Troubleshooting

What you can do here

• Identify common access or workflow issues.
• Check settings and permissions for missing menus.
• Use logs and reports to isolate problems.

Before you start

• Administrator access helps resolve most issues.
• Confirm the exact workflow step where the issue appears.
• Check recent changes to settings or roles.

Step-by-step

1. Confirm the user role has the required permissions.
2. Check settings for missing defaults such as numbering or templates.
3. Review recent records to confirm data integrity.
4. Escalate to support with screenshots and record references.

Tips & Common mistakes

• Document steps to reproduce issues.
• Review role permissions when menus are missing.
• Keep system notes updated after fixes.

FAQ

Next steps