Saving assessment data smoothly is vital for maintaining consistent client records in TechAlign. Sometimes, users may encounter issues where assessment information won't save, or error messages appear during entry. This guide provides actionable troubleshooting steps, outlines common causes, and explains how to prevent data loss, helping MSP teams work efficiently and without disruption.
Common Causes of Data Saving Issues
Network connectivity interruptions during data entry
Session timeouts from inactivity
Browser compatibility issues or outdated browsers
Inputting unsupported characters or file types
Immediate Troubleshooting Steps
Refresh the browser and attempt to save again.
Check Internet connection for stability issues.
Log out and back in to resolve session expirations.
Try a different, updated browser to rule out compatibility concerns.
Review error messages for hints, such as invalid file uploads or character limits.
Preventing Future Data Entry Problems
Regularly update preferred browsers (Chrome, Edge, Firefox)
Save assessment entries frequently
Avoid leaving the platform idle for extended periods
Only upload supported file types and avoid special symbols in text fields
When to Contact TechAlign Support
Cannot save data after troubleshooting basic steps
Repeated or unexplained error messages
Potential data loss or system-wide outages
Conclusion
Proactive troubleshooting can swiftly resolve most assessment save issues in TechAlign. By following these best practices and knowing when to seek support, your MSP team can maintain data integrity, keep workflows on track, and continue delivering consistent value to clients with reliable assessments and QBR automation.