EDI Dashboard

The EDI Dashboard screen is the default landing page after the user logs in (Fig. 1). Job information is viewable by:

Current Day: Displays the current day's activities.
Week: Displays the current week’s activities.
Monthly: Displays the current month’s activities.
Custom: Displays information based on the From and To date selection.
Reprocessed: If a job is reprocessed, then the reprocessed details are displayed.

EDI Dashboard
^{[Fig. 1]}

Processed Date: Date job was processed.
Facility: Name of the internal agency (i.e., the name of your specific company) that generated the job.
#Jobs: Refers to the number of jobs that are included in a batch.
#Data Exchanges: Refers to the data-transfer type. Outside of searches, the data-transfer types have no functionality built around them; however a table column can show how many different data-transfer-types a job had (e.g., EDI, Vendor, etc. Data-transfer types are selected from within the Job Setup screen via the Data Exchange field.
#Transactions: Refers to the transaction type of a job, for instance: New Accounts, Reconcilliation, Cancellation, etc. Transaction types are selected from within the Job Setup screen via the Transaction Type field.
#Received: Files: This is the number of files or APIs that have been received by RoboDX™.
#Received: Records: Within each file or API, there are multiple items, sometimes appearing as separate rows in a table although the records could be separated in a number of ways.
#Completed: Files: Refers to how many of the files received have been successfully processed.
#Completed: Records: Refers to how many of the records received have been successfully processed.
#Failed: Files: Refers to how many of the files received have failed to process successfully.
#Failed: Records: Refers to how many of the records received have failed to process successfully.

For a detailed view of any file, click on the blue number within the #Jobs Received: #Files, Completed: #Files or Saved: #Files.

NOTE: Results will display at the bottom of the page below the table (Fig. 2).

EDI Drilldown
^{[Fig. 2]}

Click within the search box field located within the upper-right corner of the table.
Enter in your search parameter. As you begin to type in your parameter, the table begins to sort. Search parameters include:
- Processed Date
- Facility Name

You may export table results to a spreadsheet format.

Click on the Excel Export button located in the upper-left of the table.
Click the Open with radio-button option to Open the exported file and select an appropriate program to open it, or click within the Save File radio-button option to save the file for later viewing.

NOTE: Depending on which report type you chose to open, this report requires a program on your computer such as:

A user may also view a Job’s details by clicking on the View By Jobs button (Fig. 3).

EDI Alt View
^{[Fig. 3]}

Click on the View by Jobs button located in the upper-right corner of the table.
Click within the Jobs input box. A list of jobs will appear.
Select one or more jobs.
Click within the Process Date field, and enter in the date range.
Click on the Search button.
The Job details will display the following information:
- Summary:
  - Facility: Displays the number of facilities included in the processed job.
  - Client Name: Displays the client name for the processed job.
- Files: This tab displays the Total, Completed, Failed and Reprocessed jobs.
  - Total: Displays the total number of files processed.
  - Completed: Displays the total number of files that are incompleted.
  - Failed: Displays the total number of files which are failed.
  - Reprocess: If the user reprocessed any files for the job, then the number of reprocessed files is displayed.
- Records: This tab displays the Total, Valid, Invalid and Failed job details.
  - Total: Displays the total number of records.
  - Valid: Displays the list of vaild records.
  - Invalid: Displays the list of invalid records.
  - Failed: Displays the list of failed records.