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COG200v Cogito Tools
Administration test
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Chapter 1: A Reporting Workbench report template is actually composed of records from four main master files: - answer Query Template ﴾ HGT ﴿ Report Template ﴾ HGR ﴿ Parameter Prompts ﴾ HGP ﴿ Report Configuration (RPT) Chapter 1 What does a query template define - answer The query template defines the most basic aspects of a search ‐ what master files to search, what to search them for, and how to search through them. Chapter 1 What does a Report Template Define - answer The report template determines how the search in the query template will be presented to the user. It determines everything from the name of the template, to how many hours to keep results, the columns the user will have access to, to whether the template is static or dynamic. Chapter 1 What does a parameter Prompt determine in a report template - answer Each report template has its own parameter prompts record, which determines how each parameter in the query template will be presented
Chapter 1 Can you tell if a parameter prompts is a different master file? - answer Each parameter prompts record is specific to a single report template record. In the system, it's hard to see that parameter prompts is a different master file at all ‐ it looks like a part of the report template. For most purposes, consider a report template and its parameter prompts as one report template. Chapter 1 Where can you edit the report template and the query template - answer The Template Editor How do you identify your record ID's - answer In Record Viewer. Templates add a level of complexity to the process because you need to find three record IDs. Chapter 1 Master files name and item and link for a template - answer 1. (Report template) HGR Item 90 link to (Param Prompt) HGP item 25 link to (Query Template) HGT Chapter 1 In basic setting "report content" Dynamically calculated definition and how it works - answer When the search runs, the records and contacts that meet the report's criteria are found. This list is recorded as the report's results. Each time the results are viewed, the contents of all the report's display columns are recalculated. This makes the report relatively less performance‐intensive to run, but relatively more performance‐intensive to load. Chapter 1 In basic settings "Report Content" Statically saved during search definition and how it works - answer When the search runs, the records and contacts that meet the report's criteria are found and used to calculate to contents of all the display columns. The full results, including column values, are recorded. Each time the results are viewed, the stored results are loaded with no additional calculations. This makes
CONTACT, a contact select extension which filters out any contacts the report runner does not have access to view. Chapter 1 Before you add a parameter to a template, you must - answer find out the INI and item of the data point that you want the parameter to search for. Chapter 1 Parameters in a template: How can you determine what master files the template knows how to work with? - answer You can determine this master file by looking at the Query Template form. Chapter 1 Parameters in a template: what Parameters can you search from. - answer You can include parameters that search any item from the base search master file in your Reporting Workbench query Chapter 1 Parameters in a template: How can you includes Parameters not in the base mater file? - answer You will need to network out to those additional master files Chapter 1 The Query Template > Parameters form contains a list of which parameters? - answer It contains a list of parameters that the query can search for Chapter 1 The Query Template > Parameters:How can you tell which parameters are searching the base search master file and which are networking out to additional master files - answer by looking at the Basic tab for each criterion. Chapter 1 The Query Template > Parameters:On the Basic tab of the right hand side, the Item field tells you the item number this parameter is searching. Since no master file is specified, which master file is used? - answer this is an item in the base search master file.
