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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
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  • System Errors & Issues
  • System Error Messages

System Error Messages

1 min read

What to do if you get a system error message

Capture the Error Message for Support #

Click the bell icon at the top right to see the error message,

Error messages are usually self-explanatory but If you need additional help, copy and paste it into the message box when you submit a support ticket!

Validation Failure #

Message Of:

Cause:

One or more fields in the current form are required and therefore must have a value selected/entered,

Fix:

Review the form finding any fields highlighted with an orange border and a triangle next to them, indicating a validation error.

Furthermore, any Field marked with a Red Asterisk is Required and must have a value selected/entered.

Permission Denied #

Message Of:

Cause:

Permission denied is shown when you are attempting to access restricted content. You can either abort the operation or change users to one with a higher permission level.

Fix:

Select the More Details, at the bottom left, this will show the full log and what you are attempting to access.

Contact your System Administrator if you believe this is incorrect and you should have access.

If you require further support, copy and paste the error into the message box when you submit a support ticket!

Resources are not available for your device or at your user level. #

Message Of:

Cause:

The current user role(s) assigned don’t include the required content you are trying to access.

(Example: You are trying to access Controls Module with only a Risk Module Role Assigned)

Fix:

Select the More Details, at the bottom left, this will show the full log and what you are attempting to access.

Contact your System Administrator if you believe this is incorrect and you should have access.

If you require further support, copy and paste the error into the message box when you submit a support ticket!

Data Conflict! #

Message Of:

Cause:

Symbiant has built-in safeguards to help stop people from making mistakes. One of the safeguards is comparing the user’s data with what is in the current record.
If two or more users load the same record, at the same time and one of those users makes a change and saves, then if the second user attempts to save the record that will undo the first user’s change, the system will notify you with a Data Conflict Message. All you need to do is click the reload data link.

Fix:

The system will show you what has changed and give you the opportunity to insert the user’s changes into your record. Click insert to merge the changes.

When finished, remember to Save at the top right (1) OR Save and Edit (Saving but remaining on the same screen) (2)

Accounts, Add, Errors, Setup, User
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Updated on 14 February 2023
Resolving System IssuesLogin Issues
Table of Contents
  • Capture the Error Message for Support
  • Validation Failure
  • Permission Denied
  • Resources are not available for your device or at your user level.
  • Data Conflict!
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