{"id":22986,"date":"2020-05-13T16:48:08","date_gmt":"2020-05-13T16:48:08","guid":{"rendered":"https:\/\/www.process.st\/templates\/itil-problem-management-process-template\/"},"modified":"2024-05-14T11:44:48","modified_gmt":"2024-05-14T11:44:48","slug":"itil-problem-management-process-template","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/itil-problem-management-process-template\/","title":{"rendered":"ITIL Problem Management Process Template"},"content":{"rendered":"\n<section id=\"introduction\">\n <h2>Introduction:<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/7e47559d-b2de-4565-8ec3-aae28f0a6ccc\/gL_7WL3niyjCajQK_BJO7Q.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/7e47559d-b2de-4565-8ec3-aae28f0a6ccc\/gL_7WL3niyjCajQK_BJO7Q.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p>The problem management process goes <strong>hand in hand with incident management and change management.<\/strong> These processes are critical for <strong>IT-business strategy alignment<\/strong> and maintaining <strong>high levels of productivity<\/strong> throughout an organization.<\/p>\n  <p>Although problem management is its own process, it is <strong>dependent<\/strong> on an effective incident management process and interaction with other related ITIL processes.<\/p>\n  <p><a href=\"https:\/\/www.process.st\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street<\/a> recently released a <strong>full ITIL template pack<\/strong>, which <strong>includes templates for incident and change management<\/strong>, providing you with a way to perform first-class end-to-end management of these processes.<\/p>\n  <p>Back to this template.<\/p>\n  <p>Problem management is primarily designed to<strong> prevent, or at least minimize, downtime and disruptions<\/strong> that occur as a result of IT-related problems.<\/p>\n  <p>A few other key benefits of problem management are:<\/p>\n  <ul>\n   <li>Improved service quality and availability<\/li>\n   <li>Increased productivity<\/li>\n   <li>Reduced costs (minimal waste of resources)<\/li>\n   <li>Improved customer satisfaction<\/li>\n  <\/ul>\n  <p>In this checklist, we will guide you through the entire process flow for problem management, enabling you to <strong>effectively log, investigate, diagnose, and resolve the problems<\/strong> that threaten to negatively impact business performance.<\/p>\n  <p>Let's get going.<\/p>\n  <h5>A little info about Process Street<\/h5>\n  <p>Process Street is&nbsp;<strong>superpowered checklists<\/strong>. By using our software to document your processes, you are instantly creating an actionable workflow in which tasks can be assigned to team members, automated, and monitored in real-time to ensure they are being executed as intended, each and every time.<\/p>\n  <p>The point is to&nbsp;<strong>minimize human error, increase accountability<\/strong>, and&nbsp;<strong>provide employees with all of the tools and information necessary<\/strong>&nbsp;to complete their tasks as effectively as possible.<\/p>\n <\/div>\n<\/section>\n<section id=\"problem-detection\">\n <h2>Problem detection:<\/h2>\n<\/section>\n<section id=\"enter-basic-details\">\n <h2>Enter basic details<\/h2>\n <div class=\"text-content\">\n  <p>First, enter some basic details regarding <strong>how the problem was received, <\/strong>contact details of the<strong> problem manager,<\/strong>&nbsp;and<strong> determine if this particular problem has been logged at an earlier date.<\/strong><\/p>\n  <p class=\"style-danger\">If you select<strong>&nbsp;\"Other\"<\/strong>, be sure to elaborate in the text field below before moving on.<\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Through which channel was the problem received? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Service desk\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Event management\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Incident management\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Proactive problem management\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Supplier or contractor\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      6\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Other\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Description of \"Other\" channel <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Date &amp; time the problem was reported <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Problem manager - Name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Problem manager - Email address <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Does this particular problem have an existing problem record? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Is there an incident report associated with this problem? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"attachlink-to-the-incident-report\">\n <h2>Attach\/link to the incident report<\/h2>\n <div class=\"text-content\">\n  <p><strong>Attach the incident report<\/strong> associated with this problem. You can also <strong>link to the report<\/strong> if you prefer.&nbsp;<\/p>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Incident report <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Link to the incident report <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"link-to-existing-problem-record\">\n <h2>Link to existing problem record<\/h2>\n <div class=\"text-content\">\n  <p>Link to the existing problem record so <strong>new data can be consolidated with old data in order to maintain data integrity.<\/strong><\/p>\n  <p>Connecting all data points will also<strong> help understand exactly what needs to be done<\/strong> in order to resolve the problem as soon as possible, with<strong> minimum disruption to business operations.