Chapter 1 What are the three types of parameters that you will see on the Query Template > Parameters form? - answer *Simple Parameters evaluate an item in the search master file. *Networked Parameters evaluate an item in a different master file that can be networked to from the search master file. *Property parameters evaluate the results of a formula programmed in M code. Chapter 1 Query Parameter Wizard shows... - answer The wizard shows all items from the base search master file. Choose a networked item in the base search master file to define a path to a new master file. The networked items appear in blue text, have the Networked icon next to them, and display the INI they network to in parentheses. Chapter 1 Modify the Default Settings of a Parameter: Multiple values - answer Check this box if the report user will be able to supply this parameter with multiple operator/value combinations to find during the search Chapter 1 Modify the Default Settings of a Parameter: Overtime criterion - answer Check this box if the item is an overtime item. This will cause an icon to appear to alert the report writer that the criterion will be affected by the date/time range Chapter 1 Modify the Default Settings of a Parameter: Related group - answer Free text value used to tie related parameters together. Any two parameters with the same Related Group string are considered part of the same related group and will be evaluated together at search time, meaning two things:
- All criteria in the group must be met on the same contact
contents of all columns each time the report is viewed. Static reports take longer to run, dynamic reports take longer to view. Chapter 1 review: True or False. When creating a networked parameter, you can only go through one networked link. For example, you could not link from EPT to ORD to DEP. - answer False. You can link up to four times for each parameter link. Chapter 1 review: True or False. You can create a related group on the Criteria tab that contains two single response items. - answer True. The items that are part of a related group on the Criteria tab do not have to have a response type of related group. Chapter 2 -Changing the Way the End User Sees the Report Settings Window - What controls the way the Report Settings window appears to end users is controlled? - answer Template the report was made from. Chapter 2 -Changing the Way the End User Sees the Report Settings Window - What does Query Template > Parameters form control? - answer What the search knows how to do Chapter 2 -Changing the Way the End User Sees the Report Settings Window - What does User Interface > Parameters form control? - answer hich options will be available to the end user in the Report Settings window, and what parameters will be used by reports made from the template at run time. Chapter 2 -Changing the Way the End User Sees the Report Settings Window - T or F, If we want a default value to be included in the search the parameter must appear on the User Interface > Parameters form. - answer T
Chapter 2 -Changing the Way the End User Sees the Report- Changing the Appearance of Parameters- T or F, You can use the settings on the User Interface > Parameters form to control how an end user will see parameters on the Criteria tab. - answer T Chapter 2 -Changing the Way the End User Sees the Report- Changing the Appearance of Parameters-Field Tab Settings- Operator List- What operators are available on a contact based template? - answer In a Contact‐based template, only the following operator options are available: Basic operator list Don't show operator field Equals and not equals operator String operators Chapter 2 -Changing the Way the End User Sees the Report- Changing the Appearance of Parameters-Field Tab Settings- User can choose logic within criteria, How does this work? - answer If this is selected, the user will be able to choose whether all of the values in a criterion must be found in order for the criterion to be satisfied (AND logic), or only one (OR logic). If it's not selected, OR logic will be used. This field should be cleared for single response parameters. Chapter 2 -Changing the Way the End User Sees the Report- Changing the Appearance of Parameters-Field Tab Settings- Visible - How does this work? - answer When selected, the user can see and work with this parameter. The parameter can also be marked as Default, however. If the parameter is marked as default, it will still be evaluated
Chapter 2 -Changing the Way the End User Sees the Report- Controlling functionality in Report Settings- Search Date Options- Date range option available to user - answer This setting controls what level of control the user has over the "to" and "from" dates for the search Chapter 2 -Changing the Way the End User Sees the Report- Controlling functionality in Report Settings- Search Date Options - Maximum days between From and To dates - answer This setting allows you to restrict users from searching over too large of a date range. Chapter 2 -Changing the Way the End User Sees the Report- Choosing Which Tabs Are Available to the End User- How many Tabs will the Report Setting window? - answer The Report Settings window will always have at least two tabs in it. Chapter 2 -Changing the Way the End User Sees the Report- Choosing Which Tabs Are Available to the End User- Which two tabs will you always see? - answer You will always see the Criteria tab and the General tab. The other tabs are optional. Chapter 2 -Changing the Way the End User Sees the Report- Choosing Which Tabs Are Available to the End User- Display Tab - Show Display tab - answer This option must be selected for the Display tab to appear at all. When the display tab is not available to the user, the columns marked as required or default will be the only columns inside the report results. Chapter 2 -Changing the Way the End User Sees the Report- Choosing Which Tabs Are Available to the End User-Display Tab- Support column icons - - answer If this is selected, the user can create a custom column that can display an icon instead of text.
