How to Access and Navigate Cognos Query Studio
|
|
- Silvia Cunningham
- 6 years ago
- Views:
Transcription
1 Course ID: This is a training guide to step you through accessing Cognos Query Studio and navigating through the interface. Before you begin... When is this used? The Cognos tool is used to report against data entered into InfoEd. Upon completion of this guide, you should be able to: Access and Navigate Cognos Query Studio Understand the toolbar Understand the process for saving reports Who has access? Designated group of advanced users from schools and departments. How to log in? 1. Submit the Access Request Form: _Request_Form.pdf 2. When notified that access has been set up, go to: Additional Resources InfoEd Gateway is located at Where to get help? For assistance, contact NUIT Support Center at HELP (4357), option 6, or consultant@northwestern.edu 1
2 Course ID: Step 1: Log in to Cognos 2
3 Course ID: Step 2: Select Query Studio 3
4 Course ID: Step 3: Select Report Package InfoEd Reports currently represent all the reports available for InfoEd. In the coming months, other applications will also have a package, e.g. PeopleSoft and Budgeting. Also, notice the drop-down may contain the recently used package. 4
5 Course ID: Main Screen - Navigating in Query Studio 1. Report Options 2. Stars and data elements 3. Select Insert to add elements to the report 4. Data element Definitions 5. Workspace for building reports 6. Query Toolbar (refer to the toolbar definitions) 7. A link to Cognos Connection 5
6 Course ID: Cognos Query Toolbar ICON MEANING DESCRIPTION ICON MEANING DESCRIPTION Model Collection of metadata items used to create Aggregate Adds a summary calculation to the footer of queries. selected columns. Can be applied to Cognos Connection Namespace Grouping that contains related query subjects and other objects (e.g. filters) Calculate numerical and text items. Creates a new report item based off of selected items. For example you can add two dollar amounts together or concatenate multiple text field columns into one. Query Subject A grouping of related query items. Chart Converts your query into a selected chart type. Query Item The metadata column used in a query. Drill Down Drill down to underlying detail in hierarchies. Fact Item Numeric data that can be calculated. Drill up Drill up a level with a hierarchy. Cut Removes an item from report output, commonly combined with paste to shift report columns. Related Links Drill through to related reports for more information. Paste Pastes an object before the selected report item. Group Group query items in a list report to remove duplicates. Delete Removes an item from your report. Ungroup Ungroup query items in a list report to show duplicates. Undo Undo changes Create Sections Creates a section header with grouped items appearing below. Redo Redo changes Pivot(Create Crosstab) Creates a crosstab by placing the selected items in the crosstab columns. The Run Report Filter Sort Cognos Connection Runs report with the default HTML output. (Other outputs can be selected with the Run Report link.) Filters specify a subset of data for a report to retrieve. Any data that does not meet the criteria is excluded. Sorts selected columns in ascending or descending order. Swap (rows / columns) Collapse remaining items appear as rows. Swaps rows with columns in a crosstab report. Hides all non-fact columns from the report and shows totals associated with your query. Expand Un-hides all non-fact columns that were removed during a collapse. Will return you to Cognos Connection Return Will Return you to Package selection 6
7 Course ID: Star Facts and s with definitions and commonly used elements Request Summary Star Definition Common Elements Proposal_dim includes both primary proposal and subprojects. It contains information such as the proposal title and type, project start and end dates. Sponsored Award Number Time_dim (Request Begin/ Request End Date) Origintating Main Investigator_dim Current Organization Unit_dim Requesting Organization Unit_dim identifies each calendar date and its corresponding fiscal and calendar information. organization that provides support for sponsored projects. organization that provides flow through support for sponsored projects. Unless Sponsor and Originating Sponsor are the same. identifies the main investigator at the summary level for a requested proposal or an award. identifies each department or center that is currently managing the sponsored project. identifies each department or center related to a request. Institution Number, Proposal Title, Current Proposal Department, Current Proposal Status, Project Request Start / End, Project Award Start / End, Proposal Flag, Proposal Submit Date, Proposal Title, Calendar Date, Fiscal Year Originating Sponsor Type, Originating Sponsor Name Level 3 Full Name, Role 7
8 Course ID: Request Detail Star Definition Common Elements Proposal_dim includes both primary proposal and subprojects. It contains information such as the proposal title and type, project start and end dates. Institution Number, Proposal Title, Current Proposal Department, Current Proposal Status, Project Request Start / End, Project Award Start / End, Proposal Flag, Proposal Submit Date, Proposal Title, Time_dim (Request Begin/ Request End Date) Origintating Request Investigator_dim Budget Category_dim Requesting Organization Unit_dim Cost Share Funding Source_dim identifies each calendar date and its corresponding fiscal and calendar information. organization that provides support for sponsored projects. organization that provides flow through support for sponsored projects. Unless Sponsor and Originating Sponsor are the same. identifies each investigator and the corresponding roles that the investigator plays for a request. identifies each budget category and their corresponding descriptions for each proposal. identifies each department or center related to a request. identifies funding sources (one or more than one) for each proposal. Sponsored Award Number Calendar Date, Fiscal Year Originating Sponsor Type, Originating Sponsor Name Level 3 Full Name, Investigator Role, Primary Appointment Department Budget Category Description Cost Share Funding Source Description, Cost Share Funding Source 8
