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System Advisor

The System Advisor reviews your system's configuration and security posture and reports any issues it finds, along with a plain-language explanation of what each issue means and how to fix it. It replaces the older "System Alerts" list. You'll find it under Admin > System Configuration > System Advisor, and the admin menu shows a badge with the number of open issues that need attention. The page is available to full administrators only — an administrator restricted to particular areas will not see it in the menu.

Health scores

At the top of the page are two dials, one for Security and one for Configuration, each showing a score out of 100 for that area. The score answers a different question from the issue list below it: the list tells you what is wrong, the score tells you how much of what was checked is actually in good shape.

Each score is the share of that area's checks that passed, weighted so that more serious checks count for more than minor ones. Underneath each dial is the plain count it is based on, for example "6 of 8 checks passing". Checks that do not apply to your system are left out of the score entirely rather than counted as passing — a hosted system is never scored on the on-premise email and document storage settings, an on-premise system is never scored on database usage, and a site that is not licensed for AI is never scored on the AI checks.

The color of each dial is a quick verdict. Green means 90 or above, yellow means 70 to 89, and red means below 70. There is one override: if the area has even one open Critical issue the dial is red no matter how high the score is, because a single wide open hole is not a good result with a caveat. A dial only reads 100 when every check in that area has passed outright, so a score can sit at 99 while a single small item remains.

Click a dial to show only that area's issues and hide the other. Click the same dial again, or the "show all" link beneath the dials, to go back to showing everything.

The two sections

Findings are grouped into two stacked sections:

• Security — issues that affect who can access the system and your data (shown first, because they matter most).
• Configuration — correctness, hygiene, and performance issues (missing settings, record-type problems, storage cleanup, and so on).

Each section shows a count of its open issues. A green check and "No open … issues" means that section is clean. Each section can also be shown on its own by clicking its dial at the top of the page.

Severity

Every issue carries a severity:

Within each section, issues are ordered Critical, then Warning, then Low.

Working with an issue

Each issue is a compact one-line row. Click it to expand and you'll see:

• Why it matters — a short explanation of the impact.
• How to fix — concrete remediation guidance.
• Go to fix — jumps you straight to the exact admin screen (and, where relevant, the exact settings panel) where the issue is resolved.
• Learn more — opens the help topic that covers the setting behind the issue, when there is one.

Scan for Changes

The list reflects your system's current state every time you open the page. The Scan for Changes button (top right) runs an authoritative scan: it records what's currently found and automatically marks anything that's no longer a problem as resolved. Use it after you've fixed something to confirm the issue clears and to add it to the Recently fixed history. Opening the page keeps the list up to date but never marks anything as resolved, so after fixing something you will still want to press Scan for Changes to move it into Recently fixed.

Acknowledging issues

Some findings are real but intentional for your environment — a record type that is deliberately public, or an AI setting your organization has thought about and chosen. Rather than have the Advisor flag them forever, you can Acknowledge an issue:

• Expand the issue and click Acknowledge.
• Optionally enter a short reason (recommended — it documents why the issue is accepted).
• The issue moves into a collapsed "Show acknowledged (N)" strip within its section, and the open-issue count (and menu badge) drops.

Acknowledged issues are never hidden completely — they remain visible (collapsed) so they can be revisited, and each shows who acknowledged it and when. To bring one back to the active list, expand it and click Un-acknowledge.

Acknowledgements are tracked per issue, so accepting one item (for example one public record type) does not suppress others of the same kind that appear later.

Seeing what passed

Each section has a collapsed Show passing checks (N) strip, above the acknowledged strip. Expand it to see the checks in that area that are not reporting a problem. This is what makes the score meaningful — without it, a score of 83 is just a number, and there is no way to see what the Advisor actually looked at.

Two kinds of entry appear in this list. A green tick means the check found nothing at all. A grey tick followed by "accepted" means the check did find something, but you have acknowledged every one of its findings — you have seen it and signed off on it. Both count towards the score, but they are shown differently because "nothing is wrong" and "I have accepted this" are not the same statement.

Acknowledging an issue improves the score. Where a check reports several findings at once, such as one per Record Type, acknowledging some of them gives you partial credit rather than nothing, so working through a long list is rewarded as you go. That check only moves into the passing list once every one of its findings has been acknowledged or fixed. This is why fixing one exposed Record Type out of six clears that one row from the list but does not yet turn the check green.

Because acknowledged findings count as passing, the "N of M checks passing" figure under a dial can differ slightly from the number of green ticks in the list. Both are correct — the dial counts a fully acknowledged check as passing, and the list shows you which of those are genuinely clean and which are accepted.

Recently fixed

The Recently fixed panel is an embedded history of issues that have been resolved. Each entry shows the issue and who resolved it and when (the administrator whose scan detected the resolution). It's a lightweight record of what's changed over time — expand the panel to review it.

Note: simply opening the System Advisor page records the issues it currently finds, so an issue you fix later can still be reported as fixed. Marking it fixed still requires a Scan for Changes — opening the page never resolves anything on its own.

Alerts on a Record Type

The Advisor's Record Type checks also run on their own whenever you open a single Record Type for editing under Admin > Record Types. If that Record Type has any findings, an Alerts section appears at the top of the editor with a count, opened for you, and the General Settings section starts collapsed behind it so the alerts are the first thing you see.

Only the checks that concern one Record Type appear there: its filters, the filter and default value of its fields, duplicate filters it shares with another Record Type, its field and category counts, and the Records of that type sitting in the Recycle Bin. System-wide findings such as MFA or the Base Server URL only ever appear on the System Advisor page.

This panel is a read-only heads-up rather than a working list. It shows each finding's severity and headline text, colored the same way as the System Advisor page, and there is nothing to expand, acknowledge, or resolve. The full explanation, the fix guidance, and the Acknowledge button for these same findings are all on the System Advisor page.

Security checks

Configuration checks

The last three checks — the two above and MCP server is enabled — only run on sites licensed for AI. On any other site they are skipped entirely and play no part in either score, because the settings they look at cannot be reached there. All three are worth a word about acknowledgement: none of them is wrong on its own. Each one is a decision someone should have made on purpose rather than arrived at by leaving a default alone, so acknowledging one with a reason is a perfectly good outcome and counts as a pass.

Tips

• Open the page periodically — the menu badge tells you at a glance how many open issues there are.
• Use Acknowledge (with a reason) for accepted exceptions instead of ignoring them, so the list stays meaningful and the decision is documented.
• After fixing several items, click Scan for Changes to clear them and build up your Recently fixed history.
• Expand Show passing checks in either section to see what the Advisor examined and found to be in good order — useful when you want to know what a score is based on.