Orders that will not create, cannot be seen, or seem to have vanished.
When an order can’t be created or can’t be found, check the service, the filters and the member’s permissions.
Overview
Find the problem in the table, then check what it says. Error messages are shown exactly as people see them.
Who Can Access
Agency AdminTeam Member
Common Problems
| Problem | What to check |
|---|
| Service not in the list | Only Active services can be ordered. Draft and Archived ones are hidden. |
| Member can’t see an order | Their role decides: assigned to self, open and working, or all orders. Department limits also apply. |
| Order seems to have vanished | Click the All tab and clear filters. |
| Export is missing orders | The Orders export covers this month only. |
| Amount hidden | The member needs View Order Amount. |
| Client can’t message on a completed order | Lock completed orders is on. The client can request a revision. |
| Can’t add more orders | Your plan’s monthly order allowance is used up. |
Messages You May See
| Message | What it means |
|---|
| This order is complete and locked. Request a revision to reopen messaging with your provider. | Lock completed orders is on. |
| You have used … of … this month. | Plan allowance reached. Upgrade or remove one you added this month. |
| Please select a client / Please select a service | Required on New Order. |
Frequently Asked Questions
Where are the client’s intake answers?⌄
In the order’s Project Data after the client fills in the intake form.
