Basic Investigation Tutorial
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.
Step 1: Create the Jeli Opportunity and gather evidence
Create your Jeli opportunity by navigating the to channel you'd like to import and use
/jeli import. 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, click on the 3 dots (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 you may navigate to the Narrative tab under Report.
Click Edit Narrative and start telling the story of your incident using the Markers:
Step 3: 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).
Step 4: 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 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 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
Step 1: 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.
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. 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.
Congratulations! 🎉 You've just completed a review using Jeli. Keep going – like everything else, learning from your incidents takes practice. If you have any feedback, please don't hesitate to drop us a line email@example.com or in chat.