Your Problem Management Data Template

Zendesk Support
Your Problem Management Data Template

Your Problem Management Data Template

This template provides a comprehensive framework for mapping your problem management lifecycle within Zendesk Support. It outlines the essential attributes, process milestones, and extraction logic needed to identify bottlenecks in root cause analysis. By following this structure, you can build a high-quality event log for deeper process insights.
  • Recommended attributes for detailed analysis
  • Key process activities and status transitions
  • Extraction guidance for Zendesk Support data
New to event logs? Learn how to create a process mining event log.

Problem Management Attributes

These recommended data fields provide the necessary context to analyze ticket categories, priority levels, and ownership throughout the entire problem resolution lifecycle.
5 Required 8 Recommended 7 Optional
Name Description
Activity
ActivityName
The name of the event or action performed on the problem record.
Description

This attribute captures the specific step or action taken during the lifecycle of the problem record. Examples include status changes like 'Open' to 'Pending', assignment changes, or specific workflow steps like 'Workaround Published'.

In analysis, this forms the nodes of the process map. The sequence of these activities allows analysts to visualize the flow of work, identify bottlenecks, and measure the time taken between specific process steps.

Why it matters

It defines the 'what' of the process, enabling the visualization of the process flow and variant analysis.

Where to get

Derived from Zendesk Ticket Audits or Ticket Metrics

Examples
Problem Record LoggedInvestigation CommencedWorkaround Published
Last Data Update
LastDataUpdate
The timestamp indicating when the problem record was last modified.
Description

This attribute reflects the most recent time the problem record data was updated in the source system. It is distinct from the event timestamp, as it refers to the record level rather than the activity level.

In analysis, this helps determine the freshness of the data. It is used to identify if the dataset is current or if there are synchronization lags between the source system and the process mining environment.

Why it matters

It tracks data freshness and assists in incremental data loading strategies.

Where to get

Zendesk Ticket object, field 'updated_at'

Examples
2023-11-01T14:20:00Z
Problem Record
ProblemRecordId
The unique numeric identifier assigned to the problem ticket in Zendesk.
Description

This attribute represents the unique key for the problem record within the Zendesk Support system. It serves as the central Case ID for process mining, allowing all subsequent events, updates, and interactions to be grouped into a single process instance.

In analysis, this ID is used to distinctively identify each problem investigation journey from creation to closure. It enables the correlation of related incidents and the tracking of the problem's lifecycle through various support tiers.

Why it matters

It is the fundamental mandatory key required to group events into cases for any process mining analysis.

Where to get

Zendesk Ticket object, field 'id' where type is 'problem'

Examples
1045293849921
Source System
SourceSystem
The name of the system where the data originated.
Description

This attribute identifies the software platform from which the process data was extracted. In this context, it will consistently populate with 'Zendesk Support'.

In analysis, particularly when combining data from multiple systems (e.g., Zendesk and Jira), this field allows analysts to filter or group data by its origin. It ensures data lineage and traceability in multi-system process views.

Why it matters

It ensures data lineage and supports multi-system process mining configurations.

Where to get

Hardcoded during extraction

Examples
Zendesk Support
Start Time
EventTimestamp
The specific date and time when an activity occurred.
Description

This attribute records the exact moment an activity took place within the Zendesk system. It provides the temporal dimension required to sequence events correctly and calculate durations between steps.

In analysis, this is critical for calculating cycle times, identifying delays, checking SLA compliance, and visualizing the process over time. Without accurate timestamps, it is impossible to understand the velocity of the problem resolution process.

Why it matters

It allows for the sorting of activities and the calculation of all time-based KPIs.

Where to get

Zendesk Ticket Audits, field 'created_at'

Examples
2023-10-12T08:30:00Z2023-10-12T09:15:22Z
Assignee Name
AssigneeName
The specific agent assigned to work on the problem.
Description

This attribute contains the name of the individual user who is currently responsible for the problem record. It provides granular visibility into who performed specific actions.

In analysis, this helps in understanding individual workload and performance. While group-level analysis is common, assignee-level data can highlight training needs or individuals who are particularly effective at resolving complex root causes.

Why it matters

It enables resource analysis at the individual level.

Where to get

Zendesk Ticket object, field 'assignee_id' (resolved to name)

Examples
John DoeJane SmithSystem
Priority
Priority
The urgency level assigned to the problem record.
Description

This attribute indicates the relative importance of the problem, typically categorized as Low, Normal, High, or Urgent. It drives the expected service level agreements (SLAs) and resource allocation.

