Spectralink’s Support Portal Tutorial · 2016-05-11 · your RMA request, the RMA support center...

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Spectralink’s Support Portal Tutorial

Transcript of Spectralink’s Support Portal Tutorial · 2016-05-11 · your RMA request, the RMA support center...

Page 1: Spectralink’s Support Portal Tutorial · 2016-05-11 · your RMA request, the RMA support center will e-mail you details of the issue within 1 business day. 10. If at any point

Spectralink’s Support Portal

Tutorial

Page 2: Spectralink’s Support Portal Tutorial · 2016-05-11 · your RMA request, the RMA support center will e-mail you details of the issue within 1 business day. 10. If at any point

© 2015 Spectralink2

w RMA Overview pg. 3-4

w How to Register pg. 5-15

s with Customer ID number pg. 6-10

s without Customer ID number pg. 11-15

w Logging In pg. 16-19

s password reset pg. 20-22

w Initial Set-up pg. 23-29

w Creating a Service Request pg. 30-52

s for handsets pg. 31-39

s for non-serialized products pg. 40-50

s for infrastructure pg. 51-52

w Adding a PO pg. 36

w Checking RMA Status pg. 53-55

Page 3: Spectralink’s Support Portal Tutorial · 2016-05-11 · your RMA request, the RMA support center will e-mail you details of the issue within 1 business day. 10. If at any point

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RMA Overview

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Page 4: Spectralink’s Support Portal Tutorial · 2016-05-11 · your RMA request, the RMA support center will e-mail you details of the issue within 1 business day. 10. If at any point

RMA Process Overview

© 2015 Spectralink4

1. Register as a user – one time only

2. Set-up a contact point in your profile - one time per account

3. Create a Service Request

4. Verify ship to and bill to address

5. Enter serial number or catalog number depending on type of product

6. Enter symptom of problem

7. Enter PO Number if required

8. Confirmation Page shown documenting that service request was created. Please note this is not your RMA number

9. RMA traveler containing your RMA number and the return address you will ship defective unit to will be sent to the e-mail in your contact information. RMA traveler is usually sent within 1 hour. If there is a problem with your RMA request, the RMA support center will e-mail you details of the issue within 1 business day.

10. If at any point during the process you need support or help, please contact the RMA support center at [email protected] in North America or [email protected] the EMEA region.

Page 5: Spectralink’s Support Portal Tutorial · 2016-05-11 · your RMA request, the RMA support center will e-mail you details of the issue within 1 business day. 10. If at any point

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How to Register for a Spectralink’s

Support Portal account

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Page 6: Spectralink’s Support Portal Tutorial · 2016-05-11 · your RMA request, the RMA support center will e-mail you details of the issue within 1 business day. 10. If at any point

If you have your Customer ID number

Go to support.spectralink.com and click on

RMA Requests - iSupport Portal

© 2015 Spectralink6

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Click on Register

© 2015 Spectralink7

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Click on Register as a user of an existing company

© 2015 Spectralink8

Page 9: Spectralink’s Support Portal Tutorial · 2016-05-11 · your RMA request, the RMA support center will e-mail you details of the issue within 1 business day. 10. If at any point

Enter the Customer ID Number, your first name, last

name, and email address. Select your country from

the drop down list and enter your phone number.

Then click on Submit

© 2015 Spectralink9

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Confirmation emails

© 2015 Spectralink10

• A registration confirmation email will be

sent. This is to inform you that the

registration process has started.

• When your account is approved an

email with a temporary password will

be sent.

Page 11: Spectralink’s Support Portal Tutorial · 2016-05-11 · your RMA request, the RMA support center will e-mail you details of the issue within 1 business day. 10. If at any point

If you do not have your Customer ID number

Go to support.spectralink.com and click on

RMA Requests - iSupport Portal

© 2015 Spectralink11

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Click on Register

© 2015 Spectralink12

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Click on Register as a user of a new company

© 2015 Spectralink13

Page 14: Spectralink’s Support Portal Tutorial · 2016-05-11 · your RMA request, the RMA support center will e-mail you details of the issue within 1 business day. 10. If at any point

Please fill out the company information, the

shipping, contact, and billing information. Then

click on Submit.

*It may take up to one business day to process a

Customer ID Request.

© 2015 Spectralink14

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Confirmation emails

© 2015 Spectralink15

• A registration confirmation email will be

sent. This is to inform you that the

registration process has started.

• When your account is approved an

email with a temporary password will

be sent.

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Logging into Spectralink’s Support

Portal

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Page 17: Spectralink’s Support Portal Tutorial · 2016-05-11 · your RMA request, the RMA support center will e-mail you details of the issue within 1 business day. 10. If at any point

Go to support.spectralink.com and click on RMA

Requests - iSupport Portal

© 2015 Spectralink17

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Click on Click Here to Login

© 2015 Spectralink18

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Enter your User Name (email address) and Password

and click on Login

© 2015 Spectralink19

Page 20: Spectralink’s Support Portal Tutorial · 2016-05-11 · your RMA request, the RMA support center will e-mail you details of the issue within 1 business day. 10. If at any point

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Password Reset on Spectralink’s

Support Portal

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Page 21: Spectralink’s Support Portal Tutorial · 2016-05-11 · your RMA request, the RMA support center will e-mail you details of the issue within 1 business day. 10. If at any point

From the Log in screen click on Click here to

recover username or password

© 2015 Spectralink21

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Enter your user name and click on Forgot Password

An email with a temporary password will be sent

within 10-15 minuets

© 2015 Spectralink22

Page 23: Spectralink’s Support Portal Tutorial · 2016-05-11 · your RMA request, the RMA support center will e-mail you details of the issue within 1 business day. 10. If at any point

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Initial Set-up for Spectralink’s Support

Portal

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Page 24: Spectralink’s Support Portal Tutorial · 2016-05-11 · your RMA request, the RMA support center will e-mail you details of the issue within 1 business day. 10. If at any point

Before you create your first Service Request you will

need to add a contact point to do this go to: Profile

© 2015 Spectralink24

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The first and last name were generated at the time

of registration. If any corrections need to be made

you can make them here.

