Guide navigation 5 of 11
Before you begin
- Access to the appropriate authenticated workspace through My Batoi
- Authority for the records, action, or decision involved
Diagnose a blocked task systematically before requesting support.
Prepare the task
Open My Batoi, enter the intended workspace, and confirm the intended workspace, product, task, recent change, and safe error wording. Use only information and authority appropriate to this purpose.
Complete the workflow
- Confirm scope. Identify the intended outcome, accountable owner, affected records, and completion condition.
- Check access and context. Make sure the workspace, product context, dates, people, and source records are correct.
- Perform the task. Retry once after confirming context, required input, connection state, and permitted action.
- Review the result. Check whether the issue is repeatable, limited to one record or user, and whether data changed.
- Close or escalate. Record the outcome and owner for any exception. If the task cannot be completed safely, stop and use My Batoi for authenticated support.
Completion check
- The intended workspace and record scope are still correct.
- Required decisions, evidence, and exceptions identify an accountable person.
- No credential, unnecessary personal information, or unauthorized document has been added or shared.
- The resulting status and next action are clear to permitted collaborators.
Expected result: The task succeeds safely or a concise reproducible issue is ready for support.
Related task
If the issue remains blocked, continue with Open an Organization Support Ticket and include only authorized evidence from this troubleshooting review.