The 6-Step CompTIA Troubleshooting Process
Step 1 — Identify the problem: gather information. Ask the user: What exactly is happening? When did it start? Has anything changed recently (updates, new software, hardware)? Has it happened before? Who else is affected? Reproduce the problem if possible. Identify error messages (record exactly). Check environmental factors (power, heat, physical damage). Question the obvious — users don't always volunteer all relevant information.
Step 2 — Establish a theory of probable cause (question the obvious): based on the information gathered, develop the most likely explanation. Start with the simplest/most common causes (cable unplugged, wrong settings, user error) before assuming hardware failure. Consider all possibilities — physical layer (cable, connector), OS, application, configuration, user error. OSI model bottom-up approach for network issues: physical → data link → network → transport → application.
Step 3 — Test the theory to determine the cause: perform a quick, reversible test to confirm or deny your theory. If the theory is confirmed — proceed to fix. If the theory is not confirmed — establish a new theory and test again. Log what you test and what results you get.
Step 4 — Establish a plan of action to resolve the problem and implement the solution: once the cause is confirmed, plan the fix. Consider: backup before making changes, impact on other systems/users, change management process (for enterprise environments). Then implement the solution. Be methodical — change one thing at a time.
Step 5 — Verify full system functionality and implement preventive measures: after the fix, verify the original problem is resolved AND that you haven't created new problems. Test the full workflow, not just the specific symptom. If applicable, implement preventive measures (update firmware, install security updates, configure monitoring).
Step 6 — Document findings, actions, and outcomes: record what the problem was, what caused it, how it was fixed, and what preventive measures were taken. Update the ticketing system with complete notes. Good documentation enables: faster resolution of repeat issues, knowledge base for other technicians, audit trail for compliance, trend analysis to identify systemic problems.