Dashboard tab

The Dashboard tab is the default tab for the PPE Reporting application. Use this tab to view all workflows that are in process. Other users can view the workflows for which they have been included on the Workflows tab.

The workflow progresses through the different levels that are established when you set up the workflow on the Workflows tab. The report process progresses automatically by Clinical Analytics when all users on one level have approved the reports. If someone rejects the reports, a Health System Coordinator can restart or resume the workflow. The appropriate action depends on the situation.

Pending reviews

When you have reports to review, you receive an email and a new row appears in their Pending Reviews section of the Dashboard tab in PPE Reporting.

Click the Review link in the Actions column to view each report, or approve all listed reports at the same time using the Approve All action.

Approve reports individually

The following screenshot is the review page for approving individual reports.

  • When reviewing, use the blue arrow to move to the next report or the dropdown to find a specific report.
  • Use the blue chat box icon for adding annotations to the report. You can also review any comments that were entered by previous reviewers.
  • Use the blue pencil icon to approve or reject a report, if applicable.
  • If a signature is required, a field is displayed when Approved is selected.
  • Similarly, if you select Rejected, you are prompted to provide the reason for rejecting the report.
  • Click the blue Download All icon to download all raw reports (without annotations or sign-offs) together in a single PDF.

After all reports are approved, you must finalize your review process to push the report to the next reviewer by clicking the blue check mark, which appears after all reports are approved.

Approve All reports

NOTE: As a best practice, you should review each report. If you need to review a large number of reports, click Approve All to review all reports.

For users who approve multiple PPE reports at the same time using the Approve All feature, type your name into the field and click OK to approve and finalize all reports in the batch.

Completed reviews

After you have completed the review process, the report moves to the Completed Reviews section on the Dashboard tab. Use this tab to view reports that you passed to the next level of reviewers.

NOTE: Health System Coordinators have two additional sections on their Dashboard tab that show an overview of all workflows in progress in Clinical Analytics.

In-progress workflows

This view shows the report, distribution, and workflow used, as well as the color-coded status of the workflow:

  • Green – Level is complete.
  • Yellow – Level is currently in progress.
  • Gray – Level has not been reached.
  • Red – Report was rejected by a reviewer.

The Current Level Completed Reviewers column indicates the number of reviewers in that level who completed their review out of the total number of reviewers in that level of the workflow.

A more detailed view of the review process is available by clicking the View link in the Actions column.

Clinical Analytics defaults to only in-progress workflows with which you are associated. You have the option to view all in-progress workflows in your system by clicking the dropdown to the right of the title bar and selecting Everyone.

Completed workflows

You can download the final version of the reports with or without annotation and view the details of the specific report, distribution, and workflow settings when these reports were run.

A Health System Coordinator can cancel a workflow at any level of the process. The cancellation sends the workflow into the Completed Workflows section on the Dashboard tab with a note that the workflow was canceled or not completed.

Clinical Analytics defaults to the completed workflows with which you are associated. You have the option to view all Completed Workflows in your system by clicking the dropdown to the right of the title bar and selecting Everyone.

Download reports

When you click View in the Actions column of either workflow sections, a page describes the workflow you selected. In the Actions section of that page, click View Reviews to download all raw reports (without annotations or sign-offs) together in a single PDF.