Steps in troubleshooting | ||||||
I can't see... |
Step 1 |
Step 2 |
Step 3 |
Step 4 |
Step 5 |
Step 6 |
Workspace |
Is the workspace in the correct subcategory? If using subcategories check to make sure the workspace is correctly assigned |
Is user on right team? Check the Subcategory to make sure that it is connected to the correct team.Then make sure the user is on the correct team. |
Does this team have access to see this data type? Check Read/Write Permissions ->check all settings and Check Permissions and Resolve any Variants |
Double Check: Users> Switch in as user to make sure you fixed the issue |
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Goal |
Is goal activated/live? Check Goal ->make sure it says LIVE |
Do the correct users/teams have access to the Goal? Check Goal -> Edit Goal-> "Who can see this?" and ensure the right teams can see the Goal |
Is the Goal connected to the correct subcategory? Check Goal -> Subcategory |
Are the following turned on: topics, tags, text fields, subcategory and team settings? Check Data Type -> Enabled Data Fields |
Double Check: Users> Switch in as user to make sure you fixed the issue |
If the issue persists Deactivate and Reactivate the Goal |
Report |
Are the right users/teams selected to view the report? Check Custom Reports>select report>permissions |
Is the user who should see this report on the right team? Check this through Teams or Users |
Can the user see the Reports Tracker? Check Reports tracker > Publish Options |
Switch in as user to make sure you fixed the issue |
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Tracker |
Is the right user/team selected to see this tracker? Check Tracker permissions |
Is the user who should see this report on the right team? Check through Teams or Users |
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QV Tab |
Are the right QV tabs activated? Check Data Categories ->select display tabs |
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Tag or custom field |
Is the field enabled? Check Data Categories >select custom fields and tags |
Is the field featured? Check Data Types> Featured Data Fields |
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For Profile Data Categories |
If the subcategory team link is removed & the goal is cycled (deactivate, update 'who can see this' = Coaches, activate) => then user can see the goal. |
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Auto complete |
Are the workspace names not appearing as you type? Check Read/Write Permissions for the linked Data Categories |
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