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My Day Diagnostics

When someone says "this task should be on my My Day and it isn't", My Day Diagnostics tells you why. Pick a person and a date, and SOPHIE runs the same checks she uses to build My Day, showing every Standard that will appear and every one that won't, with the reason.

Open diagnostics​

  1. Click your picture or initials in the top-right corner and choose Profile.
  2. Choose My Day Diagnostics.

Only the practice owner and people with the Change permissions permission see this tab.

Run a diagnostic​

  1. Choose the User you're investigating.
  2. Choose the Date to check. Today is the default; pick a future date to check a weekly or monthly Standard will land on the right day.
  3. Click Run Diagnostic.

Read the results​

The person's day​

At the top, four checks about the person and the day:

  • Office open today: whether the location is open on that date. When it's closed, daily Standards don't create tasks.
  • User active: whether the person's account is active in the practice.
  • Working today: whether the date is one of their working days, taking their schedule and time off into account.
  • Roles: the roles they hold. Standards reach people through their roles.

If any of these fails, that's usually the whole answer.

Each Standard​

Below is a table of Standards with their Frequency, Times of day, Result and Detail. Use All, Will generate and Skipped to filter, or search for a Standard by name.

Common reasons a Standard is skipped:

  • It has been deleted, or isn't published (and your practice doesn't put drafts on My Day).
  • The office is closed, or the person isn't working that day.
  • The person is inactive or has no roles.
  • None of the person's roles are assigned to the Standard.
  • It isn't due on that date, given its schedule.
  • It's an "as needed" Standard, which never creates tasks on a schedule.
  • A task for it already exists.

For a Standard that will generate, click Check to see who the task is (or was) assigned to. You marks the person you're checking; Other means the task went to someone else, as happens when a Standard is shared out among several people. Click the open button to open the Standard in a new tab.

Stale role assignments​

If the person still holds roles that no longer exist in the practice (usually because a role was deleted), you'll see Stale role assignments detected. Those roles show as "Unknown role" and don't count towards matching Standards. Click the clean-up button to remove stale role assignments across the whole workspace, or Show orphaned IDs to see them first.

Apply a fix straight away​

After you fix the cause (for example, by giving the person a missing role), click Regenerate tasks to rebuild their tasks for that date now instead of waiting for SOPHIE's next pass.

Good to know​

  • The diagnostic is exact. It runs the same checks that build My Day, so what it says is what the next build will do.
  • Most missing tasks come down to roles or schedules. Check the Standard's roles and schedule (Roles and schedules) and the person's working days (Team schedule).