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
- Problem Management overview
- Problem Management user roles
- 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
- Problem Management Administration
- Problem Management Configuration
- Security
Problem Management workflows and user tasks
The Problem Management process includes the activities required to identify and classify problems, to diagnose the root cause of incidents, and to determine the resolution to related problems. It is responsible for ensuring that the resolution is implemented through the appropriate control processes, such as Change Management.
Problem Management includes the following out-of-box workflows:
Problem Management
The Problem Management workflow is a sequence of connected steps in the life cycle of a support or service request. In the workflow, a Problem record goes through several phases to complete the life cycle.
The Problem Management workflow consists of the following phases and tasks.
Workflow phase | Tasks |
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Logging | |
Categorization | |
Investigation | |
Resolution | |
Review | |
Closure |
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Abandonment |
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Problem Task
The Problem Task workflow is a sequence of connected steps in the life cycle of a support or service request. In the workflow, a Problem task goes through several phases to complete the life cycle.
The Problem Task workflow consists of the following phases and tasks.
Workflow phase | Tasks |
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Waiting | |
Active | |
Review | |
Closure |
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Cancelled |
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Known Error
The Known Error workflow is a sequence of connected steps in the life cycle of a support or service request. In the workflow, a Known Error goes through a single phase before closure.
The Known Error workflow consists of the following phases and user tasks.
Workflow phase | Tasks |
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Logging | |
Closure |
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To see more workflow diagrams and more information about these workflows, refer to Service Manager Processes and Best Practices linked to in the related topics.
Related topics