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p15r
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Product and Services Documentation

This guide mirrors a modern docs experience with a sidebar and sectioned references. It covers full platform workflows plus newly added enterprise purchase, services, integrations positioning, and contact-routing flows.

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Overview

p15r combines platform workflows (audit intake, issue operations, vendor collaboration, reporting, and integrations) with service workflows (audit engagements, remediation support, training, and advisory). This document explains both so teams can run execution and procurement from one source of truth.

Platform Outcomes

Issue lifecycle control, SLA visibility, vendor accountability, and stakeholder reporting.

Service Outcomes

Expert audit/remediation delivery, team enablement, and governance readiness.

Quick Start

First-Day Setup Checklist
Follow in sequence for fastest path to value.
  1. Sign in and confirm your organization context in the portal header.
  2. Upload your first audit from Dashboard or Audits.
  3. Map Issue Title and Severity first, then map optional columns.
  4. Process the import and validate issue totals by severity.
  5. Triage open issues by severity and due date in Issues.
  6. Assign owners, set remediation status, and update notes.
  7. Use Share with Vendor for external issue remediation handoff.
  8. Use Baskets for controlled document remediation exchanges.
  9. Create reports for stakeholder visibility and tracking.
  10. If you need enterprise custom limits, use Pricing > Enterprise Purchase.
Portal Navigation Map
Where each workflow is managed.

Dashboard

Quick status, upload entry point, and recent activity.

Audits

Audit ingestion, source records, and vendor sharing.

Issues

Remediation queue with SLA and status tracking.

Baskets

Vendor-facing document exchange with audit trail.

Reports

Stakeholder reporting and public report links.

Settings

Billing, limits, and integrations configuration.

Role Playbooks

Program Lead
Maintain compliance trajectory and cross-team accountability.
  • Review unresolved critical/high issues weekly.
  • Track SLA risk and escalation signals in Issues.
  • Publish recurring stakeholder reports from Reports.
Engineering / Remediation Owner
Execute and verify fixes with clear ownership.
  • Filter issues by severity, assignee, and due date.
  • Move issue status through open -> in_progress -> resolved.
  • Capture resolution notes and evidence links for verification.
Vendor Manager
Drive external remediation safely and efficiently.
  • Share scoped audit links with permission controls.
  • Use Baskets for controlled source/remediated file exchange.
  • Monitor vendor activity and close/revoke expired shares.
Procurement / Finance
Evaluate plan fit and request enterprise limits.
  • Review included capabilities and limits on Pricing.
  • Use Enterprise Purchase CTA for custom issue/team/storage needs.
  • Submit Contact form with integration requirements and timelines.

Audit Import

Input Requirements
Supported formats: .xlsx, .xls, .csv (up to configured upload limits).

Required Columns

Issue TitleSeverity

Recommended Columns

URLsFailed WCAG 2.2 checkpoint(s)Expected ResultMonth TestedTypeAT/BrowserConformance levelScreencastRemediation MonthDev StatusDev CommentsQA StatusQA Comments
  1. Open Dashboard or Audits and select Upload Audit.
  2. If the file's domain matches an existing audit, choose to merge new issues into it or create a separate audit.
  3. Choose sheets containing issue rows and map Issue Title and Severity first.
  4. Validate preflight warnings and adjust mappings when needed.
  5. Process the import and confirm totals in audit summary before triage.

Domain-aware merge

When uploading, p15r detects if the file's domain matches an existing audit. You can merge new issues into the prior audit or keep them separate. Merged audits are tracked in the Merge History section on the detail page.

Issue Operations

Workflow Statuses
Use consistent status transitions for reporting accuracy.
  • open: newly discovered and acknowledged.
  • in_progress: actively being remediated.
  • resolved: fix completed and validated.
  • third_party: third-party dependency, outside direct control.
  • validated: fix verified and validated.
  • duplicate: duplicate of existing tracked issue.
SLA Targets by Severity
Default target windows for remediation planning.

critical - 7 days

Immediate user-impact blockers.

high - 14 days

Major usability and compliance risk.

medium - 30 days

Significant friction, lower immediacy.

low - 60 days

Quality improvements and cleanup.

Integrations

The Pro plan now emphasizes native integrations rather than API-access messaging. Integrations are managed from Settings > Integrations by organization owners/admins.

Jira

Bidirectional issue sync with project and issue type mapping.

