Escalations
Escalations
Escalations
Instructions
1. Copy the minimum requirements template below to all escalation notes and fill each field.
2. Copy the product requirements and fill all fields.
3. Copy the category requirements and fill all fields.
4. Translate the case title (or change it from the generic OTS to reflect the issue).
5. Escalate the case.
Common to all
Status for each LED light: (on/off/blinking/color)
Network diagram/Topology: (MUST provide specific model and version of ALL devices and
how they are connected)
Config file attached: (Yes/No. If no explain why)
Config‘s LAN IP, username and password:
Country and ISP, VCI, VPI, MUX: (Verify customer profile reflects the correct country)
PPP log attached: (file name)
Confirmed WLAN/LAN is stable:
Internet Disconnection Information (i.e. how often, estimated interval between
disconnections)
Router stats: (including upstream/downstream noise margin, line attenuation, etc.)
Verified that DSL issue does not exist if using another device: (Yes/No. If yes, what devices)
Was unit able to auto-reconnect after a disconnection: (Yes/No)
PC Adapter name and model (MUST list all devices that are having the problem and include
their name/model):
Adapter’s driver version:
3G USB modem:
Country/Region:
ISP:
3G modem is on the 3G compatibility list: (Yes/No
http://kb.netgear.com/app/answers/detail/a_id/24141)
Diagnostic logs attached: (file name)
3G Modem is working when connected directly to the PC? (Yes/No)
3G modem is plugged into the extender cable and not directly into the device’s USB port?
(Yes/No)
Wireless Issues
ReadySHARE Issues
NTV350/NTV550:
If media file has stuttering/skipping, what are results of playing from locally connected
device: (USB with media file on it)
If accessing over the network, are they using SMB or NFS to access files?
Where does the media reside? (Local; attached USB; network etc. If on the Network, is it a
PC (with OS), NAS box (with model), other)
NTV200/NTV300/NTV300S/NTV300SL/GTV100:
If the problem is with a specific channel(s), list which channel(s).
Mobile App: If the problem is with the mobile app list specific issue.
3. PUSH-2-TV (PTV1000/PTVU1000/PTV2000/PTV3000)
4. WIRELESS EXTENDERS
Stora name:
Admin username and password:
Product key:
Standard or Premium account:
Current FW version:
Front panel light status (if applicable).
Port forward check & any issues fixed before escalating.
Ran Stora Self Diagnostic (if yes mention the results, if no explain why)
Ran Factory reset (if yes mention the results, if no explain why)
Ran Firmware recovery (if yes mention the results, if no explain why)
Can device be logged into through mystora.com? (If yes mention the results, if no explain
why)
6. ADAPTERS/USB DONGLES
http://www.belarc.com/ba5.html?B
This is an application that gives a full diagnostic & status of your PC. When you run the application, it
will generate a HTML file in your browser. Please save this page or copy the contents and send it to
us for analysis.
7. POWERLINE ADAPTERS
Driver version (current, previous and tested).
Description of where the Powerline devices are connected and other nearby devices (i.e.:
TV, Oven, Dishwasher, etc...).
8. SC101/SC101T
NOTE: L1 can basically do anything with the SC101 except Telnet access, removing partitions and
changing attributes.
Note:
Please ensure that all of the information requested is obtained at the same time to avoid
inconveniencing the customer and prevent de-escalation from L2.
NAS Escalations
Use the below template when escalating ReadyNAS cases to L2. It is important that L2 has all
the necessary information, in order to solve the case quicker.
It is essential that you get remote access and logs - every time you escalate a NAS case! The
only time that it is acceptable not to attach logs is if you cannot get them, i.e. the NAS does
not boot properly or there is no access the to web admin page.
L2 do require remote access on every case. There are two types of remote access:
Secure Diagnostics Mode (Can be activated from the GUI - if in doubt how – ask an L2)
Tech Support Mode (Can be activated from the boot
menu): http://kb.netgear.com/app/answers/detail/a_id/20898/~/readynas%3A-boot-
menu
The main thing is that in Tech Support Mode, the NAS is not accessible to the user.
Therefore, we have to choose the right option for each problem. Use Tech Support Mode
when:
- The NAS does not boot properly
- There is not access to web admin page
- Customer has no access to the data
For all other issues, use Secure Diagnostics Mode.
REMEMBER!! That the customer always needs to agree to our remote access policy. We
need written confirmation (via OTS) from customer that they agree. Else, we cannot access
and work on their NAS. You send them the remote agreement directly from FRED from the
“Send Agreement” button.
You can enable one of these two modes, below:
What is the difference between the two? Secure Diagnostics Mode allows us to access the
NAS, while it is still in normal operation. Thus customer will not have downtime. Tech
Support Mode on the other hand, is a low level debug mode where the NAS is only
accessible by NETGEAR. Thus customer cannot use the NAS in the meantime. We use one
mode or the other, depending on the problem. For now, ask me whenever you need to
escalate a NAS case. I can help determine what access mode we need enabled.
