Getting help means identifying a problem on the Home dashboard and locating the next documented route for it. The Home dashboard is the place to begin when the problem appears in dashboard information.
| If you need to… | Go to |
|---|---|
| Prepare to check the Home dashboard | Before you start |
| Open the Home dashboard | Open Home |
| Read the visible dashboard state | Recognize the Home state |
| Understand dashboard behavior | Dashboard |
| Resolve a documented dashboard problem | Common issues and solutions |
| Look up an error message | General error messages |
| Check a recurring question | FAQ |
Before you start
Access to Home requires a signed-in account. Before you check the dashboard, have a clear description of the problem you want to identify.
There is no help-request or support-contact information to enter on the Home surface. Begin with the dashboard problem itself, then use the visible Home state to choose the next documented route.
Open Home
Open Home to check a problem before choosing its next route.
Prerequisites
- You have signed-in access.
- You have a clear description of the dashboard problem.
Steps
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Open Home.
Check the Home dashboard before assessing its visible state.
Result: The Home dashboard is on screen.
Recognize the Home state
The Home state is the dashboard information and controls visible after you open Home. Use the labels and visible content to decide whether the problem belongs to the dashboard.
Prerequisites
- The Home dashboard is on screen.
Steps
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Locate the sorting choices in the dashboard information.
Control Use it to compare Sort by Booking Booking results Sort by Target Target results Sort by Achievement Achievement results -
Check the visible sorting choices for required markers.
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Check the dashboard for visible columns.
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Check the dashboard for visible buttons.
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Check whether the dashboard displays a message or dialog.
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Check whether the dashboard changes stage.
The dashboard state in this route has three labelled sorting choices and no required marker on any of them. It has zero columns, zero buttons, and five visible controls without labels. Six columns are not drawn in this state.
Result: The visible Home state is assessed without opening a help dialog or changing a stage. If it does not identify the next route, continue to When Home cannot resolve the problem.
When Home cannot resolve the problem
Home is a dashboard surface, not a help-request or support-contact form. If the dashboard state does not identify the next route, continue only to a registered page that owns the problem.
The Home surface does not provide a Help or Troubleshooting control, and it does not declare an approved support channel or destination. When you save dashboard changes, no success message confirms the save. If saving is refused, the screen gives no error message. Open the owning page for the problem in the owning-page table.
| Message | Owning page |
|---|---|
Your request was completed successfully | Dashboard |
An error occurred while processing your request | Dashboard |
Please choose one or more principals | Principal report |
Incorrect username or password | General error messages |
Result: You have identified whether Home can classify the problem. Open the owning page for the next step.
Continue to the registered help page
Use the owning page for the problem instead of repeating dashboard or support instructions.
Prerequisites
- You have checked the Home state.
- You know whether the problem concerns dashboard behavior, a documented issue, an error message, or a recurring question.
Steps
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Open the page that matches the problem.
If you need to… Open Understand dashboard behavior Dashboard Resolve a documented dashboard problem Common issues and solutions Look up an error message General error messages Check a recurring question FAQ
Result: The owning help page is on screen.
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