Training Center
Activity
Setup
Portal
Email
Account
Customer
Knowledgebase
Download
Ticket
Reporting
Product
Chat
Survey
Forum
To access the training materials below, you will need to be logged into the Support Portal!
The Training Center has been developed to provide one location for all of your Parature Self-Service Training needs!
Find documents, worksheets, and videos to help you become an expert on all Parature modules and features!
- NEW TO PARATURE? We recommend reviewing the training curriculum in the order below for best comprehension.
- JUST NEED SOMETHING SPECIFIC? Simply click on the appropriate icons at the top of the page or use the navigation options below.
Check back often as we continue to add more material to the Training Center from documentation, videos, webinars, to interactive materials for topics such as tips & tricks and best practices!
Use the Subscribe to Topic link on the right side of the page to subscribe to the Training Center in order to receive email notifications when updates are published.
We want to continually improve but need your help! Have suggestions from improvement? Tell Us!
Only Authorized Support Contacts have the ability to submit requests to Parature and your organization's Support Plan determines the contact methods and level of support available to your organization!
Your Account Manager can help! Give your Account Manager a call or send them an email today.
Don't know who your Account Manager is? Submit a ticket to our Support Team and they can assist you.
Become familiar with basic Parature Terminology and the essentials of the Service Desk and Support Portal.
Learn more about the convenient, "at-a-glance" view of your current events, tasks, new tickets, calendar, and more.
Learn about the interface where Parature Administrators configure settings such as custom fields, the Support Portal look and feel, as well as adding and editing CSRs.
Note: Access to the Setup Tab requires the Parature Administrator Role.
Find information about the many support channels available for your portal and how to customize the look and feel to meet your organization's needs.
Learn about the collective view of your email messages and feedback submitted by your end-users from the support portal as well as email messages sent from the Service Desk.
Discover how to easily add, view, and manage all information related to Customers and Accounts, including their support history.
Customer Roles
Consultant Feature
Learn more about creating, editing, and managing knowledgebase articles and file downloads that are published to your end-users via the Support Portal.
Knowledgebase
Downloads
Take a deeper look into viewing, managing, and routing all incoming support requests.
Ticket Basics
- Ticket User Manual
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- Provides an overview of working with Tickets from both the Support Portal and the Service Desk.
- Determine your Ticket Model Guide
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- Offers the options for configuring the ticket module to follow your business rules (i.e. Skill-Based Routing, Manual Assignment, and Single-Queue Routing Scenarios).
- Default Ticket Workflow
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- Explains the default ticket workflow, also referred to as the ticket lifecycle, and its components: Statuses, Actions, Transitions, and Permissions.
- Feedback User Guide
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- Details how to create a custom feedback form to collect customers' satisfaction levels on tickets.
Email to Ticket Conversion (E2T)
- Email to Ticket Conversion Guide
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- Defines the process of emails being converted into Tickets within Parature and the process for setting up E2T.
Advanced Ticket Setup Options
- Ticket Queues and Routing Rules Guide
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- Contains information on how to create queues & assign permissions, define routing rules, as well as escalation rules.
- Customizing New Ticket Notification Messages - Video Tutorial
(2 mins)
- Explains how to customize the email notifications customers receive after submitting a new ticket.
- Creating Routing Rules - Video Tutorial
(5 mins)
- This video tutorial covers how to create a skill based routing rule and the various settings, criteria, and effects that can be defined on a routing rule.
- Creating Time Sensitive Alerts - Video Tutorial
(5 mins)
- Covers how to create Time Sensitive Alerts (TSAs) and explains common uses of TSAs.
- Criteria for Time Sensitive Alerts Rules - Video Tutorials
(3 mins)
- Covers the Criteria Editor for Time Sensitive Alerts
Customizing Ticket Workflow
- Defining Ticket Workflow
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- Explains the necessary information for customizing your Ticket Workflow
- Ticket States Worksheet
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- The worksheet depicts an example Ticket workflow and can be used to request adjustments to your own Ticket workflow.
Uncover detailed reports for online support usage metrics.
Parature Standard Reports
- Standard Report Guide
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Provides an overview of Parature's Standard Reports.
Premium Packaged Reports
- Premium Package Report Guide
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Provides an overview of Parature's Premium Packaged Reports that require a Viewer License to access.
Premium Designer Reports
- Premium Reporting Video Tutorial List
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- Creating a Premium Custom Report with Dynamic Dimensions - Video Tutorial
(2 mins)
This video tutorial will explain how to include dynamic data (i.e., a daily report with new information, like the day's solved tickets) in a Premium Custom Report.
Gain knowledge on how to personalize support based on the products your customers have purchased or own.
Customizing Product / Asset Workflow
Discover how to provide instant support for your end-users via a fully integrated Live Chat support channel.
Learn how to easily create and send online surveys to your end-users.
Study how to setup and moderate a threaded discussion board to enable your end-user community to interact.
Have suggestions from improvement? Tell Us!