© 2015 Spectralink25

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Click on Contact Points

© 2015 Spectralink26

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Click on Create

© 2015 Spectralink27

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Enter an email address, mark as Primary Contact

Point, and Save

© 2015 Spectralink28

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Click on Home to begin the Service Request

creation process

© 2015 Spectralink29

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Creating a Service Request on

Spectralink’s Support Portal

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Page 31: Spectralink’s Support Portal Tutorial · 2016-05-11 · your RMA request, the RMA support center will e-mail you details of the issue within 1 business day. 10. If at any point

Creating a Service Request for handsets

From the SR Home page click on Create Service Request

© 2015 Spectralink31

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Verify the Party Name, once correct click on

RMA Request (Repair)

© 2015 Spectralink32

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Verify the Ship To and Bill To address and Contact

information. Once correct click on Next

© 2015 Spectralink33

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Enter the Serial Number for Wi-Fi products or the P-ID

Number for Dect Products in column format. Once all

Items are entered click on Add Serial Numbers

© 2015 Spectralink34

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Enter the symptom code for each item by clicking on

the magnifying glass. Once all lines are completed

click on Next

© 2015 Spectralink35

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A PO is required for any out of warranty unit, please

enter the PO number here. You can also attach a

copy of the PO to this page. Once the PO is entered

click on Next.

© 2015 Spectralink36

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Verify the Shipping, Billing, Contact Names, and PO.

Once correct click on Submit

© 2015 Spectralink37

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A pop-up window will open. Please read and click

OK to continue

© 2015 Spectralink38

Page 39: Spectralink’s Support Portal Tutorial · 2016-05-11 · your RMA request, the RMA support center will e-mail you details of the issue within 1 business day. 10. If at any point

The confirmation page provides the service request

number. The service request number is a confirmation

that the request has been processed, this is not your RMA.

The RMA traveler will be sent via email. The RMA Traveler

will include the RMA number and the return address.

© 2015 Spectralink39

Page 40: Spectralink’s Support Portal Tutorial · 2016-05-11 · your RMA request, the RMA support center will e-mail you details of the issue within 1 business day. 10. If at any point

Creating a Service Request for Non-serialized Products

From the SR Home page click on Create Service Request

© 2015 Spectralink40

Page 41: Spectralink’s Support Portal Tutorial · 2016-05-11 · your RMA request, the RMA support center will e-mail you details of the issue within 1 business day. 10. If at any point

Verify the Party Name, once correct click on

RMA Request (Repair)

© 2015 Spectralink41

Page 42: Spectralink’s Support Portal Tutorial · 2016-05-11 · your RMA request, the RMA support center will e-mail you details of the issue within 1 business day. 10. If at any point

Verify the Ship To and Bill To address and Contact

information. Once correct click on Next

© 2015 Spectralink42

Page 43: Spectralink’s Support Portal Tutorial · 2016-05-11 · your RMA request, the RMA support center will e-mail you details of the issue within 1 business day. 10. If at any point

Enter the Catalog number from the item then click

on the magnifying glass to select the item

© 2015 Spectralink43

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Add a symptom code by clicking the magnifying glass for

the item and verify the quantity

© 2015 Spectralink44

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To add additional non-serialized products click on

Add Item Record

© 2015 Spectralink45

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Once all non-serialized items are entered

click on Next to continue

© 2015 Spectralink46

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You can enter a PO or just click Next to continue

© 2015 Spectralink47

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Verify the Shipping, Billing, Contact Names, and PO.

Once correct click on Submit

© 2015 Spectralink48

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A pop-up window will open. Please read and click

OK to continue

© 2015 Spectralink49

Page 50: Spectralink’s Support Portal Tutorial · 2016-05-11 · your RMA request, the RMA support center will e-mail you details of the issue within 1 business day. 10. If at any point

The confirmation page provides the service request

number. The service request number is a confirmation

that the request has been processed, this is not your RMA.

The RMA traveler will be sent via email. The RMA Traveler

will include the RMA number and the return address.

© 2015 Spectralink50

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Creating a Service Request for Infrastructure

From the SR Home page click on For infrastructure items

contact technical support for your region

© 2015 Spectralink51

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For infrastructure items, the contact information for your technical support

center is shown.

© 2015 Spectralink52

Page 53: Spectralink’s Support Portal Tutorial · 2016-05-11 · your RMA request, the RMA support center will e-mail you details of the issue within 1 business day. 10. If at any point

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Checking RMA Status

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Page 54: Spectralink’s Support Portal Tutorial · 2016-05-11 · your RMA request, the RMA support center will e-mail you details of the issue within 1 business day. 10. If at any point

From the SR Home page click on SR/RMA Details

© 2015 Spectralink54

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You can view the Service Request Number and

Status, RMA Number and Status, and find Tracking.

© 2015 Spectralink55

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To return to the Home page click on Return to Home

© 2015 Spectralink56

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Thank you for using Spectralink’s

Support Portal.

If you have any questions on the

support portal please contact us.

North America

[email protected]

Europe, Middle East, and Africa

(EMEA)

[email protected]