Whichever remote access method we decide to use, you always need customer’s written
consent (in the ticket) to out remote access policy. This is very important, else we cannot
touch that NAS. You can send the remote access policy to the
customer: http://kb.netgear.com/app/answers/detail/a_id/20932/~/netgear-remote-
access-policy
He/She can write back her consent in the ticket. Not before you have that written consent,
can you escalate the case. And no – it is not enough that they agree to the remote access
policy over the phone. We need written consent from customer.
Lastly, always attach the ReadyNAS logs to the case – if the customer has access to the web
admin page.
We expect this template to be followed going forward. If it is not, then the case will send
back to you.
NAS TEMPLATE
ARLO Escalations
This document contains information and requirements that L1 Arlo Support Experts MUST
provide when escalating Arlo cases to L2. This escalation template is to be used
by ALL Arlo L1 experts before escalating any Arlo cases to L2. Failure to
meet escalation requirements prior to L2 escalation will result in case being de-escalated
back to L1.
Instructions
1. Provide the minimum requirements template below to all escalation notes and fill
each field.
2. Provide the product requirements and fill all fields.
3. Provide the category requirements and fill all fields.
4. Translate the case title (or change it from the generic OTS to accurately and concisely
reflect the issue).
5. If issue cannot be resolved in 20 minutes or less, Escalate the case to L2.
6. Exception to the above is where ad-hoc procedures exist
Is the Base Station connected to a router or extender? (If extender, how far is
extender from router?)
What is the base station’s LED Status?
Location of base station (Immediate surroundings, nearby devices)
Power cycle/Restart the base station Y/N?
Q/Q+
Go
Installation Issues
Connection Issues
1. Collect system logs using the ‘All Logs’ and ‘Core Dump’ selections in the dropdown
menu within the CS Diagnostics Tool and attach to the case.
2. How far are the cameras from the base station?
3. Are there any obstacles between camera and base station/router (e.g. walls, floors,
etc.)?
4. Gather as much detail about customer’s home environment.
CVR Issues (Be Aware of Symptoms such as “Getting Status”, “Delay in Live streaming”,
“Audio is cutting/dropping out”)
1. Check to see if customer has a CVR enabled device (e.g. Arlo Q, Arlo Q+, Baby Cam).
2. If customer has a CVR enabled device, check to see if they are subscribing to CVR on
any of those devices.
3. If customer has a CVR capable device and is subscribing to CVR, select appropriate
CVR CTS code accordingly.
4. Note the CVR capable device being used.
5. Note which CVR capable device has a CVR subscription plan tied to it.
6. Attach screenshots of any reported CVR issues.
7. Collect system logs using the ‘All Logs’ and ‘Core Dump’ selections in the dropdown
menu within the CS Diagnostics Tool and attach to the case.
8. Choose appropriate CTS code for the given CVR issue being experienced.
1. Collect system logs using the ‘All Logs’ and ‘Core Dump’ selections in the dropdown
menu within the CS Diagnostics Tool and attach to the case.
2. What type of battery is the customer using (rechargeable or disposable)?
3. What brand of battery is the customer using?
4. How often does the customer manually stream the camera?
5. What are their settings for Motion sensitivity detection, including recording length?
6. What is selected for the Video Quality and Battery Usage option?
1. Collect system logs using the ‘All Logs’ and ‘Core Dump’ selections in the dropdown
menu within the CS Diagnostics Tool and attach to the case.
2. Is motion detection enabled within the Arlo application?
3. Are cameras pointed out of a window or through glass (especially troublesome for
wire-free cameras)?
4. Gather information on camera location (distance from base station, obstacles,
indoors/outdoors)
5. Gather information on camera mounting (height, angle, indoors/outdoors, etc.)
● Provide a description of all networking equipment involved and how they are
connected to each other (modem[s], router[s], extender[s], switch[es], UTM[s],
etc.)
● Whether performance improves if Circle controls are disabled (y/n?)
● Provide the specific category, platform, or sites that are not being handled
properly and what the customer wants Circle to do
● Confirm that the regular and custom filter settings are properly set for what
the customer is trying to do
IF ISSUE RELATES TO TIME LIMITS, USAGE, OR HISTORY…
● Provide the specific category, platform, or sites that are not being tracked
properly
● Provide the difference between what the guest expected and what Circle reports
L2 → L3 ESCALATION REQUIREMENTS
- Refund requests
o UTM partial refund
o RMA shipping refund
o Support contract / PPI refund
- Invoice request
- Merge Accounts
- Change Primary email address
- Change of registration
- Compensation
- Complaints
- Other
1. If the customer is calling to speak about a technical query, but also has a non tech query that
requires an escalation, create a case for the technical issue and create a pre-sales case to
escalate to CCT
2. If the customer is calling specifically about a query that you must escalate to CCT, create a
pre-sales case only and escalate.
