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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Work on a problem in Service Operations Workspace

Manage problems and problem tasks through their life cycle, share workarounds or fixes with related incidents, and create known error articles to help deflect incidents.

Before you begin

If you aren't using the base problem life cycle, you will continue to use the classic experience to manage problems or problem tasks through their life cycle. From the problem record page, select Continue problem to be redirected to the ServiceNow AI Platform user interface where you can make state transitions. For information about state transitions of a problem, see Life cycle of a problem.

The base problem life cycle is included with the Problem Management  Best Practice - Madrid - State Model (com.snc.best_practice.problem.madrid.state_model) plugin. Use the Problem Management Migration Utility store application to enable this plugin and migrate your records to the base problem life cycle.

Role required: itil, problem_coordinator or higher (for managing the life cycle of the problem), problem_admin (for deleting the problem)

Procedure

  1. Open a problem.

    For information about creating a problem in Service Operations Workspace, see Create a problem in Service Operations Workspace.

  2. Perform any of the following actions on the problem record page.

OptionDescription
View the unified dependency CMDB map in a new tab within the workspace viewFor the reference fields such as Configuration item, Service offering and Service, select the Dependency view icon (
Image omitted: dependency-icon-r.png
Dependency icon).</td></tr><tr><td id="d415817e137"><strong>Create a problem task associated with the problem</strong></td><td>Select <strong>Create problem task</strong>, or select <strong>New</strong> from the <strong>Problem Tasks</strong> tab. For more information about creating a problem task, see <a href="../create-problem-task-sow/">Create a problem task in Service Operations Workspace</a>.</td></tr><tr><td id="d415817e164"><strong>Assess a problem</strong></td><td>Select <strong>Assess</strong> and fill the mandatory fields.</td></tr><tr><td id="d415817e176"><strong>Confirm a problem</strong></td><td>Select <strong>Confirm</strong> to move the problem from the <strong>Assess</strong> state to the <strong>Root Cause Analysis</strong> state.</td></tr><tr><td id="d415817e195"><strong>Investigate the root cause of a problem</strong></td><td><ul>
  • If you are the subject matter expert for this problem area, carry out the investigation and select Fix to provide the cause notes and fix notes.
  • If you are not the subject matter expert and you want help from another team to investigate, create a problem task.
  • For more information about creating a problem task, see Create a problem task in Service Operations Workspace.

    Create a change request from the problemFrom the drop-down list next to Create problem task, select Create change request, or select New from the Fix Tasks tab.For information about creating a change request, see Create a change request in Service Operations Workspace.
    Create an outage associated with the problemFrom the drop-down list next to Create problem task, select Create outage.
    Create a known error articleFrom the drop-down list next to Create problem task, select Create known error article.Known error articles document the root cause and the workaround of the problem. For a description of the field values, see Known error article form.
    Assign the problem to yourselfSelect Assign to me.
    Mark a problem as a duplicate of an existing problemFrom the drop-down list next to Cancel, select Mark duplicate and fill the mandatory fields.
    Cancel a problemSelect Cancel problem and fill the mandatory fields.
    Delete a problemSelect the more actions icon (
    Image omitted: more-actions-icon.png
    more actions icon) and select <strong>Delete</strong>.</td></tr><tr><td id="d415817e353"><strong>Create a known error article for a high-impact problem</strong></td><td><p><strong>Note:</strong> This option is available when you have the problem-coordinator role and the following conditions are applicable for a problem:</p>
    • Impact is high.
    • A known error article is not already attached.
    • Work notes are not empty.
    • From the contextual side panel, select the recommendations icon (
      Image omitted: recommended-actions-icon.png
      recommendations icon).</li>
    • From the Recommended actions tab, select Create article. For a description of the field values, see Known error article form.
    Attach knowledge articles or records that help a quick resolution of a problem
    1. From the contextual side panel, select the agent assist icon (
      Image omitted: agent-assist-icon.png
      agent assist icon).</li>
    2. Search for a resource and perform the required action. The knowledge articles attached here are displayed in the Related records tab.
    Add an attachment to a problemFrom the contextual side panel, select the attachments icon \(
    Image omitted: attachment-icon.png
    attachments icon\).
    Copy the record page URL to easily access the recordSelect the more actions icon (
    Image omitted: more-actions-icon.png
    more actions icon) and select <strong>Copy URL</strong>.</td></tr><tr><td id="d415817e464"><strong>Share a workaround</strong></td><td>Select the more actions icon ([Omitted image "more-actions-icon.png"] Alt text: more actions icon) and select <strong>Share workaround</strong>.</td></tr><tr><td id="d415817e482"><strong>Share a fix</strong></td><td>Select the more actions icon ([Omitted image "more-actions-icon.png"] Alt text: more actions icon) and select <strong>Share fix</strong>.</td></tr><tr><td id="d415817e500"><strong>Create templates for reuse</strong></td><td>
    From the contextual side panel, select the templates icon \(
    Image omitted: template-icon.png
    templates icon\).
    Acknowledge the problem while recognizing there is currently no permanent resolutionFrom the drop-down list next to Cancel, select Accept risk and fill the mandatory fields.Note: You can apply workaround notes to a risk-accepted problem.
    Re-analyze a problemFrom a problem in the closed or resolved state, select Re-analyze. The state is changed to Root Cause Analysis.

    Parent Topic:Problem Management in Service Operations Workspace

    Related topics

    Create a problem in Service Operations Workspace

    Problem Management models in Service Operations Workspace

    Create a problem task in Service Operations Workspace

    Work on a problem task in Service Operations Workspace

    Problem Management in Service Operations Workspace reference