Use > Problem Management > Problem Management workflows and user tasks > Create a new problem from a problem record

Create a new problem from a problem record

Part of Workflow(s):

Problem Management: All

Applies to User Roles:

Problem Coordinator

Problem Manager

There are times when you may need to open a new problem from an existing problem record. Whether a periodic review of incident trend analysis or as part of an organization's preventive or scheduled maintenance, you can open a related problem record that will be associated with the existing problem record.

To open a new problem from an existing problem record, follow these steps:

  1. Click Problem Management > Search Problems.
  2. Use search or advanced search to find one or more records.

  3. Select a target problem record.
  4. In the Related Records tab, select Related Problems from the Link Type drop-down list, and the then click Link New Record. A New Problem form opens.
  5. Add the required information to create the new problem record.
  6. Click Save & Exit. You are returned to the existing problem record.

  7. In the Activities tab of the original problem record, document the current activities. In the New Update Type field, select the applicable update type.
  8. In the New Update field, type notes to explain the new open problem and any other current activity information.
  9. Click Save & Exit

Related topics

Example: Search for a record

Related topics

Associate a problem with an existing incident
Associate a problem with an existing problem