9 Course ID: Award Summary Star Definition Common Elements Proposal_dim includes both primary proposal and subprojects. It contains information such as the proposal title and type, project start and end dates. Sponsored Award Number Time_dim (Request Begin/ Request End Date) Origintating Main Investigator_dim Awarded Organization Unit_dim identifies each calendar date and its corresponding fiscal and calendar information. organization that provides support for sponsored projects. organization that provides flow through support for sponsored projects. Unless Sponsor and Originating Sponsor are the same. identifies the main investigator at the summary level for a requested proposal or an award. identifies each department or center related to an award. Institution Number, Proposal Title, Current Proposal Department, Current Proposal Status, Project Request Start / End, Project Award Start / End, Proposal Flag, Proposal Submit Date, Proposal Title, Calendar Date, Fiscal Year Originating Sponsor Type, Originating Sponsor Name Level 3 Full Name, Role 9
10 Course ID: Award Detail Star Definition Common Elements Proposal_dim includes both primary proposal and subprojects. It contains information such as the proposal title and type, project start and end dates. Institution Number, Proposal Title, Current Proposal Department, Current Proposal Status, Project Request Start / End, Project Award Start / End, Proposal Flag, Proposal Submit Date, Proposal Title, Time_dim (Awarded Begin/ Awarded End Date) Origintating Award Investigator_dim Budget Category_dim Awarded Organization Unit_dim Cost Share Funding Source_dim identifies each calendar date and its corresponding fiscal and calendar information. organization that provides support for sponsored projects. organization that provides flow through support for sponsored projects. Unless Sponsor and Originating Sponsor are the same. identifies each investigator and the corresponding roles that the investigator plays for an award. identifies each budget category and their corresponding descriptions for each proposal. identifies each department or center related to an award. identifies funding sources (one or more than one) for each proposal. Sponsored Award Number Calendar Date, Fiscal Year Originating Sponsor Type, Originating Sponsor Name Level 3 Full Name, Investigator Role, Primary Appointment Department, Main PI Indicator Budget Category Description Cost Share Funding Source Description, Cost Share Funding Source 10
11 Course ID: Award Summary by Investigator Definition Common Elements Proposal_dim includes both primary proposal and subprojects. It contains information such as the proposal title and type, project start and end dates. Sponsored Award Number Time_dim (Award Begin/ Award End Date) identifies each calendar date and its corresponding fiscal and calendar information. Institution Number, Proposal Title, Current Proposal Department, Current Proposal Status, Project Request Start / End, Project Award Start / End, Proposal Flag, Proposal Submit Date, Proposal Title, Calendar Date, Fiscal Year Origintating Award Summary Investigator_dim Award Organization Unit_dim organization that provides support for sponsored projects. organization that provides flow through support for sponsored projects. Unless Sponsor and Originating Sponsor are the same. identifies investigators and the corresponding roles at the award detail or investigator summary level. identifies each department or center related to an award. Originating Sponsor Type, Originating Sponsor Name Level 3 Full Name, Investigator Role, Main PI Indicator, Primary Appointment Department 11
12 Course ID: Request Effort Star Definition Common Elements Proposal includes both primary proposal and subprojects. It contains information such as the proposal title and type, project start and end dates. Institution Number, Proposal Title, Current Proposal Department, Current Proposal Status, Project Request Start / End, Project Award Start / End, Proposal Flag, Proposal Submit Date, Time (Request Begin/ Request End Date) Sponsor Originating Sponsor Request Investigator Budget Category Requesting Organization Request Effort Fact identifies each calendar date and its corresponding fiscal and calendar information. organization that provides support for sponsored projects. organization that provides the original source of funding for sponsored projects. Unless the project was subcontracted to NU, this will be the same as the sponsor. identifies each investigator and the corresponding roles that the investigator plays for a request. identifies each budget category and their corresponding descriptions for each proposal. identifies each department or center related to a request. Identifies the requested dollars as well as effort per investigator. Proposal Title, Sponsored Award Number Calendar Date, Fiscal Year Originating Sponsor Type, Originating Sponsor Name Level 3 Full Name, Investigator Role, Primary Appointment Department Budget Category Description Request Direct Amount, Request Indirect Amount, Total Effort, Cost Share Effort, Sponsor Effort, Appointment Type, Number of Months 12
