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CPiO Support Handbook

Your guide to our support services.

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Welcome

CPiO aims to provide a flexible, high quality range of support related services to its customer base, by promoting an open, straightforward approach to business relationships.

All CPiO Support Team consultants have been trained comprehensively in the CPiO product portfolio on which we offer assistance to our customers through the support hotline desk, normally from Monday to Friday 8:00am to 6:00pm, excluding statutory holidays.

Please note that CPiO records its support calls for quality and training purposes

 

How to access CPiO customer support

 
   
 
Call us
 
   
 
   
 
  
 

 

Key support team contacts

Our friendly CPiO Support Team is ready to assist you. Whether you have a quick question or need something more in-depth, we've got you covered. Here are the ways you can reach us:

Support hotline: 0344 880 6155
 
Support ftp: tp.waterdale.co.uk
 
Support email: hotline@cpio.co.uk
 

For specific enquiries, you can also find contact information for our Support Manager and Technical Director.

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Siobhan Finegan

Support Manager

Siobhan.Finegan@cpio.co.uk

James bedford profile

James Bedford

Technical Director

james.bedford@cpio.co.uk

The Support Team

The Support Team maintains a weekly minimum average of five qualified Support Consultants to respond to support queries from our customers. The dedicated support line is answered directly by a Support Consultant to provide the shortest possible response time to a problem. This service is open to all customers with a valid Support and Maintenance Agreement with CPiO for support of applications. Technical or developer support is available for those customers with a valid Support Plus contract.

On a rare occasion when a consultant is not available, the call will be answered and logged as an ‘open unallocated’ ticket, by an administrative staff member-identifying a log as awaiting its first call.

'Open unallocated’ tickets take priority over any other status and will not change until a Support Consultant has made contact and agreed the next action. The support call logging database not only reminds consultants at 15 minutes intervals of ‘open unallocated’ logs on the system, but is also used to record the progress of logs. A list of the key system status codes appears later in this document.

The Support Manager is responsible for monitoring the service levels and relationships with our customers, ensuring the team members provide cover for any logs where the consultant currently dealing with the issue is absent from the office, i.e. due to sickness or holiday, in order to provide an uninterrupted service. The service provided by the Support Team is as defined in your current Support and Maintenance Agreement.

IT Managed Services

 

 

Out of hours support

Outside of normal working hours, (before 8.00am, after 6.00pm or at weekends) you can contact the support team by email ready for the problem to be logged  the next working day.

If you need urgent support outside of regular business hours, we can arrange for a designated consultant to assist you. Please note that this service is available on a case-by-case basis and may incur additional charges.

We can provide support at weekends or on UK public holidays upon prior agreement and for an additional fee. To request this service, please contact your Account Manager at least one week in advance to confirm availability and to be billed up front.


Onsite support

If you or CPiO determine that on-site support is necessary, we can arrange this for a fee. Please contact your Account Manager to discuss availability and pricing.

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Logging Tickets

Details relating to a new problem, a question, or an existing log can be communicated to the Support Team by email or through the support portal.

Visit CPiO support portal to create an account and select log ticket.

Upon contacting the Support Team, and after security screening, you will be asked to supply some basic information in order to log your query. As soon as the query is logged a log number will be assigned and issued to you. This number is a primary reference for all further actions until the issue is resolved to your satisfaction. The log number should be quoted in all discussions and correspondence.

At this stage, please be prepared to provide the following information:

  • Company name and contact details
  • A description of the problem
  • The product, module and its version number
  •  Any bespoke details
  • Full recreation and testing details
  • Screenshot of emails

If you did not observe the problem yourself, please try to recreate it in a demo company first and have all the information available before you call. You will often be asked to supply screen prints and control reports etc. to enable tracking of the problem. Sometimes it helps to send the information by email as this allows details to be written, which can be overlooked in a telephone conversation. To email, please provide the information as above to the address hotline@cpio.co.uk. This will automatically generate a unique ticket reference in our system and an allocation to a Support Consultant

Customer responsilbilities

Before submitting new calls to the Support Team please ensure that:

  • check icon Your query has not already been logged and is awaiting a response.
  • check icon Your query has not been previously resolved and am answer provided.
  • check icon The product is/is not functioning as documented.
  • check icon Trends in queries are spotted and training is undertaken or requested.
  • check icon The problem can be replicated to rule out user error.
  • check icon You've investigated the issue and can suggest potential causes. 
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By providing explicit information you will help to expedite the resolution of your call. To assist you with this, below is a list of useful questions to ask yourself:

  • check icon Does the problem occur in one company or more than one company?
  • check icon Does the problem occur for one user or multiple users?
  • check icon What is the option name and version number that is causing the problem, and assembly version number?
  • check icon Is the user with the problem using a ‘formset’ or non-standard menu, if so what happens if you use the standard ‘formset’/menu?
  • check icon  Has this problem occurred before or has this always been a problem?

A note on security and privacy

CPiO retains the right to ask security screening questions where we deem the information to be company or contact sensitive. We will also seek written authorisation from you should you wish to alter security or access rights. We regret that no company or contact sensitive information will be relayed verbally over the phone; CPiO utilises a secure messaging service to deliver such information. If you require additional security or authorisation procedures please contact the Support Team to discuss.

CPiO Support Plus+

CPiO encourages all customers to opt for a Support Plus package which provides your users with a pot of time against which additional support services can be offered. For examples of the Support Plus package and how it can extend the services available please see the Glossary. This ‘call off’ time is billed in time periods of 15 minute blocks. It can be used for any issues outside of the normal terms of your “Support and Maintenance Agreement”, providing we have the skill sets and the availability of resource

 

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Contact

We'd love to hear from you

Complete the contact form, let us know the nature of your enquiry and one of the CPiO team will be in touch.