Troubleshooting

1. Error Handling and Recovery

• Unsupported or Invalid Questions:
  If you submit a question that SmartResearch cannot process, you will receive a helpful error message.
  Recommended Action:

  • Rephrase your question using different terms or a simpler structure.

  • Example: If “Show all vendor bills with exceptions in the last 18 months by region and payment term” fails, try “Show vendor bills with exceptions in the last year.”

• Timeouts and Slow Responses:
  If a query takes longer than expected, SmartResearch will display a progress indicator and, after a threshold (e.g., 6 seconds), a message such as:
  “This is taking longer than usual. I’m still fetching data from the Workday/External/other data source system…”
  If the system times out, you will see:
  _“The SR agent query took too long to respond. I can:

  1. Try a smaller date range, or

  2. Email you the results when they’re ready (if configured).”_
     Recommended Action:

  • Narrow your filters (e.g., shorter date range, fewer vendors).

  • If available, opt to receive results by email.

2. Large Data Set Handling

• Pagination and Data Export:
  When results exceed 20 rows, SmartResearch paginates the data.
  Recommended Action:

  • Use pagination controls to navigate through results.

  • Use the export feature to download the full dataset or filtered view as a CSV file.

• Column Management:
  You can add, remove, or reorder columns in the results widget.
  Recommended Action:

  • Use the column settings or drag-and-drop features to customize your view.

3. Data Quality and Accuracy

• Low Confidence Score:
  If a metric displays a low confidence score, it may be due to incomplete or inconsistent data.
  Recommended Action:

  • Review the data sources and completeness in the metric detail view.

  • Contact your SmartResearch administrator if the issue persists.

4. File Upload Issues

• File Type or Size Validation:
  If a file upload fails, check that the file type and size meet system requirements.
  Recommended Action:

  • Only upload supported file types (e.g., CSV, XLSX).

  • Ensure the file size does not exceed the documented limit.

5. Access and Permissions

• Missing Data or Features:
  If you do not see expected data or features, you may lack the necessary permissions.
  Recommended Action:

  • Contact your SmartResearch administrator to verify your role and access rights.