13 Course ID: Award Effort Star Definition Common Elements Proposal includes both primary proposal and subprojects. It contains information such as the proposal title and type, project start and end dates. Institution Number, Proposal Title, Current Proposal Department, Current Proposal Status, Project Request Start / End, Project Award Start / End, Proposal Flag, Proposal Submit Date, Time (Award Begin/ Award End Date) Sponsor Originating Sponsor Award Investigator Award Organization Budget Category Award Effort Fact identifies each calendar date and its corresponding fiscal and calendar information. organization that provides support for sponsored projects. organization that provides the original source of funding for sponsored projects. Unless the project was subcontracted to NU, this will be the same as the sponsor. identifies each investigator and the corresponding roles that the investigator plays for an award identifies each department or center related to an award. identifies each budget category and their corresponding descriptions for each proposal. Identifies the budgeted awarded dollars as well as effort per investigator. Proposal Title, Sponsored Award Number Calendar Date, Fiscal Year Originating Sponsor Type, Originating Sponsor Name Level 3 Full Name, Investigator Role Budget Category Description Request Direct Amount, Request Indirect Amount, Total Effort, Cost Share Effort, Sponsor Effort, Appointment Type, Number of Months 13
14 Course ID: E Form Star Definition Common Elements identifies each department or center related to a proposal Current Organization E Form Question Identifies the E From question Question Main PI Identifies the main PI on the Full Name, Investigator Role proposal Origination Sponsor organization that provides the original source of funding for sponsored projects. Unless the project was subcontracted to NU, this will be the same as the sponsor. Originating Sponsor Type, Originating Sponsor Name Level 3 Proposal Sponsor E From Answers Fact includes both primary proposal and subprojects. It contains information such as the proposal title and type, project start and end dates. organization that provides support for sponsored projects. Identifies the Answers to the E Form questions Institution Number, Proposal Title, Current Proposal Department, Current Proposal Status, Project Request Start / End, Project Award Start / End, Proposal Flag, Proposal Submit Date, Proposal Title, Sponsored Award Number Answer 14
15 Course ID: Agreements Star Definition Common Elements Current Organization identifies each department or center related to a proposal Agreement Status Identifies the agreement status attached to an Agreement Status Desc Time (Agreement Status Date) agreement/negotiation identifies each calendar date and its corresponding fiscal and calendar information. Calendar Date, Fiscal Year Main PI Identifies the main PI on the proposal Full Name, Investigator Role Agreement Information Negotiator Origination Sponsor Proposal Sponsor Agreement History Fact Identifies demographic information related to an agreement/negotiation Identifies the negotiator associated with each update to an agreement/negotiation organization that provides the original source of funding for sponsored projects. Unless the project was subcontracted to NU, this will be the same as the sponsor. includes both primary proposal and subprojects. It contains information such as the proposal title and type, project start and end dates. organization that provides support for sponsored projects. Identifies the number of days an agreement stayed in each particular status Agreement Number, Agreement Type, Latest Agreement Status, Latest Negotiator Last Name, Latest Status Date Employee ID, Full Name, Address Originating Sponsor Type, Originating Sponsor Name Level 3 Institution Number, Proposal Title, Current Proposal Department, Current Proposal Status, Project Request Start / End, Project Award Start / End, Proposal Flag, Proposal Submit Date, Proposal Title, Sponsored Award Number Agreement Number, Days in Status, Negotiation Notes, Status Date 15
16 Course ID: Saving Reports Users will be able to save reports from query studio to the folders in Cognos Connection. They can be saved for personal use or to share with other users with access to Cognos. The following are options for saving reports. To save a report for your own use My Folders To save a report to share with other users.. Public Folders InfoEd Reports School Users Scratch To save a report to share with other users as Read-only...Public Folders InfoEd Reports School Users Scratch Then.. Submit a request to HELP DESK (1-help), the report will be moved to FINAL REPORTS as read-only * OSR/ASRSP have a separate Scratch and Final Reports folder 16
Coeus Premium Institute Proposal Guide Overview & Field Definitions
Coeus Premium Institute Proposal Guide Overview & Field Definitions Johns Hopkins University Office of Research Information Systems Coeus 4.3.5, September 2009 Table of Contents Institute Proposal Overview...
More informationIntroduction to PeopleSoft Grants Management. Shari Nguyen
Introduction to PeopleSoft Grants Management Shari Nguyen Agenda Award Lifecycle and Structure Overview of PeopleSoft Pages Subcontracts Cost Sharing Expenses Clinical Trials Award Closeout Budget Statement
More informationIntroduction to PeopleSoft Grants Management
Introduction to PeopleSoft Grants Management Shari Nguyen Agenda Award Lifecycle and Structure Overview of PeopleSoft Pages Subcontracts Cost Sharing Expenses Clinical Trials Award Closeout Budget Statement
More informationSite Manager Guide CMTS. Care Management Tracking System. University of Washington aims.uw.edu
Site Manager Guide CMTS Care Management Tracking System University of Washington aims.uw.edu rev. 8/13/2018 Table of Contents INTRODUCTION... 1 SITE MANAGER ACCOUNT ROLE... 1 ACCESSING CMTS... 2 SITE NAVIGATION
More informationProposal Summary Review
Proposal Summary Review Proposal detail information is available to provide approvers and others with details and print access on the Summary page, reducing the need to navigate to the proposal record
More informationPsychiatric Consultant Guide CMTS. Care Management Tracking System. University of Washington aims.uw.edu
Psychiatric Consultant Guide CMTS Care Management Tracking System University of Washington aims.uw.edu rev. 8/13/2018 Table of Contents TOP TIPS & TRICKS... 1 INTRODUCTION... 2 PSYCHIATRIC CONSULTANT ACCOUNT
More informationVanderbilt University Medical Center
Vanderbilt University Medical Center Credentials Application Tracking System User s Guide Table of Contents Table of Contents... 2 Document Change History... 2 How to Use this Guide... 3 Need Help?...
