SS> Dashboard> Component

UB Payments Component

Summary

The UB Payments component is used to display UB payments by month. Displayed payments can be filtered by date and Service Type. This is a Premium Component.

Related Links

Click here for information on the Springbrook Dashboard.

Step by Step

1     Open the Component Selection window.  

 

• The Component Selection window (SS> Dashboard> Component) displays all the available dashboard components created in the application.
• Enter information in the fields in the Search Criteria section of the window and click the Refresh icon to filter the components that will display in the window.
• Highlight a component and click the Delete icon or press DELETE to delete the selected component.
  • If the selected component is installed on an employee's dashboard, you will need to confirm that the component should be deleted and removed from any dashboard on which it is installed.
• Highlight a component and click the Modify icon or press ENTER to edit the selected component.
• Click the Create icon or press INSERT to create a new dashboard component. This will open the Component Maintenance window.

2     Configure the new dashboard component.  

 

• Select UB Payments from the Type drop-down menu.
• Enter a Name for the new dashboard component.
  • This name will appear on the Dashboard Components Selection window when a user adds a new component to their dashboard, so be as descriptive as possible.
  • This field is limited to 32 alphanumeric characters. Once the component is saved the name cannot be edited.
• Enter a User Group Code or click the field label to select one from a list.
  • User groups allow you to create menu and database security at a group level and then assign that security to users. Only those users that are part of the selected User Group will have access to the new dashboard component.
  • User groups are created and maintained on the User Group Maintenance window (SS> Security> User Group). Click here for information on User Group Maintenance.
• The Schedule field is used to specify the update frequency for the UB Payments component.
  • This schedule will determine how frequently the system generates the data that will be displayed in the dashboard component.
  • By default this component is set to update weekly, but the update schedule can be changed to monthly if desired.
• The Start Date field is used to specify when the component data should first be updated.
  • The system will create a job on the job scheduler for the specified date. When the job is processed, relevant data for the year prior to the date will be generated for display in the dashboard component. This field will default to today's date.
  • Once the job is complete, a new job will be scheduled at every interval specified in the Schedule field above. Click here for information on the Job Scheduler.
• The Last Run field displays the date that the component was last updated.

3     Set the Component Filters.  

 

• The Component Filters section is used to set filters for the dashboard components.
• The Begin Date and End Date tabs are used to specify the date range for the UB payments that will display in the dashboard component.
  • If the Locked toggle is not checked, users will bill able to update these dates from the dashboard component itself.
• The Service Name tab is used to specify which UB service will be displayed on the component.
  • You must enter the UB service name exactly as it appears on the UB Service Maintenance window (UB> Maintenance> Service> Service Name field). Click here for information on UB Service Maintenance. 
• Click the Save icon to save the new dashboard component.

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