Problem Template

Problem templates are used to create forms with pre-populated data for logging problem requests in ServiceDesk Plus MSP. Templates save time and effort by allowing users to create problem requests quickly.

Benefits:

• Raise problem requests instantly for frequently occurring problems.

• Configure different templates to collect relevant data based on the type of problem request.

• Pre-fill field values in problem template to automatically populate details while raising problem requests.

• Divide the work involved into tasks.

Role Required: SDAdmin

Contents:

• Create Problem Template

• Configure Template Details

• Associate Task Templates

• Preview Template

• Copy Template

• List View Actions

• Use Cases

Create Problem Template   

1. Go to Admin > Templates & Forms > Problem Templates.

2. Click New Problem Template.

Configure Template Details   

The template form comprises three sections: header, details (left pane), and canvas.

Add Field/Section to Template 

Fields are used to store information and organize the data displayed in a form.

• In the left pane, click .

• Drag a field type to the template canvas.

• Based on the selected field type, the field properties vary. Click here to know how to configure different field types.

• Provide Help Text to explain the field purpose to users while they create a problem using the template.

• Mark the field as mandatory if needed.

• You can customize the look of a field and section using the Customization tab.

• Click Save.

Sections group fields logically making it easier for users to find problem details.

• Drag a section type to the template canvas. You can add sections of type single column, double column, three columns, four columns, and flexible column.
• Click to add section details.

• Provide a unique name to the section.

• Add Help Text to explain the section purpose to users while they create a problem using the template.

• You can modify the section type using the header drop-down.

• You can customize the look of a section.

• Click Save.

Flexible Columns:  Add different column layouts within a single section. When a field is added, the existing fields auto-align to fit the flexible column's width. Hover over a field in flexible column to perform the following actions:

• Adjust field width: Click or  to adjust the field width in the corresponding direction.

• Justify field width: Click to justify the width of all fields in the corresponding row.

• Add relative fields: Click  and select the direction in which the field should be added. A field placeholder appears where you can drag and drop the required field.

• Remove fields: Click  to remove a field from the canvas. The remaining fields will auto-align to fit the flexible section's width.

You can add up to 12 fields in a flexible column row.

Form Customization 

Problem templates can be customized using different fonts, font sizes, font colors, background colors, and label orientation. Form customization can be used to highlight important fields/sections and to improve the overall aesthetic.

Templates can be customized at three levels:

• Template - Click Customization on the top right corner of the template. Template customizations will be applied to all sections and fields.

• Section - Hover over a section and click . Go to the Customization tab to customize the section.

• Field - Hover over a field and click . Go to the Customization tab to customize the field.

In the customization edit form for templates/sections/fields, you can configure:

• Sections (not applicable to field customization) - Change font, font size, and color, and the background color. You can also bold the titles.

• Labels - Change label placements to appear on the left, right, or top of the field box. You can also change the font, font size, color, and background color. Also bold the label if needed.
• Background Color - You can choose a background color for the template by clicking the icon.

After adding fields/sections and customizing the template, click Save. The form will reload and the Tasks tab will be displayed.

Associate Task Templates  

You can associate task templates with a problem template to:

• Standardize problem resolution process

• Reduce time taken to understand the problem and decide on the resolution strategy.

After saving the problem details, go to the Tasks tab to associate tasks to the problem template.

1. Click Associate to add a task from task templates.

2. From the list of task templates displayed, select the tasks to be associated.

3. Click Associate.

You can design task templates for the problem template by clicking Create Task Template. Refer to this page to learn how to configure a task template.

After adding task templates to a problem template, you can perform the following actions on the tasks:

• Delete Tasks - Select the tasks to be dissociated and click.

• Search Tasks - Click  to perform a column search on the listed tasks.

• Add/Remove Columns - Click to modify the columns present in the task list view.

• Mark Dependency - Click Dependencies to go to the task dependency map where you can mark the parent and child tasks.

• Organize Tasks - Organize the order of task execution using the Organize button.

Preview Template  

Use the Preview button to see how the template would appear to technicians.

Copy Template   

You can copy saved templates to reuse them.

1. Open the required template from the problem template list view.

2. Click Copy Template on the template header.

3. Enter a new name of the template and click Copy.

4. Open the copied template from the list view and make the necessary changes.

List View Actions   

Problem templates created are itemized on the list view page. Use the filter drop-down on the page header to view the active/inactive problem templates in the list view.

You can manage them from the list view page and perform the following actions:

• Edit/delete template - Click to edit or delete a template. To delete templates in bulk, select the required templates and click.

• Set template as default - Set the frequently used template as default template by clicking .

• Search templates - Click to search through templates.

• Limit records displayed - Limit the number of records displayed in the list view by invoking the corresponding drop-down.

• Reactivate template - In the Inactive Templates filter, click  beside a template and select Mark as active.

Use Cases    

1. Scenario: Create problem requests for the following frequently occurring problems by capturing relevant details in the problem form:

• Network outage

• Storage Issues

• Applications crash

• Print server connectivity

• Internet issue (Wifi / LAN)

• Barcode machine failure

• Network files accessibility

Configuration: Create problem templates for each problem and configure additional fields specific to the problem in the relevant template.

2. Scenario: Ensure storage-related problem requests are updated as high-priority and assigned to Technician A in Network support group. Highlight fields relating to the problem priority and impact.

Configuration:

• Create a problem template named Storage Issue.

• In the problem template, pre-select the following fields with default values.

• Priority - High

• Group - Storage

• Technician - Technician A

• Create the following sections and group fields as below:

• Edit the section details and under Customization tab, add background colors to the Criticality and Impacted Areas sections.

3. Scenario: Trigger repetitive tasks involved in RCA analysis automatically when a application crash problem is logged. Mark related tasks so that they are executed sequentially.

Configuration:

• Create the following task templates under Admin > Templates & Forms > Task Templates:

• Check server connectivity and health

• Check for corrupt third-party PDBs in server

• Analyze logs

• Identify server/application processes that consume high computing power

• Identify threads in server/application processes with increased computing power

• Capture thread dumps

• Analyze thread dump to identify code causing spike in CPU

• Check impacted assets configuration records

• Document RCA details in problem request

• Create a report of issue behavior vs the expected behavior

• Email engineering team and other stakeholders

• In the Application crash problem template, go to Tasks tab and associate the task templates mentioned above with the problem template.

• Click Dependencies. Link parent and child tasks as follows: