Open a Support Case My Support Cases
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How to Open a Support Case

I.  Overview

From time to time, you may encounter a situation where CoreView is not functioning as it should. Perhaps you received an error or something just doesn't look right to you and you'd like help from CoreView. When this type of situation arises, you can open what we refer to as a Support Case, known alternatively as submitting a Ticket. You should only open a Support Case when CoreView isn't functioning properly or you are unable to access or use CoreView. 


Please refer to the Knowledge Resource titled CoreView Incident and Problem Management for additional information on how CoreView handles reported Issues.

II.  What should I do first?

It's critically important that you perform some basic troubleshooting before you decide to open a Support Case. Our experience has shown that performing some basic troubleshooting activities can help you pinpoint the source of the issue allowing you to resolve the issue on your own. Moreover, in performing these steps, you'll gather important information that can help our Customer Care Team get to a satisfactory resolution sooner.  

It's important that you include the results of your troubleshooting efforts in the Description section of the Support Case so that our Customer Care Team will have this information. If you have not performed any initial troubleshooting, please be aware that we'll likely ask you to go ahead and perform those steps in our initial response to your Support Case. We also suggest that you search our Knowledge Base to see if a Knowledge Resource has been published to address the issue you have encountered, or look into CoreView Forum to see if there is already-existing information on it.


III. How do I open a Support Case?

Customers are asked to open a Support Case using our cloud-based Customer Care Portal (https://support.coreview.com). You must first be registered before you can log into the Portal to open a Support Case. If you feel you should have access to the Portal and do not, please reach out to your CoreView Account Team. When you open a Support Case using the Portal, you are prompted to answer a small number of questions, the answers to which help us automate the initial review and ensure that the Support Case is assigned to the team that is best equipped to help resolve your issue.


Customers do have the option of opening a Support Case by sending an email to support@coreview.com; however, Support Cases opened by email will receive a default priority of Low until such time as our Customer Care Team have gathered enough information from you to prioritize the Support Case. 


IV.  What information do I need to provide?

In the table below, you'll find a list of the fields that are part of a Support Case as well as a short description of each. When you select the value Issue for Type of Support Case, you'll notice that several additional fields will appear. This is because this information is related only to an Issue. When opening a Support Case, it's important that you provide as much detail as possible.

 

Field NameTypeDescription
Subject*Single Line Text FieldProvide a short, descriptive title for the Support Ticket.
RequesterEmail AddressDefaults to your login ID. Do not change this ID.
Product FamilyDropdown MenuWhat CoreView product were you using?
Type of Support CaseDropdown MenuFor customers, the default is Issue.
Functional AreaDropdown MenuWhere were you in CoreView when you encountered the issue?
CoreView VersionSingle Line Text FieldCopy and paste the version of CoreView you were using. See Basic Troubleshooting for more information.
SeverityDropdown MenuPlease refer to CoreView Incident and Problem Management for more information
UrgencyDropdown MenuPlease refer to CoreView Incident and Problem Management for more information
Escalation LevelDropdown MenuThis is a read-only field to let you know if the Support Ticket has been escalated.
DescriptionRich HTML Text FieldProvide a clear description of the issue you encountered.
AttachmentsN/AAs appropriate, you can attach any relevant content.

*CoreView reserves the right to edit the Subject when clarity or accuracy are needed. 

         

V. What happens after I submit the Support Case?

Once you submit the Support Case, several actions will occur.  

  • First, you'll receive an email notification from Customer Care to confirm that you have opened a Support Case with a brief recap of the information provided by you.
  • Next, based on the information you provided, the initial priority will be set and the ticket will be routed to an agent for review.

If a Priority of Urgent or High cannot be substantiated by the Customer, CoreView reserves the right to alter the Priority to Medium, which is the default Priority. Any such change will be documented in the Support Case. Please refer to 1.B Reporting an Issue's Priority article to define the ticket priority correctly.


VI. When will someone from CoreView work on my issue?

Our Customer Care team will work on Issues based on Priority and Date Received (first in, first out).

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