Troubleshoot Automation

Check the Job Queue entries

Open Job Queue Entries and look for the Sifterra entries.

Check:

• Status should be Ready, not On Hold or Error.
• The entry should have a next run time.
• The error message on the Job Queue entry, if one is shown.

If a Job Queue entry is in On Hold, it is paused. If it is in Error, fix the issue and set it back to Ready.

Check the document queue

Open Sifterra Document Queue and look at the document statuses:

• Pending means it is waiting for the processing job.
• Processing means a run has started.
• Completed means it finished.
• Review Required means Sifterra stopped and needs a user to review the result.
• Error means processing failed.

If documents stay in Pending, the processing job is usually not running.

If documents move to Error, use Retry after you correct the underlying issue.

Check the processing log

From the document queue, open Processing Log for the affected document.

Use it to answer:

• Did the file get picked up?
• Did processing start?
• Did document creation finish?
• Did the file move to the next SharePoint folder?

This is the best place to see where the automatic flow stopped.

Check SharePoint setup

If new files are not being picked up from SharePoint, verify:

• Use SharePoint Site to Download Files is turned on.
• The SharePoint scan job is Ready.
• The analyzer is active.
• The file is in the analyzer’s Download folder.
• The file is actually new. Files already in the queue are skipped instead of being queued again.

If files are processing but not moving between folders, check:

• Auto-Move Files in SharePoint is turned on.
• The expected folders exist.
• The file has not already been moved.

If archived files are not being deleted, check:

• Delete Files After Archive is turned on.
• The file reached Archive first.

Check review and approval bottlenecks

Some documents are not supposed to finish automatically.

If entries are stopping in Review Required, that usually means:

• Confidence was too low
• Matching or validation needs attention
• A required value is missing
• Automatic document creation was not allowed for that analyzer
• An expense needs account assignment

These entries need user review before the flow can continue.