Home Screen & Scheduler

The DQ for Dynamics Home Screen provides an overview of previously run match sessions. It also give you the ability to create new match sessions, which, upon completion, will return to this very same screen. It is also home to the scheduler (available exclusively for our DQ for Dynamics Master Edition) which allows you to schedule sessions according to dates and times of your choosing.

• Saves time from manually reviewing records
• Increases productivity by automating repeatable processes and humanising the exceptions
• Improves control by choosing what processes are executed when and in what sequence

This is the DQ for Dynamics applications landing page where all the added sessions active or inactive are listed.

Home Button: Navigates you back to the Home Screen. 

Settings Button: Navigates you to the Settings page. 

User Settings: Select the theme and select the language that you would like to see within the App. You can also configure the page size settings.

User Guide: 

• Navigate to our external Wiki page. Here you will find helpful information and FAQs regarding all aspects of App usage.
• Contains a link to the App's 'Release Details'. 
• Raise a 'Support Ticket' where a member of our team can respond directly too you should you need additional help that is not found within the Wiki page.
• Navigate to an external page, where you can view our 'Terms & Conditions'.

Feedback: Let us know how we are doing and how we can improve. Within this function, you are able to leave a review of the DQ for Dynamics App and our service. 

Below are a list of functions for the DQ for Dynamics - Home Screen

• Refresh: Refresh page to update the status of matching process
• Search: Search for previous run/saved match sessions.
• Select Sessions: You can filter the sessions list by selecting one of the following options:
  • All
  • Active
  • Inactive
  • Suppressed Group

• Active/Inactive: Toggle between active and inactive sessions.
• Create Session: Create a new match session.
• Delete: Permanently delete a match session.

Session Sorting: The session view can be sorted on all field headings by:

• Ascending
• Descending

This is done by hovering over the column title.

Match Status:

• Match Process Pending
• Match Process Started
• Feeding Primary data
• Feed Completed
• Feeding Secondary data
• Feed Process Completed
• Saving Match Results for Batch
• Analysing Group Validity for Batch
• Match Process Completed

Session Status: There are 7 different statuses for a session:

• Match Pending: When the session is created, but not yet started.
• Match in Progress: When the matching process is running for the session.
• Matched: When the matching process completed for the session.
• Review in Progress: When a user has not finished reviewing the groups from the session.
• Reviewed: When all the groups reviewed from the session.
• Merged: All records in the session are merged
• On Hold: Package limit (Records fed in match engine) exceeded for the ‘Production’ customer type.

Session Action: Action for you to perform on the session:

• Start: Once selected, starts the matching process for the session. The session row will turn grey until the match process has completed.
• Clone: Clicking on the 'Clone' option will create an exact copy of the source session.
• Review: This will take you to the 'Session Results' screen which displays the questionable matching results.
• Delete: Permanently delete a match session.

Note: Not all options will display at once and will show depending on what state the session is currently in.

To create/edit/remove a session schedule, click on the clock icon inline with the session that you wish to schedule.

Once this has been selected, you will see the below pop-up screen where you can define your scheduler:

Session: This is the name of the session you are scheduling. 

Created By: Name of Admin who has created this match session. 

Entity: Entity Selected. 

Created on: Date upon which scheduler is created

This process selects whether you want to run:

• Independent session - which has no links to other sessions
• Parent Session - which can have child sessions running off the parent (workflow type process)
• Child Session - which can be scheduled to run after a parent session

NOTE: This functionality allows you to run sessions sequentially, which reduces the waiting time between match sessions. It is possible to run child sessions from parent sessions and therefore link sessions together.

This section allows you to set the duration you want the session/s to run.

Run Frequency: Once/Weekly/Monthly

Note: After the end date the schedule will be set as inactive.

This box lets you specify a time for the session/s to run.

Scheduler Time: Time at which you want the scheduler to run.

Note: Try to avoid scheduling during operational hours.

• Merge
• Link

This lets you choose whether to Merge any duplicates that are found or Link them.

Here you can set the state of the schedule.

Match

• Match - Purely return match results
• Match - Auto Fill All - Fills the Master Record from the 'Set Display and Auto Fill' rules.
• Match - Auto Promote All - Promotes the Master Record from the 'Master Record' rules.
• Match - Auto Exact & Merge All - Bulk merges all the duplicate records which are defined as exact.
• Match - Auto Promote All - Auto Fill All - Combines the functions defined above.
• Match - Auto Fill All - Auto Accept & Merge All - Combines the functions defined above.
• Match - Auto Promote All - Auto Accept & Merge All - Combines the functions defined above.
• Match - Auto Promote All - Auto Fill All - Auto Accept & Merge All - Combines the functions defined above.

Link

• Match - Purely return match results
• Match - Auto Fill All - Fills the Master Record from the 'Set Display and Auto Fill' rules.
• Match - Auto Promote All - Promotes the Master Record from the 'Master Record' rules.
• Match - Auto Exact & Link All - Bulk merges all the duplicate records which are defined as exact.
• Match - Auto Promote All - Auto Fill All - Combines the functions defined above.
• Match - Auto Fill All - Auto Accept & Link All - Combines the functions defined above.
• Match - Auto Promote All - Auto Accept & Link All - Combines the functions defined above.
• Match - Auto Promote All - Auto Fill All - Auto Accept & Link All - Combines the functions defined above.

Every time the schedule runs it will create a clone of the original. The time and date of the run will be appended to the title. The number defined will dictate how many sessions remain active after the newest session has finished running.