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admin_functionality:home_screen:home_screen [2018/07/20 09:08]
conor.doyle
admin_functionality:home_screen:home_screen [2021/03/05 16:44]
conor.doyle
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-====== Home Screen ======+====== Home Screen & Scheduler ====== 
 + 
 +The DQ for Dynamics Home Screen provides an overview of previously run match sessions. It also give you the ability to create new match sessions to find duplicates, which will return to this very same screen. It is also home to the scheduler (DQ for Dynamics Master Edition) which is allows you to:  
 + 
 +* Schedule sessions at times of your choosing 
 +  * This module also allows for chaining of deduplication sessions so that high certainty matches can be auto-mastered and merged, leaving ambiguous duplicates for semi-automated perfection, or manual review 
 +  * Users to choose from a range of automation options for duplicate detection and then subsequent automated processing which: 
 +    * Saves time manually reviewing records 
 +    * Increases productivity by automating repeatable processes and humanising the exceptions 
 +    * Improves control by choosing what processes are executed when and in what sequence 
 ---- ----
 +===== Home Screen =====
  
-This is the P&applications landing page where all the added sessions are listed.+This is the DQ for Dynamics applications landing page where all the added sessions are listed.
  
-{{ :admin_functionality:home_screen:103.png?nolink&600 |}}+{{ :admin_functionality:home_screen:homescreenv3.png?800 |}}
  
-**Session Filtering:**+---- 
 +==== Page Functions ====
  
-{{ :admin_functionality:home_screen:home_screen_guide_1.png?nolink |}}+Below are a list of functions for the DQ for Dynamics - Home Screen
  
-By using the drop-down you can filter the view between+{{ :admin_functionality:home_screen:session_functionsv3.png?800 |}} 
-  * All Sessions + 
-  * Active Sessions +  * **Refresh:** Refresh page to see status of matching process. 
-  * Inactive Sessions+  * ** Search:** Search for previous run/saved match sessions. 
 +  * **Select Sessions:** You can filter the sessions list by selecting one of the following options
 +    * All 
 +    * Active 
 +    * Inactive 
 +    * Suppressed Group 
 + 
 +{{ :admin_functionality:home_screen:selectsessionsv3.png?400 |}} 
 + 
 + 
 +  * **Active/Inactive:** Toggle between active and deactivated sessions. 
 +  * **Create Session:** Create a new match session. 
 +  * **Delete:** Permanently delete a match session 
 + 
 +**Session Sorting:** The session view can be sorted on all field headings by:
  
-**Session Sorting:** The seesion view can be sorted by; 
   * Ascending   * Ascending
   * Descending   * Descending
-depending on which you want. This is done by hovering over the column title and using the drop down menu. 
-{{ :admin_functionality:home_screen:home_screen_guide_8.png?nolink |}} 
  
-**Session Status:** There are 7 different statuses for a Session:+This is done by hovering over the column title and using the drop down menu. 
 + 
 +{{ :admin_functionality:home_screen:sortingv32.png?200 |}} 
 + 
 +**Match Status:** 
 +  * Match Process Pending 
 +  * Match Process Started 
 +  * Feeding Primary data 
 +  * Feed Completed 
 +  * Feeding Secondary data 
 +  * Feed Process Completed 
 +  * Saving Match Results for Batch  
 +  * Analysing Group Validity for Batch 
 +  * Match Process Completed 
 + 
 +**Session Status:** There are 7 different statuses for a session: 
   * **Match Pending:** When the session is created, but not yet started.   * **Match Pending:** When the session is created, but not yet started.
   * **Match in Progress:** When the matching process is running for the session.   * **Match in Progress:** When the matching process is running for the session.
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   * **Review in Progress:** When a user has not finished reviewing the groups from the session.   * **Review in Progress:** When a user has not finished reviewing the groups from the session.
   * **Reviewed:** When all the groups reviewed from the session.   * **Reviewed:** When all the groups reviewed from the session.
-  * **Merged:** All records in the session are merged by SmartMerge service.+  * **Merged:** All records in the session are merged
   * **On Hold:** Package limit (Records fed in match engine) exceeded for the ‘Production’ customer type.   * **On Hold:** Package limit (Records fed in match engine) exceeded for the ‘Production’ customer type.
  
 **Session Action:** Action for you to perform on the session: **Session Action:** Action for you to perform on the session:
-  * **Start:** On click, it starts the matching process for the session and the session row turn grey in colour until the match process is running for the session+ 
-  * **Clone:** Clicking on the 'Clone' option will create an exact copy of the source session+{{ :admin_functionality:home_screen:startclonedelete.png?200 |}} 
 + 
 +  * **Start:** On click, starts the matching process for the session. The session row will turn grey until the match process has completed
 +  * **Clone:** Clicking on the 'Clone' option will create an exact copy of the source session.
   * **Review:** This will take you to the 'Session Results' screen which displays the questionable matching results.   * **Review:** This will take you to the 'Session Results' screen which displays the questionable matching results.
 +  * **Delete:** Permanently delete a match session. 
  
