Lead Training 006

Lead Training 006

Overview

Resources for training.

Topics Covered

  • Reports Widget

  • Reviewing reports

  • Generating reports

  • Exporting reports

Video

Script

Following is a script for the attached video.

Preamble: Welcome to the IHTSDO map tool video tutorials. This lead training video covers the report widget.

  • Open a browser and direct it to the landing page for the application

  • Log in as a lead user (dmo)

    • RESULT: the glass pane comes up for a bit and takes the user to the main dashboard for dmo

  • Select the focus project SNOMED to ICD10

  • Scroll down to the Reports widget

  • Show the report choices in the pick-list

  • Select 'Workflow status in release' from the pick-list

  • Click the 'Generate' button to create a new report

    • RESULTS: new report with current date is displayed below the pick-list

  • Click on the name link of the new report.

    • RESULTS: new report is displayed on the right side panel of the widget

  • Click the '+' links to expand to show the report results.

  • Click the '-' links to collapse the report results.

  • Click the 'Export' button to export the results to an excel spreadsheet

  • Click the 'Reset' button to remove the filtering

  • Point out that some reports are auto-generated.

  • Explain how diff reports differ from point-in-time reports

  • If possible, display or demo creating a 'Weekly Specialist Productivity Report'.

References/Links

  • n/a

Copyright © 2025, SNOMED International