Socrata offers comprehensive Customer Support Programs to our customers. The Customer Support Program will be referenced in the license agreement or order form for Socrata. This document describes the policies that govern the Socrata Customer Support Programs. It defines the Customer Support Programs, their coverage levels, priorities, and response times. Should you require further information, please contact your Socrata Account Executive.
Customer Support Programs
We are committed to helping you make your Socrata solution a success. We understand that each organization has unique needs, and our Customer Support Programs are designed to let you choose the right program to meet your team needs. To ensure your success, we offer the following customer support plans with various services included as defined by the program.
|Online Knowledge Base||X||X||X||X|
|Service Level Agreement||X||X||X|
|Coaching||30 hours||75 hours||150 hours|
|Dedicated Support Specialist||X|
*12x5 defined as: 6:00am - 6:00pm PDT, Monday-Friday, excluding US Federal Holidays ("Business Hours")
Managed Care Programs
In addition to the programs above, Socrata offers Managed Care Support services for customers with a custom Socrata Solution. A Managed Care Support Program offers technical maintenance to support the long term success of a custom Socrata Solution, ensuring that development resources required to maintain performance of a custom Socrata Solution are available.
|Additional Support Services||Basic||Silver||Gold||Platinum|
|Managed Care Program||N/A||X||X||X|
If you have previously purchased one of our legacy programs such as Support - Premier. Please contact your account executive for more information.
Socrata Customer Support is a service provided for reporting and tracking issues with the Socrata Platform and products. It includes the ability to enter new requests and track status and any updates regarding previously reported issues. The Customer Support Center is accessed through the Knowledge base at https://support.socrata.com/. Email support allows users to email: firstname.lastname@example.org to receive assistance over email.
Online Knowledge Base
The Socrata online knowledge base is available at http://support.socrata.com/home. The portal provides the online how-to guides, frequently asked questions, videos, and a library of information to support a best practices approach to using Socrata. It also serves as a portal for accessing the other support features.
The Phone Support option allows users to call Customer Support Specialists (“CSS”) at 1-(888)997-6762 and receive assistance over the phone. All requests logged over the phone can be statused online.
Coaching hours allow access to one of Socrata's Technical Consulting Coaches by phone and screenshare. These hours can be used for questions or issues with data ingress, publishing datasets, curating visualizations, creating stories, and other topics once an implementation is complete. A Coaching Session can be scheduled by contacting email@example.com.
Dedicated Support Specialist
A dedicated Customer Support Specialist will be assigned with the Platinum Support Package only. A dedicated Customer Support Specialist (CSS) will be assigned to the account to manage and prioritize all logged requests. Each CSS is available during Business Hours (defined above). This plan includes bi-weekly status calls with the account Core Team and the representative to ensure that requests are prioritized and managed to a reasonable resolution. It also offers one onsite visit per year.
Hours of Operations (“Business Hours”)
Socrata Customer Support is available during the following business hours (Pacific Standard Time) weekdays 6:00am - 6:00pm, excluding U.S. Federal Holidays.
Socrata Customer Support will observe the following US Federal holidays (CSS will not be available these days):
- New Year’s Day
- Memorial Day
- Independence Day
- Labor Day
- Thanksgiving Day
- Day after Thanksgiving
- Christmas Day
For information at any time on the status of Socrata’s platform and services, we maintain a status site at http://status.socrata.com/. We recommend all customers subscribe to updates.
Submitting a Support Request
Support requests can be logged in the following manner (according to your support plan):
A Support request is a single, reproducible problem, issue, symptom or question relating to the Socrata software that requires assistance to resolve. Socrata will work with the customer contact to resolve the Support Request. Examples of how requests may be resolved (closed) include:
- The end user advises that the Support Request is resolved or can be closed.
- The issue is found not to be due to any error in the Socrata software.
- Information is provided to the end user on how to correctly use the Socrata software.
- A workaround to achieve similar results is provided and accepted by the end user.
- The end user is informed that a version release that contains the required correction is scheduled.
- The Support Request is a feature request or enhancement and has been logged with the product team and prioritized accordingly.
