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What does a user need to submit a Touchpoint?

Verify the active Touchpoint, its configured goal requirements, and the status of the user’s goals before treating a blocked submission as an error.

What does a user need to submit a Touchpoint?

Verify the active Touchpoint, its configured goal requirements, and the status of the user's goals before treating a blocked submission as an error.

Follow this troubleshooting flow

  1. Confirm the user, evaluation cycle, period, and Touchpoint.

  2. Check that the Touchpoint is open for the user and manager.

  3. Review the configured minimum number and accepted types of goals.

  4. Confirm whether individual goals, team goals, or both count for this Touchpoint.

  5. Check that the goals belong to the correct cycle or period and are in the required status.

  6. Review any other required Touchpoint sections, such as development plans or form questions.

  7. After the missing requirement is resolved, refresh the Touchpoint and try the submission again.

Why can submission be blocked even when goals exist?

  • The goals belong to another cycle or period.

  • The goals are not in an accepted status, such as in progress.

  • The configuration requires an individual goal but only team goals exist, or the reverse.

  • The minimum number or type of goals is not met.

  • Another required section of the Touchpoint is incomplete.

Which requirement should I tell the user?

Tell the user the requirement configured for their current Touchpoint, not a universal number. For example, an organisation may accept at least one goal in progress and may allow individual goals, team goals, or both. Another cycle may use a different rule.

The configuration and validation message do not match

  1. Record the configured minimum and accepted goal types.

  2. List the user's goals in the selected cycle, including type and status.

  3. Compare the displayed validation message with the active rule.

  4. Do not create unnecessary goals as a workaround.

When should I contact Support?

Contact Support when the Touchpoint is open, all configured requirements are met, and submission remains blocked. Include the user identifier, cycle, period, Touchpoint, configured rule, goal types and statuses, and the validation message.

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