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admin_functionality:home_screen:home_screen

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Home Screen


This is the P&M applications landing page where all the added sessions are listed.

Session Filtering:

By using the drop-down you can filter the view between:

  • All Sessions
  • Active Sessions
  • Inactive Sessions

Session Sorting: The seesion view can be sorted by;

  • Ascending
  • Descending

depending on which you want. This is done by hovering over the column title and using the drop down menu.

Session Status: There are 7 different statuses for a Session:

  • Match Pending: When the session is created, but not yet started.
  • Match in Progress: When the matching process is running for the session.
  • Matched: When the matching process completed for 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.
  • Merged: All records in the session are merged by SmartMerge service.
  • 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:

  • 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
  • Review: This will take you to the 'Session Results' screen which displays the questionable matching results.

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.

Delete: This button lets you delete an existing session

Refresh: This lets you refresh the page. Note: Fields will dynamically update but refresh is there if something goes funky.

Toggle Avtive/Inactive: This lets you toggle whether a session is in the active state or the inactive state.

Session Scheduling

To create/edit/remove a session schedule Double-Click on the clock icon for inline with the session you wish to schedule.

If you are creating a schedule, a confirmation box will appear:

Otherwise, a window like this will appear:

1. Session Details:

Session: This is the name of the session you are scheduling.
Entity: Which table this session is checking.

2. Schedule Frequency

This is how often you would like the schedule to run;

  • Once
  • Daily
  • Weekly
  • Monthly

3. Running Dates

These sections let you set how long you want this schedule to last.

Note: After the end date the schedule will be set as inactive.

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.

5. Schedule Actions

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

Here you can set what state of the schedule.

7. Maximum Clones

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.

after your define limit

admin_functionality/home_screen/home_screen.1532077711.txt.gz · Last modified: 2018/07/20 09:08 by conor.doyle