The aim of this article is to help you understand in a clearer way what might be causing issues in your environment and how you can act to revert the scenario back to normal. We are always available to help you in this process!
Step 1: Identify the Issue
Start by observing and defining the problem clearly, it might not always be clear what the issue is. However, most of the time you are dealing with an actual issue it most likely will be recurrent, or possibly other colleagues are facing the same scenario when performing the same actions. If other colleagues are not experiencing the same as you, it could be that the issue is linked only to your machine or browser. This phase of troubleshooting, should not yet include actions but only observation. Once you have a clear idea about the issue you can proceed to the next step.
Step 2: Reproduce the Issue
If you can reproduce the scenario to try to yield the same result it can drastically help with the resolution. Performing this step not only allows for a much clearer causation correlation but also allows for space to learn more details about the process itself.
Test on different browsers or devices to determine if the problem is software-specific or related to your browser settings.
Once you have reproduced the issue and fully identified it, you can move on to the final step.
Step 3: Take Action
Once you've identified the issue, apply a solution based on your findings. Here are common steps to resolve issues:
Hard Refresh
If menus or headers don’t load properly, the problem may be with cached CSS (styles that dictate how web pages look). Cached CSS can become outdated, causing bugs. Perform a hard refresh using Ctrl+Shift+R or Ctrl+F5 to reset the cache and load the latest page version.
Clearing cookies
If filters or preferences aren’t working, clear cookies. This resets saved preferences and can resolve display issues on listing pages or dashboards.
Clear site data
If you are facing any of the issues above and the previous actions have not yielded the desired result, as the last resource you can Clear site data. This can be done by:
- Go to your browser's menu
- Click on More Tools
- Click on Tools for Developers
- Find the Application tab
- Click on Clear Site Data
Relevant for: Administrators / Managers / Regular Users / Read-Only Users.