| Issue | What to try |
|---|---|
| Setup banner won’t go away | Run Complete Setup as a site owner; confirm the Manage Lists permission |
| Can’t open Settings | Only site owners and app administrators see Settings; ask an admin to add you under App Administrators |
| Can’t remove the last app administrator | At least one app administrator is required; add another before removing |
| Graph Mail.Send / API access not visible | Deploy the .sppkg first; use SharePoint Admin Center → Advanced → API access; check the Approved tab or use PowerShell |
| Email notifications not sent | Approve Mail.Send; confirm the user has an Exchange mailbox; check that Notification Workflows are enabled |
| Category template fields missing | Confirm Settings → Form Templates links an active template to the selected category |
| Lookup delete blocked | Update the referencing risks first, or confirm Delete anyway in the dialog |
| Create Risk disabled | Finish setup; confirm Add permission on the Risks list |
| Status missing in dropdown | Save Settings → Risk Status & Priority; statuses sync to SharePoint |
| Compliance dashboard slow on first visit | The first load seeds frameworks and controls; later visits are faster |
| Changes not visible after save | Navigate away and back; lookup lists refresh automatically |
| Native list form not customized | Re-run setup after a package upgrade to re-register the form customizer |
| Subscription / trial banner | Verify subscriptionApiUrl; contact your administrator about licensing; development sites may use skipSubscriptionCheck |
| Heat map empty | Confirm risks have Potential Likelihood and Potential Impact set on the Assessment tab |
| CSV export truncated in browser | The Report Builder preview limits rows; use Download CSV for the full export |
| Teams tab shows the setup banner | Complete setup on the backing SharePoint site, not inside Teams |
10.1 Quick Reference
- Collapse the sidebar on desktop to maximize the content area.
- Portfolio filters persist per site URL in your browser.
- Use Back to top on long pages, and the breadcrumb Home to return to the Dashboard.
Additional App Functionality
Notification and Automation Troubleshooting
Email and scheduled automation depend on the selected delivery mode. Start troubleshooting by checking Settings → Email Integration, then confirm the related Graph approval, Chronodat subscription configuration, or Power Automate flow status.
- If Graph delivery is selected, recheck Microsoft Graph Mail.Send approval in Settings and confirm the sender has an Exchange mailbox.
- If Chronodat Mail API is selected, confirm the subscription service is configured and the subscription is active.
- If Power Automate is selected, verify the flow connection account, shared mailbox permissions, Site URL variable, and that Graph delivery is not also sending duplicate messages.
- For overdue notifications, workflow rules, or scheduled reports, verify the companion flows are imported and enabled in Power Automate.
Setup and Data Troubleshooting
If pages are empty or controls fail to load, review Setup Status first. Missing SharePoint lists, insufficient permissions, or an incomplete first-run setup are the most common causes.
- Refresh the page after setup completes so the app reloads list metadata.
- Confirm the current user has permission to the Risks, AppSettings, Administrators, and compliance lists.
- Remove sample data before production launch if demo records appear in dashboards or reports.