Everyday answers

  1. I cannot see an opportunity a colleague mentions.

    You hold no role in its region or country. A super admin adds one.

  2. Mark ready is disabled.

    A step still blocks: the mark on the step and the readiness panel say which. Lines needing approval block until they are decided.

  3. The preview or the issue says the PDF service is unavailable.

    The service was asleep; try again in a minute, or press Refresh on the preview pane. An issue that fails retries by itself.

  4. The preview pane stays grey.

    The browser has no PDF viewer of its own (some mobile browsers). Open in new tab shows the document there.

  5. A download says the file is missing.

    The stored file was removed outside the app; the System page’s check lists all such files. Issue a new revision to get fresh documents.

  6. The customer’s analysis has a parameter we never defined.

    Add it under the group on the water data section; it is kept for this opportunity only. Ask the content admin if it should become a standard parameter.

  7. We do not want a value printed.

    Untick "In proposal" on its row.

  8. A proposal was issued with a mistake.

    Issued versions never change: make a revision, fix it, issue R2.

  9. The customer gave only a maximum.

    Leave the value empty and fill the maximum; the document prints a dash for the average.

  10. Who sees my activities?

    Anyone who can see the opportunity and edit customers; only you edit or delete yours.