4. Customer service will retain ONLY refund requests that are valid. All other cases will be de-
escalated
5. Customer service will de-escalate all non-English speaking cases, no matter the type of case
6. Before escalating, the template must be filled in, or your case will be refused and re-assigned
to you to complete
Please keep this document on your desktop and use when escalating to Customer service. If
you have any questions, please do not hesitate to ask!
ISSUE: UTM Licence Partial Refund
REASON FOR ESCALATING TO CCT: Provide the customer the partial refund for licence purchased
HOW CAN CCT HELP? Please confirm the information is correct (attached) and process the refund
Account Name:
Bank Name:
BIC:
IBAN:
IF YES – WHY: This case remains with Customer Care as per procedure
Name:
Phone:
Email: Yes
Time Zone:
Language:
*******************************************************************************
REASON FOR ESCALATING TO CCT: Refund the shipping costs that were billed incorrectly. The
customer did not receive the delivery as per the time instructed / the customer did not receive the
delivery / RMA created in error etc.
HOW CAN CCT HELP? Please refund the customer as per the amount listed below.
1. RMA number
2. Case number
3. Type of shipping
4. The cost of the shipping
5. Reason for why shipping fee should be refunded
DOES CCT NEED TO MAKE CONTACT WITH THE CUSTOMER? Yes
IF YES – WHY: This case remains with Customer Care as per procedure
Name:
Phone:
Email:
Time Zone:
Language:
********************************************************************************
REASON FOR ESCALATING TO CCT: The customer has been charged incorrectly for the Support
contract – There has been no troubleshooting required/they were charged twice etc.
HOW CAN CCT HELP? Refund the customer the amount listed below
IF YES – WHY: This case remains with Customer Care as per procedure
Name:
Phone:
Email:
Time Zone:
Language:
**********************************************************************************
ISSUE: Invoice Request
REASON FOR ESCALATING TO CCT: The customer requires an invoice for paid service detailed
below
HOW CAN CCT HELP? Provide the customer with the invoice for the service
1. Case number
2. Service type: RMA/Support Contract / PPI
Name:
Phone:
Email:
Time Zone:
Language:
**********************************************************************************
REASON FOR ESCALATING TO CCT: the customer has two profiles but would only like to use one.
HOW CAN CCT HELP? De-activate one account and keep the other while merging the products
Name:
Phone:
Email:
Time Zone:
Language:
ISSUE: Change Primary Email Address
REASON FOR ESCALATING TO CCT? The customer requires that the primary address be changed
HOW CAN CCT HELP? Change the Primary address from the original to the new
1. Customer ID
2. Old email address
3. New email address
4. Reason for changing the primary email
Name:
Phone:
Email:
Time Zone:
Language:
REASON FOR ESCALATING TO CCT: The customer would like to be the registered owner of the
product
HOW CAN CCT HELP? Change the registration of the unit from old customer to new customer
1. Customer ID
2. Serial number
3. Model
4. New registration customer details (name, phone number, email address)
5. Valid Proof of Purchase attached? Y/N
Name:
Phone:
Email:
Time Zone:
Language:
ISSUE: Compensation Request
HOW CAN CCT HELP? Review the case and deny or approve the request
Name:
Phone:
Email:
Time Zone:
Language:
ISSUE: Complaints
REASON FOR ESCALATING TO CCT: The customer would like to make a complaint
Name:
Phone:
Email:
Time Zone:
Language:
PLEASE USE THIS TEMPLATE FOR ALL OTHER ISSUES NOT COVERED IN THE ABOVE TEMPLATES:
ISSUE:
HAVE YOU ATTACHED ANY DOCUMENTATION TO SUPPORT THE CASE? (PLEASE LIST BELOW)
IF YES – WHY
Name:
Phone:
Email:
Time Zone:
Language:
Safety Cases
Shock
Burn
Hurt
Smoke
Fire
Burning
Melting
Hot
1. If you suspect a safety or hazard issue, tell the customer to stop using the product
IMMEDIATLEY and document in your case notes that you have advised them of this.
2. Begin to ask the safety questions:
• Where is the device located? Is it’s in a well-ventilated area?
• If the device is turned on 24/7? If yes then it is possible that this is the cause of the burnt smell
that he’s complaining. This happens with most of plastic devices when we used 24/7.
Document the questions and the answers in your case notes. If there is any injury to the customer or
damage to the property, please attach all evidence to the case.
3. Advise the customer that you will now escalate the case to Customer Care and you will be in
contact shortly.
Escalate the case to customer care with the following template:
REASON FOR ESCALATING TO CCT: The customer has advised that they have experienced a safety
issue concerning the product
HAVE YOU ATTACHED ANY DOCUMENTATION TO SUPPORT THE CASE? (PLEASE LIST BELOW)
1. Case ID:
2. Model:
3. Serial Number:
4. Issue experienced:
5. Safety Questions:
NOTE: You will be unable to respond to the query (including RMA) until Customer Care allow you to.
Further Information:
For more information, please speak to a mentor or TM.