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Problem management: stop solving the same incident ten times over

How is a problem different from a ticket?
A ticket is one person's request and it closes when that person can work again. A problem is the cause that generated those requests and it closes when the cause stops existing. That is why they live on different screens, with different statuses, and link to each other: a problem can have many tickets and a ticket can belong to more than one problem.
Can I create a problem from a ticket I am already handling?
Yes. From the ticket detail, the new problem form opens with the title and the customer already filled in, and on save that ticket is linked. You can also link the ticket to a problem that already existed, searching for it by number or title.
Does closing a problem close the customers' tickets?
Only the ones you tick, and never silently. The closing screen lists the linked tickets that are still open, you write a resolution message, and each ticked ticket receives that message as a reply visible to the customer before moving to Resolved. The ones you do not tick stay as they were.
What happens to the investigation when a problem is reopened?
The date the root cause was identified is not erased. It is written the first time the problem reaches that status and it stays there, even if the problem later moves back. The resolution and closure dates are cleared, because the problem is open again.
Does problem management come with every plan?
It is a module, and it is included in Business and Enterprise. Inside your team it is also controlled with four separate permissions: view, create, edit and close, so a technician can investigate and document without being able to close the problem.
Is the problem documented anywhere besides the panel?
Yes. From the problem you generate a knowledge base draft article with the symptom, the root cause and the workaround already filled in. That draft is not written by an artificial intelligence: it is assembled from the problem fields, flags the ones left empty, and waits for a person to review and publish it.
Does the customer find out their ticket is part of a bigger problem?
No. In their portal ticket they see the workaround, and only when the problem is in the workaround available status and that field has text. The root cause, the problem title, its number and the other affected customers stay in the panel. If the problem has no workaround filled in, the portal ticket looks like any other.
How do I measure whether problem management is working?
With the problem management report, in the Reports section, filterable by customer and by date range. It gives you the problems opened and closed in the period, the average time to root cause and to closure, how many incidents each problem groups, which ones have a workaround available and the distribution across statuses. It exports to CSV and to PDF with your organization's logo.
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