Basic Investigation Tutorial
- Basic Investigation Tutorial
- Prep for your review
- Create a Narrative in the Narrative Builder
- Add Narrative Marker Details
- Use the People View to understand who was involved in the incident
- During your meeting
- Welcome Attendees by summarizing the Incident
- Review the Narrative timeline:
- After your meeting
- Update Takeaways and Action Items
- Share your Jeli investigation with others in your organization!
Prep for your review
⏰ Time required: 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.
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.
For a more in depth walkthrough check out our Narrative Builder Tutorial.
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
Update Takeaways and Action Items
- You may include Takeaways and Action Items from your meeting directly in Jeli.
- This can be something you summarize from notes, or delegate to meeting participants who have the expertise to best write them up.
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.
- We have a blog post on the several different ways you can share incident findings with your organization. Check it out here.
- Export your report as a .pdf, choosing which parts of it you want to share depending on your audience.