In analysis, this is used to segment the process and compare performance across different urgency levels. For example, it helps verify if 'Urgent' problems are indeed being resolved faster than 'Low' priority ones, as required by the 'Root Cause Investigation Velocity' dashboard.

Why it matters

It is essential for segmenting cases to analyze SLA adherence and resource prioritization.

Where to get

Zendesk Ticket object, field 'priority'

Examples
UrgentHighNormalLow
Problem Category
ProblemCategory
The classification of the problem (e.g., Software, Hardware, Network).
Description

This attribute categorizes the problem based on the affected service or technology stack. It is typically a custom dropdown field in Zendesk forms.

In analysis, this is used for the 'Problem Categorization Accuracy' dashboard. Comparing this initial category against the final root cause helps identify if initial triage is accurately routing problems to the correct teams.

Why it matters

It allows for segmentation by technology or business service.

Where to get

Zendesk Ticket Custom Fields

Examples
DatabaseUI/UXNetwork Infrastructure
Problem Status
ProblemStatus
The current state of the problem record in its lifecycle.
Description

This attribute shows the current status of the problem, such as New, Open, Pending, Solved, or Closed. It reflects the progress of the investigation.

In analysis, this is used to filter for open versus closed cases. It is vital for the 'Stale Problem Record Monitoring' dashboard to identify which active cases are not progressing through the expected status lifecycle.

Why it matters

It allows for filtering cases by their completion state.

Where to get

Zendesk Ticket object, field 'status'

Examples
newopenpendingsolvedclosed
Related Incident Count
RelatedIncidentCount
The number of incident tickets linked to this problem record.
Description

This attribute counts how many individual incident tickets are associated with this problem record. In Zendesk, this is managed via the 'problem_id' field on incident tickets linking back to this record.

In analysis, this is the primary metric for 'Incident Correlation and Impact'. It helps prioritize problems that are affecting the largest number of users, guiding strategic decisions on which fixes will yield the highest ROI in terms of ticket volume reduction.

Why it matters

It indicates the magnitude and user impact of the problem.

Where to get

Zendesk Tickets API, count of tickets where type='incident' and problem_id=ThisID

Examples
015342
Root Cause Category
RootCauseCategory
The identified underlying cause of the problem (e.g., Code Defect, Config Error).
Description

This attribute captures the final diagnosis of what caused the problem. It is usually filled out during the 'Root Cause Identified' activity.

In analysis, this is used to generate the 'Problem Categorization Accuracy' report and to analyze trends in system failures. It helps management understand if they should focus on code quality, infrastructure stability, or vendor management.

Why it matters

It enables the analysis of failure patterns and directs long-term improvement efforts.

Where to get

Zendesk Ticket Custom Fields

Examples
Software BugConfiguration ErrorUser Error
SLA Due Date
SlaDueDate
The target date and time by which the problem should be resolved.
Description

This attribute represents the deadline for resolution based on the Service Level Agreement configuration. It is usually calculated based on the priority and the time the ticket was created.

In analysis, this is compared against the actual resolution time to calculate 'Problem SLA Adherence Rate'. It powers the 'SLA Performance and Risk' dashboard by highlighting cases that are approaching or have exceeded their allotted time.

Why it matters

It is critical for measuring compliance and contractual performance.

Where to get

Zendesk Ticket Metrics or SLA Policies endpoint

Examples
2023-12-01T17:00:00Z
Support Group
SupportGroup
The team or department currently assigned to the problem record.
Description

This attribute identifies the specific group of agents responsible for the problem at a given point in time. It changes as the ticket is handed over from one team to another.

In analysis, this is crucial for the 'Support Group Handover Analysis' dashboard. It allows for the measurement of performance per team, identification of bottlenecks during handovers, and analysis of resource workload distribution.

Why it matters

It enables organizational analysis and the identification of bottlenecks between departments.

Where to get

Zendesk Ticket object, field 'group_id' (resolved to name)

Examples
L2 SupportDatabase TeamNetwork Operations
Change Request ID
ChangeRequestId
The identifier of the change request linked to implement the fix.
Description

This attribute links the problem record to a Change Management record (potentially in another system or a different ticket type). It signifies that a formal change process has been initiated.

In analysis, this supports the 'Change Request Initiation Rate' dashboard. It helps track the transition from diagnosis to implementation, ensuring that identified root causes result in formal change actions.

