1. Patch Management System
  2. Features
  3. Incidents and problems
Feature · Incidents and problems

Incidents and problems

Record service disruption and investigate recurring causes.

OverviewMy problems
Patch Management System · Incidents and problems

My problems

Problems

New
NameServiceStatusOpened atOwner
Problem 579SRV-7831Open17 Oct
Problem 901SRV-5001Investigating15 Oct
Problem 209SRV-1656Known error06 Oct
Problem 756SRV-5407Resolved19 Oct
Problem 229SRV-9761Open12 Oct
6 of 6 records
Problem 579Problems · PRB-40246
Open
ServiceSRV-7831
Opened at17 Oct
Example screen with sample data

What you can do

Start with the affected service and asset

An incident names the service and asset involved in an interruption. Priority, opened time, acknowledgment time and resolution time help the responder explain the sequence of work. The assignee is a person record, so the service team can see who is currently responsible. Incident status moves through Open, Acknowledged, Investigating, Resolved and Closed as the team handles the interruption.

Incident updates carry their own occurrence time, text, author and incident link. That dated thread is useful when a patch attempt fails or a change needs to be rolled back. The responder can describe the symptom and action taken without rewriting the original incident. A Service Owner reviewing the outcome can read the updates alongside the attempt and change records.

How the work is organized

  • Immediate response. Incidents identify the affected service, asset, priority and assignee.
  • Dated updates. Incident Updates preserve who said what and when during response.
  • Root cause. Problems track a problem statement, owner and root cause investigation.

What to agree during setup

Agree how responders assign priority and when a service interruption calls for an incident. Decide who moves an incident from Resolved to Closed and who reviews unresolved work at each handoff. The Incident Responder and Problem Analyst should agree when recurring or serious incidents need a separate problem investigation. A problem record can be Open, Investigating, known error or Resolved, which makes it useful for following the longer inquiry.

Suppose an installation attempt fails on an asset supporting a critical service. The Patch Operator records Failed on the attempt. If users experience disruption, the Incident Responder opens an incident for that service and asset, then records investigation updates. The Problem Analyst may create a problem for the service and document the root cause after the immediate response. The records connect through service context, even when the team reviews them separately.

Check the handoff on an actual case

Open an incident for a known asset and service. Assign a responder and add an update from a named author. Record acknowledgment and resolution dates as those events happen, then compare the incident timeline with the related patch attempt. Create a problem only if further investigation is warranted, and confirm its owner can explain the problem statement and current status.

Review a case that was resolved but later needs root cause work. The incident’s resolution should remain an account of immediate response; the problem’s root cause can continue separately. That division helps the Service Owner see both restoration and the follow-up work still owed.

What your team sees

  • Open incidents — Find affected services and assets awaiting response or resolution.
  • My incidents — Show a responder the incidents assigned to them.
  • My problems — Show the analyst’s current root cause investigations.

Follow the work through

What it keeps track of

Data model
Incidents
Incidents for patch planning and service operations.
Incident updates
Incident Updates for patch planning and service operations.
Problems
Problems for patch planning and service operations.
Services
Services for patch planning and service operations.
Assets
Assets for patch planning and service operations.
Patch attempts
Patch Attempts for patch planning and service operations.

Who uses it

Permissions
Incident Responder
, Service Owner, Problem Analyst, Patch Operator.

Set up Patch Management System your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started