&nbsp;&nbsp;<\/strong><\/p>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Link to existing problem record <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"problem-logging\">\n <h2>Problem logging:<\/h2>\n<\/section>\n<section id=\"create-a-problem-record\">\n <h2>Create a problem record<\/h2>\n <div class=\"text-content\">\n  <p><strong>Create a problem record <\/strong>within your ITIL management system and <strong>link to it below.&nbsp;<\/strong><\/p>\n  <p>This will be where are i<strong>mportant information regarding the problem is stored<\/strong> and will be used by various individuals to <strong>solve it through a collaborative effort.<\/strong><\/p>\n  <p>In the record, you should<strong> include the following information:<\/strong><\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Unique ID\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Date and time of detection\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Problem owner\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Description of symptoms\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Affected users\/business areas\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      6\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Affected service(s)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      7\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Priority level\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      8\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Category\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Link to new problem record <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"categorize-the-problem\">\n <h2>Categorize the problem<\/h2>\n <div class=\"text-content\">\n  <p>Categorize the problem <strong>(e.g. Network, Hardware, Software).<\/strong><\/p>\n  <p><strong>Note:<\/strong> Problem categories should be harmonized with Incident categories to support matching between Incidents and Problems<\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Problem category <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Network\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Hardware\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Software\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     People\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Process\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      6\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Documentation\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      7\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"prioritize-the-problem\">\n <h2>Prioritize the problem<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/b71dde1e-d46d-4cc0-a368-5ced1d89a9f3\/qrWsZXDhHTo-9-lqQVNNcw.jpg\" alt=\"Prioritize the problem\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/b71dde1e-d46d-4cc0-a368-5ced1d89a9f3\/qrWsZXDhHTo-9-lqQVNNcw.jpg\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Problem priority level <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Very High (Emergency)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     High\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Normal\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Low\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"approval-problem-record-is-logged-properly\">\n <h2>Approval: Problem record is logged properly<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Create a problem record<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Categorize the problem<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Prioritize the problem<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"investigation--diagnosis\">\n <h2>Investigation &amp; diagnosis:<\/h2>\n<\/section>\n<section id=\"conduct-a-thorough-investigation\">\n <h2>Conduct a thorough investigation<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/52fa5ef8-7924-4386-991e-d74f411a01a6\/gMBe_GIAyrM03U482QpBmA.jpg\" alt=\"Conduct a thorough investigation\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/52fa5ef8-7924-4386-991e-d74f411a01a6\/gMBe_GIAyrM03U482QpBmA.jpg\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p>Now that the<strong> problem record is up to date<\/strong> and contains all of the information necessary to perform an investigation, it's<strong> time to figure out what's going on and what needs to be don<\/strong>e to resolve the problem.<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Notes from investigation <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"enter-initial-diagnosis\">\n <h2>Enter initial diagnosis<\/h2>\n <div class=\"text-content\">\n  <p>Following the investigation, <strong>concisely write down your initial diagnosis<\/strong> of the problem in the form field below.&nbsp;<\/p>\n  <p>At this stage, it is also important to <strong>determine if it is possible to provide a temporary workaround<\/strong> that can be implemented to deal with related incidents and minimize service disruption while a permanent solution for the problem is being developed.&nbsp;<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Initial diagnosis <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Is there a temporary workaround that can be implemented? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"create-a-known-error-record\">\n <h2>Create a Known Error record<\/h2>\n <div class=\"text-content\">\n  <p>Now that the problem has been<strong> identified and diagnosed, it becomes a \"Known Error\" record.&nbsp;<\/strong><\/p>\n  <p>Create the record and link to it below.<\/p>\n  <p class=\"style-danger\">It\u2019s<strong> <a href=\"https:\/\/www.cherwell.com\/library\/essential-guides\/essential-guide-to-itil-problem-management\/\" rel=\"nofollow noopener\" target=\"_blank\">important to create a Known Error record.<\/a> <\/strong>If future Incidents or Problems arise, the investigating service desk technician will identify and provide resolution more quickly using the known error database (KEDB) and associated workaround(s).