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Submitting and Viewing Cases

Updated 09/06/2024 10:54:45 AM by jennifer.pelton@iii.com
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Summary

Information on viewing and submitting Support Cases

Solution

Submitting a Case


How to create a case (click to expand)


  • Online case form (preferred) Submit a case directly in the Support Center using the online form. Cases submitted in the customer portal are routed to your regional support team for resolution.

If you do not have access to our customer portal, you can submit a case by:

      • Email to support@iii.com. To expedite your request, please format your subject line as follows: (MYLIB) -- Enter new inquiry text
      • Phone for urgent support issues, telephone assistance is available. Customer Support phone numbers will connect you with one of our support staff worldwide. If you reach our voicemail system, please submit an urgent case in the Support Center in addition to leaving a voicemail.

After submitting a case, you will receive a confirmation email with the case number.

NOTE: If you are not a designated service contact for your organization, please contact your organization's Innovative Site Coordinator/ System Administrator for details about your organization's policy forsubmitting cases to customer support. 


What to include in cases

Submitting a clear and detailed request with examples and steps to reproduce will help to expedite and resolve your cases.

Image


Using the online case form: 

  1. Enter descriptive information about the issue in the Subject field
  2. Gather information the Help Desk may need to begin work on your case and enter it in the Description.
    • Are you using this feature for the first time?
    • When did you first notice the problem?
    • What steps have you already tried to resolve the problem?
    • Can you recreate the problem?
    • What was on the screen when the problem occurred?
    • What is the exact wording of any error messages?
    • Does the problem occur for all records, files, etc.? Just one? A few?
    • Does the problem occur for all users ? Just one? A few?
    • Has anyone changed relevant System Options or Parameters recently?
    • Has anyone changed hardware recently?
    • What sequence of steps can Innovative take to recreate the problem?
    • IS this related to a project or upcoming deadline?
    • If appropriate, also provide:
      • Examples of record number(s), such as bibliographic, order, item, patron, authority, checkin/holdings, course reserve, etc. that illustrate the problem
      • Search strategy used
      • Saved search name or template
      • Review file number and name
      • Saved query Process ID or Saved results file Process ID
      • File name(s)
      • Heading(s)
      • Login or User information
      • User initials used
  3. Do you have a printout or screenshots illustrating a problem? please share with Innovative using the Attachments feature.
  4. Submit a separate case for each individual issue.
  5. Identify the urgency or severity of your report.
    Severity Descriptions
    System DownA loss of access to Innovative applications, due to hardware or software failure impacting library system.  For example, widespread system unavailability; production system is down; connectivity to a client preventing library operations.
    HighA time-sensitive request for service to meet a library deadline or other issue that minimally impacts the library workflow.
    MediumA non-urgent issue that does not affect library workflow or negatively impact  patrons’ ability to use the catalog. 
    LowA how-to, functionality, or configuration request of an informational nature.


See also related support information: Innovative Customer Service Policy for Non-English Support 

Viewing Cases

The Support Center is your tool for tracking and managing case with Innovative. View details about each case and communicate directly with Innovative staff assigned to your request from Manage Cases by clicking on the case number.  This will open the case details where you can view and add additiona information.

Keywords: service request submit support ticket issue priorities severities urgency create tips case

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Solution ID
160124151334979
Last Modified Date
09/06/2024 10:54:45 AM
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