For issues relating to interfaces, a functional person would need to diagnose what is causing the issue & thereby informing the technical person where to fix it, if the issue is due to system setup.
As regards to the steps, I just wish there was a manual which read something like
10 steps on how to analyze....
unfortunately there is none that I have come across or even if one is ever written on those lines will be very specific, so not much of use for your need. A good approach would be to have a clear understanding of what the interface is supposed to do, which would assist you in fixing the issues.
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