More informationPharmaClik Rx 1.4. Quick Guide
PharmaClik Rx 1.4 Quick Guide Table of Contents PharmaClik Rx Enhancements... 4 Patient Profile Image... 4 Enabling Patient Profile Image Feature... 4 Adding/Changing Patient Profile Image... 5 Editing
More informationORIS Reports User Guide Catalog of Reports Coeus Premium Dated: October 22, 2013
ORIS Reports User Guide Catalog of Reports Coeus Premium Dated: October 22, 2013 1 List of Reports First-time users, start here: Pages 5-7. Returning users, this table is a complete listing of current
More informationTHE DRA S GUIDE TO ERA
THE DRA S GUIDE TO ERA Updated: 11/8/2017 Contents I. Getting Started 2 How do I log in to era?... 2 How do I find and open proposal records?... 2 II. Proposals 4 PT Navigation... 4 How do I find the status
More informationIntroduction to Cayuse424
Introduction to Cayuse424 In this training you will learn: How to: Navigate Cayuse424 Personalize your password Create Professional Profiles Create Budgets Create subcontract proposal, budget Initiate
More informationYale Budgeting Tool (YBT) Entering an Operational Grant & Contract Budget into the Financial Planning Workbook
Quick Guide Entering an Operational Grant & Contract Budget into the Financial Plan, revised 12/09/2013 Yale Budgeting Tool (YBT) Entering an Operational Grant & Contract Budget into the Financial Planning
More informationUser Guide on Jobs Bank (Individuals)
User Guide on Jobs Bank (Individuals) Table of Contents 1 Individual Dashboard... 3 1.1 Logging In... 3 1.2 Logging Out... 5 2 Profile... 6 2.1 Make Selected Profile Information Not Viewable To All Employers...
More informationCare Planning User Guide June 2011
User Guide June 2011 2011, ADL Data Systems, Inc. All rights reserved Table of Contents Introduction... 1 About Care Plan... 1 About this Information... 1 Logon... 2 Care Planning Module Basics... 5 Starting
More informationPatient Assignment Version 4.81
Patient Assignment Version 4.81 Contents Assigning Providers to Patients... 2 Patient Card... 2 Patient Assignment Manager... 3 Patient Needs... 3 Planned Treatment... 3 General Treatment Plan... 3 Unassigned
More informationReport Basics. Where do I go for additional help? How do I navigate to the report?
Report Basics What is the purpose of this report? The Individual Portfolio Report provides a consolidated view of all Funds, s and sponsored Activity for a given faculty member and displays the amount
More informationTrigger / Timing / Frequency: When a new award is received by the University and OSP determines that the award can be accepted.
Kuali Research User Guide: Create a New Parent Award Version October 06 Purpose: To create a new parent award record in the system. Trigger / Timing / Frequency: When a new award is received by the University
More informationDowntime Viewer User Guide for All Users
Downtime Viewer User Guide for All Users Overview... 1 Logging into Downtime Viewer... 1 Opening a Patient Chart in Downtime Viewer... 2 Patient Lists... 2 Clinics... 4 Navigating in the Patient s Chart...
More informationPsychiatric Consultant Guide SPIRIT CMTS. Care Management Tracking System. University of Washington aims.uw.edu
Psychiatric Consultant Guide SPIRIT CMTS Care Management Tracking System University of Washington aims.uw.edu rev. 9/20/2016 Table of Contents TOP TIPS & TRICKS... 1 INTRODUCTION... 2 PSYCHIATRIC CONSULTANT
More informationSevocity v.12 Patient Reminders User Reference Guide
Sevocity v.12 Patient Reminders User Reference Guide 1 877 877-2298 support@sevocity.com Table of Contents Product Support Services... 2 About Sevocity v.12... 2 Icons Used... 2 About Patient Reminders...
More informationHow to Document Unmade Visits
What is an Unmade Visit? A visit is considered an unmade visit when it is not made and cannot be made up within the Medicare week. Consequently, the patient s ordered visit frequency is not met for that
More informationSYSTEM REQUIREMENTS AND USEFUL INFORMATION LOGGING INTO THE PERIS PORTAL
SYSTEM REQUIREMENTS AND USEFUL INFORMATION ------------------------------------------------- LOGGING INTO THE PERIS PORTAL -------------------------------------------------------------------------- CREATING
More informationIMPORTANT! Some sections of this article require you have appropriate security clearance to things like the System Manger.
Author: Joel Kristenson Last Updated: 2015-09-04 Overview This article is primarily for our nonprofit customers, but does contain useful information related to log notes and pivot reports for political
More informationTable 1: Limited Access Summary of Capabilities
What is the Practice Fusion Limited Access EHR product? The Practice Fusion Limited Access EHR product will be provided to current Practice Fusion customers who have not purchased an EHR subscription plan
More informationThe Holyoke Medical Center (HMC) Patient Portal User Guide
The Holyoke Medical Center (HMC) Patient Portal User Guide 1 HMC Patient Portal User Guide Table of Contents Topic Page # Homepage...3 Proxy Access...4 Contact Us...5 What s New....5-6 Profile...7 Appointments...8-10
More informationVanderbilt Outpatient Order Management
Vanderbilt Outpatient Order Management 0.20.0 VOOM Phlebotomy Work List The VOOM Phlebotomy Work List is an application designed to help you manage and complete phlebotomy orders placed in the VOOM network.
