COG170 Cogito fundamentals flash cards Chapter 2 Radar Dashboards 100% correct

COG170 Cogito fundamentals flash cards Chapter 2 Radar Dashboards 100% correct Analytics Catalog Your list of Favorite Dashboards, components, crystal reports, links Select the Refresh Dashboard option from the dashboard options. Notice that the "Report completed:" time does not update. Is something wrong? Nope - Refreshing a graph or table component does not re-run its report. In Exercise - we clicked on admission which should have taken us to the admission activity but nothing happened. Why? This is because we do not have security to the admission activity. Users must have permission to use what you build them. What is good about Radar link components? Radar link components are Hyperspace activity links can save clicks by no longer requiring you to locate activities from within the Epic button. What three ways can you access a dashboard editor? You can access the editor with Chart Search, editing a dashboard from the Analytics Catalog, or editing a dashboard from the Proxy Dashboard prompt. List the 4 Guiding principles when creating or editing Radar content (hint - 4 things the DASHBOARD and its Components must do) Any dashboard available to a user must work All parts of a dashboard must work All dashboards should have a defined target audience Each user in that audience must have the security/access to use every component and report on the dashboard What can Radar dashboards do? Radar dashboards can house visualizations of the financial and clinical health of an organization, clinic, hospital, department, or even an individual user. If your Table Component does not contain any data or display expired data, what 2 options can you do to get that data updated? press ALT+U or select the Run Reports option from the dashboard options. Curious about what a component does? How can you find out more? click About from the Options menu to read its help text. (ellipsis to the upper right on that section) The Dashboard Editor has up to six forms that control the dashboard's content and its metadata: Basic Information Layout Content Resource Settings Parameters Access The Dashboard Editor can be used to view the settings of any dashboard in your system, but only_________________________ can be modified. custom-built dashboards The Dashboard Editor can be used to view the settings of any dashboard in your system, but only ______________________________will be read only. Epic-released dashboards Dashboard Editor Basic Information The Basic Information form records the purpose, ownership, and general information of a dashboard. Description End users may read this description about the dashboard in the Analytics Catalog. Owning application The application responsible for maintaining this dashboard. Dashboard Editor Basic Information Layout The Layout form controls the number and position of regions that present the components in your dashboard. In this section, specify the width of each region, whether its name is displayed, and its background color. (note - The name will only appear at the top of the region if the "Group components" checkbox is selected and "Show Name" is set to Yes.) Dashboard Editor Basic Information Content The Content form lists the components that are on your dashboard as well as their size, position, and end-user personalization settings. Also INSTANCE ID Dashboard Editor Basic Information Parameters Parameters are values that determine how components handle the data they display. Dashboard Editor Basic Information Access The Access form lists the user roles and user types that can access this dashboard and lists the dashboard's type(s). This form also records whether the dashboard is ready for use. This check box must be selected before any end user can use it. All components on a dashboard must be marked as ______________________ before the dashboard can be marked as _________________________ Ready for use, Ready for use A dashboard is a container for components. The Layout of a dashboard defines the __________ in the container. regions When multiple components are in the same region, they appear in in what order? the order they are listed in the Content form. For the instance ID - Instance ID Stores the instance ID of this component on this specific dashboard. When is this relevant to know? This field is relevant if the same component appears more than once on a dashboard and has different customizations for each instance. What button becomes active in a specified time frame you can use If you remove a component from your dashboard, then know you need to re-add? Recover When we use the Recover button, you are re-instating the previous instance of the component. Will any user personalizations that had existed will re-appear? Yes! personalizations that had existed will re-appear. For easier management of your component list, press ____________________ to insert a blank line in your table of components. To remove a line, select the line and press ______________________ F4, SHIFT+F4. The Access form in the dashboard editor has 2 important check boxes. What are they? Ready for use and enabled for user selection. The Access form in the dashboard editor - Ready for use and enabled for user selection - what happens if they are not checked? End users will not be able to see the dashboard for selection. To view a dashboard as you are making changes to it, you will need to: 1. Save your settings in the Dashboard Editor a. To do this, either navigate to another form or accept and close in the Dashboard Editor. 2. Hard refresh you dashboard. a. While viewing your dashboard, use the keyboard shortcut of ALT + =. What is the difference between reload and refresh with dashboards? A refresh will change your display, a reload will update the content (rerun reports). There are six types of component records available in Radar. They are What? • Graph • Link • Message Board • Native HTML • Report Listing • Table Every component has five forms that can be modified in the component editor: • Basic Information • Display • Data Source • Output Format • Access Component Editor Basic Information - what does the data source field do for the options you can have? The fields in the Basic Information form are the same for all components, although the options available for the Data source field depend on the component type that you select. Component Editor Display format AKA Display types What are the 6 component types • Graph • Link • Message Board • Native HTML • Report Listing • Table Component Editor Display format General Settings Controls what? The General Settings section controls the display title, color