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    Home Orlando IT Service Management IT Service Management ITSM Agent Workspace Using ITSM Agent Workspace ITSM Agent Workspace - Problem Create and track a problem in workspace

    Create and track a problem in workspace

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    Create and track a problem in workspace

    When you have recurring incidents or a major incident, you can create a problem to identify the root cause of the incidents and help prevent them from happening again.

    Before you begin

    Role required: agent_workspace_user, problem_coordinator, or admin

    Procedure

    1. Navigate to Workspace Experience > Workspaces > Agent Workspace Home.
    2. From the Lists menu, select Problems > Open.
    3. Click New.
    4. On the form, fill in the fields.
      Table 1. Create New Problem form
      Field Description
      Number [Auto-generated]. Unique number that identifies the problem record.
      First reported by Task that first identified this problem.
      Note: Activate the Problem Management Best Practice — Madrid (com.snc.best_practice.problem.madrid) plugin.
      Category and Subcategory Group to which the problem belongs, such as software or hardware. After selecting the category, select the subcategory, if applicable.
      Service Business service, such as email or IT Services, that the problem applies to.
      Configuration item Configuration item (CI) that the problem applies to. The CI class of the selected configuration item identifies the type of problem, for example, hardware, network, or database.
      State For customers prior to the Madrid release, the available states are: Open, Pending Change, Known Error, and Closed or Resolved.

      For customers starting with the Madrid release, the new state model is applied and the State field is read only. The field value changes as the problem proceeds from one state to another state. The states available are: New, Assess, Root Cause Analysis, Fix in Progress, Resolved, and Closed.

      Note: To access the new state management process, activate the Problem Management Best Practice — Madrid (com.snc.best_practice.problem.madrid) plugin.
      Impact Effect that the problem has on business operations.
      Urgency Extent to which the problem resolution can bear delay.
      Priority How quickly the service desk should address the problem. The Priority field is automatically set to the Impact and Urgency values.
      Assignment group Group to which the problem is assigned.
      Assigned to Problem coordinator to whom the problem is assigned. If an assignment rule applies, the problem is automatically assigned to the appropriate user or group.
      Problem statement Brief description of the problem.
      Note: Activate the Problem Management Best Practice — Madrid (com.snc.best_practice.problem.madrid) plugin.
      Description Detailed description of the problem.
      Notes
      Work notes list Users who receive notification when work notes are added to the problem.
      Work notes Informative notes about the work performed on the problem.
      Analysis Information
      Workaround Method used to overcome the issue if no resolution is available yet.
      Cause notes The cause of the problem.
      Auto-generated information
      Resolved [Auto-generated]. Date and time when the user resolved the problem.
      Resolved by [Auto-generated]. Name of the user who resolved the problem.
      Fix notes Information on how the problem was fixed.
      Auto-generated information
      Opened [Auto-generated]. Date and time when the user opened the problem.
      Opened by [Auto-generated]. User who opened the problem.
      Confirmed [Auto-generated]. Date and time when the user confirmed that the issue was indeed a problem.
      Confirmed by [Auto-generated]. User who accessed the issue and confirmed that it was a problem.
    5. Click Save.

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      Create and track a problem in workspace

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Create and track a problem in workspace

      When you have recurring incidents or a major incident, you can create a problem to identify the root cause of the incidents and help prevent them from happening again.

      Before you begin

      Role required: agent_workspace_user, problem_coordinator, or admin

      Procedure

      1. Navigate to Workspace Experience > Workspaces > Agent Workspace Home.
      2. From the Lists menu, select Problems > Open.
      3. Click New.
      4. On the form, fill in the fields.
        Table 1. Create New Problem form
        Field Description
        Number [Auto-generated]. Unique number that identifies the problem record.
        First reported by Task that first identified this problem.
        Note: Activate the Problem Management Best Practice — Madrid (com.snc.best_practice.problem.madrid) plugin.
        Category and Subcategory Group to which the problem belongs, such as software or hardware. After selecting the category, select the subcategory, if applicable.
        Service Business service, such as email or IT Services, that the problem applies to.
        Configuration item Configuration item (CI) that the problem applies to. The CI class of the selected configuration item identifies the type of problem, for example, hardware, network, or database.
        State For customers prior to the Madrid release, the available states are: Open, Pending Change, Known Error, and Closed or Resolved.

        For customers starting with the Madrid release, the new state model is applied and the State field is read only. The field value changes as the problem proceeds from one state to another state. The states available are: New, Assess, Root Cause Analysis, Fix in Progress, Resolved, and Closed.

        Note: To access the new state management process, activate the Problem Management Best Practice — Madrid (com.snc.best_practice.problem.madrid) plugin.
        Impact Effect that the problem has on business operations.
        Urgency Extent to which the problem resolution can bear delay.
        Priority How quickly the service desk should address the problem. The Priority field is automatically set to the Impact and Urgency values.
        Assignment group Group to which the problem is assigned.
        Assigned to Problem coordinator to whom the problem is assigned. If an assignment rule applies, the problem is automatically assigned to the appropriate user or group.
        Problem statement Brief description of the problem.
        Note: Activate the Problem Management Best Practice — Madrid (com.snc.best_practice.problem.madrid) plugin.
        Description Detailed description of the problem.
        Notes
        Work notes list Users who receive notification when work notes are added to the problem.
        Work notes Informative notes about the work performed on the problem.
        Analysis Information
        Workaround Method used to overcome the issue if no resolution is available yet.
        Cause notes The cause of the problem.
        Auto-generated information
        Resolved [Auto-generated]. Date and time when the user resolved the problem.
        Resolved by [Auto-generated]. Name of the user who resolved the problem.
        Fix notes Information on how the problem was fixed.
        Auto-generated information
        Opened [Auto-generated]. Date and time when the user opened the problem.
        Opened by [Auto-generated]. User who opened the problem.
        Confirmed [Auto-generated]. Date and time when the user confirmed that the issue was indeed a problem.
        Confirmed by [Auto-generated]. User who accessed the issue and confirmed that it was a problem.
      5. Click Save.

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