More informationState of Florida. Department of Economic Opportunity. One Stop Management Information System (OSMIS) Regional Financial Management User Manual
State of Florida Department of Economic Opportunity One Stop Management Information System (OSMIS) Regional Financial Management User Manual Date: February 20, 2013 (Final) Version: 11.06 Table of Contents
More informationQOF queries in SystmOne
QOF queries in SystmOne For further help with QOF: 1. See the Primary Care Contracting (www.primarycarecontracting.nhs.uk) website for more information 2. Contact your PCT Information or Data Quality team
More informationCLINICAL CHARTING USER INTERFACE
CLINICAL CHARTING USER INTERFACE The new (UI) is a significant step forward. The new UI offers several significant enhancements: One-click to create clinical charting from patient homepage Capture Time,
More informationUser s Guide. QualityMetric Incorporated, Lincoln, RI
User s Guide QualityMetric Incorporated, Lincoln, RI Version 6.0 September 2012 Smart Measurement System Table of Contents Page i Table of Contents Chapter 1 About the Smart Measurement System 1 Chapter
More informationUsing Proposal Hierarchy. For NIH R01 Submissions
Using Proposal Hierarchy For NIH R01 Submissions Agenda Proposal Hierarchy Functionality How Proposal Hierarchy Works Parent Proposals Child Proposals Linking Proposal Hierarchy Hierarchy Scenarios Using
More informationDevelopment Coeus Premium. Proposal Development
Development Coeus Premium Proposal Development Exercise Guide Day 1 [Type the company name] IS&T Training Coeus Premium: Proposal Development - Page 2 - Coeus Premium 4.3.2 Coeus Premium : Proposal Development
More informationEffort Coordinator Training. University of Kansas Summer 2016
Effort Coordinator Training University of Kansas Summer 2016 Agenda 1. Effort Reporting Overview 2. Effort Workflow and Basic Information 3. Effort Coordinator: Pre-Review 4. PI/Self-Certifier: Certification
More informationC. The Assessment Wizard
C. The Assessment Wizard The Assessment Wizard in CAPS 2 is used to record service eligibility determination information. The Assessment Wizard information is only one part of the three components of a
More informationSide-by-Side Triage Activity Quick Start Guide
Side-by-Side Triage Activity Quick Start Guide Physicians, RNs, APNs, Paramedics, Medical Students Triage Activity Tab: The Triage Activity Tab allows clinicians to review relevant triage information,
More informationMONITORING PATIENTS. Responding to Readings
CHAPTER 6 MONITORING PATIENTS Responding to Readings This section covers the steps required to respond to patient readings within LifeStream. You can view patient readings on the Current Status or Tabular
More informationIntegrated Disbursement and Information System (IDIS) Online
Integrated Disbursement and Information System (IDIS) Online U.S. Department of Housing and Urban Development (HUD) Office of Community Planning and Development (CPD) IDIS Online Reports User Guide October
More information724Access Viewer User Guide
724Access Viewer This explains how to access and use the 724Access Viewer application in the event of a COMPASS downtime. 724Access Viewer provides near real-time transfer of clinical data to workstations.
More informationQuick Reference. Virtual OneStop (VOS) Individual User Logging In. My Workspace* (My Dashboard ) Settings and Themes. Quick Menu*
Virtual OneStop (VOS) Individual User Logging In If you don t have an account: Click the link Not Registered? on the Home page, near the Sign In button, (name may vary, but will include Register in the
More informationecrt System 4.5 Training
ecrt System 4.5 Training The Work List The Work List is displayed immediately after you log into the system. This screen lists the tasks that require attention. The Statements Awaiting Certification list
More informationOctober 2014 Edition. AFISM 2 KNOW - October 2014 Edition. Quick TIP COGNOS. Do you need Access to Student Reports in Cognos?
October 2014 Edition AFISM is committed to providing a valuable knowledge base to the TTU employee infrastructure and our directive is to meet the individual needs of all our customers. You may or may
More informationGRANTS AND CONTRACTS PROCEDURES MANUAL
GRANTS AND CONTRACTS PROCEDURES MANUAL AN ADMINISTRATION GUIDE FOR FACULTY AND STAFF Grant Principal Investigators 2006 TABLE OF CONTENTS Table of Contents...i Preface...ii Introduction... 1 Responsibilities
More informationNew Problem List Dictionary (IMO) Workflow Recommendations
Catherine Hill, RN May 15, 2014 The Problem List Overview What is SNOMED-CT? Mapping ICD SNOMED One-to-one (Bulk mapping) One-to-many (Manual mapping) Mapping Required Basic Navigation Data Display Grid
More informationMissed (Unmade) Visit Definition and Process
Definition of a Missed (Unmade) Visit: Missed (Unmade) Visit Definition and Process All patient visits are scheduled according to the physicians ordered visit frequency based upon MSA s Medicare week.
More informationTAM REFERENCE GUIDE. Performing Search Committee Tasks TAM SERIES: GUIDE 4 ROLES: SEARCH CHAIR, SEARCH COMMITTEE MEMBERS, AND INTERESTED PARTY
TAM REFERENCE GUIDE Performing Search Committee Tasks TAM SERIES: GUIDE 4 ROLES: SEARCH CHAIR, SEARCH COMMITTEE MEMBERS, AND INTERESTED PARTY SEPTEMBER 2013, VERSION 2 REVISED FEBRUARY 2016 Professional
More informationUser Guide on Jobs Bank Portal (Employers)
User Guide on Jobs Bank Portal (Employers) Table of Contents 4 Manage Job Postings... 3 4.1 Create Job Posting... 3 4.1.1 Publish Job Posting... 10 4.2 Create Job Posting As Third Party Employer... 11
More informationBI Financial Report to Donors (in USD) Table of Contents
Table of Contents Overview... 2 Objectives... 4 Chapter 1: Setting up Selection Criteria... 5 1.1 Navigation... 5 1.2 Prompts First Level of Filtering... 6 1.3 Input Controls Second Level of Filtering...
