CHANNEL SUPPORT HANDBOOK (TIER 1 / TIER 2)
TABLE OF CONTENTS
- Scope and Applicability
- Roles and RACI
- Severity Definitions
- Case Intake and Escalation
- Response and Resolution Targets
- Knowledge Base and Training
- Tooling and Access
- Reporting and Reviews
- Customer Communications Standards
- Changes to Handbook
1. SCOPE AND APPLICABILITY
- Applies to support provided to end customers by Partner (Tier 1) and Provider (Tier 2/3) under the Channel/Reseller Agreement.
- Aligns with SLA/Support Policy; does not expand remedies beyond those agreements.
2. ROLES AND RACI
- Tier 1 (Partner): intake, basic troubleshooting, environment checks, reproducing issues, user/account questions, How-To guidance, applying documented fixes.
- Tier 2/3 (Provider): product defects, configuration defects, backend issues, data repair, escalated diagnostics, patching.
- RACI matrix: [Insert table with Responsible/Accountable/Consulted/Informed per task].
3. SEVERITY DEFINITIONS
- Sev 1: Production down/critical with no workaround.
- Sev 2: Major degradation/key feature impaired; workaround possible but significant impact.
- Sev 3: Limited impact; workaround available.
- Sev 4: Questions/cosmetic/enhancement.
4. CASE INTAKE AND ESCALATION
- Partner collects required metadata (customer, environment, steps to reproduce, logs/screenshots, timestamps, severity, business impact).
- Escalation triggers: Sev 1/2, security/privacy events, data integrity issues, repeated failures.
- Escalation path and contacts for Provider; after-hours process for Sev 1/2.
5. RESPONSE AND RESOLUTION TARGETS
- Tier 1 Response: [e.g., within 1 business hour for Sev1/2; 4 hours for Sev3; 1 day for Sev4].
- Tier 2 Response (after escalation): [e.g., 30-60 minutes for Sev1; 2-4 business hours for Sev2; 1 business day for Sev3/4].
- Resolution/Workaround targets align with Support Policy; SLA credits per Provider’s SLA (not Partner’s commitments).
6. KNOWLEDGE BASE AND TRAINING
- Provider supplies KB articles and release notes; Partner maintains front-line scripts and triage guides.
- Training: initial certification for Partner support staff; refreshers [quarterly/bi-annually]; new release briefings.
7. TOOLING AND ACCESS
- Ticketing system [Name/Access method]; required fields and severity tagging; visibility rules.
- Diagnostic/log access provided to Partner as appropriate; secure channels for sensitive data.
8. REPORTING AND REVIEWS
- Metrics: ticket volume, SLA adherence, escalation rate, reopen rate, CSAT, time-to-resolution.
- Review cadence: [monthly/quarterly] joint ops review; action items tracked to closure.
9. CUSTOMER COMMUNICATIONS STANDARDS
- Response templates and tone guidelines; status update cadence by severity; expectation setting on ETAs and workarounds.
- Incident communications from Provider for Sev 1/2; Partner relays to customers promptly.
10. CHANGES TO HANDBOOK
- Provider may update with [30] days’ notice; material changes require mutual agreement if they increase Partner obligations materially.