How to Get Help Fast When You Are Stuck

Start with a self-check

When blocked, check filters and scope, confirm the data behind the page is real and current, and confirm your role can perform the action. Verify you are in the right facility and saved view, that you actually saved the last change, and that the feature is part of your plan and role. Many stuck moments come from scope or access, not a defect.

Use the inline help panel

Use the ? help panel when you know what page you are on but not what to do next, need task instructions, or need a reminder of what a field or action means.

When to open support

Open support when a route is clearly broken, data is missing or inconsistent, a count and its drill-down disagree, a save fails repeatedly, or a feature that should be available is not. Use this template:

• Page:
• What I tried:
• Expected result:
• Actual result:
• Facility or asset:
• Work order or import batch ID if known:
• Urgency:

Escalate quickly when the issue blocks production work, affects multiple users, involves billing or access, or affects safety and compliance.