Reviewing codes for standards compliance
The Standard Data Assessment dashboard provides several benefits:
- Helps improve the quality of your data
- Ensures that you use standard Syntellis codes to keep you compliant with Syntellis standards
- Helps save time in preparing for monthly reporting and annual budgeting
NOTE: The dashboard includes the KHAStandardClass column in the ACCT, DEPT, ENTITY, JOBCODE, and PAYTYPE dimensions to help standardize reporting across the organization. Currently, the column populates with a default value of NotMapped. These columns will be populated at a later date, but until then they will be out of compliance.
To work with the Standard Data Assessment dashboard:
- To refresh the data in the dashboard, click Refresh.
- To include the net income in the fund balance, click the toggle to Yes; otherwise, click the toggle to No.
- From the View drop-down, select to view all of the entities or just warnings and failures.
To navigate to the Standard Data Assessment dashboard, in the Data Maintenance section of the Mgmt Admin task pane, double-click Standard Data Assessment.
Icon definitions
Balanced BS Actual and Budget
Shows if the balance sheet is in balance for both the actuals and budget. The icons in these columns represent the following:
Balance sheet does not balance. Run a Balance Sheet report, and review it for accuracy. Update the data using the Load GL 12 Months import, and then review the data for accuracy.
Balance sheet balances correctly. No action is required.
Standard FSDetail
Shows if the values from the FSDetail column (located in the ACCT dimension table) comply with the standard values established by Syntellis. The icons in this column represent the following:
The codes do not comply with the standard Syntellis values. To view the accounts with FSDetail codes that do not comply, click , and update the ACCT dimension table with the standard Syntellis codes.
The codes comply with the standard Syntellis values. No action is required.
Standard FSSummary
Shows if the values from the FSSummary column (located in the ACCT dimension table) comply with the standard values established by Syntellis. The icons in this column represent the following:
The codes do not comply with the standard Syntellis values. To view the accounts with FSSummary codes that do not comply, click , and update the ACCT dimension table with the standard Syntellis codes.
The codes comply with the standard Syntellis values. No action is required.
KHA Standard Class
Shows if the values from the KHA Standard Class column (located in the ENTITY, DEPT, ACCT, JOBCODE, and PAYTYPE dimension tables) are mapped.
The value of Not Mapped exits for any record in the ENTITY, DEPT, ACCT, JOBCODE, and PAYTYPE dimension tables. To view the records that are not mapped, click , and map the record in the dimension table with the standard Syntellis code.
All records have been mapped. No action is required.
Actual GL
Shows if the actual GL data has been loaded for the entity. The icons in this column represent the following:
A zero YTD value exists for the entity. If incorrect, update the data using the Load GL 12 Months import, and review the data for accuracy. If you purposely did not import GL data, no action is required.
GL data has been loaded for the entity. No action is required.
Budget GL
Shows if the budget GL data has been loaded for the entity. The icons in this column represent the following:
A zero YTD value exists for the entity. If incorrect, review the budget GL data for accuracy. If correct, no action is required.
GL data has been loaded for the entity. No action is required.
Actual Bal Sheet
Shows if the actual balance sheet data has been loaded for the entity.
TIP: If you currently do not import your balance sheet data into Axiom Management Reporting, we recommend you do so to provide better information to use in the system. For help on loading this data, contact Syntellis Support.
The icons in this column represent the following:
A zero value exists in the current month for the entity. If incorrect, import your actual GL and check it for accuracy. If correct, no action is required.
Actual balance sheet data has been loaded for the entity. No action is required.
Budget Bal Sheet
Shows if the budget balance sheet data has been loaded for the entity.
TIP: If you do not budget your balance sheet data in Axiom Budgeting, we recommend that you implement a budget for your balance sheet during the next budget cycle. This will provide better information to use in Axiom Budgeting and Performance Reporting going forward.
The icons in this column represent the following:
A zero budget value exists in the current month for the entity. If incorrect, review your budgeted balance sheet for accuracy. If correct, no action is required.
Budget balance sheet data has been loaded for the entity. No action is required.
Actual Rev/Usasge
Shows if the actual Revenue Usage data has been loaded for the entity.
NOTE: Revenue Usage data is only loaded if patient revenue exists in the GL. If you do not currently load Revenue Usage data, we recommend that you do so to take full advantage of Axiom Management Reporting. For help on loading this data, contact Syntellis Support.
The icons in this column represent the following:
A zero value exists for the entity for the current month. If incorrect, load the data using the Load RevUsage import, and review the data for accuracy. If correct, no action is required.
Revenue Usage data has been loaded for the entity. No action is required.
Cur Month Volatility
Shows if the total expense in the current period compared to the percentage change from the mean is more or less than ten percent. The icons in this column represent the following:
The percentage change of expenses in the current period compared to the mean is greater than ten percent. If correct, no further action is required. If not correct, update the data using the Load GL12 Months import, and review the data for accuracy.
The percentage change is less than ten percent. No action is required.
Financial Current
Shows if the financial data has been loaded for the most recent closed period in your ACTYYYY table. Syntellis defines the most recent closed period as the month and year 60 days prior to today’s date. The icons in this column represent the following:
The data loaded is older than 60 days from today. Update the data for the most recently closed period using the Load GL 12 Months import, and then review the data for accuracy.
The data has been loaded for the entity. No action is required.
Payroll Current
Shows if the payroll data has been loaded for the most recent closed period in your Pay_12_YYYY table. Syntellis defines the most recent closed period as the month and year 60 days prior to today’s date.
TIP: If you do not process the BiWeekly to Monthly utility, we recommend that you include this step monthly going forward to take full advantage of Axiom Management Reporting. For help on processing this data, contact Syntellis Support.
The icons in this column represent the following:
The data loaded is older than 60 days from today. Update the data for the most recently closed period using the Load Biweekly Payroll import and processing the BiWeekly to Monthly utility to accrue the biweekly payroll data to the monthly payroll tables.
The data has been loaded for the entity. No action is required.
