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
Close a problem
Part of Workflow(s): Resolution
Review
Applies to User roles: Problem Analyst
Problem Manager
The Problem Analyst verifies that all related known errors are closed or resolved before closing the problem record. If you try to close a problem that has open related known errors, the following message is displayed:
The Problem has open associated Known Errors. Force those Known Errors closed?
If you answer "yes," the open known errors are closed, and the solution to the problem is cascaded to all those known errors (but not to known errors that were already closed). If you answer "no," only the problem is closed, and the known errors remain unchanged.
The Problem Analyst then consults with the Problem Manager to determine if a problem review and problem report are required. If a review is required, the Problem Manager documents the results of the review as part of the problem report. As part of the problem closure and review process, the phase of the problem record is updated to Problem Closure . When the review is complete, the problem is closed with the applicable closure code.
To close a problem, follow these steps:
- Click Problem Management > Search Problems.
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Use search or advanced search to find one or more records.
- Double-click the problem record that you want to close.
- In the Activities tab, select the applicable type from the New Update Type field.
- In the New Update field, enter the reason that this problem will not be fixed.
- Click Close in the taskbar, confirm that the subcategory and area are correct, and then select an applicable closure code.
- Click Finish to close the problem.
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.