Overview
The Payments2Us Health Check feature helps you scan for common setup and configuration issues with Payments2Us App in your org. It identifies potential problems (for example, “merchant facility license is expiring” or “site user is missing permissions”), assigns each a priority level, and links directly to the relevant help article to guide you in resolving them.
How it works:
The Health Check scan runs a set of automated workflows and the results are organized into three custom objects:
- Payments2Us Health Check: The parent record representing the full Health Check scan run.
- Payments2Us Health Check Item: It is a related list under the Payments2Us Health Check, containing each of the identified issue types in the health check scan.
- Payments2Us Health Check Item Occurrences: It is a related list under the Payments2Us Health Check Item, containing all the occurrences of the issue types.
Example: If three of your five Merchant Facility licenses are nearing expiry, the Health Check logs one “License Expiring” item and “three occurrences”, one for each merchant facility with their respective details.
Required Permissions
The Health Check scan can only be performed by users assigned with either of these permission sets:
- Payments2Us Admin Users
- Payments2Us Finance Users
1. Perform a New Health Check
- Open the Payments2Us App.
- Goto Payments2Us Health Checks Tab.
- Click New Health Check button.
It opens the Payments2Us Health Check processor page.
- Click Proceed to initiate the Health Check process.
A new Health Check record with status “Generation Running” is created. The Health Check scan runs in the background and may take a few minutes to complete.
2. Review Health Check Results
Once the scan completes, the status of Payments2Us Health Check record changes to “Generation Complete”. Which indicates that the health check process has been finished and all the detected issues (if any) are listed under the Payments2Us Health Check Items related list.
3. Review Health Check Items
Click into the individual Health Check Item to see the identified issue type details:
(6) A short Issue Note explaining the problem.
(7) A direct Help Article Link with instructions to resolve it.
(8) The related list of Health Check Item Occurrences, which show each affected record.
4. Review Health Check Item Occurrences
Each occurrence record provides details for the particular issue:
(9) A lookup to the specific record the issues is associated with (for example, the Merchant Facility).
(10) A short Issue Note explaining the problem.
(11) A short Issue Description highlighting what needs attention.
5. Take Action to Solve The Issues
After reviewing the issues:
- Follow the help article linked within the Issue Note to fix each problem.
- Once resolved, update the occurrence record status to Closed to mark it complete.
Pro Tip
Run the Health Check scan regularly. Especially after upgrades, configuration changes, or new payment gateway setup to keep your environment healthy and error free.