Why can’t my staff see…?

Joy Tayler -

 

Steps in troubleshooting

I can't see...

Step 1

Step 2

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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

   

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

   

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

       

QV Tab

Are the right QV tabs activated?


Check Data Types->select display tabs

         

Tag or custom field

Is the field enabled?


Check Data Types>select custom fields and tags

Is the field featured?


Check Data Types> Featured Data Fields

       

For Profile Data Type

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.

         

Auto complete

Are the workspace names not appearing as you type? 


Check Read/Write Permissions for the linked Data Type

         
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