# Managing Instances

The **Instances** tab provides users with a detailed view of vulnerabilities at the asset level, enabling precise tracking and management of specific occurrences. Instances pair a finding with an affected asset, offering granular insights into how vulnerabilities manifest across an organization's infrastructure.&#x20;

Users can edit instance details, such as severity, status, tags, and evidence, while activity logs maintain a complete history of changes for transparency. Bulk actions streamline workflows, allowing users to add instances to reports or update remediation statuses efficiently.&#x20;

## **Interacting with Metrics**

The metrics provide data on all instances the user has client permissions to view.&#x20;

Clicking on the status in the box can toggle a value and update the listing in the table.

<div align="left"><figure><img src="/files/57QNJMAvnCMoVlFzxHDP" alt="" width="563"><figcaption></figcaption></figure></div>

Change the score value presented by selecting a different value in the pulldown menu.

<div align="left"><figure><img src="/files/KDKnssoxrmoP6r4XiSMj" alt="" width="386"><figcaption></figcaption></figure></div>

## Using Filters

When filters have been set, the option to "Reset filters" is next to the instance count in the table header.&#x20;

<div align="left"><figure><img src="/files/dRWWerLhLq5Qaeh9RPJl" alt="" width="563"><figcaption></figcaption></figure></div>

The number of filters used in a specific column is identified with a purple number next to the column header.

## Viewing an Instance

Click a row to launch a side drawer with details about the instance.&#x20;

<div align="left"><figure><img src="/files/7Ly2cRr6EvGt180uMWio" alt="" width="563"><figcaption></figcaption></figure></div>

The Affected ports and Activity tabs are available for viewing. The instance can be edited by clicking the edit icon at the upper right-hand corner.

## Viewing the Instance Activity Log

To view an instance's activity log, click the Activity tab in the instance detail.

{% hint style="info" %}
This feature is available to Admin users only.
{% endhint %}

<figure><img src="/files/dnKlicI5tQgX2H83qkQE" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
The activity log displays events recorded on or after the 2.17 release (May 21, 2025). Activity prior to this date is not included.
{% endhint %}

## Actions Menu

Click **Edit** under the "Actions" menu to go directly to the edit page.

<div align="left"><figure><img src="/files/4QXdZKzEzB5EhSQ2ufUs" alt="" width="468"><figcaption></figcaption></figure></div>

Click **Delete** under the "Actions" menu to delete an instance.&#x20;

<div align="left"><figure><img src="/files/O0Aw8X9zaI3gyiTTZDEq" alt="" width="468"><figcaption></figcaption></figure></div>

Click the three dots for additional options, such as adding tags, changing status, or adding ports.

<div align="left"><figure><img src="/files/LfAklIvW1N1yam5xFuDG" alt="" width="468"><figcaption></figcaption></figure></div>

## Bulk Updates

To access the bulk actions menu, click on any box to the left of an instance's name or next to the column header to select all instances on the page.

<div align="left"><figure><img src="/files/pGD9zzSW0zSDqWpCwpu1" alt="" width="436"><figcaption></figcaption></figure></div>

Click **Actions** to see the list of options for bulk update, such as adding tags, changing status, or adding ports.

## Configuring Table View

The table view can be customized by clicking the column view icon to the right of the search bar. Once clicked, a modal appears that lists all fields.

<div align="left"><figure><img src="/files/UVAKpefkdCEXe6O4P7gg" alt="" width="407"><figcaption></figcaption></figure></div>

To remove a column, click the X within the bar. Fields that are required and cannot be eliminated do not have an X available.

When fields are removed, an "Add column" pulldown menu appears at the bottom left of the modal to store the field. Any removed fields can be added later by clicking **Add column** and selecting the field to add.

This modal represents the sequence of fields shown in the table, meaning the bar at the top corresponds to the column on the far left of the relevant box. The order of columns can be adjusted within this modal by clicking the six dots on the left of the bar for a field and dragging the bar to the desired position in the sequence.

Click **Save** when finished.


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.plextrac.com/plextrac-documentation/product-documentation/findings/managing-instances.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
