Read the overview within your access scope
Choose the company, check your scope and interpret the summary before opening a task.
Task 1
Overview and coverage
Before you start
- Access to a company with readable data and applicable requirement sources.
Steps
- Open Overview in the active company and refresh its summaries.
- Follow the relevant people, courses, competencies or needs link; distinguish zero from missing sources.
- Start the company overview export only when the action is authorised.
What to check
You can distinguish zero, missing sources and data outside your scope.
If the result is unavailable
Check the company, reference date, record state and current permission. If an action or result is unavailable, read the message in the app and retain the relevant context for the person who can help.
Guidance and support