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A simple troubleshooting method

A repeatable way to work through an IT problem from report to resolved.

4 min read · Updated 21 June 20XX · For IT Service Desk

A good fix follows a method, not guesswork. Use these steps for any IT malfunction.

1. Understand the problem

  • Read the report and confirm what’s actually happening.
  • Get the user and device context — who, which device, when it started, what changed.
  • Reproduce it if you can.

2. Gather diagnostic information

  • Note the exact error message or behaviour.
  • Check whether it affects one user/device or many — that narrows the cause fast.
  • Run the obvious checks for that type of problem (queue, connection, permissions, version).

3. Research possible solutions

  • Check the knowledge base for a known fix.
  • List the realistic options, with the effort and trade-offs of each.

4. Recommend a solution

  • Choose the option that fixes the cause, is maintainable, and is proportionate.
  • Avoid quick fixes that just hide the symptom.

5. Seek approval if needed

  • Some changes need approval first — granting access, buying or reinstalling licensed software, or anything outside standard support. Use an IT access request or check with your Team Leader. Use the approval-request template from the templates library.

6. Plan and implement

  • Write a short implementation plan — the steps, in order.
  • Make the change carefully and keep the user informed.

7. Evaluate the result

  • Test that the problem is actually fixed (ideally with the user).
  • Confirm it didn’t cause anything else.
  • Record the cause and fix on the ticket, and close it.

See worked examples on the troubleshooting case files page.