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Version: 1.15.1

Process Problems

The following diagram illustrates the state model of problems.

State description


The following table lists and describes the states available for problems.

StateDescriptionAvailable transitions
RegisteredThe problem is detected and recorded, but not yet categorized.
  • Assigned
  • In progress
  • Completed
  • Known error*
AssignedThe problem is categorized and assigned to a relevant person or group.
  • In progress
  • Postponed
  • Completed
  • Known error*
In progressThe agent started working on the problem.
  • Assigned
  • Postponed
  • Completed
  • Known error*
PostponedResolution of the problem is postponed for a known period. If the problem affects business functions, it must at least have a temporary workaround.
  • Assigned
  • In progress
  • Known error*
Known ErrorThe problem automatically transitions into this state if:
  • A user added an Actual or Fixed known error to the problem record and saved it.
    OR
    The known error record related to the problem is approved and becomes Actual.
  • AND the problem is not in the Completed or Closed state.
This state cannot be manually selected in the State field.
  • Registered
  • Assigned
  • In progress
  • Postponed
  • Closed
CompletedThe work on the problem is Completed when the agent has come up with a permanent solution for the issue. In this case, the state has to be changed to Completed, so that the caller could perform the testing. If the tests are successful, the problem has to be Closed.
  • Assigned
  • Closed
ClosedAfter the problem is resolved, it has to be Closed. Only a problem manager can do it.

* Only automatic transition to this state is possible, when an Actual or Fixed known error is attached to the problem.

Assign and update problems


To assign a problem, follow these steps:

  1. Navigate to Problem ManagementAll Problems.
  2. Open the problem you need to assign.
  3. Click the magnifier icon next to the Assigned group or Assigned user field.
  4. Select the responsible person or group to assign the problem.
  5. Click Save or Save and exit to apply the changes.

Alternatively, simply click the Assign to me button to assign a problem to the current user. The button is available for all agents who are not currently assigned to the problem, but have the ITSM_agent role or are members of the group specified in the Assignment group field.

The Assign to me button moves the problem into the Assigned state.

Whereas the Assigned to field is completed with the name of the current user, the Assignment group field is completed depending on the following conditions:

  • If the Primary group (primary_group) field on the current user's page is completed, then an empty Assignment group field is completed with the primary group value on the problem form.
  • If the Primary group field on the current user's page is completed, but the Assignment group on the problem form is filled with a different value, then the Assignment group is completed with the primary group value.
  • If the Primary group field is empty, but the Assignment group is completed with a group to which the user belongs, then the Assignment group field keeps its value.
  • If the Primary group field is empty, but the Assignment group is completed with a group to which the current user is does not belong, then the Assignment group is cleared.

If the Assignment group field is updated when the Assigned user field is empty, then the system sends a notification to the members of the assigned group.

To update a problem, follow these steps:

  1. Navigate to Problem ManagementAll Problems.
  2. Open the problem you need to update.
  3. Change the fields as required.
  4. Click Save or Save and exit to apply the changes.

Closure information


Based on the state model, the problem has to be closed when it has been fully processed. The Closure Information tab appears when the problem state is Completed.

FieldMandatoryDescription
Complete originatorsNSelect this checkbox to make the originators related to this problem be completed along with it.
Closure codeYSpecify a closure code:
  • Solved 1st Level – Service agents of the 1st level solved the problem without functional or hierarchical escalation.
  • Solved 2nd Level – Service agents of the 2nd level solved the problem (service agents of the 1st level were unable to solve it).
  • Not solved (Refused) – Agents could not reproduce the problem and did not find any dysfunction.
  • Not solved (Dropped) – When the entity is not a problem.
Closure notesYSpecify some notes summarizing the implementation process.

You can add a quick response by clicking the Quick Responses widget icon , if the widget is added to the form. Read more in the Quick Responses article.