Cog170 Flashcards
- 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.
- Which of the following would you enter in the Parameters field of an activity link to open a Hyperspace activity? a. The activity descriptor and any required parameters 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 and any required parameters for the activity.
- 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.
Both: a. The component is not set as ready for use. b. The component is not listed on the Content form of the dashboard.
True or False: Components require a defined Display title on the Display form.
True: this is a required field.
Define: Dashboard
Dashboards centralize content from around Hyperspace, the graphical user interface which allows users to enter, access and interact with Epic data.
Define: Component
Each of the sections of content on the dashboard is a component. Components built by administrators are source records Components built by end-users are personalization records.
Define: Personalization
Dashboards and components which are created by an 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.
Define: Dashboard Editor
Create and edit source dashboard records with the dashboard editor. Access the editor with Chart Search, editing a dashboard from the Analytics Catalog, or editing a dashboard from the Proxy Dashboard prompt. 6 forms controls the dashboard’s content & metadata: 1. Basic Information 2. Layout 3. Content 4. Resource Settings 5. Parameters 6. Access
Additional Information: Dashboard Editor
Dashboards should be tailored to their audience and tested to ensure they work. Guidelines for creating and editing Radar content: -Any dashboard available to a user must work -All parts of a dashboard must work -Dashboards must have a defined target audience -Each user in that audience must have security/access for all components and reports on dashboard
Define: Component Editor
Accessed via Chart Search for Component Editor - Six types of component records in Radar 1. Graph 2. Link 3. Message Board 4. Native HTML 5. Report Listing 6. Table
Additional Information: Component Editor
Components have Five Forms 1. Basic Information 2. Display 3. Data Source - vary based on component typer 4. Output Format - vary based on component type 5. Access Similar to the Dashboard Editor, each form controls your component’s content and its metadata.
Define Activity Descriptor
The Active activity descriptor field displays for your currently active Hyperspace activity. There are two Hyperspace workflows that can find the activity descriptor for a given activity.
Hyperspace workflow 1: Find Activity Descriptor
Activity: Create a component which has a header that is able to take you to the Component Editor directly from your Radar dashboard. 1. Access the about Hyperspace information window 2. Double-check that you are currently in the Component Editor activity 3. Access the About Hyperspace window by navigating to the Epic button > Help > About Hyperspace. 4. The Active activity descriptor field displays for your currently active Hyperspace activity.
Hyperspace workflow 2: Find Activity Descriptor
Activity Descriptor in the Menu Summary: End-users often request links to activities that you lack the security to access. Thus you can not determine the activity descriptor from the About Hyperspace workflow. For these instances, use the following workflow. 1. Use Chart Search to launch the Menu Summary activity. 2. Refer to pg. 2-22 for scenario. 3. Because Admin is under the Epic button, start by expanding EDMAINAPPMENU 4. Any menu that is displayed visually to the end-user will be listed under the caption. 5. Expand the Admin sub-menu 6. Expand the Access Management sub-menu 7. Select User Security Activity Descriptor is located in the Activity Information section. User Security is E_EMP_EMPGUI
Perform Task: Create and edit dashboards
Run through the following Exercises/Examples 1. pg. 2-11 Radar Exploration
Perform Task: Navigate the Dashboard Editor
Run through the following Exercises/Examples 1. pg. 2-13 Dashboard Editor
Perform Task: Determine the order that components will appear on a dashboard
- Use Chart Search to open Dashboard Editor 2. Click on Content from left menu, from here you can quickly access the Component Editor to edit a given component on the dashboard. 3. Note: all components on the dashboard must be marked as Ready for use before the dashboard can be marked as Ready for Use 4. To manage the component list, press F4 to insert a blank line in the table of components. 5. To remove a line, select the line and press SHIFT+F4 6. To move a selected component higher or lower in the component list, use the up and down arrows to the right of the component.
Perform Task: Configure a component header to launch an activity
- Via the Component Editor go to the Display section 2. Enter the activity descriptor for the Hyperspace activity that launches if a user clicks the clicks the component header. 3. To find the activity descriptor (refer to previous cards, 14, 15, and 16)
Perform Task: Configure a link component pt 1.
Two Methods: 1. Linking from the component header 2. Listing multiple activities in a Link component Jumping to a Hyperspace activity isn’t like linking to a website, it requires a unique link to identify a single Hyperspace activity. Two work flows to find the activity descriptor for a given activity. (refer to previous cards, 14, 15, & 16)
Perform Task: Configure a link component pt 2.
