| Problem | User action |
|---|---|
| Record missing or list blank | Clear filters, confirm organisation and check loading errors. Ask for access review before concluding records were deleted. |
| Owner absent from the chooser | Confirm an eligible active sign-in account exists; a directory person/external contact is not necessarily a selectable owner. |
| Cannot edit status | Use the workflow action appropriate to the current state. Ask for the required permission if needed. |
| Business unit label exists but staff still cannot see the record | Maintain formal unit/programme responsibility and scoped assignments separately. |
| Variation does not alter totals | Confirm it is approved, belongs to this parent and contains the intended delta. |
| Renewal still overdue | Check actual expiry/review dates and evidence, not only workflow state; check scheduled processing with support if necessary. |
| Training percentage seems too high | Review mandatory course groups, account group membership and whether expiring completions count in the calculation. |
| Save timed out | Reopen the record to check whether the save occurred before retrying. |
| Dropdown is clipped or page overflows | Record field name, browser and viewport/zoom; capture a redacted screenshot. Try normal zoom and keyboard selection as a temporary workaround. |
Resolve common record problems
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