Create Problems

A problem is a recurring issue that affects the quality of a service to a customer, such as a technical glitch, something unclear about the user interface or the absence of a feature or certain information repeatedly requested by customers. Problems are typically incidents that continue to arise, sometimes despite a short-term fix. When a customer is affected by an incident which is resolved with a"quick fix" or workaround, the service for that customer will likely be impaired again because the problem is still active and waiting to produce the recurring incident again and again.

Create a problem

Agents can log in to the Service Desk web application to create and track problems.

1. Log in at

2. Go to Problem > New Problem.

3. Select the service under which the problem should be created.

4. A new record form is created whenever a problem is added to a service. Problem records use the same basic layout as other record forms and can be filled out as follows:


The summary section lists all the basic information about the record, including the following:

  • Service – The service to which the record belongs

  • Record ID – The individual ID used to distinguish between records

  • Owner – The technician who created the record

  • Title – The title of the record

  • Assignee – The technician to whom the record is assigned

  • Priority – The priority level assigned to the record

Problem Details tab & Status

The Plan Details tab lists all the content needed for development to be done, including the following:

  • Category – The record's category (as configured by an administrator under service settings)

  • Custom Fields – Any custom fields created under service settings

  • Symptom – A space to explain the symptoms and business impact caused by the bug

  • Discussion – A space to include any further details, discuss the development of the record and include updates as development continues; comments can be prevented from appearing in the Customer Portal by selecting the "Hide from customers" check box

    Note: Account admins can click Delete to permanently remove a technician and/or customer comment.

  • Root Cause – A space to detail the root cause of the problem once it has been discovered

  • Workaround – A space to explain any workarounds to the problem (i.e., ways to get around the problem without actually fixing it)

  • Assignee – The technician to whom the record is assigned

  • Watchers – The watchlist is a list of individuals and groups who are "watching" a particular record (click x person watching. Invite more... link to modify list); when the "Notify watchlisted" check box is selected when a record is saved, watchlisted individuals and groups receive notifications about the changes

  • Notify watchlisted – When this box is selected, all watchlisted individuals will receive a notification about the changes; in addition, technicians can add a particular group to receive the notification on a per-record basis (without being added to the watchlist)

  • Close – Closing a record means that there is no more work to be done and the record is completely finished

Tasks tab

Each record can have an unlimited number of tasks assigned to it. See Add Tasks for more information.

Linked Items

Service Desk allows records to be linked to customers, configuration items and other records. This helps ensure that related items are easily visible and the connections between them and other items within Service Desk are visible. Since problems are often manifested as recurring incidents, this is a good opportunity to link those incidents to the problem so that they appear within each other's records.

  • Link customers – Use the search box to find and select customers who are affected by or related to the record (only 1 customer may be linked to each record).
  • Link incidents – Click the Add icon to link related incidents to the record, then select "search existing" or "create new." There is also an option to include the incident's symptom and resolution within the link (visible by clicking it).
  • Link problems – Click the Add icon to link related problems to the record, then select "search existing" or "create new." There is also an option to include the problem’s symptom and resolution within the link (visible by clicking it).
  • Link knowledge articles – Click the Add icon to link related knowledge articles to the record, then select "search existing" or "create new." There is also an option to include the knowledge article's discussion and resolution within the link (visible by clicking it).
  • Link changes – Click the Add icon to link related changes to the record, then select "search existing" or "create new."
  • Link releases – Click the Add icon to link related releases to the record, then select "search existing" or "create new."
  • Link affected items – The affected items section automatically includes the record's service and linked customers; in addition, related configuration items (CIs) can be linked by clicking the Add icon .


Tags are arbitrary labels that can be added to any record using the text field. Technicians can click a tag to see a list of results that includes all records with that tag, which can be filtered by state and service.


The activity log is a list of all actions and changes (e.g., status, tasks, email notifications, mass actions, etc.) that have occurred for a service record. Technicians can click View Allto view all of the entries in an activity log, and even click Print to print the service record's history.


The watchlist is a list of users who are "watching" an incident; you can choose to notify all watchlist users (including technicians with a seat, the customer, and/or any groups that you have created) any time an incident is updated. Additionally, you can add external watchlist users (those not a technician or a customer) that you would like to update about an incident by adding their email address to the "external watchlist" section and clicking Save.


Service Desk provides a time-recording functionality that enables technicians to log the time spent working on records, as well as access visualizations of the work completed and generate reports. Time management can be accessed by selecting Service Desk > Time.

Time users and time administrators can log time spent working on a record under the Time section. They can also click View All to see the full time log history for the individual record.

5. Click Save when finished.



Problems & Problem Management

Resolve and Close Problems