Why it matters

It links the problem process to the change management process.

Where to get

Zendesk Ticket Custom Fields or Linked Tickets

Examples
CR-1002CHG00394
Has PIR
HasPostImplementationReview
Flags if a Post-Implementation Review was conducted.
Description

This attribute indicates if the problem resolution process included a review phase. It is derived by checking if the 'Post-Implementation Review Conducted' activity exists in the case history.

In analysis, this supports the 'Post Implementation Review Coverage' dashboard. It is a compliance metric ensuring that the organization is learning from its major problems.

Why it matters

It validates compliance with continuous improvement processes.

Where to get

Derived from presence of 'Post-Implementation Review Conducted' activity

Examples
truefalse
Investigation Duration
InvestigationDuration
The time taken from investigation start to root cause identification.
Description

This calculated attribute measures the duration of the core diagnosis phase. It calculates the time difference between the 'Investigation Commenced' activity and the 'Root Cause Identified' activity.

In analysis, this is the primary metric for 'Average Root Cause Analysis Duration'. It allows for the benchmarking of diagnostic speed across different support groups and problem categories.

Why it matters

It measures the efficiency of the diagnostic process.

Where to get

Calculated in Process Mining tool: Timestamp(Root Cause) - Timestamp(Investigation Start)

Examples
48 hours5 days
Is Stale
IsStale
Flags if the problem has had no activity for over 14 days.
Description

This calculated attribute identifies records that have not been updated recently. It compares the current date (or analysis date) with the last activity timestamp.

In analysis, this powers the 'Stale Problem Record Monitoring' dashboard. It helps managers quickly isolate neglected cases that clutter the backlog and may require administrative closure or re-assignment.

Why it matters

It helps identify process waste and neglected work items.

Where to get

Calculated in Process Mining tool: (Now - LastDataUpdate) > 14 days

Examples
truefalse
Knowledge Article ID
KnowledgeArticleId
The ID of the knowledge base article created or linked to the problem.
Description

This attribute stores the reference to a Zendesk Guide article or external knowledge item. It indicates that the knowledge gained from the problem has been captured.

In analysis, the presence of this field is used to calculate the 'Knowledge Base Integration Rate'. It verifies that the organization is closing the learning loop by documenting solutions for future reference.

Why it matters

It measures the effectiveness of knowledge management processes.

Where to get

Zendesk Ticket Custom Fields or Linked Content

Examples
360045889KB-2991
Problem Subject
ProblemSubject
The short summary or title of the problem record.
Description

This attribute contains the text summary entered when the problem was created. It usually describes the symptom or the issue being investigated.

In analysis, this provides context to the analyst when drilling down into specific cases. Text mining techniques can also be applied here to cluster similar problems or identify recurring topics that are not captured by structured category fields.

Why it matters

It provides human-readable context for individual cases.

Where to get

Zendesk Ticket object, field 'subject'

Examples
Unable to process payments in region EULatency spikes on login serverData export failing for admin users
Workaround Active
WorkaroundActive
A flag indicating if a workaround has been provided/published.
Description

This boolean attribute indicates whether a temporary fix was documented for the problem. It is often derived from the presence of a 'Workaround Published' activity or a specific checkbox on the form.

In analysis, this is used for the 'Workaround Publication Compliance' dashboard. It measures how often the support team provides immediate relief to users while the long-term investigation continues.

Why it matters

It is key for measuring the mitigation of user impact during investigations.

Where to get

Derived from presence of 'Workaround Published' activity or Custom Field

Examples
truefalse
Required Recommended Optional

Problem Management Activities

Capture these essential process steps and status changes to visualize the end to end flow from initial problem identification to permanent fix implementation.
8 Recommended 4 Optional
Activity Description
Assigned to Support Group
The routing of the problem record to a specific technical team or department. This is tracked when the Group ID field on the ticket is updated.
Why it matters

Critical for the Support Group Handover Analysis dashboard to measure wait times between departments.

Where to get

Monitor the 'group_id' field in the ticket audit log for changes.

Capture

Logged when transaction Group Assignment Change executed

Event type explicit
Investigation Commenced
Marks the transition from a passive 'New' state to an active working state. This indicates an agent has acknowledged the problem and begun diagnosis.
Why it matters

Used to calculate Stale Problem Record metrics and is the starting point for the Average Root Cause Analysis Duration KPI.

