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Before contacting support: the Planworth troubleshooting checklist

Collect the details Planworth Support needs and check the most common causes before sending a message.

Work through these checks before contacting Planworth Support. If the issue remains, the details you collect will help Support investigate it.

Check the issue

  1. Note the client, scenario, and Planworth screen where the issue occurs.

  2. Write down what you expected and what happened instead.

  3. Confirm that you are looking at the correct client and Current Scenario.

  4. If you changed the Evaluation, reopen the relevant section and confirm that the value was saved.

  5. Refresh the page once and try the same action again.

  6. Record the approximate time of the issue and the steps needed to reproduce it.

  7. Take a screenshot of the full work area, including any message or unexpected result. Hide information that Support does not need.

If an existing scenario did not change after you edited the Evaluation, record the intended scenario and its saved assumptions.

Contact Support

If the issue continues, contact Planworth Support and include:

  • Client name or identifier

  • Scenario name, when relevant

  • Screen where the issue occurs

  • Expected and actual result

  • Steps to reproduce

  • Approximate time

  • Screenshot or screen recording, when useful

Never include a password, full payment-card number, or other authentication secret.

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