More informationGLOBALMEET GLOBALMEET WEB & AUDIO USER GUIDE
GLOBALMEET GLOBALMEET WEB & AUDIO USER GUIDE FOR ipad, iphone, AND ipod TOUCH Release 2.9 July 2017 TABLE OF CONTENTS TABLE OF CONTENTS GlobalMeet Overview 4 Install GlobalMeet 5 Download the App 5 System
More informationChild Immunization Assessment MIIC User Guidance
Minnesota Immunization Information Connection (MIIC) PO Box 64975 St. Paul, MN 55164-0975 Web: www.health.state.mn.us/miic MIIC User Guidance The Reports in MIIC indicate the up-to-date immunization status
More informationSpeare Memorial Hospital myspeare Patient Portal User Guide
Speare Memorial Hospital myspeare Patient Portal User Guide pg. 1 myspeare Patient Portal User Guide Table of Contents Topic Page # Homepage..3 Proxy Access. 4 Contact Us.. 5 What s New.. 6 Profile...7
More informationD. PROPOSAL DETAILS CREATE A NEW PROPOSAL GENERAL INFO ORGANIZATION ADD INVESTIGATORS AND KEY PERSONS CREDIT SPLIT SPECIAL REVIEW D.3.
D. PROPOSAL DETAILS D. D. D.3. D.4. D.5. D.6. D.7. D.8. D.9. D.10. D.1 D.1 CREATE A NEW PROPOSAL GENERAL INFO ORGANIZATION ADD INVESTIGATORS AND KEY PERSONS CREDIT SPLIT SPECIAL REVIEW ABSTRACT OTHER YNQ
More informationPurpose: To create a record capturing key data about a submitted proposal for reference and reporting purposes.
Kuali Research User Guide: Create Institutional Proposal Version 4.0: vember 206 Purpose: To create a record capturing key data about a submitted proposal for reference and reporting purposes. Trigger
More informationCare Manager Guide SPIRIT CMTS. Care Management Tracking System. University of Washington aims.uw.edu
Care Manager Guide SPIRIT CMTS Care Management Tracking System University of Washington aims.uw.edu rev. 12/4/2017 Table of Contents TOP TIPS & TRICKS... 1 INTRODUCTION... 2 CARE MANAGER ACCOUNT ROLE...
More informationKansas University Medical Center ecrt Department Administrator Training. June 2008
Kansas University Medical Center ecrt Department Administrator Training June 2008 KUMC Process Timeline Effort Reporting Period 3 Week Pre-Review Period 3 Week Certification Period Post Certification Period
More informationIntroduction to the Parking Lot
Introduction to the Parking Lot In ARK Epic training sessions, The Parking Lot" is used to capture all questions for which your trainer may not have an immediate answer during session. Your ARK Epic Training
More informationModule 1. Desktop Readiness
CAYUSE AT EMORY 2 Module 1 Desktop Readiness Objectives 3 In this module you will learn: Browser critiques Where to obtain detailed instructions on getting your desktop ready Firefox 4 Recommended browser
More informationCPOM TRAINING. Page 1
CPOM TRAINING Page 1 Physician Training For CPOM Patient list columns, Flag Management, Icons Icons added for CPOM: Columns added: Flags New Orders: GREEN - are general orders. RED means STAT orders included
More informationAdvanced Travel/Reimbursement Training
Advanced Travel/Reimbursement Training Agenda Travel Authorizations (TA) Entry issues TA Queries Expense Reports (ER) Expense Reports (ER) Linking TA s Student travel & reimb Reviewing Expense Types Identifying
More informationcayuse 424 Research Suite Product Support Electronic Proposal Development and Submission
cayuse 424 Research Suite Product Support ResearchSuiteSupport@Evisions.com Electronic Proposal Development and Submission Module 1 Desktop Readiness Module 1 Objectives Cayuse 424 browser requirements
More informationGrant Reporting for Faculty Grant Expense Detail
Grant Reporting for Faculty Grant Expense Detail This report provides line item detail expenses for a user-specified Sponsored Program. The report allows faculty and department administrators to more easily
More informationCapture and Record Vital Signs Configuration Guide
Enterprise EHR Meaningful Use - Core Measure 4 Capture and Record Vital Signs Configuration Guide Last Updated: February 27, 2014 Copyright 2013 Allscripts Healthcare, LLC. www.allscripts.com MU Core 4
More informationResearch Administration & Proposal Submission System (RAPSS) Central Office Quick Reference
Research Administration & Proposal Submission System (RAPSS) Central This document is intended for Grants Specialists and Authorized Organization Representatives. Software Overview and Basic Navigation...
