Create a Problem Task

In case you need to assign a task 

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

  1. Open the Problem record form and scrolll down to the Related Lists area;
  2. Enter the Problem Task tab, and click the New button;
  3. Fill in the Problem Task form, and click the Save or Save and Exit button.

Problem Task form description

FieldDescription
NumberAutomatically filled with the unique identificator of the PBTXXXXXXX format.
Problem

Contains a number of the related Problem.

To assign a particular problem, click the magnifier icon and select a record from the list in a window appeared.

State

Assign a Problem Task state selecting one of the following options:

  • Registered;
  • In Progress;
  • Completed;
  • Cancelled.

Filled with the Registered state value by defaut.

Assigned User

A user responsible for performing this Problem Task.

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

Assignment Group

A user group responsible for performing this Problem Task.

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

Automatically defined with the User's group when filling the Assigned User field. 

SubjectMain information about the Problem Task topic.
DescriptionDetailed information about the Problem Task.

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. 

Related Links

The area contains links related to a particlular Problem task. For example, the Time Spent links to the Time Card specifying the time 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 the Change Control Practice.

Enter the Problem hamburger menu → Create Change and select one of the following options:

  • Standart change;
  • Normal change;
  • Emergency change.

Solved by Changes

In case of detection relations or dependencies with other problems 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. Next to the Solved by Changes field, click the lock button first to activate the option field;
  3. Click a magnifier icon, and choose a desired record in the new window appeared;
  4. On the problem form, click the Save button to apply the changes.

Caused by Changes

When investigating the issue, in case of detection relations or dependencies with other problems 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. Next to the Caused by Changes field, click the lock button first to activate the option field;
  3. Click a magnifier icon, and choose a desired record in the new window appeared;
  4. Click the Save or Save and Exit button to apply the changes.