Role required: problem_manager. |
You can create a problem either from a particular registered incident or directly from the Problems catalog.
Follow the steps below:
When the user creates a problem from an incident, the values of such fields as Related Incidents and Related User Query are automatically updated with relevant object number.
Follow the steps below:
You can copy the record number, title and link via the hamburger menu. To do so, click Generate link. |
Problem form fields
Field | Mandatory | Description | |||||||||||
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Number | Y | Problem number. The field is populated automatically with the unique identifier in the PRBXXXXXXX format. | |||||||||||
Caller | Y | Specify the originator of the problem. | |||||||||||
Company | N | Specify the company to which the problem is related. | |||||||||||
Service | Y | Select the service affected by the problem. | |||||||||||
Related CIs | N | Specify related configuration items affected by the problem. | |||||||||||
Copy CIs to Originators | N | Select this checkbox to relate configuration items from the problem to entities that are problem originators. | |||||||||||
Assignment Group | Y | Specify a user group responsible for resolving the problem. It is automatically filled with the assigned user's group.
There is a dependency between the Assigned User and Assignment Group fields. To learn more, refer to the Restrictions for assignment article. | |||||||||||
Assigned User | Y | Specify a user responsible for resolving the problem. Click the Assign to me button to assign a problem to yourself. After that, your profile will be referenced in the Assigned User field.
There is a dependency between the Assigned User and Assignment Group fields. To learn more, refer to the Restrictions for assignment article. | |||||||||||
State | Y | Problem state with one of the following options:
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Postponement Cause | Specify the reason for postponing work on the problem. Available options:
Depending on the selected choice option, the following mandatory fields appear on the form:
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Impact | Y | Measure the impact caused by the problem on the business processes. Available options:
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Urgency | Y | Specify the urgency of the problem. Typically, it is evaluated based on the time remaining until the problem impacts the business. Available options:
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Priority | Y | Identifies the importance of the problem according to the Priority Matrix. This field is populated automatically based on the values specified in the Impact and Urgency fields. Possible options:
See the Priority Management article to learn more. | |||||||||||
Attention Required | N | Select the checkbox to allow the line manager of the assigned group/assigned user to receive notifications. | |||||||||||
Subject | Y | Add a short description of the problem. After saving, the field is hidden on the form. | |||||||||||
Description | N | Add a detailed description of the problem. | |||||||||||
Followers List | N | Displays a list of users who follow the problem for tracking the updates.
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Notes section | |||||||||||||
Additional Comments | N | Add a comment with any additional information about the problem. Additional comments are marked in purple. | |||||||||||
Work Notes | N | Add work notes with information about the problem. Work notes are marked in black. | |||||||||||
Related Records section | |||||||||||||
Solved by Changes | N | Specify change requests that helped resolve the problem. | |||||||||||
Caused by Changes | N | Specify change requests that caused the problem. | |||||||||||
Related Problems | N | Specify problems related to this particular problem. | |||||||||||
Known Error | N | Assign a known error record from the Known Errors database. | |||||||||||
Related Articles | N | Specify articles from the Knowledge Base related to this particular problem. | |||||||||||
Related Incidents | N | Specify incidents related to this particular problem. | |||||||||||
Related User Query | N | User query that is automatically populated from the related incidents. | |||||||||||
Closure Information section
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Complete Originators | N | Select the checkbox to add the originators related to this request. | |||||||||||
Closure Code | Y | Specify on what level the problem was closed or the reason it got the Completed state. Available options:
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Closure Notes | Y | Leave notes regarding the problem closure. |