Understanding participant "mapping" status in Optimize

Mapping can only start once a participant has the Scribe browser extension or desktop app installed and running. They also need to be signed in, on a supported version, and actually sending workflow activity — not just running in the background — to be considered actively mapping.

Where to find this

Participant mapping health now lives in its own dashboard:

Settings > Workflow Mapping > Workflow Mapping Coverage

The three mapping states

Every participant resolves to one of three states, based on when we last saw them actually mapp an action (not just a heartbeat):

StateMeaning
MappingMapped at least one action in the last 7 days, no known issues. This is the healthy state.
QuietMapped before, but nothing in the last 7 days, and nothing we can point to as broken. Covers things like PTO, leave, or a role change — as well as some cases we genuinely can't yet tell apart from a broken client.
Not mappingNever mapped, or mapping is clearly broken for a known reason.

A note on the target: the goal isn't 100% coverage. There will always be some outliers (people on leave, edge-case setups, etc.). Coverage in the 70%+ range is considered healthy — you shouldn't need to chase the last 10–15%.

Only participants in Not mapping pull the number down. A Quiet participant is not counted as a problem.

Why a participant isn't mapping

Each participant who isn't in Mapping has an underlying reason attached, visible when you click into their row. Some reasons can only ever show as Not mapping; others can appear as either Quiet or Not mapping, depending on whether the person ever mapped at all.

Always shows as "Not mapping"

ReasonWho can fix itWhat you'll see
Incomplete setup — invite not accepted, or onboarding not finishedAdmin, participant, or ITA reminder to complete setup, linking to the onboarding flow
Client not installedAdmin, IT, or participantA reminder with the install link
Unsupported client versionUsually self-heals via auto-update; IT or the participant if it's pinnedAn update reminder — this is a link/notice, not an email
Allowlist too narrowAdminA deep link straight to the allowlist settings screen
Signed outParticipant (or automatically, if your org uses silent auth)A reminder to sign back in

Can show as "Quiet" or "Not mapping"

ReasonShows as Quiet when...Shows as Not mapping when...Who can fix it
PausedPaused, but mapped at some point beforePaused and never mappedNobody — it's the participant's own choice, no action needed
Below recommended specNo activity in 7 days, hardware/OS/browser still below specNever mapped at allNot really a fault — while data is flowing, they're mapping/quiet like anyone else. See system requirements.
No known issueNo activity in 7 days, nothing else explains itNever mapped, nothing else explains itThis one's on Scribe to investigate, not the admin. You'll see a list of likely explanations (just onboarded, on PTO, etc.) plus an option to remove the participant from workflow mapping if they're genuinely no longer needed

Why the split matters: all three "Quiet or Not mapping" reasons can also sit quietly inside the Mapping state itself — someone who's paused, below spec, or otherwise unexplained still counts as mapping as long as they mapped in the last 7 days. None of these are flagged as an issue until the person actually stops mapping for a week.

What you see when you open a participant's row

Clicking into any participant shows:

  • Browser and OS
  • Browser extension status
  • Desktop app status
  • Last captured activity

If a participant uses more than one client (e.g., both the browser extension and the desktop app), note that:

  • If they have both enabled, both need to be mapping for them to count as healthy.
  • If they only use one (just the extension, or just the desktop app), that one mapping is enough.

Troubleshooting by reason

Incomplete setup

  • Confirm the invite was accepted; resend if needed.
  • Check the extension or desktop app is installed on the browser/OS the participant actually uses.
  • Confirm they're signed in.
  • If consent is required, confirm they accepted it.

Once complete, the reason clears and the participant moves to Mapping once activity starts flowing in.

Client not installed

  • Confirm the participant has downloaded and installed the extension or desktop app.
  • If your org uses MDM to push installs, check that the push has actually reached that machine — this can be a deployment/targeting gap on the IT side rather than something the participant needs to do.

Unsupported client version

  • Ask the participant to update — browsers auto-update the extension by default, so this typically self-resolves.
  • If your org pins versions via policy, this is an IT-side update.

Allowlist too narrow

  • Add the missing app(s) in Workflow Mapping Settings.

Signed out

  • Ask the participant to sign back in.
  • If your org uses silent auth and this keeps happening, this is likely on Scribe's side to investigate — contact your CSM or Support.

No known issue

  • Check the listed likely explanations (recently onboarded, on leave, role change, etc.).
  • If none apply and the participant should genuinely be mapping, contact your CSM or Support with their email and org name.
  • If they no longer need to be mapped, you can remove them from workflow mapping directly from this view.

Knowing when to escalate

Bring in your CSM or Support if:

  • Incomplete setup drags on for days after every step above has been completed.
  • A reason persists after you've ruled out the usual causes (whitelist, connectivity, version).
  • A participant who was previously mapping just stops, with no change on your end to explain it.
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