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Reporting problems

How a site owner's team reports a problem with an Exponential site so it gets fixed - one contact, the facts to collect, where each kind of problem goes (your administrator, host, partner, the public trackers or the…

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Reporting problems

A problem reported well is half solved. This page sets up how your team reports problems: who collects them, what facts to send, and where each kind of problem goes. The editor's step-by-step version is When something goes wrong.

First: is it an error?

Some pages only say that something is not allowed or not there, for example "Your account does not have the proper privileges", or a grayed-out button. Those are questions of access, not bugs: ask your site administrator (When something goes wrong).

One contact for the team

Agree one person (and a deputy) who collects problems from editors and customers and passes them on. It avoids the same problem being reported three times, and it gives your provider one person to answer.

The facts to collect

FactExample
The page addressCopied from the browser's address bar
The time, with time zone"14:05 CET"
The error reference, if shownERR-0123456789
What was done, step by step"Opened the article, pressed Edit, uploaded a ZIP file"
What was expected, and what happenedThe exact message
Everyone, or one account?"Only my account", "every editor"
Recent changesAn update, a new extension, a settings change

This is the list a host's support staff are told to collect (Support tiers); sending it straight away saves a round trip. A screenshot helps, "as long as it shows no passwords or other people's personal data" (When something goes wrong).

How urgent is it?

A common severity scale from the hosting section (Support tiers):

SeverityDefinitionExample
1 CriticalThe site is down or data is being lost or exposedEvery page returns an error; a suspected compromise
2 HighAn important function fails, no workaroundEditors cannot publish; sign-in fails
3 NormalA function fails, a workaround existsOne view renders wrongly
4 LowQuestions, wishes"Can we add a language?"

Use the scale your contract defines, if it has one; otherwise agree this one.

Where it goes

Kind of problemGoes to
Access, roles, "how do I"Your site administrator, and the help in the administration
The server, the site is down, mail, certificatesYour host (When to call whom)
Your templates, designs, custom extensionsYour partner or developer
A reproducible bug in Exponential itselfThe public issue tracker, usually filed by your administrator or partner (GitHub issues, The help report page)
A security problem in the softwarePrivately to [email protected], never in public (Private security reports)
Questions about the projectThe community places (Getting support)
Something that works as designed, just not as your team wantsPossibly a deliberate behavior other sites rely on (Negative features); a change needs a clear business case and several rounds of review, and an option is easier to win than a new default

Never send

"Never put passwords, keys, session cookies, database addresses, or the personal data of customers or users into a public issue" (When something goes wrong). The same rule is wise for tickets and e-mail to your providers: a provider should never ask for a password; "Use a throwaway test account if you must reproduce something signed in" (Support tiers).

A report to copy

Subject: [Severity 1-4] <short description>
Page:            <address>
Time:            <date, time, time zone>
Error reference: <ERR-... or none>
Who is affected: <everyone / one account / editors only>
Steps:           1. ...  2. ...  3. ...
Expected:        <what should happen>
Happened:        <what happened, exact message>
Recent changes:  <update, new extension, settings, none known>
Reported by:     <name, role, how to reach you>

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