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Create problem tasks and change requests

If solving a problem requires the participation of different departments, an agent can create a problem task for each of them. Also, an agent can create change requests

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if necessary for problem resolution. 

Create a problem task


Tip

Role required: problem_manager.

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To create a new problem task, follow the steps below:

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  1. Navigate to Problem Management → All Problem and

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  1. open the required problem record.
  2. Scroll down to the Related Lists area.

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  1. On the Problem Task tab, click New

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  1. .
  2. Fill in the fields.
  3. Click Save or Save and Exit to apply the changes.

Problem

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Tasks form fields

The Number field is populated automatically and has the PBTXXXXXXX format.

FieldMandatoryDescription

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ProblemY

Contains

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the related problem number.

To assign

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another problem, click the magnifier icon and select

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a record from the list

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SubjectNAdd a short description of the problem task. 
Description

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N

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Add a detailed description of the problem task.
Followers listN

Specify the users to receive notifications, when:

  • Work note is added to the activity feed; 
  • The record state changes;
  • The value of the fields Assignment Group, Assigned User changes;
  • The agent adds or deletes a follower. 

The users will not receive notifications when a user Follows or Unfollows the record on their own using a corresponding UI-action on the form. 

Info

The field is read-only when the record is in the Canceled or Closed state.

StateY

Specify the work state and progress. Available options:

  • Registered
  • In Progress
  • Completed
  • Closed
  • Canceled

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It is filled with the Registered state value by default.

Assignment Group

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Y

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Specify a user group responsible for

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completing this

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Click the magnifier icon, and select a User record from the list in a window appeared.

problem task.

Note

When

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a problem task is assigned to a responsible

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group,

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the Assigned

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User field becomes non-mandatory.

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Assigned User

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Y

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Specify a user

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responsible for

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Click the magnifier icon, and select a Group record from the list in a window appeared.

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completing this problem task.

Note

When

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a problem task is assigned to a responsible

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user,

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the Assigned

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Related Information Tabs

Scroll down the Problem Task page to get to the related information area with the tabs below.

Notes:

  • Additional Comments - comment and add clarifying information
  • Work Notes - make important notes related to work on the problem task.

Schedule:

  • Planned Start Date - plan a start date of working on the Problem Task
  • Planned End Date - plan an end date of working on the Problem Task
  • Actual Start Date - specifies the actual start date of working on the Problem Task
  • Actual End Date - specifies the actual end date of working on the Problem Task.

Closure Information:

  • Closure Notes - make notes about closing the issue. 

The area contains links related to a particular Problem task. For example, the Time Spent links to the Time Card specifying the time the user spent on this Problem Task.

Related Lists

The area keeps the users' Time Cards. To add a new record, click New, then fill in the Time Card form, and click Save to apply the changes.

Create a Change Request     

If resolving a problem requires to make a change in your system, create a Change Request managed with the Change Control Practice.

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Group field becomes non-mandatory.

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Notes tab
Work notesN

Add work note. The field becomes mandatory when:

  • the Assigned user changes the state to CompletedCanceled or Closed.
  • other user with the ITSM_agent role changes the State value.

Follow / Unfollow UI-actions are available on the form. If you click Follow, you will be added to the Followers list and start receiving notifications. If you click Unfollow, you will stop receiving notifications about the changes in the record.

Access to the form fields


The read or update access to certain fields of a record can vary depending on the current user's roles.

  • The users with the ITSM_agent or problem_manager roles, other than the creator of the problem task or the assigned user, can:
    • View the record.
    • Submit Work notes in all states of the problem task other than Closed.
    • Edit the State, Assignment group, and Assigned user field values in all states of the problem task. The Work notes field becomes mandatory in this case.
    • Edit the Followers list field value.
  • The caller can:
    • View the record, except for the Work notes field.

Problem task state model


Image Added

Create a change request     


If resolving a problem requires making a change in your system, you can create a change request.

To do so, in the hamburger menu Image Added, select

Create Change and select one of the following options:

  • Standard

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  • Change
  • Normal

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  • Change
  • Emergency

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Solved by Changes

When investigating the issue, in case of detection change requests that can solve the problem, register these relationships with the following features:

  1. Open the Problem record form and enter the Related Records tab on the Related Information area.
  2. Click the magnifier button next to the Solved by Changes field; the change requests list will appear.
  3. Select desired change requests from the list. You can choose more than item.
  4. On the problem form, click the Save or Save and Exit to apply changes.

Caused by Changes

When investigating the issue, in case of detection change requests that caused the problem, register these relationships with the following features:

  1. Open the Problem record form and enter the Related Records tab on the Related Information area.
  2. Click the magnifier button next to the Caused by Changes field; the change requests list will appear.
  3. Select desired change requests from the list. You can choose more than item.
  4. Click the Save or Save and Exit button to apply changes.
  • Change

For more information on the change request types, see Change Types and State Models.

Create relationships

Tip

Role required: problem_manager.

You

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can create relationships between

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problems and other types of tasks. To do so, complete the following steps: 

  1. Navigate to Problem Management → All Problems and open the problem record you need.
  2. Open the Related Records tab.
  3. Click the magnifier icon Image Modified next to the respective field.
  4. In the window that appears, choose the necessary option.
  5. Click the Save or Save and Exit to apply the changes.
FieldDescription
Solved by ChangesSpecify change requests that helped to resolve the problem.
Caused by ChangesSpecify change requests that caused the problem.

Related Problems

Specify problems related to this particular problem.

Known Error

Assign a known error record from the Known Errors database.
Related ArticlesSpecify articles from the Knowledge Base related to this particular problem.
Related IncidentsSpecify incidents related to this particular problem.
Related User QuerySpecify a user query related to this particular problem.

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