More informationMeaningful Use Roadmap
Meaningful Use Roadmap Copyright SOAPware, Inc. 2011 1 Introduction 1.1 2 3 Introduction 6 Registration and Attestation 2.1 1. Request the "CMS EHR Certification ID" for SOAPware 9 2.2 2. Register for
More informationUSDA. Self-Help Automated Reporting and Evaluation System SHARES 1.0. User Guide
USDA Self-Help Automated Reporting and Evaluation System SHARES 1.0 User Guide Table of Contents CHAPTER 1 - INTRODUCTION TO SHARES... 5 1.1 What is SHARES?... 5 1.2 Who can access SHARES?... 5 1.3 Who
More informationEffort Reporting & Commitments (ERC) Application Training: Departmental Administrators
Effort Reporting & Commitments (ERC) Application Training: Departmental Administrators Sponsored Program Services Fall 2015 Training Agenda Effort and Effort Reporting Basics ERC Access, Training and Navigation
More informationRaiser s Edge: How To Query Constituent Giving With A Cumulative Total Including Soft Credits
Raiser s Edge: How To Query Constituent Giving With A Cumulative Total Including Soft Credits The Problem: Your development team is planning a strategic ask for donors who have given a total of $2,500
More information10.3 PR 01 HUD Grants and Program Income
10.3 PR 01 HUD Grants and Program Income Folder Content Report PR01 HUD Grants and Program Income Grid Report (Refer to Section 5 for types of reports). This report displays financial data for all grants,
More informationElectronic Effort Certification User Manual
Electronic Effort Certification User Manual Confidential Business Information This documentation is proprietary information of Ellucian and New Mexico State University (NMSU) and is not to be copied, reproduced,
More informationInfoEd Proposal Development Class
InfoEd Proposal Development Class Last Updated: 4/17/18 Icahn School of Medicine at Mount Sinai InfoEd Class Goals 1. Broad Overview of Process Including Application Routing 2. Review of the Essential
More informationMobile App Process Guide
Mobile App Process Guide Agency Setup and Management Copyright 2018 Homecare Software Solutions, LLC One Court Square 44th Floor Long Island City, NY 11101 Phone: (718) 407-4633 Fax: (718) 679-9273 Document
More informationParagon Clinician Hub for Physicians (PCH) Reference
Paragon Clinician Hub for Physicians (PCH) Reference Logging in to the Clinician Hub Paragon Clinician Hub (PCH) is available on any Carroll Hospital Network. VMWare View must be utilized to open the application.
More informationGrants, Contracts and Consultancies Reporting
Grants, Contracts and Consultancies Reporting ANU Insight User Reference Guide May 2016 The Australian National University 1 of 26 Table of Contents Background... 3 Access to the Grants Reports... 4 How
More informationOverview What is effort? What is effort reporting? Why is Effort Reporting necessary?... 2
Effort Certification Training Guide Contents Overview... 2 What is effort?... 2 What is effort reporting?... 2 Why is Effort Reporting necessary?... 2 Effort Certification Process: More than just Certification...
More informationPrincipal Investigator User Guide
INFOED ELECTRONIC RESEARCH ADMINISTRATION infoed.clemson.edu Principal Investigator User Guide November 2014 Version 1.7 i Document Revisions Date Version Number Document Changes 12/06/2013 1.0 Initial
More informationNavigate to the Application
PCORI Online Cheat Sheet: Application Submission Updated as of 12/1/2017 Important Reminders This Cheat Sheet provides guidance on how to: Navigate to an Application Update and Submit the Application for
More informationUser Manual. MDAnalyze A Reference Guide
User Manual MDAnalyze A Reference Guide Document Status The controlled master of this document is available on-line. Hard copies of this document are for information only and are not subject to document
More informationUNIVERSITY OF THE WEST INDIES OPEN CAMPUS INFORMATION TECHNOLOGY SCHOOL BASED ASSESSMENT
UNIVERSITY OF THE WEST INDIES OPEN CAMPUS INFORMATION TECHNOLOGY SCHOOL BASED ASSESSMENT Description of the Project An annual community summer camp is held at the Danesbury Community College in Drax Hall
More informationNHG ROAM. ROAM Introductory Session. Research Online Administration & Management.
NHG ROAM Research Online Administration & Management ROAM Introductory Session www.research.nhg.com.sg Copyright 2016 National Healthcare Group. All Rights Reserved. Slide Deck version July 2016 Training
More informationIntroduction to the Provider Care Management Solutions Web Interface
Introduction to the Provider Care Management Solutions Web Interface Release 0.2 Introduction to the Provider Care Management Solutions Web Interface Purpose Provider Care Management Solutions (PCMS) is
More informationChapter 5 ACTIVITY FUNDING
Chapter 5 ACTIVITY FUNDING Once you complete the setup screens for an activity, it is ready to be funded. The purpose of funding is to specify the amounts and the types of funds to be used for the activity.
