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admin_functionality:home_screen:home_screen [2019/09/03 09:40]
conor.doyle 		admin_functionality:home_screen:home_screen [2021/03/05 16:44] (current)
conor.doyle
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 ====== Home Screen & Scheduler ====== ====== 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 Perfect & Merge 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 |}} 
 + 
 +---- 
 +==== Page Functions ====
  
-**Select Sessions:** You can filter the sessions list by selecting one of the following options:+Below are a list of functions for the DQ for Dynamics - Home Screen
  
-  * All +{{ :admin_functionality:home_screen:session_functionsv3.png?800 |}}
-  * Active +
-  * Inactive +
-  * Suppressed Group+
  
-{{ :admin_functionality:home_screen:home_screen_guide_1.png?nolink |}}+  * **Refresh:** Refresh page to see status of matching process. 
 +  * ** 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
  
-**Session Sorting:** The session view can be sorted by:+{{ :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:
  
   * Ascending   * Ascending
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 This is done by hovering over the column title and using the drop down menu. 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 |}}+{{ :admin_functionality:home_screen:sortingv32.png?200 |}}
  
 **Match Status:** **Match Status:**
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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:
 +
 +{{ :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.   * **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.   * **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 |}} 
- 
-**Refresh:** This lets you refresh the page. 
- 
-{{ :admin_functionality:home_screen:home_screen_guide_4.png?nolink |}} 
- 
-**Toggle Active/Inactive:** This allows you to toggle whether a session is in the active state or the inactive state. 
- 
-{{ :admin_functionality:home_screen:home_screen_guide_5.png?nolink |}} 
  
 ---- ----
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 To create/edit/remove a session schedule **Double-Click** on the clock icon inline with the session you wish to schedule. To create/edit/remove a session schedule **Double-Click** on the clock icon inline with the session you wish to schedule.
  
-If you are creating a schedule, a confirmation box will appear: +{{ :admin_functionality:home_screen:session_scehdulerv3.png?400 |}}
- +
-{{ :admin_functionality:home_screen:home_screen_guide_6.png?nolink |}}+
  
-Otherwise, a window like this will appear:+Once this has been selected, you will be able to define your scheduler:
  
-{{ :admin_functionality:home_screen:sceduler.png?nolink |}}+{{ :admin_functionality:home_screen:schedulerv2pt2.png?600 |}}
  
 === 1. Session Details: === === 1. Session Details: ===
  
 **Session:** This is the name of the session you are scheduling. **Session:** This is the name of the session you are scheduling.
 +**Created By:** Name of Admin who has created this match session.
 +**Entity:** Entity Selected.
 +**Created on:** Date upon which scheduler is created
  
-**Entity:** Which table this session is checking.+=== 2. Schedule Type ===
  
-=== 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 allow you to set duration you want the session to run. 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.
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 This box lets you specify a time for the session to run. This box lets you specify a time for the session to run.
 +
 +** Scheduler Time:** Time at which you want the scheduler to run
  
 **Note:** Try to schedule to avoid operational hours. **Note:** Try to schedule to avoid operational hours.
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   * Link   * Link
  
-These let you choose whether to Merge any duplicates that are found or link them+These let you choose whether to Merge any duplicates that are found or link them.
  
-=== 6. Schedule Actions === +=== 6. Schedule State ===
- +
-  * Auto Fill All - Fills the Master Record from the 'Set Display and Auto Fill' rules. +
-  * Auto Promote All - Promotes the Master Record from the 'Set Best Record' rules. +
-  * Auto Exact & Bulk Merge All - Bulk merges all the duplicate records which are defined as exact. +
-  * Auto Promote All - Auto Fill All - Combines the functions defined above. +
-  * Auto Fill All - Auto Accept & Bulk Merge All - Combines the functions defined above. +
-  * Auto Promote All - Auto Accept & Bulk Merge All - Combines the functions defined above. +
-  * Auto Promote All - Auto Fill All - Auto Accept & Bulk Merge All - Combines the functions defined above. +
- +
-=== 7. Schedule State ===+
  
 Here you can set the state of the schedule. Here you can set the state of the schedule.
  
-=== 8. Maximum Clones === +=== 7. Schedule Actions ===
- +
-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. +
  
 +**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.1567503638.txt.gz · Last modified: 2019/09/03 09:40 by conor.doyle

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