Why can't my user see their location or checklists or reports?

There are only a couple of reasons why a User would not be able to see what they expect to see on the platform. You can usually check all three within a minute and get them sorted out. You will need the Administrator Role to perform this troubleshooting.

Common Issues where a User can't see something they expect to see:

Role-based issues can be easily diagnosed when the end user doesn't see the buttons on the navigation bar.
- Ex: The user can't see the reports button or doesn't have access to conduct checklists.
- The quick fix is to navigate to the User Account and confirm the roles they have.
  - If you end up adjusting their roles, log them out from the User screen before you click Save. This will force them to log back in and they will get their new roles on their account.
Tag Agreement Issues can be easily diagnosed when the end user doesn't see a specific location or the data for a specific location.
- All checklists have to be conducted at a location, so if you can't see that location in the My Checklists Location Drop Down, you don't have access to that location and you will not be able to see their data.
  - Make sure you are in the right org, as locations only show up for selection in the My Checklists Location drop-down in their organization.
- Tag agreement is when the User's Tags match the tags on the Location and the Location's User Filter. In addition, the Location's User Filter has to be configured correctly and applied to the Location.

Pro Tips:

If an end user cannot see a completed checklist, make sure you can find it first as an Admin. There is nothing more frustrating than troubleshooting a User, that is correct, only to find out the checklist actually wasn't submitted.
- If you don't see the expected checklist in the Completed Folder for that location, Open the checklist as that location and see if it is still in progress. (You will see it on a pop-up asking if you want to join)
- It's very common for a location user to think that they submitted a checklist when they haven't and then they can't find the report because it doesn't exist yet.
I suggest opening up 3 browser tabs and navigating to the User Account on one, open the Location the User can't see on another, and open the location's User Filter on the third tab. This makes it easy to click through and check quickly vs. trying to remember what you saw, since these have to be exact matches.

Reason	Where to Check	What to Check
Doesn't have proper roles	User's Account Page	Users Roles Make sure they have the proper roles for what they are trying to do. If they don't and you edit the roles, log them out from the User page before you Save there account. This will ensure that the new roles go on their account when they log back in. They won't lose any in-progress work.
Tag Agreement Between User, Location, and User Filter.	User's Account Page	Confirm that they are tagged correctly for their level of the hierarchy and for the Location they are trying to view. Examples: Store District Region Corporate
Tag Agreement Between User, Location, and User Filter.	Location Page	You are looking at two things on the Location page: Does the tag on the user match one of the tags on the Location? Does the location have the proper User Filter selected in the drop-down?
Tag Agreement Between User, Location, and User Filter.	User Filter Page	You are looking to make sure that the hierarchy tags on the Location are also in the filter. You are looking to make sure that the operators on the filter are all Or Else and NOT AND ALSO. You are looking for the Tag Statements to be TAGGED WITH You are looking to make sure that one of the tags in the filter matches the tag on the User.
Troubleshooting Stopping Point		Does the User have the proper roles to be doing what it is they cannot do? If No, fix that and see if it resolves their problem. If Yes, you must analyze the tags on the User Account, Location, and Location's User Filter for agreement. Is the User tagged with a tag that is on the Location and in the properly configured User Filter? If No, then you need to update the entity (User Tag, Location Tag, or User Filter Tags so that they all match). If yes, the tags match then you need to ensure that the User Filter is configured correctly and that the User filter is applied to the Location. If this solves your problem you can stop. If it doesn't open a support chat with the OpsAnalitica Support team.