I. Overview

%%{init: { 'theme': 'base', 'themeVariables': { 'edgeLabelBackground': '#fff' }}}%%
flowchart LR
    A["Ad-hoc, inconsistent handling\nof recurring incidents"] -- "Need a repeatable path from symptom to root-cause fix" --> B["Documented Problem\nManagement Process"]
    style A fill:#f9f9f9,stroke:#333,stroke-width:3px
    style B fill:#e1f5fe,stroke:#01579b,stroke-width:3px

Definition: The Problem Management Process defines how an organization moves from a pattern of incidents to a diagnosed root cause to a permanent fix, in a repeatable, auditable way.

Features:
( Ownership ) Owned by the problem manager as a process document.
( Reference Use ) Referenced by service desk, incident response, and engineering teams whenever incidents recur or a single incident warrants investigation.
( ITIL Distinction ) Enforces the ITIL split between incident management, optimized for speed of restoration, and problem management, optimized for permanence of resolution.
( Trade-off ) Deliberately trades immediate closure for durable prevention of the root cause.

II. Structure & Process

flowchart LR
    A["Problem identification"] --> B["Problem logging"]
    B --> C["Categorization and prioritization"]
    C --> D["Root cause analysis"]
    D --> E["Known Error Record published"]
    E --> F["Permanent fix via change management"]
    F --> G["Resolution verified"]
    G --> H["Problem closure"]
FieldDescription
Process StageNamed phase, e.g. identification, logging, categorization, diagnosis.
Entry CriteriaCondition that triggers the stage, such as recurrence threshold.
Key ActivitiesActions performed by the problem manager or investigation team.
Roles InvolvedService desk, problem manager, technical SMEs, security team.
Exit CriteriaDeliverable required to advance, e.g. confirmed root cause.
Supporting RecordsProblem Record, Known Error Record, or Major Problem Report produced.

Problems are identified either proactively, through trend analysis of incident data, or reactively, from a single major incident; both paths converge on the same logging, diagnosis, and closure stages so every problem is tracked with equal rigor regardless of origin.

III. Best Practices & Comparison

DocumentPrimary PurposeTriggerOwner
Problem Management ProcessDefine the repeatable workflow from symptom to root-cause fixOngoing process governanceProblem manager
Problem Record TemplateInstance record of one problem moving through the processRecurring or significant incident patternProblem manager
Known Error (KE) Record TemplateInterim workaround produced mid-processRoot cause confirmed, fix pendingProblem manager
  • Run proactive trend analysis on closed incidents regularly, not only after a major incident forces reactive review.
  • Set explicit exit criteria per stage so problems cannot silently stall between diagnosis and fix.
  • Feed a security incident’s confirmed root cause into this process as a formal problem, rather than closing it purely within incident response.
  • Prioritize problems by cumulative business impact across recurrences, not by the severity of any single incident.
  • Review the process itself periodically against actual cycle times to catch bottlenecks between diagnosis and permanent fix.

Related: Problem Record Template, Known Error (KE) Record Template, Major Problem Report Template.

Last updated 18 Aug 2026, 00:00 UTC. history