<\/p>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Link to Known Error record <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"temporary-workaround\">\n <h2>Temporary workaround:<\/h2>\n<\/section>\n<section id=\"briefly-describe-the-workaround\">\n <h2>Briefly describe the workaround<\/h2>\n <div class=\"text-content\">\n  <p>A temporary workaround, while not the ideal solution, is a <strong>great way to avoid severe disruption to business operation<\/strong>s and keep things running as smoothly as possible while you work on developing a permanent solution.<\/p>\n  <p>Below, <strong>provide a description of the workaround <\/strong>and an<strong> explanation of how it will be implemented.<\/strong><\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Description of the temporary workaround <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> How will the temporary workaround be implemented? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-workaround-is-ready-for-implementation\">\n <h2>Approval: Workaround is ready for implementation<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Briefly describe the workaround<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"implement-the-temporary-workaround\">\n <h2>Implement the temporary workaround<\/h2>\n <div class=\"text-content\">\n  <p>Now that the workaround has been approved, its time to <strong>deploy it and begin focusing on developing a permanent solution<\/strong> to the problem.&nbsp;<\/p>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Date &amp; time of implementation (temporary workaround) <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"problem-resolution\">\n <h2>Problem resolution:<\/h2>\n<\/section>\n<section id=\"describe-the-resolution\">\n <h2>Describe the resolution<\/h2>\n <div class=\"text-content\">\n  <p><strong>Describe the problem resolution<\/strong> in the text form field below.&nbsp;<\/p>\n  <p>The <strong>initial diagnosis<\/strong> entered earlier in the checklist is <strong>available below for reference.<\/strong><\/p>\n  <p class=\"style-info\"><strong>Initial diagnosis:<\/strong> {{form.Initial_diagnosis}}<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Problem resolution <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-warning\">If there are any<strong> supporting documents relevant to the resolution,<\/strong> you can<strong> upload and\/or link to them below.<\/strong><\/p>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Problem resolution - Supporting document <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Problem resolution - Link to supporting document <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"perform-tests-to-confirm-service-recovery\">\n <h2>Perform tests to confirm service recovery<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/04c6fc91-591a-4551-af40-140d73d8b383\/nI67DWpFlbn3PwaiE8NMeQ.jpg\" alt=\"Perform tests to confirm service recovery\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/04c6fc91-591a-4551-af40-140d73d8b383\/nI67DWpFlbn3PwaiE8NMeQ.jpg\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p>Perform all necessary tests to <strong>confirm that the problem has been resolved<\/strong> and<strong> services have returned to normal.<\/strong><\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Test results <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-tests-have-been-successful\">\n <h2>Approval: Tests have been successful<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Perform tests to confirm service recovery<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"implement-resolution\">\n <h2>Implement resolution<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/40721b68-40e2-424b-a0bd-f4f6116dd0ef\/i3rdxYHY2sYMTVU3qJ1HpA.jpg\" alt=\"Implement resolution\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/40721b68-40e2-424b-a0bd-f4f6116dd0ef\/i3rdxYHY2sYMTVU3qJ1HpA.jpg\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p><strong>Implement the problem resolution<\/strong> using your <strong>standard procedure.&nbsp;<\/strong><\/p>\n <\/div>\n<\/section>\n<section id=\"problem-closure\">\n <h2>Problem closure:<\/h2>\n<\/section>\n<section id=\"close-the-problem-record\">\n <h2>Close the problem record<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/eca7268f-131c-4b72-92f7-9dd3cddcfd8c\/rhGIX_axoPKZTnfL3ERIgA.jpg\" alt=\"Close the problem record\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/eca7268f-131c-4b72-92f7-9dd3cddcfd8c\/rhGIX_axoPKZTnfL3ERIgA.jpg\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p>Great work! The resolution has been <strong>deployed and services returned to normal.&nbsp;<\/strong><\/p>\n  <p>You can now carry out the <strong>satisfying and relieving task of closing the problem<\/strong> record.&nbsp;<\/p>\n  <p class=\"style-info\"><strong>Link to problem record:<\/strong>&nbsp;{{form.Link_to_new_problem_record}}<\/p>\n <\/div>\n<\/section>\n<section id=\"close-any-associated-incident-records\">\n <h2>Close any associated incident records<\/h2>\n <div class=\"text-content\">\n  <p>Once you've close the problem record, don't forget to also <strong>close any associated incident records<\/strong> to<strong> keep your data clean, organized, and up to date.&nbsp;<\/strong><\/p>\n <\/div>\n<\/section>\n<section id=\"ensure-the-initial-classification-details-are-accurate\">\n <h2>Ensure the initial classification details are accurate<\/h2>\n <div class=\"text-content\">\n  <p>As a final step in the problem management process, the service desk technician should <strong>ensure that the initial classification details are accurate for future reference and reporting<\/strong><\/p>\n  <p>Below is the <strong>link to the problem record<\/strong> for easy access.