  1. Open Settings > Integrations and connect Jira.
  2. Provide instance URL, account email, API token, and project details.
  3. Enable integration and validate issue sync behavior.

Slack

Event-based notification delivery to Slack channels.

  1. Connect Slack integration from Settings > Integrations.
  2. Choose webhook/auth method and default routing.
  3. Configure channel-level event subscriptions in Channels.

Microsoft Teams

Notification routing with workflow or legacy webhooks.

  1. Connect Teams integration from Settings > Integrations.
  2. Select Workflows webhook or legacy incoming webhook method.
  3. Define channel routing and event scopes in Channels.

Vendor Collaboration

Audit Sharing Workflow
Securely share issue context with external remediation teams.
  1. Open an audit and click Share with Vendor.
  2. Set vendor identity, email (optional), password, and expiration.
  3. Choose permissions based on vendor scope.
  4. Distribute link and password in separate channels.

Available permissions

  • Can update issue status
  • Can add comments
  • Can view recommendations
Document Basket Workflow
For source/remediated file exchange with full activity history.
  1. Create a basket and upload source remediation files.
  2. Create vendor share link and scope access permissions.
  3. Track uploads, downloads, comments, and status changes in Activity.
  4. Close or revoke shares when remediation cycle is complete.

Reporting

  1. Open Reports and create a report from your selected audit/source scope.
  2. Configure visibility options for severity, issue detail, and recommendations.
  3. Protect report link when needed and distribute to stakeholders.
  4. Monitor report access and update content cadence as remediation progresses.

Reporting best practice

Always verify report content after major workflow changes so external stakeholders see current status.

Billing and Enterprise Custom Limits

Standard Billing Flow
Manage active subscriptions in Settings > Billing.
  • Use Manage Subscription for Stripe billing portal actions.
  • Pro plan positioning includes native Jira, Slack, and Teams integrations.

Enterprise purchase flow (new)

  1. Open Pricing and locate Enterprise Purchase.
  2. Click Contact Us For Enterprise (prefills Sales & Enterprise topic).
  3. Submit custom limits: issue limit, team members, storage GB.
  4. Include integration requirements and procurement timeline in the message.

Services Guide

Use the dedicated Services page for service-track selection, engagement models, and package planning. Services can run standalone or alongside platform rollout.

Accessibility Audits
Remediation Delivery Support
Accessibility Training
Program Governance Advisory
Validation and Verification
Vendor and Team Enablement

To start: open Services, choose your scope, then use Talk to Services Team to route the request to sales/services.

Contact Workflow

Structured Inquiry Routing
Use the accessible Contact form for all support and commercial requests.

Inquiry types

General SupportBilling & SubscriptionsSales & EnterpriseSecurity & PrivacyLegalBug Report

The footer demo form now submits directly into the same contact workflow, stores the inquiry, and triggers admin notification emails.

  1. Open Contact.
  2. Pick inquiry type and fill required fields (name, email, subject, message).
  3. For enterprise requests, include custom limits and integrations needed.
  4. Submit request and watch for success confirmation; request is routed for follow-up.

Security Checklist

  • Send vendor share links and passwords in separate channels.
  • Use expiration dates for vendor shares by default.
  • Disable/revoke shares immediately after remediation closure.
  • Review integration credentials and channel routing during quarterly access reviews.

Troubleshooting

Imported rows are missing or severity is incorrect

Likely cause: Sheet mapping or severity normalization mismatch during import.

Resolution: Re-upload with explicit Issue Title + Severity mapping and process only issue-relevant sheets.

Vendor cannot access shared audit or basket

Likely cause: Password mismatch, expired share, or share state is disabled/revoked.

Resolution: Open share manager, regenerate credentials or reactivate share, then resend secure link/password separately.

Integrations are connected but no notifications are arriving

Likely cause: Channel routing or event subscriptions are not configured for the target channel.

Resolution: Use Integrations > Channels to verify channel mapping, enabled state, and event subscriptions.

Enterprise request did not receive expected response

Likely cause: Contact form submission missing required scope/context details.

Resolution: Resubmit with custom limits, integration needs, timeline, and primary stakeholder contact.

Need Direct Help?

Include exact step, observed behavior, and expected outcome when opening support requests. This reduces triage time and speeds resolution.

SupportContactServicesEnterprise Purchase