Best Practice Methodology


  • being an effective troubleshooter simply involves having a detailed knowledge of how something is supposed to work and of the sort of things that typically go wrong
  • the more complex a system is, the less likely it is that this sort of information will be at hand

Troubleshooting starts with a process of problem-solving.

  • problems have causes, symptoms, and consequences

Example

  • A computer system has a fault in the hard disk drive (cause)
  • Because the disk drive is faulty, the operating system is displaying a “blue screen” (symptom)
  • Because of the fault, the user cannot do any work (consequence)
  • From a business point-of-view, resolving the consequences or impact of the problem is more important than solving the original cause
    • E.g., most effective solution might be to provide the user with another workstation, then get the drive replaced
  • Problems also need to be dealt with according to priority and severity
  • cause of a specific problem might be the symptom of a larger problem
    • particularly true if the same problem recurs
    • E.g., might ask why the disk drive is faulty—is it a one-off error or are there problems in the environment, supply chain, and so on

CompTIA’s A+ Troubleshooting Model

  1. Identify the problem:
    • Gather information from the user, identify user changes, and, if applicable, perform backups before making changes
      • Begin documentation
    • Inquire regarding environmental or infrastructure changes
  2. Establish a theory of probable cause (question the obvious):
    • If necessary, conduct external or internal research based on symptoms
  3. Test the theory to determine the cause:
    • Once the theory is confirmed, determine the next steps to resolve the problem
    • If the theory is not confirmed, re-establish a new theory or escalate
  4. Establish a plan of action to resolve the problem and implement the solution
    • Refer to the vendor’s instructions for guidance
  5. Verify full-system functionality and, if applicable, implement preventative measures
  6. Document the findings, actions, and outcomes