<\/p>\n  <p class=\"style-info\"><strong>Problem record:<\/strong> {{form.Link_to_new_problem_record}}<\/p>\n <\/div>\n<\/section>\n<section id=\"sources\">\n <h2>Sources:<\/h2>\n <div class=\"text-content\">\n  <ul>\n   <li><a href=\"https:\/\/www.linkedin.com\/in\/anthonyorr\/\" rel=\"nofollow noopener\" target=\"_blank\">Anthony Orr<\/a> - <em><a href=\"https:\/\/www.cherwell.com\/library\/essential-guides\/essential-guide-to-itil-problem-management\/\" rel=\"nofollow noopener\" target=\"_blank\">The Essential Guide to ITIL Problem Management<\/a><\/em><\/li>\n   <li><a href=\"https:\/\/www.bmc.com\/blogs\/itil-problem-management\/\" rel=\"nofollow noopener\" target=\"_blank\">BMC - <em>Problem Management in ITIL 4 and Beyond<\/em><\/a><\/li>\n   <li><a href=\"https:\/\/wiki.en.it-processmaps.com\/index.php\/Problem_Management\" rel=\"nofollow noopener\" target=\"_blank\">Wiki Process Maps -<em> Problem Management<\/em><\/a><\/li>\n   <li><a href=\"https:\/\/blog.masterofproject.com\/itil-problem-management-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Master of Project Academy - <em>ITIL Problem Management Process Flow in 3 Steps<\/em><\/a><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"related-checklists\">\n <h2>Related checklists:<\/h2>\n <div class=\"text-content\">\n  <ul>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/itil-incident-management-process-template\/\" rel=\"nofollow noopener\" target=\"_blank\">ITIL Incident Management Process Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/itil-change-management-process-template\/\" rel=\"nofollow noopener\" target=\"_blank\">ITIL Change Management Process Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/itil-request-for-change-template\/\" rel=\"nofollow noopener\" target=\"_blank\">ITIL Request for Change (RFC) Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/itil-release-planning-template\/\" rel=\"nofollow noopener\" target=\"_blank\">ITIL Release Planning Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/itil-post-implementation-review-template\/\" rel=\"nofollow noopener\" target=\"_blank\">ITIL Post Implementation Review Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/itil-access-management-process-template\/\" rel=\"nofollow noopener\" target=\"_blank\">ITIL Access Management Process Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/itil-continual-service-improvement-template\/\" rel=\"nofollow noopener\" target=\"_blank\">ITIL Continual Service Improvement Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/it-service-sla-management\/\" rel=\"nofollow noopener\" target=\"_blank\">IT Service SLA Management Checklist Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/cloud-service-sla-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Cloud Service SLA Management Checklist Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/it-service-sla-metrics-tracking\/\" target=\"_self\" rel=\"nofollow noopener\">IT Service SLA Metrics Tracking Process Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/cloud-service-sla-metrics-tracking\/\" target=\"_self\" rel=\"nofollow noopener\">Cloud Service SLA Metrics Tracking Process Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/inventory-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Inventory Management Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/network-security-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Network Security Management<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/client-data-backup-best-practices\/\" rel=\"nofollow noopener\" target=\"_blank\">Client Data Backup Best Practices<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/computer-maintenance-guide\/\" rel=\"nofollow noopener\" target=\"_blank\">Computer Maintenance Guide<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/ubuntu-server-setup-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Ubuntu Server Setup Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/virtual-private-server-setup\/\" rel=\"nofollow noopener\" target=\"_blank\">Virtual Private Server Setup<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/it-support-process\/\" rel=\"nofollow noopener\" target=\"_blank\">IT Support Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/helpdesk-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Helpdesk Management<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/server-maintenance\/\" rel=\"nofollow noopener\" target=\"_blank\">Server Maintenance<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/server-security\/\" rel=\"nofollow noopener\" target=\"_blank\">Server Security<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/information-security-incident-response\/\" rel=\"nofollow noopener\" target=\"_blank\">Information Security Incident Response<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/sql-server-audit-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">SQL Server Audit Checklist<\/a><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: The problem management process goes hand in hand with incident management and change management. These processes are critical for IT-business strategy alignment and maintaining high levels of productivity throughout an organization. Although problem management is its own process, it is dependent on an effective incident management process and interaction with other related ITIL processes. [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":22987,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"29","template_description":"Run this checklist to log, investigate, diagnose, and resolve problems related to IT services","template_id":"prQQajiJFwz26QhG2WdKLA","task_0":"Introduction:","task_slug_0":"introduction","task_1":"Problem detection:","task_slug_1":"problem-detection","task_2":"Enter basic details","task_slug_2":"enter-basic-details","task_3":"Attach\/link to the incident report","task_slug_3":"attachlink-to-the-incident-report","task_4":"Link to existing problem record","task_slug_4":"link-to-existing-problem-record","task_5":"Problem logging:","task_slug_5":"problem-logging","task_6":"Create a problem record","task_slug_6":"create-a-problem-record","task_7":"Categorize the 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