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Dashboard Tabs for Administrators / Plan Owners

KEY TOPICS:

Information is provided below, regarding the following administrative tabs —

  • Options
  • Plan Groups
  • Reports
  • Summaries

DASH Administrative Tools

Options

The Options tab offers menus that determine settings for the DASH display, as described below. You may [Revert to Default] at any time.

General Options menu

The General Options menu offers a collapse-and-expand list of settings that control the Summary Grid and Map displays on the DASH.

Expand the first menu; and select the issues to display from the following categories:

  • Goals and Goal Attainment
  • Adverse Impact
  • Significant Adverse Impact
  • Compensation
  • Other

Quick Tip: Click All to select all issues, or click None to deselect any selected issues.

After expanding the second menu, select a calculation option for adverse impact:

  • Traditional Calculation
  • Favored Group Calculation

Next, from the third menu, select a color coding option:

  • Default (Green, Red, and Gray)
  • User Defined — Then select the: Number of Colors to Use; and choose those colors, using the provided drop-downs.

Finally, after choosing the races and genders to display on the fourth menu, select one of the following options for combining those categories:

  • Show Issues by each individually selected race and selected gender categories
  • Show Issues by grouping all selected races together and all selected genders together
  • Show Issues by grouping all selected races and genders together

The default Options are as follows:

[Insert table]

Summary (Options) menu

Select a filter option:

  • Show all (Default)
  • Show only [Color ]^ options

^The number of radio-button options displayed here will be based on how many and what colors were chosen on the color-coding menu (described above under: General Options).

Select a plan description: Establishment Name or Plan Code.

Pie Chart (Options) menu

To disable the detailed bar graph view, check the box for: Suppress Drilldown Bar Graphs.

Plan Groups

This tab is carried over from BALANCE/aapbalanceAAP for convenience.

Please refer to BALANCEaap Help for: (Master Plan) Reporting Levels > Plan Groups.

Reports

On the DASH > Reports tab, you can determine options for running or exporting reports from DASH Graphics and Data.

Plan Groups menu

If this menu is active in your installation, select to display results for:
  • All Plans

OR

  • Specific Plan Groups — Then choose one or more Plan Groups from the provided menu.

Sections menu

In the Sections menu, choose which of the View-tab Exhibits to include in a report:

  • Exhibit 1 — Pie Charts
  • Exhibit 2 — Summary
  • Exhibit 3 —Map / Metrics
  • Exhibit 4 — Scorecard

Settings menu Choose how you would like the graph information to be displayed:

  • Graph and Data
  • Graph Only
  • Data Only

The default selection is: Graph and Data.

Output menu

Under View report as, select either:
  • Preview

OR

  • Export

Under Export report as, choose to save the report in a:

  • Single (consolidated) File

OR

  • Separate Files (contained in one ZIP file for download)

Click [Run Report].

Summaries

Choose settings to export DASH Summary Reports.

Select an export file type: Excel 97-2003 or Excel 2007.

Select Reports to run:

  • Utilization
  • Adverse Impact
  • Goal Attainment

Click the [Export] button. You will be prompted to open or save the file.

Quick Tip: This process may take some time to run. You may select [Run in Background]. The system will alert you when the processing is complete.