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How to edit a problem record

You can edit multiple records simultaneously by selecting them in the grid and updating them in the Preview pane on the right. For more information, see Mass update.

  1. From the main menu, select Run > Problem > Problems. Service Management displays the available problem records.

  2. Select the problem record that you want to edit.

    To filter the record list, click the Add filter  button. For more information, see Filters.

  3. Click the record identifier in the ID column to display the selected record.

    • In the right pane, the Related Contracts widget displays all of the contracts related to the record you are viewing.

      • Click the down arrow to expand the list of related contracts.
      • Click a contract to see its full details.

      The icon in the left of the contract indicates the type of contract:

    • In the right pane, the News widget displays current news alerts. Critical news alerts are always listed first, followed by important and normal news articles, listed from newest to oldest. Click the news article to view the full details.

      Tip News articles are also displayed in the News by importance widget on the Dashboard.

  4. By default, the problem record is displayed with the General tab selected. Click the tab you want to edit or view:

    • General

      Displays general information about the current record. For more information about the General tab, see General tab.

    • Workflow

      Displays the workflow metaphase and phase for the current record. For more information about workflow, see Problem workflow.

    • Task plan

      The Task plan tab is where you design, create, and edit tasks. The tabs that appear under task plan are Investigate, Resolve, and Review, with each matching a workflow phase which may require completion of a task. The parenthesized number on the tab is the number of tasks in each phase.

      For more information about tasks and planning, see How to build a task/approval plan.

    • Involved CIs

      Displays involved devices, system elements and affected services. For more information about involved CIs, see Involved CIs tab.

    • Related records

      Displays records which are causes of, or effects of, the current record. For more information about related records, see Related records tab.

    • Related knowledge

      Displays knowledge articles and news articles related to the current record. For more information, see Related knowledge tab.

    • Discussions

      Displays any relevant conversations about the current record. For more information about discussions, see Discussions.

    • History

      Displays all changes to the current record.To view changes or updates made to the record, click the History tab. For more information, see History.

    Note  

    • Click the record title to edit it.

    • To use a template, click Apply template on the toolbar.

  5. Click Save icon Save on the toolbar.

Problem record tabs

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