This page will cover how to log a call with the Vision Team on the Portal
Other Important pages
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What is on this page -
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Main Portal Page
This will provide you access to the main portal menu where you can select either
Vision Software Support
Request for Change
Implementations (before you go live)
Vision Support Portal
https://visionsoftware.atlassian.net/servicedesk/customer/portal/1
This menu provides you access to see your tickets or to place other support tickets with the support team.
Options available are
Software Support
Customer Services
Upgrades and Licensing
Testing Vision (after you go live)
Requests for Change Portal
https://visionsoftware.atlassian.net/servicedesk/customer/portal/3
If you want to request a new feature, a report or template change or add something to the wish list then you can do this from the menu here.
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This queue is monitored weekly for new tickets except during the period 15th December to 10th January each year. |
Registration
If this is your first time user, you will need to sign up for an account
The email address that you use would need to be a valid email address
Your Email address requires authentication for you to be able to obtain support.
Enter your email address for verification, create a password and provide your forename and surname, then "Sign Up"
You will then access the portal and be able to use your registered email address and the password you created to access the Portal in future
How to Log
Once you have logged in to the Support Portal
You will be able to select from the following services
Software Support
Request for Change
Implementations
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Software Support Category
Which Support Option
The most used option is the Report an Issue which is within the Software Support option.
Options Available
Once you have clicked on the section that you will log to raise.
For the Software Support, you will be able to select from the following requests
Software Support
Report an issue
Vision Question
Bug/Issue(New)
Re-run a Bug Fix
Report/Data Extract
Customer Service
Data Update
Customer Service Questions
Training Requests
Upgrades & Licensing
Upgrade System
Add Module
Change Licenses
Refresh
Test - update your test system data
Testing Vision
Testing Issues and Questions
Pre-Live Customers
Questions
Request for Change Category
You will be able to select from the following requests
Data Change something
If you want to perform a major data change or a data update, you can also make the request here. The support team can update transnational data and make simple changes, anything more complex you can use this category. This work is generally undertaken on a T&M basis
Improve the Application
Improve something already in the system like a report or a screen or a process. This can be anything from a form change to which fields are shown, the navigation or search facilities
Request Something new
If you want a brand new feature then select this option
Report
This covers anything the system procedures, which can be printed A report/VCIS Report/Excel output/BI Enquiry or BI Reports. Covers addition including BI Report Requests or VCIS Reports
HMRC Request
If you have a request from HMRC you can log it here, whether a data extract or a modification let us know
Implementations
You will only be able to see this section until your implementation is finished then it is generally removed
Request Something
New Feature
Reports
Implementation
Implementation Task
- using your test system to check a new version
Raising a Ticket
For each ticket category there will be a number of reasons why you need to log a ticket, you need to select one of them to proceed
Once you have sent the ticket to the support queue, the system will send an email to the email address that you are using to sign in to the portal
Information we need to help you
When logging a call to the support team, please make sure the following has been answered.
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Some of the questions are more for a specific ticket that you raise up |
Review the questions below and provide information in your description relating to the relevant questions, plus any additional information that you consider to be relevant.
Vision Application and Version Number
What screen, form or report were you using at the time?
What were you trying to do?
What did you expect to happen?
What did happen?
Does this affect everything that you do?
Is this affecting every user on the system and nobody can do any work at all?
Is there a known change control reference you have previously been quoted by the support team? - If so please supply this.
If possible send a screenshot, especially if there is an error message on the screen.
For a request for change, what area you would like to change
Attachments
You are able to add an attachment to the support ticket, by drag and drop files, paste, or clicking on the Browse button when creating the issues.
Responding to Tickets
When a member support team replies to you on the ticket that you have raised. It will send an email and you will be able to reply to the email or (we do prefer) you to sign in to the portal you will be able to respond to the member of the ticket.
You will have a list of all the tickets that you have created under your user, you will be able to click on the Ticket reference and use the comment box to respond to support member
Viewing all Tickets
By default you only see your own tickets, if you want to see everyone in the organisation then you click the requests button on the top right of the portal and select “ALL”
The general system shows all open tickets, so a ticket which is deemed to have been Resolve, Closed or in the case of RFC it is “Waiting Developers” would appear in the Closed category
You will therefore need to change the status options to include that category.
Process Flow of Tickets
The process of the log calls for the Software Support are the following
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Waiting for Triage | This is the default for any ticket arriving in the system, it is picked up from here and placed under review |
Under Review | The ticket is reviewed to ensure we have all the relevant details, we update the ticket and apply a priority to the ticket, it is then passed to the support team queue waiting an engineer to pick up the ticket. Should we have any questions or require more information then we will ask you at this point |
With Support | Ticket is with the support team who will either resolve it or they may need to ask more questions. If a question is asked the ticket moved to “With Customer” |
With Customer | We have asked you for some details and the ticket is waiting your answer. If there is no response within 24 hours or 1 working day the ticket will be marked as closed. |
Resolved | Resolution has been reached and ticket is closed. You can re-open a ticket within 5 days if you feel the problem still exists OR if it repeats. |
Closed | No action has been taken |
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Updates / Comments on support tickets are sent via email, you can reply to those emails or you can use the ticket portal to reply |
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PrioritiesOur call priorities are based on the content of your call and how this effects the business, it is not based on how quickly you wish the call to be completed.
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Support Portal Down
What to do in the event of the Portal being down - Or you are unable to access the portal.
If for some reason you are unable to log a call via the Portal a call can be logged by telephone with the Helpdesk. We may still require further details if they can't be provided over the phone (Screenshot, error messages, etc) if this is the case we will reply on the call and request them.
This should not be used instead of raising a Support Request if you are able to do so.
This cannot be used to jump the normal Helpdesk prioritised queues. Calls logged via telephone will be diagnosed in the same way they would if they came through the portal.