Basic Investigation Tutorial
Prep for your review (30 mins to 1 hour)
You've had an incident; now it's time to use Jeli to make it easier 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.
If you haven’t already, go to Slack to import your data into Jeli using the /jeli new command, or import additional channels with /jeli add.
- Create a Narrative in the Narrative Builder. When you open your Opportunity in Jeli you may navigate to the “Narrative” tab under “Report”. Click “Edit Narrative” and start telling the story of your incident using the Markers:
- Key Moment
- Add Narrative Marker Details. As you skim through the transcript, add additional information to explain the story more easily.
- 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).
- Use the People View to understand who was involved in the incident. By seeing who was involved in the incident you can make sure your attendee list for the Review Meeting is complete. The World Map can help you how folks coordinated during the incident during different time zones.
During your meeting
- Welcome Attendees by summarizing the Incident: Go through the Executive Summary and timing details.
- Review the Narrative timeline:
- Go through your narrative timeline on Jeli with the attendees.
- Bring up the questions you have noted and call on those who participated in the incident.
- Jot down any possible action items, you can do this directly in Jeli
- Clarify any closing thoughts and learnings.
After your meeting
- You may include Takeaways and Action Items from your meeting directly in Jeli.
- Share your Jeli investigation with others in your organization! 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.
- Export your report as a .pdf, choosing which parts of it you want to share depending on your audience.