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
Review deferred problems
Part of Workflow(s): Problem Management: Categorization
Problem Management: Investigation
Applies to User roles: Problem Manager
You should periodically review problems that are deferred to determine whether additional actions are required. As you evaluate these problems, you can determine if they should be deferred again, reassigned for further investigation, or closed if the problem is no longer relevant.
To review deferred problems:
- Click Problem Management > Search Problems.
- Use search or advanced search to find one or more records. You can refine your search by selecting Deferred in the Status field.
- Double-click the problem record you want to review.
- If necessary, discuss the problem with stakeholders to determine the current answers to the following questions:
- What is the priority of resolving this problem?
- Update the Impact, if necessary.
- Update the Urgency, if necessary.
- Is this problem correctly documented? If the problem is not correctly documented, update the problem documentation.
- Does the problem need further investigation?
- If the problem is still relevant, the problem retains a Deferred status, and you schedule it for investigation at a later date.
- If the problem is no longer relevant, you close the problem record.
- What is the priority of resolving this problem?
- In the Activities tab, click the New Update Type drop-down list, and then select the update type.
- In the New Update field, type notes to update information about the current activity.
- Click Save & Exit.
- If you determine that you can close the problem record, follow these steps:
- 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.