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Admin Basics

  • Setup Mode/Admin Menu
  • Creating/Adding Users
  • Transferring Ownership from One User to Another (Assuming)
  • Making a User Active/Inactive
  • Delete a User
  • Changing a Record Reference
  • Managing Drop-Downs, Multi-Selects, and Multi-Levels
  • Resetting a User’s Password
  • Checking System Attachment Storage
  • Database History & Restoring Historical Records
  • Restoring a Deleted Record (Archived)
  • Audit Trails
  • Email Log Viewer
  • System Menu Layout & Options

System Translations

  • Adding a Translation Pack
  • Editing a Translation Pack
  • Mass Editing a Newly Created Translation Pack
  • Assigning a Translation Pack to a User
  • Exporting a Translation Pack
  • Importing a Translation Pack
  • Adding a Default Translation Pack
  • Creating a Locale Specific View (Translated View)
  • Editing a Locale Specific View (Translated View)

Importing Data

  • Preparing Data for Import (Default)
  • Imports with Hierarchical Data
  • Importing Data (Generic)
  • Preparing Data for Import (Risks)
  • Preparing Data for Import (Users)
  • Importing Users
  • Importing Divisions
  • Importing Errors & Issues

Automated Emails (Task Based)

  • Activating and Deactivating an Automated Email (Trigger) and (Scheduler)
  • Creating an Automated Email – When a record is Created (Trigger)
  • Creating an Automated Email – When a record is Updated (Trigger)
  • Creating an Automated Email – When a record is Deleted (Trigger)
  • How to Receive Module Specific Emails as System Admin (Trigger) and (Scheduler)
  • Editing an Automated Email – Sending to a Different Module Role (E.g. Risk Manager) (Trigger)
  • Editing an Automated Email – Sending to a Record User (Trigger)

Automated Email Reminders (Time Based)

  • Activating and Deactivating an Automated Email (Trigger) and (Scheduler)
  • Creating an Automated Email Reminder – When a Record is Due (Scheduler)
  • Creating an Automated Email Reminder – When a Record is Overdue (Scheduler)
  • Setting up Recurring Schedules
  • How to Receive Module Specific Emails as System Admin (Trigger) and (Scheduler)
  • Editing an Automated Email Reminder – Sending to a Different Module Role (E.g. Risk Manager) (Scheduler)
  • Editing an Automated Email Reminder – Sending to a Record User (Scheduler)

System Views

  • System Views (Quick Explainer)
  • Creating Your Own Custom Views
  • View Editor Tool Overview
  • Editing a View
  • How to Hide/Unhide Fields
  • Loading/Saving a Particular Users View
  • What are Widgets?
  • Adding a Grid Column
  • Adding Help Tips & Placeholder text
  • Modifying a User Field to Limit or Allow Specific Users
  • Modifying a Currency Field to Set Default

Exporting Data

  • Exporting Dashboard Data
  • Exporting Divisions
  • Exporting Users
  • Generating the System User Details Report

System Errors & Issues

  • Resolving System Issues
  • System Error Messages
  • Login Issues

Reporting Suite Tutorial

  • Creating a Word Report (Basic Data Output)
  • Creating an Excel Report (Basic Data Output)
  • Creating a PowerPoint Report (Basic Data Output)
  • Creating an Excel Tabular Report (Perfect for CSV)
  • Creating an Excel Audit Report (Audit Log Of Changes)
  • Adding a new column to an Excel Report
  • Removing a column in an Excel Report
  • Creating an Advanced Word Report (Adding Functions)
  • Advanced Report Coding (Using Owners, Divisions & Assignees in a Report)
  • Advanced Report Syntax
  • Advanced Filtering on Reports (Filtering Via Code)
  • Reporting Permissions

Advanced System Functionality

  • Multi-Factor Authentication (Google Authenticator)
  • Symbiant API

Document Management (System Setup)

  • Setting Up Document Types
  • Setting Up Document Statuses
  • Document Storage Limits and File Sizes
View Categories
  • Home
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  • Admin Information
  • System Errors & Issues
  • Resolving System Issues

Resolving System Issues

2 min read

If you experience a System Issue, Please Follow the Below Guidance

Signing Out of the Application #

The Symbiant System uses modern browser techniques to enhance the user experience,

Sometimes these features that are locally based on your browser (Cache) can experience issues,

In these circumstances, a refresh of the Systems Local Files (Cache) is required.

To refresh these features, simply use the Sign Out at the bottom left, and Sign back into the System.

If the issue you were experiencing hasn’t been resolved, please follow the next step.

Clearing your Browser Cache and Cookies #

In some circumstances, the Browser can have corrupted or incomplete Caching and Cookies that the system relies on,

If Signing Out and back into the System hasn’t resolved the issues, a Clearing of these Cache and Cookies may be required.

A Guide for the Popular Browsers can be found below:

Google Chrome: Google Chrome: Clear Cache and Cookies

Microsoft Edge: Microsoft Edge: Clear Cache and Cookies

Firefox: Firefox: Clear Cache and Cookies

Safari: Safari: Clear Cache and Cookies

Blank Screen on Load #

When logging into the System if you only see a White Blank Screen with no Dashboard or side Menu,

Please check the following:

  • Your account has a Role that has been assigned a List View.
    • If you are not an Administrator User, please Contact your Symbiant System Administrator

If your account does have a Role and you are still experiencing this issue;

  • Check your Network Access isn’t being blocked to access xxx.symbiant.cloud (xxx = Your Sites Name)
    • You may need to check with your IT Department, as your Device could have network policies that are blocking the Connection.

Having a Permission Denied Error on Entry #

Please ensure you are accessing the System through the base URL of your site with no additional properties after the forward-slash.

Example:

Access your site with:

xxx.symbiant.cloud


Don’t access your site using:

xxx.symbiant.cloud/modules/module-name-here


(xxx = Your Sites Name)

Errors, Setup, User
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Updated on 23 October 2023
System Error Messages
Table of Contents
  • Signing Out of the Application
    • Clearing your Browser Cache and Cookies
  • Blank Screen on Load
  • Having a Permission Denied Error on Entry
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