Chapter 2 -Changing the Way the End User Sees the Report- Choosing Which Tabs Are Available to the End User-Appearance Tab-
- answer The Appearance tab configures the font and colors of the report results. In addition, the user could setup formatting overrides if they are allowed. Chapter 2 -Changing the Way the End User Sees the Report- Choosing Which Tabs Are Available to the End User-Summary Tab- - answer The Summary tab allows the user to summarize the data in the report. Chapter 2 -Changing the Way the End User Sees the Report- Choosing Which Tabs Are Available to the End User-Summary Tab- Show summary tab- - answer This option must be selected for the Summary tab to appear at all. If this is not selected, summarization will not be possible in this template's reports. This option also controls if the Explore tab will appear automatically for reports with less than the maximum number of results. Chapter 2 -Changing the Way the End User Sees the Report- Choosing Which Tabs Are Available to the End User-Print Layout Tab-
- answer The Print layout tab allows the user to determine how the report should look if printed out as hard copy. Chapter 2 -Changing the Way the End User Sees the Report- Choosing Which Tabs Are Available to the End User-Print Layout Tab- Support list printing - answer This option must be selected for the Print Layout tab to appear at all. If it is not selected, users will only be able to print 'as is' from the Results Viewer. Chapter 2 -Changing the Way the End User Sees the Report- Reports built from a template can be shared. What controls this? - answer Allow user to share reports is selected Chapter 2 -Changing the Way the End User Sees the Report- A template searches the EPT master file, and searches by record
Template > Parameters section. If a parameter should not be seen by the end user, remove it from the User Interface > Parameter section instead. Chapter 2 -Changing the Way the End User Sees the Report- What is the difference between a query template and a report template? - answer A query template specifies the master files to be searched and the parameters it can be searched by. A report template specifies how end users will be able to interact with the query template. Many report templates can be built for one query template. Chapter 2 -Changing the Way the End User Sees the Report-A report is built from a report template, which uses a query template. Will a user looking at the report necessarily see all the parameters specified on the query template? - answer No ‐ If the parameter is not included in the report template or is marked invisible, the end user won't see it Chapter 3 - Changing the Columns on the Display Tab- Adding a Column from the Base Master File- T or F , You can add display columns from any of the master files that the template knows how to handle. - answer You can add display columns from any of the master files that the template knows how to handle. You can display information from the base search master file and any master file you have already networked out to. Chapter 3 - Changing the Columns on the Display Tab- Adding a Column from the Base Master File- A template can display information from which Master Files? - answer By default, a template can display information from several recognized master files. A template can display information from the base search master file, or from a master file it knows how to network to.
Chapter 3 - Changing the Columns on the Display Tab- Adding a Column from the Base Master File- Can a parameter on the query template search a non‐base master file? - answer Yes, If a parameter on the query template searches a non‐base master file, then you can add columns to the template that display from the same master file. The columns you add will try to use the same networked path as the networked parameter uses. Chapter 3 - Changing the Columns on the Display Tab- Adding a Column from the Base Master File- Where can you choose the Available and Selected Columns that will appear on the Display tab? - answer The Viewer
Columns form of the Template Editor Chapter 3 - Changing the Columns on the Display Tab- Adding a Column from the Base Master File- Where do you click to add a new or existing display column to your template? - answer in Viewer > Columns, click Create/Find Chapter 3 - Changing the Columns on the Display Tab- Adding a Column from the Base Master File- Where do you configure how the end user will be able to interact with the column? - answer Viewer > Columns form Available columns Default Required Chapter 3 - Changing the Columns on the Display Tab- Adding a Column from the Base Master File- What columns will be included Under Viewer > Columns form>Available columns - answer Columns that will be included in reports built from this template. Chapter 3 - Changing the Columns on the Display Tab- Adding a Column from the Base Master File- Will columns listed Under Viewer
where can you see how many columns can be displayed in a report?
- answer Viewer > Columns form. Chapter 3 - Changing the Columns on the Display Tab- Adding a Column from the Base Master File-Viewer>Anchoring Columns>Viewer > Columns form- How can you tell how many columns will be displayed on a report? - answer Look at how many are marked as default Chapter 3 - Changing the Columns on the Display Tab- Adding a Column from the Base Master File-Viewer>Anchoring Columns>Viewer > Columns> how can you tell which Master files columns you can add to a template? - answer Click Create/Find. In the search window, click Advanced. Chapter 4 - Adding a Column from non‐Base Master Files- What is required for displaying information from other than the base Master file? - answer It requires telling the template how to start in the base master file and network to the master file you want to display information from. Chapter 4 - Adding a Column from non‐Base Master Files-Determine the Network Path- What is a good resource for finding the network path to the data you want to display in Master files other than the base Masterfile? - answer Another good resource for finding the network path to the data you want to display is the Record Viewer. Chapter 4 - Adding a Column from non‐Base Master Files-Determine the Network Path- Once you determine the networked path to the information you want to display, you must choose a method of following that path. List the the approaches you can take. - answer Method 1: Add a networked parameter to the query. Method 2: Add a linkage record to the display column. The linkage record tells the system how to network from the base search master file to a new master file.
