Pulse – No Assignment Available

Summary

If you're unable to progress a client in Pulse because there is no assignment available, follow the steps below to escalate the issue with the correct information.

Guide

When No Assignment Is Available

If you see that there is no assignment available when attempting to progress a client (as shown in the image example), this may be due to a system error or missing internal action.

  

What to do  

Open the Client History tab.

Take a screenshot of the last actions performed on the account.

Raise a ticket and attach the screenshot to the request.

Providing a screenshot helps the support team identify where the issue occurred and resolve it quickly.

FAQ’S

Q: What causes the “No Assignment” issue?

A: It may occur when an internal action fails to trigger the next stage in the process, or there’s a system sync issue.

Q: Can I fix this issue myself?

A: No—this needs to be escalated to the support team with evidence from the client history.

Q: What kind of screenshot should I take?

A: Capture the Client History showing the most recent actions taken.

 

Revision History

Version

Change

Actioned by

Date

0.1

Minimal info updated , FAQ’s added

Melissa Eyre

30/05/2025

Item A2

Item B2

I

00/00/2025