- Use the Component Editor to create a new component called “your initials” link Component 2. Fill out the appropriate Display Format for a link component -2 options for Data Source - Component Record: specify links in the component you are currently building -Code Template: specify a code template and/or routine to populate your links, not used by analysts 3. Choose a Data source of “Component Record” 4. Give your component help test, a meaningful Display title and a default Color 5. On the Output Format form, Insert a new URL of your choice to your Link component. (give the new URL a label. - Web site URLs should include http:// or https// - Enter a Tooltip for your URL 6. Add “Administration” to the Allowed report groups so you will be able to add this component through personalization 7. Make sure you component is marked as READY FOR USE 8. Close out the Component Editor 9. Open your Dashboard via the Dashboard Editor 10. Add the component to the Content form of your dashboard 11. Launch the dashboard to view the component ( Refresh with ALT+=
Explain Concept: Dashboard-level personalization
Several dashboard attributes can be customized by any end user with personalization security. Including the following: - 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 The aforementioned features are stored on the personalization record, and will not impact the source dashboard.
Explain Concept: Component-level personalization
Component personalization records are only created if a user changes the component content (e.g., adding a badge to a table component). The degree and manner of component-level personalization depends on the type of component. 1. A link component 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 URL-based link 2. A table component 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.
Explain Concept: The Ready for use and Enabled for user selection check boxes
All components on a dashboard must be marked as READY FOR USE before the dashboard can be marked as Ready for Use. For access and distribution, the Ready for Use and Enabled for User Selection must be checked in order to view.
Explain Concept: General settings for all components
In Component Editor: Five Forms 1. Basic Information 2. Display 3. Data Source 4. Output Format 5. Access
General Settings for Components: Basic Information
Basic Information: 1. Source Record- Read only if copied component 2. Display Format- Component Type -Graph -Link -Message Board -Native HTML -Report Listing -Table 3. Data Source-Choose source, options vary per component type 4. Owning Application-Application team responsible for maintenance of this component
General Settings for Components: Display
Display: contains two sections, General Settings and Custom Messages. 1. General settings controls the display title, color of the component header and the Hyperspace activity to launch when clicking the header of the component. 2.Custom Messages section controls custom headers or footers you want to display on the component.
General Settings for Components: Data Source
Controls what is used to populate your component record. 1. Refresh interval-how often to refresh in minutes 2.Allow users to refresh-allows users to refresh data 3.Show last refresh time-Display the last time the component’s data was refreshed
General Settings for Components: Output Format
The output format form will vary depending on which component type you are editing. There are no general setting that apply to all component types
General Settings for Components: Access
The access form is where you specify 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. 1. Allowed report groups End users with a report group listed here can add this component to personalized copies of their dashboards. 2. Ready for use Select if the component is ready for use.
- True or False: SlicerDicer can be used to report on any data that has ever been entered into Epic.
False: SlicerDicer can only be used to report on data that has been extracted to the Caboodle database.
- A SlicerDicer population is showing all smokers with PCPs in your clinic. You would like to see these patients grouped by their different PCPs with one bar per provider. How would you do this? a. Add a criterion b. Change your measure c. Add a slice d. Change your visualization
c. Add a slice
Define: Data Model
Epic-released and custom built data models are stored as FDM records. Data models do not list their available filters (FDS records).
Define: Filter
The word filter is used in SlicerDicer to refer to the many data points that can be used as criteria, slices, measures, and display columns.Every slice, measure, or criterion used by SlicerDicer is an FDS record. These records each list the different SlicerDicer data models in which they can be used
Define: Base
a data-first reporting tool. This means that when you first open up a data model, you start with the entire population, and then add appropriate criteria to hone in on the most important data. Your population starts with a base and is refined using criteria. The available criteria come from the list of filters.
Define: Criteria
refine a population toonly the desired records. A user will usually add new criteria by clicking Browse in their Population to select from the available criteria.
Define: Measures
determine what function aggregates the data.
Define: Slices
slice divides up a population in SlicerDicer top or bottom, most ___
Explain Concept: What is SlicerDicer for?
small or large data, visualization. Uses caboodle, can show epic or non-epic data
Explain Concept: What is SlicerDicer not used for?
not for real time data