Where to get

Inferred when the ticket status changes from 'New' to 'Open' or 'Pending'.

Capture

Compare status field before/after

Event type inferred
Permanent Fix Applied
Signifies that the technical solution has been deployed to the environment. This is usually tracked via a custom status transition or a specific tag before the ticket is fully solved.
Why it matters

Essential for the Fix Implementation Efficiency dashboard to measure the time from diagnosis to deployment.

Where to get

Inferred from a specific tag (e.g., 'fix_deployed') or a custom status field if one exists.

Capture

Monitor tags or custom status dropdowns

Event type inferred
Problem Record Closed
The final lifecycle event where the ticket is locked and no further changes can be made. In Zendesk, this usually happens automatically 4 days after the Solved state.
Why it matters

Marks the absolute end of the record's life and is used for data retention and historical reporting.

Where to get

Derived from the ticket status changing to 'Closed'.

Capture

Logged when status changes to Closed

Event type explicit
Problem Record Logged
The initial creation of the problem ticket within Zendesk Support. This event captures the timestamp when the problem was first recorded in the system, usually triggering the process instance.
Why it matters

Establishes the start time for the End To End Resolution Cycle and serves as the baseline for all subsequent lead time metrics.

Where to get

Derived from the 'created_at' timestamp in the ticket object or the first entry in the ticket audit log.

Capture

Logged when transaction Ticket Created executed

Event type explicit
Resolution Verified
The formal marking of the problem as Solved. In Zendesk, this occurs when the standard system status is set to 'Solved', indicating the fix is verified and the case is complete.
Why it matters

The primary endpoint for SLA Performance and Risk calculations and Problem SLA Adherence Rate.

Where to get

Derived from the ticket status changing to 'Solved'.

Capture

Logged when status changes to Solved

Event type explicit
Root Cause Identified
The point where the underlying cause of the problem is determined. This is typically captured when a custom 'Root Cause' text field or dropdown category is populated by the agent.
Why it matters

A crucial milestone for the Root Cause Investigation Velocity dashboard and for measuring diagnosis efficiency.

Where to get

Monitor changes to custom fields labeled 'Root Cause', 'RCA', or 'Problem Source' for non-null values.

Capture

Compare custom field values for population

Event type inferred
Workaround Published
The action of documenting and sharing a temporary fix for the problem. In Zendesk, this is often captured via a specific tag or a custom checkbox field indicating a workaround is available.
Why it matters

Supports the Workaround Publication Compliance dashboard, ensuring temporary relief is provided to users during long investigations.

Where to get

Monitor for the addition of a 'workaround_published' tag or a change to a custom boolean field named 'Workaround'.

Capture

Compare custom field or tag values

Event type inferred
Change Request Initiated
Indicates that a formal change management process has been triggered to fix the problem. This is often inferred when a 'Change Request ID' custom field is populated or a 'Change' type ticket is linked.
Why it matters

Tracks the Change Request Initiation Rate and links Problem Management to Change Management workflows.

Where to get

Monitor for updates to a custom field like 'change_reference' or the creation of a 'problem_change' link type.

Capture

Monitor custom field for external ID entry

Event type inferred
Post-Implementation Review Conducted
Confirming that a retrospective review has been completed after the fix. This is typically a checkbox or date field updated by the process coordinator.
Why it matters

Required for the Post-Implementation Review Frequency KPI to ensure compliance with quality standards.

Where to get

Monitor for updates to a custom checkbox 'PIR Completed' or date field 'PIR Date'.

Capture

Monitor custom field for completion

Event type inferred
Problem Investigation Reopened
Occurs when a problem record previously marked as Solved is returned to an Open or active state. This indicates a failed fix or rejected resolution.
Why it matters

Supports the Problem Re-opening Rate KPI and helps identify quality issues in the resolution process.

Where to get

Inferred when the status transitions from 'Solved' back to 'Open', 'New', or 'Pending'.

Capture

Compare status field before/after

Event type inferred
Proposed Solution Drafted
The creation of a knowledge base article based on the problem investigation. This is inferred from the usage of the Zendesk Knowledge Capture app or linking a new article.
Why it matters

Supports the Knowledge Base Integration Rate KPI, ensuring organizational learning.

Where to get

Monitor for events related to the 'Knowledge Capture' integration or tags like 'kcs_draft'.

Capture

Derive from specific system tags or link events

Event type inferred
Recommended Optional

Extraction Guides

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