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🚪 How do I gain access to Softrip Support Help Center?

Softrip utilizes a Jira Service Management for its ticketing system. It has a customer-facing 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 requestaccount set up. Your login will be associated with an organization within the portalyour company.

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

🖥️ How do I login and submit a

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ticket to the Softrip Support Help Center?

  1. Customers You can access the Softrip Support Help Center portal at https://softrip.atlassian.net/servicedesk/customer/portal/1/group/-1 or portals

  2. You can also access the portal through the Softrip back-office instance as shown belowhere.

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

  4. In the portal Help Center home page, you will see a list of links to the various components of the system.

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  5. Each of these pages will have links to various knowledge center articles.

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  6. To submit a ticket, back in the portal Help Center home page, scroll down and click on “Need to raise a request? Contact Us.”

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  7. In the Raise a Request page, 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 Use 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 Use this option if you have a suggestion or idea for how Softrip can improve the application. This is typically used for small, minor improvements and tweaks to the application.

Info

Ex: It would be helpful if I could go into a product directly from the Calendar

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 Use this option if you are experiencing an issue with your company has a strategic initiative that requires development in 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.

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.

Once you are logged in, click on Suggest a new feature.

Fill in the form, paying extra attention to your business case and what issue this new feature will solve for your business. . This is typically reserved for larger scale projects that will drive your business forward in a measurable way.

Info

Ex: We are looking to increase our sales by building our own new booking site. This will require several new API calls from Softrip that don’t currently exist.

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

Info

Ex: As an internal user, I would like to make some improvements to our current invoice document. I would like to change the formatting of vouchers to appear as follows. This will help our vendors to scan guest vouchers to process their services faster.

image-20240201-204148.pngImage RemovedThere is specific set of criteria that will need to be met for Softrip to accept the request. Please take the time to carefully fill out these fields, explaining the development you are looking for and how it will meet at least one of our establishedcriterion.

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

📋 Training Request

You Use 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 your tickets created, please follow these steps:

On you user name, click on the Request section to view “All” ticket or view only issues “Created by me”.

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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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, select the User menu symbol in the upper right corner and then select Requests.

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The Requests section gives you some limited ability to sort, filter and search your company’s tickets. Click on the ticket number in the Reference column to open the ticket.

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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 other Jira users in your own organization company 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

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Image 3

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You can also tag a Softrip user using this method only if they are the creator of the ticket. Type the @ symbol and a list of available users to tag will appear.

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🇷 My Requests Extension

The button My Requests Extension will take you to an enhanced tool for viewing and filtering your tickets.

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It has more extensive configuration options for showing columns and filtering.

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It also gives you the ability to save your filters and to export the list of tickets to Excel or as a CSV file.

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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.

Steps on providing a recording is as follows:

Click on “Send a Recording”

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Softrip allows you to record your issue and send it along with the ticket during creation and also in an existing ticket. Click on “Send a recording” to start the feature. Please note, the details we require you to fill out in the ticket are still needed. Failure to provide those details could result in a delay in actioning your ticket appropriately. Sending a recording should only be used in a supplementary manner.

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Window will popup for you to choose recording options with or without audio. We recommend recording with audio in order understand the issue better.

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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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