Method 3: Add a Setup Data Extension to the template that tells it how to link to other master files. Chapter 4 - Adding a Column from non‐Base Master Files-Determine the Network Path- Method 1- For method 1 "Add a networked parameter to the query." What do you use to network to the desired master file? - answer Item Browser Chapter 4 - Adding a Column from non‐Base Master Files-Determine the Network Path- Method 1-What does the Item Browser do? - answer The Item Browser creates a linkage record. Chapter 4 - Adding a Column from non‐Base Master Files-Determine the Network Path-Method 1- What is a Linkage Record? - answer A linkage record is like a map between master files. It contains information that the template uses to link from the base search master file to the master file that contains the item the parameter searches. Chapter 4 - Adding a Column from non‐Base Master Files-Determine the Network Path- Method 1- Is it recommended to use an existing network Parameter to add columns that display items from a None Base Masterfile? - answer No, This is not a recommended method of adding a display column from an unrecognized master file because the networked parameter must be used by ALL reports made from the template. Otherwise the columns that display information from the non‐base master files will not populate and the user will receive and error. "Network Column setup is incomplete" This restricts the types of reports that can be created from the template. Chapter 4 - Adding a Column from non‐Base Master Files-Determine the Network Path- Method 1-When can you use an existing network Parameter to add columns that display items from a None Base Masterfile? - answer The only time this method should be used is if
Chapter 4 - Adding a Column from non‐Base Master Files-Determine the Network Path- Method 2- What two tool are used to determine an items storage location? - answer Record Viewer and Item Editor, Chapter 4 - Adding a Column from non‐Base Master Files-Determine the Network Path- Method 2-Once a linkage record is created what is the next step and what tool is used? - answer We need to plug this linkage record into a display column. We will do this in the Column Editor. Chapter 4 - Adding a Column from non‐Base Master Files-Determine the Network Path- Method 2- List the steps for creating a column for your linked record. - answer 1. open the Column Editor through the Epic menu or by searching.
- The Master File and Item fields should be filled out with the item you are trying to display, not the item from the starting master file you are networking from. 3.The last thing you need to do is tell the column how to get to the target master file using the linkage record you already created. Chapter 4 - Adding a Column from non‐Base Master Files-Determine the Network Path- Method 2- What does adding linkage to a display column accomplish? - answer Adding linkages to a display column adds maps from other master files to the one you want to display information from Chapter 4 - Adding a Column from non‐Base Master Files-Determine the Network Path- Method 2- After you plug the linkage record into a display column what is the next step? - answer Add the display column to a template in the Template Editor Chapter 4 - Adding a Column from non‐Base Master Files-Determine the Network Path- Method 3- What is Method 3? - answer Add a Setup Data Extension to the Template
Chapter 4 - Adding a Column from non‐Base Master Files-Determine the Network Path- Method 3- What is an Extension? - answer An extension is a record in the LPP master file that points to code that accomplishes something. Chapter 4 - Adding a Column from non‐Base Master Files-Determine the Network Path- Method 3- what is a Setup Data extension? - answer An extension is a record in the LPP master file that points to code that accomplishes something. Extensions are used in many places including in the Setup Data extension field on the Viewer form. A Setup Data extension is code that tells the template how to link from the base search master file to one or more master files that information needs to be displayed from. Chapter 4 - Adding a Column from non‐Base Master Files-Determine the Network Path- Method 3- Before using a Setup Data Extension what must you first determine? - answer You first need to determine which LPP record to use. Chapter 4 - Adding a Column from non‐Base Master Files-Determine the Network Path- Compare and Contrast the Three Methods - Method 1 (Add a networked parameter to the query), Pros? - answer Easy and fast. Able to network through a multiple response networked item. Chapter 4 - Adding a Column from non‐Base Master Files-Determine the Network Path- Compare and Contrast the Three Methods - Method 1 (Add a networked parameter to the query), Cons? - answer Requires that the networked parameter is used by the report or the column won't display data. Limited to 4 networked jumps. Chapter 4 - Adding a Column from non‐Base Master Files-Determine the Network Path- Compare and Contrast the Three Methods -
