How to... Popular on proPilot Help

I can't connect to the proPilot.

The steps to access proPilot depend on the login method used by your organization (username and password login or SSO). Please refer to the case corresponding to your situation.

Case 1: Login with Username & Password

First, check whether you have received an email from proPilot containing your login credentials. If you have not received this email, your user account may not yet exist.

If you need a user account, please contact your designated helpdesk to request one.

If you have already received your login information but cannot log in, it is possible that your account has been locked after more than five incorrect password attempts.

In either case, please contact your designated helpdesk for assistance with user account management.

Case 2: Login via SSO (Single Sign-On)

You need to make sure you are using your usual professional credentials (those provided by your company).

If you have just been added to your company’s directory (IdP), your proPilot account will be created automatically upon your first login via SSO.

If your email address does not exist in the IdP directory, you will not be able to access proPilot.

If you are unsure or if the issue persists, please contact your IT support or your organization’s administrator.

I forgot my password or my login.

If you have forgotten your password, please click on "Forgot your password?" directly from the login page. By clicking on this link, enter your e-mail address. An e-mail allowing you to generate a new password will be sent to you.

Note: Your login will never be your e-mail address.

When I log in, no workspace appears on the home page.

If when you log in, no workspace appears on the home page, you are not assigned to any entity that is part of a workspace.
Please contact your responsible helpdesk to assign you to your entities.

I am not assigned to the right entity.

If you are accidentally assigned to an entity that you are not responsible for, please contact your responsible helpdesk to assign you to your relevant entities.

I am not assigned to the correct “user” information type.

In the "Team" part of the information tab of an entity, if you notice that your name is not assigned to the role that is yours, you can assign yourself to the responsibility that is yours by entering your name and then removing your name from the responsibility you were previously assigned to.

If you do not have sufficient rights to make a change to the information types “user”, request support from your responsible in your organization. Be sure to ask to remove (or remove yourself) the assignation of the old responsibility.

I do not have the ability to create or delete new entities.

When you are in an entity, if the icon '...' allowing you to create, move or delete a lower entity does not appear, it means that these rights have not been granted to you.

Please contact a your responsible helpdesk to assign you to the responsibility that has these rights.

I am unable to enter qualitative information.

If you are unable to fill in any of the qualitative information pieces in the header or in the subsections, you probably have read-only rights.

In order to fill in this information, you must be assigned to a responsibility that has sufficient rights to do so.

In case you need to enter this qualitative information, please contact your responsible helpdesk.

I made a mistake while updating a qualitative information, how may I correct it?

If the wrong information was entered in the proPilot for one of the qualitative information pieces of an entity, go to the entity where the wrong information was filled in.

In the 'Information' tab, click on the qualitative information which must be updated. Update the incorrect value. Do not forget to save your changes.

I am unable to enter a value in the indicator table.

If you are unable to enter quantitative information in the scorecard, you do not have sufficient rights.

To be able to enter this information, you must be assigned to a responsibility with sufficient rights to do so.

If you need to enter quantitative information, please contact your responsible helpdesk.

I can't change the workflow status of the entity.

If a workflow status (also called maturity) has been configured for your workspace but you are unable to move from one status to another for an entity, it may be that:

You have not met all of the requirements to move to the next status.

You do not have sufficient rights to change the status of the entity. Please contact your responsible in your organization to assign you to the responsibility that has these rights.

Can I view the history of changes made?

You can access the modification history of your entities by clicking on the 'History' tab within an entity.