# Basic Post-Incident Review Tutorial

Learn how to effectively prepare for your incident review with Jeli Post-Incident Reviews | Jeli Part of PagerDuty


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>
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## 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 Post-Incident Review and Gather Evidence

To create your Jeli Post-Incident Review in Slack, navigate to the resolved incident in Slack and click **Create a Post-Incident Review**. This will automatically generate a report based on the channel's conversation history and details captured by PagerDuty AI.

![The Create a Post-Incident Review button on a resolved incident in Slack](/images/kb/0a0a6e86c535f8e5a9d78a14db820ff5107987db16877666f7c7ebfeec730be7-Group_2_4.png)

### Step 2: Create a Narrative in the Narrative Builder

When you open your Post-Incident Review in Jeli, navigate to the **Report**  →  **Narrative** tab.

![A screenshot of the Jeli web app UI showing the Narrative tab](/images/kb/bbd98a5f3ca4d76968e2263c51d72d22e3172ae6e7927fc43c2cefedc5dfbefe-Screenshot_2025-09-12_at_12.45.15.png)

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

- **Detection**
- **Diagnosis**
- **Repair**
- **Key Moment**

![A screenshot of the Jeli web app UI showing the major components of an investigation](/images/kb/ee0af4572e51d68e1ab78375eb1c1c2dc028d190b560f7cdfbc2c97eb02250c4-Screenshot_2025-09-12_at_14.22.02.png)

### 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).

![A screenshot of the Jeli web app UI showing Narrative Marker Details](/images/kb/cf40e8ed2103d88641051bdbb13d0792a1f9557979a4e2bc372209b55c00efff-marker_details.webp)

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

Navigate back to the Post-Incident Review 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.

![A screenshot of the Jeli web app UI showing the people involved with incidents](/images/kb/d83aa4b2b50a277082decc2dbe1563be9965e3ef38fb6332ed01fb9001e5bc87-screencapture-jeli-frontend-git-jeli-2000-vercel-jeli-io-post-incident-review-525-report-people-2025-09-12-12_32_41.png)

## During your Review Meeting

### Step 1: Welcome Attendees by Summarizing the Incident

Go through the **Summary** and timing details.

![A screenshot of the Jeli web app UI showing an Opportunity's executive summary](/images/kb/07176e6c7dcbba05e83628eb6ad33cd2fec61b9e6f40a57f715bdb8d7f6f24fe-hiiii.png)

### 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.

![A screenshot of the Jeli web app UI showing an Opportunity's Narrative](/images/kb/7ef0ab68fe4a489bba469d27c0ffdff695f4162241fbaee3f10b1c0f2a743369-Screenshot_2025-09-12_at_13.42.35.png)

## 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 Post-Incident Review.
- You can  summarize this information from notes, or delegate to meeting participants who have the best expertise to write them up.

![A screenshot of the Jeli web app showing an Opportunity's Takeaways](/images/kb/f66b7d2481e5a9d10b37b20081435a4497c14e2b6fd484d1fd56f2fa017487cb-Screenshot_2025-09-12_at_14.15.28.png)

![A screenshot of the Jeli web app showing an Opportunity's Action Items](/images/kb/634132e1a8d3ec3ed596f1715daa1d4f6ce47b9efb791d14ac0d55c052e73f40-Screenshot_2025-09-12_at_14.16.14.png)

### Step 2: Share Your Post-Incident Review 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 Post-Incident Review 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](https://www.jeli.io/blog/techniques-for-sharing-incident-findings) on the different ways you can share incident findings with your organization. 

![An animation showing how to share a Post-Incident Review with others in your organization](/images/kb/b73a98b300dbb5410e603c370c19716fe9a2f4ec921b77601308133cc44f80e1-video.gif)