Open a Support Incident

From AgileApps Support Wiki
Revision as of 01:50, 19 February 2011 by imported>Aeric (Text replace - '#Click the [Save] button' to '#Click '''[Save]'''')
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If you have a question or issue regarding the platform, File a Support Case to get answers:

To Add and Submit a Support Case:

  1. From any page, click the [Support] link; The Case view is displayed
  2. Click the [New Support Case] button
  3. In the Basic Information section, complete the following information:
    Subject
    Enter a description of the issue
    Contact Phone No.
    A telephone number where you can be reached
    Case Type
    The type of case you would like to submit; Choose one of the options in the list
    • Issue – If there is an error or inaccurate content
    • Change Request – A change you would like to see in our documentation
    • Feature Request – A change you would like to see in the user interface or functionality
    • Question – Any question you have about the documentation or instructions in the user interface
  4. In the Description section, complete the following information:
    Enter a Description of the problem, issue, feature request, or question (based on the Case Type you selected)
  5. Optionally, attach a file to the record:
    Click the [Choose File] button to open a window to your local disk drive; Navigate to the file folder and select a file to attach to the case, and enter a descriptive title for the file
  6. Optionally, complete the information in the Notifications section:
    To notify other members of your team about your support case, click the Lookup Lookupicon.gif icon to select Additional Users to Notify
  7. Click [Save] to submit the case

Options

After filing a support case, these actions become available:

  • [Add Comment] - Add additional comments about the case to assist the Support Team in resolving the issue
  • [Close Case] - When the issue or question is resolved, the case should be closed
  • [Grant/Revoke Access] - Help the Support Team to diagnose an issue; Grant access to your records for a limited period of time
Grant or revoke access to your data
  • [Back] - Return to the previous page