HowTo: How can I get “up to speed” the fastest with PolicyPak and support resources?
This is an orientation guide to help you understand the various support resources at PolicyPak. We try to enable you to be as self sufficient as possible. The faster you can solve your own problem, the happier you are. As such, here is the strategy we recommend.
Watching the webinarThe most important thing you can do to become quickly oriented with PolicyPak is to watch our daily webinar. If none of the times work for you contact your PolicyPak sales person for a replay. You will quickly understand all the moving parts to PolicyPak and it answers more than 90% of “What does PolicyPak do and how do I install it?” types of questions. You really don’t want to continue without knowing what you already own / what it can do. Sign up for the “IT Admin” webinar at this link.
Getting Logged on to the Customer PortalWhen you log on to the PolicyPak Portal, you then get the ability to download Bits, Paks, Manuals and other items. This is what enables you to create PolicyPak directives and perform other PolicyPak tasks. If you are unable to logon, contact your PolicyPak Sales person for credentials. To get oriented to the PolicyPak Portal and what it can do, please watch this video. Note: The PolicyPak Portal is NOT the PolicyPak Cloud service. The PolicyPak Cloud service has its own login credentials. To learn how to use PolicyPak Cloud service, please watch this PolicyPak Cloud Quickstart video here.
Downloading (and reading) the PolicyPak On-Prem manualsPolicyPak has an extensive library of detailed manuals. The most important ones to read are:
Using the self-help support resourcesAdditional materials can be found in the Video Learning Center and the Knowledge Base. You can quickly search across the whole website by clicking the SEARCH glass. Then inside the Video Learning Center or the Knowledge Base click the Suite or Product you want and find the topic which suits you best.
Using the ForumsIf you cannot find the answer to your “How do I” question using the self-help resources on the website, please ask your “How do I” questions in the forums. You log into the forums with the same username and password as the PolicyPak Portal. Just click FORUM. Or if you are already logged in.. select it this way.
Using the support emailUse the email support [att] policypak.com if you think you have a special circumstance that applies to you. For instance, something was working yesterday, but not today. Or, if you’ve tried something and you’re getting a specific error message, etc. Said another way: The support FORUMS are for “How Do I” questions that could benefit others. The support email is for “Engine Trouble” with something that’s specific to you. Suggest the following process: 1. Email support [att]] policypak.com. 2. Await an email from the auto-responder. 3. Provide logs as explained FROM the auto-responder. 4. Attach them to the support case as attachments -or- use the instructions to upload the files using our uploader. 5. Then reply with another email .. no attachments, and let us know the logs are attached or uploaded. Why five steps? Because YOUR EMAIL system might eat the attachments you send to us and the email! So, if you attach log files in Step 1 with your first email, we might never see the email, and you won't get an SRX number. Then, we request in step 5 a simple email like "I've uploaded the log files" so we can SEE that they made it there. Because again, in step 4, maybe they get obliterated at upload or attachment, and you're wondering why we're not working on your case yet. It just means we likely DONT yet have the log files.
Using the support phone numberThe 1-800 number for PolicyPak will let you leave a voicemail for our support team. We are around (generally) during normal business hours EST. The support phone number should only be used when:
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How must I prepare for my PolicyPak QuickStart / Onboarding?
We're excited to be working with you on getting PolicyPak working inside your environment. To maximize your time and our team's time, here's precisely what to do in order to prepare for your phone call together. We can TRY to work without you taking these steps, but then everything is MUCH MUCH HARDER. These steps ENSURE a “guaranteed win” and “maximum utilization” of our time instead of spending 45 of 60 minutes getting software downloaded and remote control to work. Here’s the BASIC, BEST way we like to work:
PART 1: ENABLING US TO REMOTE CONTROL YOUR GPMC MACHINEWe need to remote control YOUR MACHINE. The one with the GPMC on it.Here are the two options:
Part 2: PREPARING FOR POLICYPAK ON PREMISE(BUT *ALSO* do steps 1-7 even if you're *ONLY* interested in PolicyPak Cloud.)
PART 3: Do these steps for PolicyPak ON PREMISE -and- PolicyPak Cloud
PART 4: PREPARING FOR POLICYPAK CLOUD (continued)(So, continue here If you are ALSO trialing PolicyPak Cloud). Tip: PolicyPak Cloud is NOT the PolicyPak Portal.
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