Introduction

A problem is a condition from numerous incidents that are related or have common issues. Problem management is the process responsible for managing the lifecycle of all problems that happen or could happen.

The primary objectives of problem management are:

  • To prevent problems and resulting incidents from happening
  • To eliminate recurring incidents
  • To minimize the impact of incidents that cannot be prevented

It may take several incidents to occur before Problem Management has enough data to understand the root cause. After Problem Management identifies the factor and develops a workaround, the problem becomes a “known error.”

Problem management processes activities in the following way:

  1. Problem diagnosis and resolution - Achieved by categorization, prioritization and root cause identification. This may include a change request to resolve the Problem.
  2. Determination of workaround - Workarounds are provided to reduce service interruptions until Problem is resolved.
  3. Documentation of known errors - Known errors are added to Knowledge Base including related incidents and relevant workarounds.

ITIL defines a problem as an underlying cause of one or more incidents.

Example: An incident of a server hang is reported. The server becomes functional after a reboot. Later on, the incident repeats and the root cause of failure is analyzed and found as a faulty motherboard. The root cause is reported as Problem.

Configure problem entity settings

Customize Problem details by creating custom fields in addition to the predefined fields.

  1. Navigate to Setup > Account > Service Desk.
    The Settings page is displayed.

  2. From the top navigation tabs, select Problem.

  3. From PROBLEM SETTINGS, configure the Property settings.

  4. Click Update.

Create a problem entity

Problem entities are created on the Service Desk.

  1. Navigate to Command Center > Tickets.
    The Tickets page is displayed.

  2. Click ADD + and select Problem. The ADD PROBLEM page is displayed.

  3. Enter the following information:

Field nameDescription
SubjectTitle or short summary of Problem
Description<The information required to describe Problem scenario.

This can include the actual behavior, expected behavior, and steps to reproduce the issue.

Attach fileThe artifacts required to support Problem.

Example: error messages, screenshots, excerpt from log files.

Supported file types: `.txt`, `.jpg`, `.zip`, `.docx`, `.odt`, `.odg` and `.xlsx`. File size limit: 32 MB

Requested ByUser who requests Problem
Assignee GroupUser group that manages Problem
Assign toUser who acts on Problem
ResourcesDevices on which Problem is identified
CategoryCategory to which Problem is mapped
Sub CategorySubcategory under the category to which Problem is mapped
PriorityMeasure of how soon Problem needs to be fixed
Root CauseFactors On resolution of which the causal incidents can be prevented or healed
Work Around
Temporary method for achieving the given task when the planned method is not working due to Problem. The workaround is abandoned when the Problem is fixed.
ApplicationApplications on which the Problem is detected
Known IssueWhether the Problem has occurred in the past
ArticlesKB articles that refer to similar Problems in the past
Attach Change RequestChange request required to fix the Problem
Estimated HoursPlanned time duration for Problem resolution

View problems

Problem details page provides the following attributes.

TabsDescription
ConversationsComments added by assignee or creator which can be viewed by all users in assignee group
Activity LogUser activities on Problem
ResourcesResources on which Problem is identified
NotesUseful information or hints for Problem resolution. Viewed by all users of the assignee group.
To DoInformation recorded by a user for self-reference. Viewed by a single user.
Properties
  • The support website URL of the ITSM ticket is now provided as a hyperlink instead of plain text in the Properties section. You can provide a hyperlink in any of the fields that are under the Properties section.

  • Users can access the third party tickets (for example, ServiceNow) using the hyperlink provided in the External Ticket Info under the Properties section.

  • Note: To get the clickable link, you need to provide the External Entity URL information under the Outbound integration Response field.
Attach Incident to SR

Status FlowThe workflow representation that shows the status changes of Problem
ArticlesKB articles attached if the Problem is a known error
Attached RequestsChange Requests attached as part of Problem resolution
Integration LogThe inbound and outbound third-party communication details.

Edit problem

Edit a single problem

  1. Navigate to Command Center > Tickets and select a problem that you want to modify.
  2. You can either click on the problem ID to modify the details and save them or select Edit from the Actions dropdown menu to make changes to the details.

Edit multiple problems

  1. On the Tickets page, select the multiple problems for which you want to perform a bulk update.
  2. Click BULK UPDATE.
    The Update Actions page is displayed.
  3. Make the necessary changes and click SAVE.

Add an auto-close policy to close a problem

Configure auto-close policies to close problems that are resolved and that are in an inactive state since a certain elapsed time.

  1. Navigate to Setup > Account > Service Desk.
  2. In the left navigation pane, navigate to the Automation section and select Auto Close Policies.
    The Auto Close Policies page is displayed.
  3. From Auto Close Policies, select Auto Close Problems.
    The POLICY - AUTO CLOSE PROBLEMS screen is displayed.
  4. Enter the following information:
FieldDescription
Request TypeType of the request.
NameAuto-close policy name.
ReasonReason for auto-close.
Tickets Resolved ExceedingInactive interval of a resolved service request beyond which the problem needs to be closed.
  1. Click SAVE to activate auto close.