In short: Here you will find short answers to common questions. Stuck on something else? Write to support@serviceplan-agents.com.
About the dashboard
Do my readers see a change while it is being built?
Do my readers see a change while it is being built?
No. Only after you have clicked Approve and put live. See Preview and going live.
Can I rename a dashboard?
Can I rename a dashboard?
No, because the name is part of the fixed link. You can, however, rename individual data areas.
How do I request a change?
How do I request a change?
On the dashboard’s page, click Ask for a change and describe what should change. Before sending, you see a cost estimate. Alex builds the change as a preview. Your readers keep seeing the current version until you approve. See Requesting a live app.
Can I copy a dashboard from another organization?
Can I copy a dashboard from another organization?
No, only live dashboards in your own workspace.
Does my dashboard expire?
Does my dashboard expire?
Only if it no longer receives data. Every refresh extends the run time. The Console warns you before it expires. See Data areas and refreshes.
About data and rules
When does a changed cadence take effect?
When does a changed cadence take effect?
From the next run. Only when asked pauses the refresh. Calculated from other feeds ends it.
What happens if I don't act on a proposal?
What happens if I don't act on a proposal?
Nothing. The existing rules continue to apply. See Rules, method and lists.
A coworker proposes a change to the rules. What do I do?
A coworker proposes a change to the rules. What do I do?
The coworker noticed something that would improve the data, such as a new source. Nothing changes until you decide. In the Setup tab, open Open proposals. Read the current and the new text and click Accept, Edit and accept or Reject. If you reject it, give a reason.
The data looks wrong. What do I do?
The data looks wrong. What do I do?
Check in the Data table whether the area shows Up to date. Then read the area’s rules in the Setup tab. Is the right source named? If the rules are the problem, edit them with Edit. If a single figure is wrong, request a fix via Ask for a change. Name the figure and what you expected.
What happens if the data doesn't exist?
What happens if the data doesn't exist?
Coworkers never guess. If Hannah only finds monthly instead of weekly figures, for example, she reports the gap and suggests monthly figures. You can agree, switch the dashboard via a change, or provide your own table. See When something goes wrong.
About problems, access and billing
I received an incident email. What do I do?
I received an incident email. What do I do?
The daily display check found that your dashboard is not displayed correctly. Read the recommendation in the email. If it says to order a fix, click Order a fix under Needs your attention on the dashboard’s page. If it says to wait, do nothing today. See When something goes wrong.
How do I hand a dashboard over to a colleague?
How do I hand a dashboard over to a colleague?
With Hand over owner. The refreshes move over seamlessly. The new owner receives an email listing every data area with its cadence and next refresh. See Owner, project and handover.
I belong to several organizations. Who pays?
I belong to several organizations. Who pays?
In the Console, the workspace you have selected pays. If you make a request by email, Teams, WhatsApp or Messenger, the coworker suggests a workspace in the plan. Check the “Billing: …” line. Reply “yes” or name another workspace. No credits are used until you reply. See Workspaces and billing.
Glossary
All platform terms are in the glossary.
What you can do next
Your first live app
The whole journey as an example.