of the component header, and the Hyperspace activity to launch when clicking the header of the component. Component Editor Display format Custom Messages Controls what? The Custom Messages section controls custom headers or footers you want to be displayed on this component. Component Editor Data Source - What is controlled here? Refresh interval, Allow users to refresh or set if they can see the last refresh time. Component Editor Output Format - What is controlled here? The Output Format form will vary depending on which component type you are editing. There are no general settings that apply to all component types. Component Editor Access - What is controlled here? The Access form is where you specify if this component is ready for use and control which users can add the component through personalization. The Ready for use check box must be selected before any end user can use it. Allowed report groups End users with a report group listed here can add this component to personalized copies of their dashboards. Ready for use Select this check box if the component is ready for use. Many components serve as a portal to other activities in Hyperspace, allowing users to jump from their dashboard directly to relevant tasks. This is usually done in one of two ways: Linking from the component header Listing multiple activities in a Link component How can you find the Activity Descriptor of an Active Hyperspace Activity Double-check that you are currently in the Component Editor activity. then - Access the About Hyperspace window by navigating to Epic button Help About Hyperspace. How can you find the Activity Descriptor of an Active Hyperspace Activity if you do not have the security to look at an activity? Use Chart Search to launch the Menu Summary activity. Put in the user, explore From the menu summary activity how can you see a users security? The User Security activity is nested two menus deep, under Admin and then Access Management. Because Admin is under the Epic button, start by expanding EDMAINAPPMENU. Notice that most of the menus now are easily readable. Any menu that is displayed visually to the end-user (such as items/submenus) will be listed under its caption. Expand the Admin sub menu. Expand the Admin sub-menu. Expand the Access Management sub-menu. Select User Security The dashboards and components which are created by administrators are referred to as source records. When an end user selects a source dashboard from the Analytics Catalog, a personalized copy is created just for them. End user personalized copies of these source dashboards and components are considered ___________________. personalization records. There are several dashboard attributes that can be customized by any end user with personalization security. These include: • Changing the display title • Changing the dashboard description • Rearranging the components • Add new components from the Analytics Catalog • Change the names and colors of components on a dashboard Will changes that are stored on the personalization record, impact the source dashboard in any way? No - totally separate. Dashboard-Level Personalization Link Components - A Link component is a list of links to Hyperspace activities, reports, or external URLs. What can a user change? Through personalization, a user could re-order their links, or even add a new URLbased link. A __________________ is a list of links to Hyperspace activities, reports, or external URLs. Through personalization, a user could re-order their links, or even add a new URLbased link. Link component A _______________________displays summary data in a table. Through personalization, a user could add thresholds that highlight results in the table above or below a certain value. Table component Can you add Multiple Personalizations of the Same Source Dashboard? Yes - Users may create multiple personalization records based on the same source dashboard by using the Save As button in Dashboard Settings. This allows users to designate a display title for the new personalized copy, and further personalizations save to each copy separately. Revert Personalizations - There are cases where a user may want to undo some or all of the things they have personalized. How do they do this? Users can revert part or all of a personalization. To do so, select the Revert Settings button in the Dashboard Settings activity. The Revert Dashboard window opens with a range of possible options to revert. If a user reverts all settings on a personalized dashboard, the system defaults to display the next personalized copy the user built for the source dashboard. If a user wishes to return to the source dashboard completely, they must completely revert all personalized copies. Personalized dashboards are copies of Radar source dashboards. If a Radar administrator were to change these source dashboards, would the changes filter down to users' personalized copies? Yes or No. What is that process called? Yes - In Radar, this is answered by an automatic process called reconciliation. How does Reconciliation happen? How Many end user changes are lost? Reconciliation happens whenever a user creates or launches a personalized copy of a Radar dashboard. Reconciliation checks the associated source dashboard to see if it has changed. If there have been changes to the source, the personalization is updated and a message is displayed to the user saying what was updated (e.g. Component name has been added by the administrator). No end user changes are lost during this process. Assuming a user has the appropriate user role to access a dashboard, what other dashboard settings control whether the dashboard is available for viewing? The Ready for use and Enabled for user selection check boxes 2. Which of the following do you need to create a link from a dashboard to a given Hyperspace activity? a. The activity descriptor for the activity b. The menu descriptor of the activity c. The user-facing name of the activity d. The parent menu of the activity record a. The activity descriptor for the activity 3. You have built a component record. Which of the following could explain why the component does not appear on a specific dashboard? a. The component is not set as ready for use b. The component is not listed on the Content form of the dashboard c. The component and the dashboard do not share any report groups d. The component has not been marked as enabled for user selection a. The component is not set as ready for use b. The component is not listed on the Content form of the dashboard 4. True or False. Components require a defined Display title on the Display form. True - this is a required field.