Status

Problem Workflows are a combination of any number of stages or States that cover the lifecycle of an issue to be investigated.   A Supervisor creates new Problem States for the default Problem Workflow or builds new Workflows in the Service >Workflows tab. For more information about configuring Workflows. See: Workflows.

 

Within the Problem Information Summary page, the assigned stage of the Workflow is displayed within the Status field, with the Next Action field displaying the options of where the Problem can move to. To view an assigned Workflow in its entirety select workflow-view.png.
 

The system provides the following States:

Status

Description

SLA Timers On

Open

The Problem is open. SLA timers are running and the automated SLA reminders, warnings and escalations will fire relative to the Triggers configured for the SLA.

Open Restored

The Problem is still open and the issue has yet to be resolved, but a satisfactory temporary solution has been put in place. SLA triggers will fire for the SLAs Resolution Time, but the Restoration targets have been met for the Problem.

Pending

Work on the Problem has not yet begun. The Response-time SLA trigger will fire for Problems with this status.

SLA Timers Off

On Hold

The Problem has been put on hold for some reason. SLA triggers will not fire for Problems with this Status.

On Hold - Client Action

Can be thought of as an awaiting Customer confirmation state that will allow a Problem to remain open but prevent SLA triggers from firing. (This was called Open Resolved in previous releases).

On Hold - Process Escalated*

The Problem has been transferred to some external process. SLA reminders, warnings and escalations will not fire for the assigned SLA.

Pending - No Contract*

A valid contract is not in place and one needs to be created or processed before work can commence on the Problem.

Closed Restored

Though the basic issue remains, a satisfactory temporary solution has been reached and the Problem has been closed. SLA triggers will not fire for Problems with this Status.

Closed Resolved

The issue has been resolved and the Problem has been closed. SLA triggers will not fire for Problems with this Status.

Cancelled

The Problem has been cancelled. SLA triggers will not fire for Problems with this Status.

*Denote System States that cannot be deleted.

Updating a Problem's Status

To manually change a Problem's Status:

  1. Select Operations> Problem

  2. Select a Request # hyperlink for the relevant Problem

  3. Click Edit

  4. From the Next Action drop-down list select the Problem's next Status
    The States listed in Next Action are based on the Problem Workflow and its lifecycle. To view the complete Workflow lifecycle click workflow-view.png.
    status_prob.png

  5. Click Save.

 

The system can automatically move a Problem into another State through the following actions:

 

Requests with a Pending-No Contract Status

Requests logged with the system that do not have a valid Contract are assigned the Pending - No Contract status. These requests are locked until a valid Contract is applied, and if relevant, paid. See: Create a Contract

 

Viewing a Status Note

When Problems move into a State with a Status Note, inline_info.png is displayed beside the Status within the Summary tab of the Problem. Scroll over  inline_info.png to view the contents of the Status Note. If the Status Note includes an attachment, click the attachment name  link in the pop-up window to download it. Click close_window.png to close the window.

prob_status_note.png
 

SLA Triggers and Problem Status

SLA Triggers fire for Problems that are in a Workflow State that have the Service Timer Active option set to Yes. The default Timer Active set for systems States can be changed if relevant for the organization. For example, it may not be appropriate for an organization to have SLA Triggers fire when a Problem is moved to the system default On Hold - Pending Approval State.

 

The following icons displayed in the Service Terms box, visually indicate how the Problem is tracking against the SLA and if the SLA timers are active:

Current SLA Status

sla_paused.png

Workflow is in an SLA paused State. Triggers will not fire.

sla_running.png

Workflow is in an SLA timers on State. Triggers will fire.

sla_met.png

 Workflow is in an Exit State and the SLA has been successfully met.

sla_breached.png

Assigned SLA has been breached and Workflow is in an Exit State.

 

Supervisor Users can verify the Timer Active status of a Workflow by scrolling over the Status in the Workflow map available in the Summary Information screen, or within the Service>Workflows>selected Workflow> Lifecycle>selected Status screen.

timer_active.png