More informationTeacher Guide to the Florida Department of Education Roster Verification Tool
Teacher Guide to the 2016-17 Florida Department of Education Roster Verification Tool Table of Contents Overview... 1 Timeline... 1 Contact and Help Desk... 1 Teacher Login Instructions... 2 Teacher Review,
More informationQuick-start Guide: Using the Chronic Illness Intensity Index Report
Provider Bulletin Quick-start Guide: Using the Chronic Illness Intensity Index Report Understanding the report The Chronic Illness Intensity Index (CI3) Report provides detailed demographic and clinical
More informationHELP - MMH Plus (WellPoint Member Medical History Plus System) 04/12/2014
MMH Plus Help Topics Home/Communications Eligibility Facility Report Lab Results Report Care Alerts Report Search Professional Report Pharmacy Report Medical Management Report Patient Summary Report Basics
More informationUser Guide on Jobs Bank Portal (Employers)
User Guide on Jobs Bank Portal (Employers) Table of Contents 7 Manage Interviews... 3 7.1 Send Interview Invite... 3 7.2 Sort Interview Invites... 6 7.3 Filter Interview Invites... 8 7.4 Confirm Applicant
More informationProvider User Guide. Intensive Case Management Enhancements via NaviNet
Provider User Guide Intensive Case Management Enhancements via NaviNet December 2017 Provider Guide: Intensive Case Management Program Table of Contents About the Intensive Case Management (ICM) Program...
More informationIRES Proposal Tracking (PT) Presented by: Kathi Goodfriend Office of Sponsored Projects Revised 03/15/2018 PRN: 5/14/ :19 PM
IRES Proposal Tracking (PT) Presented by: Kathi Goodfriend Office of Sponsored Projects Revised 03/15/2018 PRN: 5/14/2018 12:19 PM Topics Covered Class Objective:. To become more familiar with the IRES
More informationUniversity of Miami Clinical Enterprise Technologies
Provider Manual 1 Our Mission: To design and deliver ongoing support for a network of Business and Clinical Information Management Systems which enhance the academic and research vision while implementing
More informationEFFORT CERTIFICATION GUIDE
SOUTH DAKOTA SCHOOL OF MINES AND TECHNOLOGY EFFORT CERTIFICATION GUIDE 1/1/2011 WEB-BASED EFFORT CERTIFICATION Version 2 What is Effort Certification? Effort Certification is the institution s process
More informationFY 2014 Amendments Instructional Guide for Recipients
e-snaps Training Series FY 2014 Amendments Instructional Guide for Recipients Completing e-snaps step C1.9b 2015, Version 1 Table of Contents Introduction... 2 Objectives... 2 Overview of the Amendment
More informationVISIT NOTES QUIZ. C. Individually select each system, then select the negative box for each item
VISIT NOTES QUIZ 1. In the Examination section of the visit note template, how would you quickly mark all sections of the exam as normal? A. Select (-) at the top of the template B. Select the negative
More informationGraduate Nursing Student Electronic Medical Record (EMR) Orientation Manual For onechart/epic
Graduate Nursing Student Electronic Medical Record (EMR) Orientation Manual For onechart/epic Revised 12/18/17 Table of Contents Overview of onechart/epic Training... 1 onechart/epic Training for Nursing
More informationPreventative Care (Patient Reminders) Stage 2 Core Measure - 12 of 17
Preventative Care (Patient Reminders) Stage 2 Core Measure - 12 of 17 Objective: Use clinically relevant information to identify patients who should receive reminders for preventive/followup care and send
More informationGetting Started Guide. Created by
Getting Started Guide Created by March 17, 2017 Table of Contents 1 Getting Started... 2 2 Patient Overview... 2 2.1 Patient Search... 2 2.2 Creating Patients... 2 2.3 Patient Information... 2 2.4 Visual
More informationMASSAid School User Guide. Table of Contents
Table of Contents Introduction... 1 1 System Requirements... 1 1.1 Operating Systems... 1 1.2 Hardware and Software... 1 2 System Users... 2 2.1 School User Roles... 2 3 Login and Account Management...
More informationRETRIEVAL AND CRITICAL HEALTH INFORMATION SYSTEM
RETRIEVAL AND CRITICAL HEALTH INFORMATION SYSTEM USER GUIDE November 2014 Contents Introduction... 4 Access to REACH... 4 Homepage... 4 Roles within REACH... 5 Hospital Administrator... 5 Hospital User...
More informationPreliminary Application Submittal and Approval
Preliminary Application Submittal and Approval Three Part Preliminary Application (Administrator, Engineer, and Accountant) Once the Project Initiation Form has been accepted by the IJDC Director, the
More informationEntering an Electronic Proposal Routing Approval Form (epraf) Overview Understanding PantherSoft Proposals... 3
Entering an Electronic Proposal Routing Approval Form (epraf) Training Guide Contents Overview... 2 Understanding PantherSoft Proposals... 3 Proposal Internal Clearance... 3 Proposal Information... 3 Proposal
More informationPeopleSoft Recruiting Solutions
PeopleSoft Recruiting Solutions Student Job Posting January 22, 2013 Recruiting Solutions (Rec Sol) replaced Y-Careers for all on-campus job postings effective December 10, 2012 o Y-Careers is now the
More informationFY 2017 Continuum of Care Priority Listing
FY 2017 Continuum of Care Priority Listing e-snaps Instructional Guide Version 1 Table of Contents Introduction... 1 Objectives... 2 Overview of this Instructional Guide... 2 Highlights in e-snaps in FY
More informationSponsored Project Life Cycle Management. Evisions SP User Reference Manual. Document version 1.5
Sponsored Project Life Cycle Management Evisions SP User Reference Manual Document version 1.5 Last updated 4/12/2016 Trademark, Publishing Statement, and Copyright Notice 2015 Evisions, Inc. All rights
More information