- The Support request is a change in existing functionality and has been prioritized as a product enhancement.
- The Support Request is identified as a third party vendor issue and the end user agrees that the Support Request can be re-assigned to the third party for resolution.
- It is determined that the end user would benefit from additional training and education on the Socrata software and recommendations are made accordingly.
- The issue cannot be reproduced in a standard environment and has been referred to Socrata Consulting Services to assess End User local and/or environmental issues.
- The Support Request has been open for more than 10 consecutive business days awaiting a response from the end user.
Support Request Handling
There are typically four phases in the process to resolution for a Customer Support Request:
|Initial Response||A Customer Support Specialist reviews logged customer issue and confirms receipt of the issue and has logged all relevant information.||The initial response is defined as the time from when an issue was logged by Customer and the Customer Support Specialist is assigned and confirms receipt of the issue.|
|Analysis / Problem determination||The CSS will analyze and confirm they can replicate the issue. This phase may require the Customer to provide additional information and/or test scenarios. The CSS will determine if the issue is a bug and escalate to the product engineering team for scheduling into an upcoming product release. The CSS may also be able to provide a reasonable workaround.||This stage starts the definition of the Resolution response time. The Resolution time is defined as the time from when the issue was replicated to the time a reasonable correction or workaround was delivered to the customer.|
|Monitor||A reasonable workaround or correction has been delivered to the Customer, and the assigned Customer Support Specialist is awaiting feedback from the Customer to verify that the solution resolves the request.||The Customer will have up to 5 business days to test and confirm the workaround or correction reasonably resolves the problem.|
|Close / Resolution||The workaround or correction provided has been confirmed to resolve the issue.||If a Customer does not provide a confirmation within 5 business days after receiving the reasonable resolution, the request will be closed.|
Note: All issues confirmed as enhancement requests do not qualify under the SLA commitment policies. These requests will be documented with our product development team for consideration in a future release.
The web interface at https://support.socrata.com/hc/en-us/requests/new is a good method of submitting tickets to the Socrata Support team. Customers may submit any issue online, and monitor previously submitted issues. To log an issue, simply send an email to firstname.lastname@example.org, or call our support line at 1-888-997-6762.
Customer Support Request Priorities
Each Customer Support Request is assigned a priority by Socrata based on the technical severity of the request. The combination of Customer Support Program and Request Priority determines the SLA commitment time frame. Request Priority is determined by:
- The Customer’s ability to use the software to execute the intended business function;
- The extent to which the Customer is unable to perform that function; and
- The impact on the Customer’s business in the standard use of the functionality as designed by Socrata.
|Priority||Recommended Contact Method||Description|
|Urgent||Phone||Socrata production environment is not available or core functionality is critically affected or data loss or data integrity compromised or widespread failure; no acceptable workaround or alternative solution available.|
|High||Phone||Socrata production environment is seriously affected; required functionality use is restricted or unusable; no acceptable workaround or alternative solution is available.|
|Normal||Web||Socrata functionality is restricted but operational, or some operations are impaired; an acceptable workaround or alternative solution is available to resolve the restriction or limitation and allow reasonable use of the production environment.|
|Low||Web||Socrata is generally unaffected; general usage questions, enhancement requests, product education, change to documentation; an acceptable workaround or alternative solution is either available or not required.|
Note: All issues submitted by email will be classified as Normal by default.
Support Request Target Resolution Times
Customer Support Requests requiring product code changes will not be held to the corresponding Resolution Times; however, in the case of a product defect, with an Urgent priority, reasonable attempts will be made by Socrata Engineering to provide a correction and/or Customer Support to supply a workaround. Customer Support Requests are often resolved more quickly than the target times.
|First Response Times||Basic||Silver||Gold||Platinum|
|Urgent||2 hours||1.5 hours||1 hour||1/2 hour|
|High||4 hours||3 hours||2 hours||1 hour|
|Normal||8 hours||8 hours||4 hours||3 hours|
|Low||24 hours||16 hours||12 hours||8 hours|
Note: All hours refer to hours as counted during our business hours.
|Target Resolution Times*||Basic||Silver||Gold||Platinum|
|Urgent||1 day||1 day||1 day||1 day|
|High||20 days||15 days||10 days||5 days|
|Normal||30 days||25 days||20 days||10 days|
|Low||60 days||30 days||25 days||20 days|
Note: Days are defined as Business days. *The response and resolution time targets listed represent a standard of average response and resolution times for all customers over a weekly average for all issues logged, rather than a resolution time for a single issue.
