SummitAI Support Portal End User Guide

SummitAI Support Portal End User Guide

Introduction

Purpose

This document provides the step-by-step process for End Users to use the Symphony SummitAI Support Portal. The process includes how to log in, View, and Approve support tickets of Incidents, Service Requests, and Change Requests.

Definitions

All our customers who have access to Symphony SummitAI Support Portal can log an Incident, Service Request, and approve Change Requests that are tagged for the customer approval.

  • Incident: An Incident is logged when there is any unexpected functioning in the SummitAI application. These include bugs, performance issues, inaccessibility, and so forth.

  • Service Request: A Service Request is raised when there are any additional requirements from customers such as Customizations, Integration Requests, Custom BI reports, and any desired or business critical functionalities.

  • Change Request: A SPOC of a customer can only approve the Change Request of the respective account during any planned upgrades of the SummitAI application Instances (Production/Staging).

How to Login Symphony SummitAI Support Portal?

  1. Click the URL to Login the Symphony SummitAI Support Portal: https://support.symphonysummit.com/Summit_WebLogin.aspx#!


    Figure: Support Portal Login Page


  2. On successful login, the SPOC of a customer navigates to the End User Dashboard page.

How to Log or Update an Incident?

Logging a New Incident

  1. Select Incident > User > New Incident.




  2. Specify the details for all mandatory fields on the New Incident page and then click SUBMIT.




  3. A new Incident is logged successfully.



Field Description

Mandatory Attributes

Description

Mandatory Attributes

Description

Environment

Customer can able to select the Environment on to which there are intended to raise Incident.
Example: Production Instance for live and prod customer instance or Staging/UAT instances.

Priority

The Priority of the Incident; optional but if it’s a critical outage, customer can able to select the applicable Priority.

Classification

Classify your Incident. 

Impact

Select the applicable Impact.

Symptom

A short detail on what kind of issue/unusual behavior you are facing.

Description

A detailed explanation of the issue/unusual behavior along with page navigation details. It is also advised to add a few steps to reproduce the issue along with screenshots which will be added value.

Attachments

Screenshots or documents for reference.

Updating My Incidents

  1. Select Incident > User > New Incident.




  2. Click Filters and specify the filter criteria. 




  3. Click Submit to view the Incidents.

  4. Select and update the required Incident with details such as additional comments in the Additional Information field.

  5. Click Submit. The Incident will be updated.