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 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:
- Click Problem Management > Search Problems.
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Use search or advanced search to find one or more records.
- Select a target problem record.
- 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.
- Add the required information to create the new problem record.
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Click Save & Exit. You are returned to the existing problem record.
- In the Activities tab of the original problem record, document the current activities. In the New Update Type field, select the applicable update type.
- In the New Update field, type notes to explain the new open problem and any other current activity information.
- Click Save & Exit.
Related topics
Related topics
Associate a problem with an existing incident
Associate a problem with an existing problem