 **Note:** Not all options will display at once and will show depending on what state the session is currently in. **Note:** Not all options will display at once and will show depending on what state the session is currently in.
-===== Session Options ===== 
-**Create New Session:** This button is to create a new session. 
-{{ :admin_functionality:home_screen:home_screen_guide_2.png?nolink |}} 
  
-**Delete:** This button lets you delete an existing session +---- 
-{{ :admin_functionality:home_screen:home_screen_guide_3.png?nolink |}}+===== Session Scheduling =====
  
-**Refresh:** +To create/edit/remove a session schedule **Double-Click** on the clock icon inline with the session you wish to schedule.
-This lets you refresh the page. +
-{{ :admin_functionality:home_screen:home_screen_guide_4.png?nolink |}} +
-**Note:** Fields will dynamically update but refresh is there if something goes funky.+
  
-**Toggle Avtive/Inactive:** +{{ :admin_functionality:home_screen:session_scehdulerv3.png?400 |}}
-This lets you toggle whether a session is in the active state or the inactive state. +
-{{ :admin_functionality:home_screen:home_screen_guide_5.png?nolink |}}+
  
-==== Session Scheduling ====+Once this has been selected, you will be able to define your scheduler:
  
-To create/edit/remove a session schedule **Double-Click** on the clock icon for inline with the session you wish to schedule.+{{ :admin_functionality:home_screen:schedulerv2pt2.png?600 |}}
  
-If you are creating a schedule, a confirmation box will appear: +=== 1. Session Details===
-{{ :admin_functionality:home_screen:home_screen_guide_6.png?nolink |}}+
  
-Otherwise, a window like this will appear+**Session:** This is the name of the session you are scheduling. 
-{{ :admin_functionality:home_screen:home_screen_guide_7.png?nolink |}}+**Created By:** Name of Admin who has created this match session. 
 +**Entity:** Entity Selected. 
 +**Created on:** Date upon which scheduler is created
  
-=== 1Session Details: === +=== 2Schedule Type ===
-**Session:** This is the name of the session you are scheduling.\\ +
-**Entity:** Which table this session is checking.+
  
-=== 2. Schedule Frequency === +This process selects whether you want to run
-This is how often you would like the schedule to run; + 
-  * Once +  * **Independent session** - which has no links to other sessions 
-  * Daily +  * **Parent Session** - which can have child sessions running off the parent (workflow type process) 
-  * Weekly +  * **Child Session** - which can be scheduled to run after a parent session 
-  Monthly+ 
 +**NOTE:** This functionality allows you to run sessions sequentially which reduces the waiting time between match sessions. It is possible to run child sessions from parent sessions and therefore link sessions together.
  
 === 3. Running Dates === === 3. Running Dates ===
-These sections let you set how long you want this schedule to last.+ 
 +These sections allow you to set duration you want the session to run. 
 + 
 +**Run Frequency:** Once/Weekly/Monthly
  
 **Note:** After the end date the schedule will be set as inactive. **Note:** After the end date the schedule will be set as inactive.
  
 === 4. Time of Run === === 4. Time of Run ===
-This box lets you specify a time for the session to run 
  
-**Note:** Please factor in time the session will take to run, if you are scheduling to avoid operational hours.+This box lets you specify a time for the session to run.
  
-=== 5. Schedule Actions === +** Scheduler Time:** Time at which you want the scheduler to run
-From this list you can pick how much work the session will do autonomously, you can set it just to match and then a user will confirm everything else, all the way up to completely autonomous and the session will do everything.+
  
-=== 6. Schedule State === +**Note:** Try to schedule to avoid operational hours.
-Here you can set what state of the schedule.+
  
-=== 7Maximum Clones === +=== 5Action Type === 
-Every time the schedule runs it will create a clone of the  original, with the time and date of run added to the title so that you can see the matches it made that time separate from previous runs.+  * Merge 
 +  * Link 
 + 
 +These let you choose whether to Merge any duplicates that are found or link them. 
 + 
 +=== 6. Schedule State ===
  
-after your define limit +Here you can set the state of the schedule.
  
 +=== 7. Schedule Actions ===
  
 +**Match**
  
 +  * **Match** - Purely return match results
 +  * **Match** - Auto Fill All - Fills the Master Record from the 'Set Display and Auto Fill' rules.
 +  * **Match** - Auto Promote All - Promotes the Master Record from the 'Master Record' rules.
 +  * **Match** - Auto Exact & Merge All - Bulk merges all the duplicate records which are defined as exact.
 +  * **Match** - Auto Promote All - Auto Fill All - Combines the functions defined above.
 +  * **Match** - Auto Fill All - Auto Accept & Merge All - Combines the functions defined above.
 +  * **Match** - Auto Promote All - Auto Accept & Merge All - Combines the functions defined above.
 +  * **Match** - Auto Promote All - Auto Fill All - Auto Accept & Merge All - Combines the functions defined above.
  
 +**Link**
  
 +  * **Match** - Purely return match results
 +  * **Match** - Auto Fill All - Fills the Master Record from the 'Set Display and Auto Fill' rules.
 +  * **Match** - Auto Promote All - Promotes the Master Record from the 'Master Record' rules.
 +  * **Match** - Auto Exact & Link All - Bulk merges all the duplicate records which are defined as exact.
 +  * **Match** - Auto Promote All - Auto Fill All - Combines the functions defined above.
 +  * **Match** - Auto Fill All - Auto Accept & Link All - Combines the functions defined above.
 +  * **Match** - Auto Promote All - Auto Accept & Link All - Combines the functions defined above.
 +  * **Match** - Auto Promote All - Auto Fill All - Auto Accept & Link All - Combines the functions defined above. 
  
 +=== 8. Maximum Clones ===
  
 +Every time the schedule runs it will create a clone of the original. The time and date of run will be appended to the title. This allows you to see the matches the new session has made compared to previous.
  
admin_functionality/home_screen/home_screen.txt · Last modified: 2021/03/05 16:44 by conor.doyle