---
title: "Configure Problem Management Module"
slug: "configure-problem-management-module"
updated: 2026-03-12T11:46:52Z
published: 2026-03-12T11:46:52Z
canonical: "help.symphonysummitai.com/configure-problem-management-module"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure Problem Management Module

You can configure values for the various components of the **Problem Management** module for a Tenant. Based on the configuration, the values or fields are displayed for an Problem Record raised for the Tenant.

To Configure Problem Management Module, perform the following steps:

1. Navigate to **Admin** > **Infrastructure** > **General** > **Tenant**. The **Tenant** page is displayed.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/tenant(4).png) Figure: Tenant: List page
2. On the **Tenant** page under the **List** section, select the **Tenant Name** for which you want to configure the **Problem Management** module.

> [!NOTE]
> Note
> 
> On the above **Tenant** page, **Department Code**, **Display Name**, and **Description** about the selected Tenant are displayed. If the **Active** check box is selected, it indicates that the selected Tenant is an active Tenant. The various module configured, not configured, and disabled for the Tenant is displayed on the page by the different color check marks:
> 
> - Orange indicates not configured module
> - Green indicates configured module
> - Grey indicates disabled module

1. Click **Configure Details** in the right action panel and then select **Problem Management** under **Modules** section. The configuration of Problem Management module is displayed. For more information about the fields on the **configuration page** section, see [Field Description](/apex/docs/configure-problem-management-module#field-description).

4. Make the appropriate selections, and then click **Submit**. The **Problem Management** module is configured.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/pm.png) Figure: Tenant page - Configure Problem Management module

#### Field Description

The following table describes the fields on the **Tenant** page:

| **Field** | **Description** |
| --- | --- |
| **DETAILS** |
| Allow Problem Manager to Authorize Problem Record | If **Allow Problem Manager to Authorize Problem Record** check box is selected, Administrator can configure the **Problem Manager** as the **Problem Record Authorizer** for the selected Tenant. The default Authorizer for a Problem Record is the Workgroup Owner. |
| Disable Category Selection | If **Disable Category Selection** check box is selected, the Analysts cannot change Category on the **PROBLEM RECORD ID** page after the authorization of Problem Record. |
| Disable Classification Selection | If **Disable Classification Selection** check box is selected, the Analysts cannot change Classification on the **PROBLEM RECORD ID** page after authorization of the Problem Record. |
| Disable Impact Selection | If **Disable Impact Selection** check box is selected, the Analyst cannot change the Impact on the **PROBLEM RECORD ID** page after authorization of the Problem Record. |
| Disable Urgency Selection | If **Disable Urgency Selection** checkbox is selected, the Analyst cannot change the Urgency on the **PROBLEM** **RECORD ID** page after authorization of the Problem Record. |
| Disable Priority Selection | If **Disable Priority Selection** checkbox is selected, the Analyst cannot change the Priority on the **PROBLEM RECORD ID** page after authorization of the Problem Record and the Priority Matrix becomes disabled. |
| Restrict Analyst from Closing Problem Record | If **Restrict Analyst from Closing Problem Record** check box is selected, the Analysts cannot close the Problem Record. - Only Problem Manager can close the Problem Record. - If Analyst tries to close the Problem Record, "Problem Manager can only close the Problem Record." message appears. |
| Enable Resolution Code | If **Enable Resolution Code** is selected, the Resolution Code drop-down becomes active while resolving a Problem Record. |
| Enable Pre-Authorization | If **Enable Pre-Authorization** check box is selected, the Pre-Authorization approval level becomes enabled for the Problem Record. Pre-Authorization approval step takes place before Initial Authorization of the PR. |
| Display "View All Problem Records" Check Box on Filters | If selected, "View All Problem Records" Checkbox is displayed on the **Filters** pop-up page of the **Problem Record List** page. |
| Delete Attachments | Allows you to configure the following options: - **Enable for Analyst**: If selected, the Analysts can delete attachments in the Communication tab of a Problem Record. - **Enable for Requestor**: If selected, the Requestors can delete attachments in the Communication tab of a Problem Record. |
| **CONFIGURATION FOR PRIVATE LOG/USER COMMUNICATION** |
| Minimum Characters for Private Log | Specify the minimum number of characters that should be provided for the **Private Log** field. By default, the minimum length is 10 characters. |
| Minimum Characters for User Communication | Specify the minimum number of characters that should be provided for the **User Communication** field. By default, the minimum length is 10 characters. |
| **MANDATORY CONFIGURATION FOR PRIVATE LOG/USER COMMUNICATION** |
| Private Log and/or User Communication | Allows you to configure Private Log and/or User Communication as mandatory for specific **Workgroups** and **Status**. **To configure Private Log as mandatory for specific Workgroups and Status:** 1. Select **Private Log** check-box. 2. Select appropriate option(s) in the **Workgroups** column. 3. Select the status in the **Status** column. 4. Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configure-problem-management-module-image-rd84efua.png) to add the configuration. 5. Click **Submit** to save the configuration. **To configure User Communication as mandatory for specific Workgroups and Status:** 1. Select **User Communication** check-box. 2. Select appropriate option(s) in the **Workgroups** column. 3. Select the status in the **Status** column. 4. Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configure-problem-management-module-image-jowtpxs4.png) to add the configuration. 5. Click **Submit** to save the configuration. |
| Workgroup | Displays the Workgroups for which **Private Log** and/or **User Communication** is configured as mandatory. |
| Status | Displays the status for which **Private Log** and/or **User Communication** is configured as mandatory. |
| Private Log | ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configure-problem-management-module-image-izfbzh2x.png) Indicates if **Private Log** is configured as mandatory. |
| User Communication | ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configure-problem-management-module-image-2ifl10d6.png) Indicates if **User Communication** is configured as mandatory. |
| Delete | Allows you to delete the configuration. Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/configure-problem-management-module-image-tr8ejsjj.png) to delete the configuration. |

### Actions

This section explains all the icons displayed on the **Actions** panel of the **Tenant** page.

#### **Show List**

Click **Show List** to display the **List** table showing all the configured Tenants.

- To update a Tenant details, click the configured **Tenant Name**. Make appropriate changes and click **Submit**.
- To display the inactive Tenants, click the **Include Inactive** check box.

> [!NOTE]
> Note
> 
> When the list Tenants is displayed under the **List** table, the **Add New** and **Tenant Label Display** actions are displayed on the **Actions** panel. Click **Add New** to configure a new Tenant. Using the **Tenant Label Display** action, you can configure a name for Tenant label.

#### **Show Tenant**

Click **Show Tenant** to display the details of the selected Tenant. The **Tenant** page is displayed.