Defect Resolution Process
Customer Support Requests reported to Socrata may be confirmed as a product defect. In the event that a product defect is confirmed and a fix is required, Socrata will take reasonable measures to ensure a timely release of a fix to the product defect, in keeping with our current standards for software development, testing, quality assurance and production release.
The following outlines the process for resolving a confirmed product defect:
- Customer reports the issue to Socrata Customer Support and a Customer Support Request is created.
- Socrata Customer Support works with the Customer to determine if the issue is a product defect and will document the symptoms and the steps followed to duplicate the issue. A defect report of the issue is created.
- Once the issue has been documented, it is escalated to a Socrata Engineering Manager for additional troubleshooting and diagnostics. Socrata Customer Support will continue to provide updates to Customer.
- Upon completion of diagnosis and understanding of cause and definition of correction required, the issue will be assigned to a Product Development team.
- The Product Development Team will schedule into the appropriate release cycle and determine an estimated date for the release of the fix.
- Quality assurance verifies the fix and confirms the estimated deployment date for the specified defect.
- Customer Support will provide updates to the Customer during the process and when the fix has been deployed.
- Customer will verify the fix in their environment and confirm it reasonably corrects the defect.
- The Customer Support Request will then closed.
Scope of Support
Support is provided whereby the end user identifies a problem or issue that is a reproducible problem and the issue or symptom is relating to the Scorata software requires assistance to resolve.
For information about supported browsers, please visit: https://support.socrata.com/hc/en-us/articles/202951618
Examples of support requests that are included within a Support Plan:
- The Socrata software does not perform substantially in accordance with the current documentation.
- The end user is unable to make the Socrata software platform perform substantially in accordance with the then current documentation
- The end user is unable to gain access to the Socrata software.
- The Socrata software does not appear to be operational or function as designed.
Examples of support requests that are NOT included within a Support plan (but not limited to):
- Issues arising where significant training is required to assist the customer. (These will require guiding customer to online education options or their Account Executive to provide them with an Education program that is appropriate.)
- Issues arising from the completeness, accuracy or quality of data. (These can be resolved with a consulting services engagement)
- Changes to the Socrata environment that would normally relate to implementation activities, such as modifications to customizations, integrations, etc.. (These can be resolved with a Consulting Services engagement)
- Bug defects caused by internet browsers outside of Socrata’s supported browsers.
- For support requests not included within a support plan, Socrata may respond to such requests on a time and materials basis.
Additional components of your Support Plan:
- New Releases: Features new capabilities and improvements in scalability and performance
- Maintenance Releases: Incremental changes that address any issues with the software that have been reported by the customer or through Socrata’s own investigations.
Support Maintenance Schedule
Please see Socrata's Maintenance Window Policy article for more detail.
We at Socrata strive to maintain the highest levels of availability for its customer's sites. However, some maintenance may require us to bring our platform down for short periods of time in order to perform upgrades or network changes. This is a standard policy in the SaaS world, and give us the chance to fix bugs, improve security, and add the capability for exciting new features while minimizing the disruption to our customer base.
We schedule maintenance windows once per month where we reserve the option to bring the Socrata platform down for maintenance and can be viewed as status.socrata.com.
The maintenance window schedule is subject to change. Socrata will provide a window maintenance schedule notice upon login for any scheduled maintenance outside of these normally scheduled times.
On-site maintenance notification reminders will be posted publicly on each Socrata-powered datasite at least 48 hours before the beginning of the maintenance window. An alternative status page will be displayed during scheduled maintenance windows.