additional messages to. The new messages will now be part of the opportunity.

Import a Slack Message or Thread

With the Jeli Slackbot you can create a new Jeli opportunity from a single Slack message or you can import a message or thread into an already existing opportunity by clicking on the three dots () to the right of the message and using the Jeli Slack message shortcut to Import message or thread.

If you do not see the Jeli Slack message shortcut to Import message or thread, select More message shortcuts… and search for Jeli. Once you use the shortcut, it will be suggested to you in the future.

After the shortcut has been selected you will be prompted to either update an existing investigation, or create a new one.

From there you will name the incident and provide a description.

Once the opportunity is created it will be linked in an ephemeral message (i.e., a message that will disappear over time) that only you can see in the Slack channel you created the opportunity from.

If you imported a message or thread you will see this appear in Narrative Builder as another channel like shown below:

Add More Event Data to an Imported Channel

To import new messages, edits, reactions, and attachments generated after a previous channel import use the /jeli import command again, and select Add more messages to an Opportunity.

Import Options

There are two options for importing messages:

• Option 1: Select the channel you wish to import messages from, then select Yes... Grab all messages from this channel and Jeli will pull an any messages that have happened since your initial import.
• Option 2: Select No...Let me specify a start and end time for this incident to specify a specific timeframe of messages you would like to import into the opportunity.

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Tip

If you initially imported a selected timeframe, and choose to now import the entire channel, using the /jeli import command and selecting Yes... Grab all messages from this channel will cause the Jeli Slackbot to pull in everything else that occurred in the channel before and after that timeframe.

Opportunity Access Roles

In Jeli, you have the ability to control who can view, edit, delete and manage access for every opportunity. This access can be assigned in Slack before any data is imported into Jeli, and it can then be managed through the web app after import.

The following roles can be applied to individuals, or as a default level of access for an opportunity:

• Users that have No Access to an opportunity will not see the opportunity in the Jeli app homepage nor in the Learning Center.
• You can assign multiple users the Owner role. Every opportunity in Jeli must have at least one Opportunity Owner.
• Owners can change their own role, however, the user must grant another user ownership before changing their own access level.

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Admin Access

Admins for your organization automatically inherit Opportunity Owner level access to every opportunity in Jeli. You can see your list of admins for your organization here within your settings page.

Manage Access Roles

Configure Access in Slack

When closing an incident in Jeli with /jeli close, or creating a new Opportunity via /jeli import, Jeli will prompt you to specify an Opportunity Owner , and a default level of access.

Configure Access in the Jeli Web App

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Required User Permissions

• Account admins or Opportunity Owners can manage an opportunity's access roles in the web app.

You can manually set roles for existing opportunities in the web UI. You can add or remove roles for specific users as well as set the default access role for all other users.

To view an opportunity's current access roles:

1. Navigate to your desired opportunity.
2. Select Access from the left-hand sidebar.

Users that have been granted specific roles for an opportunity will be listed here. Below this list of users, you can see what default access role has been given to all remaining users. To change this, select the current role dropdown and choose the desired role.

To assign a user a specific access role:

1. Search for the user you would like to add by entering their name in the search box. You can enter multiple users if these users will be given the same role.
2. Select the desired role for the user(s) from the dropdown.
3. Click Add to add the user(s) to the opportunity.

To edit or remove a user's access role:

1. Select the dropdown next to the desired user. Choose the new role or Remove Access to remove the user's current role.

Private Opportunities

When closing a private incident and creating an opportunity for it, only the users who were members of the private channel can be added as Opportunity Owners. After the opportunity has been created, an Opportunity Owner can give access to additional users via the web app .