Guides Troubleshooting Support Workflow (Triage + Ticket)

Support Workflow (Triage + Ticket)

⚡ Quick Start👤 Audience🎯 Goals📝 Before You Start🛠 Setup Steps✅ Verify🔧 Troubleshooting🔄 Rollback📷 Screenshots

Quick Start

  1. Go to the Help section in the portal

  2. Select your issue type and run the AI triage

  3. Review the diagnosis and recommendations

  4. Click Create Ticket to submit a support request

👤Who This Is For

Church admins and operators who need to report and track technical issues.

🎯What You Will Accomplish

  • Run an AI-assisted diagnosis for an issue

  • Create a support ticket from the results

  • Post updates and manage ticket status

📝Prerequisites

🛠Step-by-Step Setup

1Open Help/Support

Go to the Help or Support section in the church portal.

2Run Triage

Select the type of issue and run the AI-assisted triage. The system will gather information and analyze the problem.

3Review the Diagnosis

Review what the system found:

  • What type of issue it is

  • How serious it is

  • What to do next

4Create Ticket

Click Create Ticket to submit a support request based on the diagnosis.

5Add Updates

Post update messages to the ticket as the issue progresses.

6Change Ticket Status

Update the status as needed (e.g., In Progress, Resolved).

Validation Checklist

0 of 0 verified

🔧Common Issues and Fixes

SymptomCauseFix
"Unauthorized" errorWrong login or user roleSign in again with the correct admin account
Can't find a ticketLooking in the wrong viewSwitch between the church portal and admin dashboard views
Missing information in diagnosisTally app not fully connectedMake sure the Tally app is running and connected to all equipment
Can't update some fieldsSome fields are admin-onlyContact your admin to update those fields

🔄Rollback / Fallback

  1. For urgent issues, use your manual support channel (email, phone).

  2. Log the details and create the ticket later once the system is working.

📷Screenshot Placeholders

📷
Triage form
H14-triage-form
📷
Triage result
H14-triage-result
📷
Ticket detail view
H14-ticket-detail
📷
Ticket update timeline
H14-ticket-timeline