Data Certification Overview module

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • The Data Certification Overview module displays various data certification-related reports on the Data Certification Console homepage.

    The Overview module is a type of homepage.

    The different levels of access are:

    Table 1. Access levels per role
    Role Access
    certification
    • View (view overview page and refresh reports)
    • Review, certify, and fail certifications
    certification_admin
    • View (view overview page and refresh reports)
    • Customize (refresh, add, delete, and rearrange reports)
    View, customize
    admin
    • View (view overview page and refresh reports)
    • Customize (refresh, add, delete, and rearrange reports)
    • Edit (can edit reports)

    Data Certification Overview Module

    The Overview module includes the following reports:
    Table 2. Data Certification Overview Module Description
    report Description Table
    30/60/90 Day Aging Groups tasks by the number of days (30, 60, 90, and 90 and over) since the task was opened. Certification Task
    Certification Instances Lists all certification instances. Certification Instance
    Certification Progress Report Groups tasks by task owner, indicating task progress as a percentage. Certification Task
    Certification Task Completed Report Groups tasks by task owner, indicating tasks that are complete. Certification Task
    Exceptions To Date Lists all task elements that have comments added and a state of Failed or In Progress. Certification Element
    Functional Roll Up Lists the managers that have groups with assigned certification tasks. The report is a horizontal bar chart, grouped by status, with each bar representing a manager of an assignment group. Certification Task
    Hierarchical Roll Up Shows the managers that have employees with assigned certification tasks (task owners). The report is a horizontal bar chart, grouped by status, with each bar representing a manager of a task owner (identified in the Assigned to field). Certification Task
    Upcoming Schedules Lists all schedules that are scheduled to run within the next 30 days. Certification Schedule