Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Search for | Example | Results |
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A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Search for | Operator | Example |
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Two or more words in the same topic |
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Either word in a topic |
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Topics that do not contain a specific word or phrase |
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Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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A combination of search types | ( ) parentheses |
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- Problem Management workflows and user tasks
- Problem Management views
- Find problem candidates
- Review incidents
- Create a new problem from an incident
- Create a new problem not based on an incident
- Associate a problem with an existing incident
- Associate a problem with an existing problem
- View records related to a problem
- Create a new problem from a problem record
- Create a new problem from a user interaction
- Update a problem
- Evaluate a problem
- Schedule a problem
- Close a problem that will not be fixed
- Defer a problem
- Review deferred problems
- Reassign a problem for additional support
- Set a reminder for a problem record
- Document the root cause
- Document the workaround
- Access the knowledgebase
- Open a Problem Management task
- Investigate and diagnose a Problem Management task
- Close a problem task
- Test the workaround
- Close a problem
- Assign a Problem Management task
- Open a known error
- Update a known error
- Assign a known error record to schedule a fix
- Associate a change request with a known error record
- Close a known error
- Access Problem Management reports
- Example: Problem workflow
Create a new problem from an incident
Part of Workflow(s):
Problem Management: Logging
Applies to User Roles:
Problem Coordinator
When you create a problem record from an incident, Service Manager automatically associates the incident record to the problem record. Every time someone associates another incident to this problem, Service Manager updates the incident count for the problem. The more related incidents a problem has, the greater the impact the problem has on an organization and the higher priority it should have.
Note By default, problem record identification numbers have a prefix of PM.
To create a new problem record based on an existing incident record, follow these steps:
- Click Incident Management > Search Incidents.
- Use search or advanced search to find one or more records. Specify search criteria to find the incidents that you want to make new problems for.
- Select an incident from the record list.
- In the Related Records tab, select Related Problems from the Link Type drop-down list, and the then click Link New Record.
- Fill out the remainder of the problem record as needed.
- Click Save.
Note You can add parts and labor costs tracking to an incident, problem, change, or request or to any associated task of a record. To do this, navigate to the Cost tab, specify the currency, and then specify the date, part number, and quantity for any parts used. Alternatively, specify the date, technician name (used to derive the rate from the operator record), and hours worked for any labor. Service Manager will automatically calculate and roll up costs from any sub tasks into the Total cost field on the Costs tab.
Related concepts
Creating a problem
Identify the problem
Categorize the problem
Classify the problem
Problem record information
Searching for a Configuration Item
Example: Search for a record
Related tasks
Find problem candidates
Review incidents
Create a new problem not based on an incident
Associate a problem with an existing incident
Update a problem
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