| Table of Contents | ||||
|---|---|---|---|---|
|
🚪 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?
Customers can access the Softrip Help Center portal by entering thehttps://softrip.atlassian.net/servicedesk/customer/portal/1/group/-1 provided to you or can access to it through your instance per below.
If you have not signed in to the portal already, sign in to the portal: Customers will need to sign in to the Softrip Service Management portal using their email address and password. If they haven't created an account, contact Softrip Support by emailing Support@Softrip.com.
Once you login you will have four options:
Report a Defect – this form contains fields we need to recreate an issue
Suggest a New Feature – this form can be used to submit suggestions to improve our product or for Programming Requests
Support Questions – questions about how a feature works can be submitted here
Training Request – use this form to tell us what kind of training you or your team need from Softrip
🐛 How to report a defect:
If you are running into experiencing any issues with your Softrip application follow the steps below:
...
Once the form opens up fill in the required information as indicated by red asterisk *
Please include any screenshots, steps taken when you encountered the issue, and what you are trying to solve for in the description field.
...
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.
...
📈 Impact Levels
Select the impact level this defect is causing to your users. Impact levels are defined as follows:
...
Once all required fields and any additional details have been entered, click “Send” to submit your request.
...
💻 Suggest a new Feature:
Do you have an idea for a new feature or an improvement you want to suggest to Softrip? You can submit your suggestions through the following process.
...
Attaching screenshots and additional documents can be done by clicking on the browse button to upload your file.
...
❓ How to submit a Question
If there is a process you do not know how to handle from our application and can not find the answer within our knowledge center, you can submit your questions by clicking on “Support questions”
...
Fields with a red asterisk * are required, but we encourage you to fill in all fields.
...
Once you fill in the details click “Send” to submit your request. You will receive an email confirming your submission.
How to Submit a Training Request
If you feel your team needs additional training from the Softrip team, you can submit your request here:
The fields with a red asterisk * are required, but please fill in as much information as possible. It’s helpful for us to know what component of Softrip you would like training on, who and how many users will be attending the training and what their confidence level using Softrip.
...
You will receive an email confirming your request has been submitted and a member from the Softrip team will reach out to coordinate a training time with you.
🔎 How to manage and view my issues:
If you wish to review and manage the tickets created, please follow these steps:
...
Once you get a list of all your issues you can click on the reference number to view the issue in detail.
...
📝 How do I make comments and tag the responsible parties on the ticket?
If you wish to add any comment to the ticket, you can do so by entering in the comment section. In addition, you have the ability to tag the responsible parties by tagging them via @ symbol.
Ex: Oz Akman
...
🧐 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
...
🇷 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)
Image 1
...
Image 2
Image 3
...
📹 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.
...
When you are done with your recording, Stop → Submit → Continue → Copy Link and paste it into the steps to reproduce section.
...
📚 Status Definitions
Status | Definition | Support | defect | Feature |
|---|---|---|---|---|
New - Pending Review | Issue will be read and assessed according to Softrip Statement of Customer Support. |
|
|
|
Received | Issue has been read and assessed for severity and priority. |
|
|
|
Pending Details | More details are needed from the customer for Softrip to continue work. |
|
|
|
Pending Details - Softrip | Details have been provided and passed back over to Softrip. |
|
|
|
In Queue | Issue has been passed to Engineering and is in their Queue for work. |
|
|
|
Softrip Rejected / Softrip Declined | Softrip cannot make the changes requested. |
| ||
Pending Scope Approval by Client for PR | Softrip will make the changes requested. Scoping has been sent for customer approval. |
| ||
Client Approved Scope for PR |
| |||
Client Declined Scope for PR |
| |||
Pending Client Approval for PR | Programming Request Document sent to customer and awaiting approval. |
| ||
Client Approved PR |
| |||
Client Declined PR | Issue will be closed. |
| ||
Pending Work | Issue is ready for Sprint Assignment |
|
| |
In Progress |
|
|
| |
Deployment to Test Environment Scheduled |
|
|
| |
In Test - Softrip Testing | Issue has been deployed to Test and is being tested by Softrip. |
|
|
|
Ready for client testing in TEST environment | Issue is ready for customer testing in TEST environment. |
|
|
|
Testing Failed - Test Environment | Issue sent back to Engineering. |
|
|
|
Ready to Deploy | Issue is ready to be released to a client’s Test or Production environment. |
|
|
|
Deployment to Production Environment Scheduled |
|
|
| |
In Production - Softrip Testing | Issue has been deployed to Production and is being tested by Softrip. |
|
|
|
Ready for client testing in PRODUCTION environment | Issue is ready for customer testing in Production environment. |
|
|
|
Testing Failed - Prod Environment | Issue sent back to Engineering |
|
|
|
Done | Issue Complete |
|
|
|
...