Diagnostics

Diagnostics are system checks that are built into forms to ensure that your audit is complete and accurate. They can also provide guidance for performing the audit. Diagnostics display as red text in the form cells where potential issues exist. As you update a form, the diagnostics update dynamically to reflect the new information.

Identifying Forms with Diagnostics

You can quickly identify which forms have unresolved diagnostics from the engagement view. A Engagement Knowledge Coach form that has open diagnostics displays a gray dot displays in the status column. You can then open the form by clicking the form name.

Tip: Click Refresh KC Diagnostics in the right tool bar to update the diagnostics information.

Reviewing and Resolving Diagnostics in a Form

When you are viewing a form with diagnostics, a number badge displays above the Diagnostics button in the right toolbar. This number indicates the number of diagnostics in the form.

Diagnostics display as red text within the body of a form. You can scroll through the form to see the diagnostics, or you can click the Diagnostics button to open the Diagnostics pane. The Diagnostics pane displays all the diagnostics in one place. Clicking the icon next to a diagnostic takes you to the question that has an issue so you can resolve the diagnostic. You can also Closedfilter and search the list of diagnostics, if needed.

  • Filter the diagnostics list by diagnostic type. Select a diagnostic type in the box at the top left of the Diagnostics pane. The list is filtered to show only diagnostics of that type. To clear the filter, click the x next to the selected diagnostic type.
  • Search for specific text in a diagnostic. Enter a keyword that appears in a diagnostic's type or description in the Search box at the top left of the Diagnostics pane. The list of diagnostics narrows to display only items that include those words.

Review the diagnostics to determine how to resolve the issue. As you make changes in the form, the number of diagnostics changes based on the answers to your questions. Some changes will resolve the diagnostics, but other changes might cause new diagnostics to display.

Note: The system will notify you if you attempt to sign off while there are open diagnostics. However, you do not need to resolve the diagnostics to complete the sign-off.

Deleting Diagnostics

If you have determined that a diagnostic does not need to be addressed, you can delete it. Multiple diagnostics can be deleted at one time.

Warning: Once you have deleted diagnostics, they are removed permanently. For this reason, we recommend addressing diagnostics rather than deleting them. This practice is especially important for diagnostics that indicate potential errors or that pertain to risks.

To delete diagnostics, do the following on the form where the diagnostics display:

  1. Click the Diagnostics button.
  2. Select the check box for the diagnostics that you want to delete.
  3. Click above the diagnostics list.