Finding Help, Resources, and Support
How to use help documents, resource links, glossary articles, screenshots, and support-request details to get faster answers.
Who This Helps
How to use help documents, resource links, glossary articles, screenshots, and support-request details to get faster answers.
- All users
- New users
- Client onboarding teams
- Support teams
- Managers
Where to Look First
When a question comes up, start with the support path that matches the type of question. If the question is about terminology, use the glossary. If the question is about how to use a workflow, use support and training articles. If the question is about a specific record, gather the details before contacting support.

The platform also includes Help and Resources areas where documents and user resources can be made available. These areas can support user manuals, support information, training documents, and future onboarding content.
How to Ask a Better Support Question
Support teams can respond faster when a request includes the correct context. A useful request should explain what the user was trying to do, where they were in the platform, which record was involved, what happened, and whether the issue is blocking operations, billing, reporting, safety, or customer communication.
If the question involves a ticket, nomination, contract, entity, tank, meter, customer, product, or site, include that identifier. If the issue is visual or hard to describe, include a screenshot when it is appropriate to share one.
Support Request Checklist
- Module or page name.
- Site or terminal context.
- User role and workflow goal.
- Ticket, nomination, entity, contract, tank, meter, product, or customer involved.
- Date or reporting period.
- What you expected to happen.
- What actually happened.
- Screenshot or exported detail if appropriate.
Common Questions
Should I start with the glossary or support articles?
Use the glossary when you need a definition. Use support articles when you need workflow guidance.
What if I am not sure which module I am in?
Use the visible page title, top navigation label, or screenshot to help identify the module.
Should I include sensitive information in a support request?
Only include information that is appropriate for the support channel being used. When in doubt, share the minimum detail needed and follow your organization’s procedures.