Troubleshooting
Use this page to diagnose common problems. If you're stuck on a specific feature, open that feature's help article first.
Quick diagnosis
| Symptom | Likely cause | What to try |
|---|---|---|
| A record won't save | Missing required field, or your session expired | Check fields marked required; sign out and back in |
| A field is read-only | The record left its editable status, or you lack permission | Confirm the status and your role |
| A button is greyed out | The action is restricted to a role/workflow step | Check whether the step is assigned to your role |
| A module is missing from the sidebar | Your role doesn't grant access | Ask an admin to review your permissions |
| Changes aren't showing | Stale view | Refresh the page |
| Didn't receive a notification | Not assigned, or event didn't fire | Check the Notifications center and your assignment |
General steps
- Refresh the page to rule out a stale view.
- Check required fields — they're marked, and the form highlights what's missing on save.
- Confirm your role has permission for the action.
- Note the exact error text before retrying.
Saving problems
If a record won't save:
- Make sure every required field is filled in.
- If you've been idle a long time, your session may have expired — sign out and back in, then re-enter your changes.
- Check that linked items (owner, site, related records) still exist.
Approvals and workflow steps
If you can't complete a review or approval:
- Confirm the step is assigned to your role.
- Make sure any earlier steps are complete.
- Check whether the record is waiting on required evidence or fields.
tip
When contacting support, include what you were doing, the record's ID, and the exact error message. That speeds up resolution.
Still stuck? Contact support@qability.net.