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🚪 How do I gain access to Softrip Help Center?

Softrip utilizes a Service Management portal to support customer communication with the Softrip team. Contact support@softrip.com for a login request. You will receive an email with a link to complete your request. Your login will be associated with an organization within the portal.

In this article, you will find steps on how to create tickets in the Service Management portal in order to submit inquiries to the Softrip team.

🖥️ How do I login and submit a support ticket to the Softrip Help Center?

  1. Customers can access the Softrip Help Center portal at https://softrip.atlassian.net/servicedesk/customer/portal/1/group/-1 or through the Softrip back-office instance as shown below.

  2. Customers will need to sign in to the Softrip Help Center portal using their email address and password. If you haven't created an account yet, contact Softrip Support by emailing Support@Softrip.com.

  3. Once you login you will have 5 ticket submission options:

    1. Support Questions – For general questions about how the system works or available features

    2. Report a Defect – For defects and issues occurring in the system

    3. Product Feedback - For submitting a suggestion you have to improve the Softrip application

    4. Strategic Programming Request – For submitting a development request for a strategic initiative your company is planning

    5. Training Request – For requesting training on a specific area or process in Softrip

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Support questions

Use this option if there is a process you do not know how to handle from our application and cannot find the answers within our knowledge center.

Fields with a red asterisk * are required, but we encourage you to fill in all fields.

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Once you fill in the details click “Send” to submit your request. You will receive an email confirming your submission.

🐞 Report a defect

You this option if you are experiencing an issue with the Softrip application, encountering an error message or seeing unexpected results when using the system.

Fields with a red asterisk * are required, but we encourage you to fill in all fields.

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Affects Version: Type in the version of the application you are running. To find the version number, click on the Softrip Logo on top left corner. The modal will display the version number you are on. If you are unsure, leave it empty.

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📈 Impact Levels

Select the impact level this defect is causing to your users. Impact levels are defined as follows:

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Once all required fields and any additional details have been entered, click “Send” to submit your request.

💡 Product Feedback

You this option if you are experiencing an issue with the Softrip application, encountering an error message or seeing unexpected results when using the systemhave a suggestion or idea for how Softrip can improve the application.

Fields with a red asterisk * are required, but we encourage you to fill in all fields.

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Once all required fields and any additional details have been entered, click “Send” to submit your request.

💻 Strategic Programming Request

You this option if you are experiencing an issue with the Softrip application, encountering an error message or seeing unexpected results when using the system.

Fields with a red asterisk * are required, but we encourage you to fill in all fields.

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Attaching screenshots and additional documents can be done by clicking on the browse button to upload your file.

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📋 Training Request

You this option if you feel your team needs additional training in a specific area or process in the Softrip application.

Fields with a red asterisk * are required, but we encourage you to fill in all fields.

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Once all required fields and any additional details have been entered, click “Send” to submit your request.

🔎 How to manage and view my issues:

If you wish to review and manage the tickets created, please follow these steps:

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Once you get a list of all your issues you can click on the reference number to view the issue in detail.

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📝 How do I make comments and tag other users on the ticket?

If you wish to add a comment to the ticket, you can do so by entering it in the comment section at the bottom of the ticket. In addition, you have the ability to tag users in your own organization by tagging them via @ symbol. (Please note - You cannot tag Softrip staff using this method)

Ex: Oz Akman

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🧐 How can I find my tickets better? and filter my results?

If you wish to find your ticket faster, the portal offers number of filter options to narrow down your results. (Image 1)In addition, the “Request Contains” option for you to search for your ticket by ticket number or by a word within the ticket itself (Image 2)

Image 1

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🇷 What is “My Requests Extension”?

My Requests Extension(Image 1) is a Softrip Help Center plug in that gives the users ability to manage their tickets with additional filters. In addition, this plugin allows the users to export their tickets into a Excel CSV file (Image 2) and add additional filters (Image 3)

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Image 2

Image 3

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📹 How to Submit Recordings:

Request a Recording: Softrip also has additional tools to help you report issues. Note that Softrip still requires all the above steps, and not providing the steps will cause the ticket to be rejected by our Customer Satisfaction team.

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When you are done with your recording, Stop → Submit → Continue → Copy Link and paste it into the steps to reproduce section.

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📚 Status Definitions

Status

Definition

New

Ticket has not been read yet. It will be read and actioned according to Softrip Statement of Customer Support.

Backlog

Ticket has been read. For defects/bugs, it will be assessed for severity and priority.

Pending Details

More details are needed from the customer for Softrip to action the ticket.

In Progress

Ticket is currently being actioned by a member of the Customer Success team.

PR Accepted

(Strategic Programming Request Only) - The development request has been accepted by Softrip.

Queued For Development

Ticket has been passed to Engineering and is in their queue for work.

In Development

Ticket is currently in development by the Engineering team.

Ready for UAT Deploy

Ticket is ready to be deployed to the customer’s UAT/Test environment.

Pending UAT

Ticket has been deployed to the customer’s UAT/Test environment and is available for testing.

Ready for Prod Deploy

Ticket is ready to be deployed to the customer’s Production environment.

Pending Prod Testing

Ticket has been deployed to the customer’s Production environment and is available for testing.

Failed Testing

Ticket has failed testing and Engineering has been notified. They will review the issue and address appropriately.

Done

Ticket is complete and closed.

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