Advancing a problem to the next phase

Service Manager identifies the current phase for any problem record in the title of the form. For example, when you create a problem record using the ITIL category, the form label is:

Problem Control - problem Identification and Classification

Each time you advance to a new phase, the form label changes to reflect the new phase name. The form fields change as you need to record additional information for the phase. If necessary, press Ctrl+H to view help for each field.

When you complete any phase within Problem Control (or Error Control), you can advance the problem to the next logical phase within the category. If you follow the out-of-box workflow, you can close a problem only when it is in the last phase of problem Control. If you have a customized problem Control and Error Control progression, the best practice is to complete each phase before you advance to the next one.

To advance to the next phase, click Next Phase on the toolbar.

To return to the last phase, click Prior Phase on the toolbar.

When you complete the last phase in Problem Control, you must open a Known Error record to continue advancing through Error Control.

Related topics

Problem Control overview
Problem Control activities
Tracking and monitoring problems
Creating a problem

Related topics