Accessing Inspection Templates in HappyCo
If you're encountering issues accessing specific inspection templates within the HappyCo app, it's likely due to permissions settings. This article guides you through several troubleshooting steps to help resolve common access issues. By following these instructions, you can ensure that you regain access to the necessary templates for your inspections.
Refreshing the Templates List
First, attempt to refresh your templates list. This simple action can often resolve minor glitches or update your app's content to reflect recent changes.
- Open the HappyCo app and navigate to the Templates tab.
- Pull down on the screen until you see the refresh indicator.
- Release to initiate the refresh of your template list.
Manually Syncing the App
If refreshing the templates list does not resolve the issue, the next step is to manually sync the app. This process can help update your app's data and permissions.
- Within the HappyCo app, go to the Sync queue.
- Look for the 'Sync' or 'Retry All' button in the upper right corner and click it.
- Wait for the syncing process to complete and check if the issue is resolved.
Contacting an Account Admin
If you've tried refreshing the templates list and manually syncing the app without success, the issue may be related to your account permissions. In this case, contacting an account admin is the next recommended step.
- Reach out to your account admin and explain the issue you're experiencing.
- Request that they check your access levels and permissions for the affected template and folder.
- If necessary, ask the admin to recreate the inspection under the correct template to ensure you have access.
Understanding 'Permission Denied' Errors
If you encounter a 'Permission Denied' error, this indicates a permissions issue with accessing a specific inspection template. Following the steps outlined above can help resolve this error. Remember, refreshing the template list and manually syncing are quick fixes, but some issues may require admin intervention to adjust your permissions or recreate the inspection template.
Conclusion
Access issues in the HappyCo app, particularly with inspection templates, are often quickly resolved through refreshing the template list, manually syncing the app, or contacting an account admin for further assistance. By following these steps, you can ensure you have the access needed to perform your inspections efficiently.