IPND Help Centre: Provider - Dashboard

Note: If the Organisation is both a Data Provider and a Data Consumer, the user can choose to view the Data Consumer dashboard by selecting "switch to dataconsumer" from the drop down next to the username on the top right of the screen.

The IPND Data Provider Dashboard displays critical information about the upload and download of files and other elements of interaction with the IPND.

The Dashboard is displayed in sections. Each section is a compact version of displayable data. By default the latest four entries are displayed on the dashboard.
Each section can be scrolled through for more data. The title in each section links to a full version of the information.
Where the user is authorised to view more than one filesource, a dropdown box will allow filtering to limit the filesource display.

Upload file status

A coloured banner is displayed for defined alert conditions. Detailed description of alerts is listed in Dashboard Alert Descriptions

Data is displayed for all file sources that the user is entitled to view unless a file source filter has been selected.

Fields displayed:

• File source
• File name
• Retry number
• Current status - can be;
  • Received - indicating that the file was received by upload process
  • Rejected
    • If rejected prior to processing, there will be no retry number associated with the file
    • if the file is rejected at file level, a retry number will be assigned.
      
• Status Date
  
• Records
  • Number of records in the file
    
• Loaded
  • Number of records loaded into the IPND (i.e no MH errors )
• Status History
  • Clicking on "View" displays a pop-up window showing the date and time for events
    • Received
    • Processing started
      
    • Rejected with errors shown in Status Info column or;
    • Processed with details of any errors or warnings in Status Info column
      

Data is sorted on Status Date (descending)
No further sorting is available in the compact version.

Error file status

A coloured banner is displayed in defined alert conditions. Detailed description of alerts is listed in Dashboard Alert Descriptions

Data is displayed for all file sources that the user is entitled to view unless a file source filter has been selected.

• File source
• File name
• Retry number
• Current status - can be;
  • Generated - indicates the .err file is available for download
  • Downloaded - indicates the .err file has been downloaded.
    
• Status Date
• Error count
• Error details
  
  • Clicking on "View" displays error details for the specific error file. Details displayed are;
    • Public number
      • If file level error, this field will display N/A
        
    • Row in file
      
      • If file level error, this field will display N/A
    • Error Code
    • Error Description.
  • Specific Errors can be viewed by entering the Error code in the box marked "Select Error to View" and clicking "Find"
    

Data is sorted on Status Date (descending)
No further sorting is available in the compact version.

Data Snapshot History

If Data Snapshots have been run for the Data Provider, the following information is displayed:

• Filesource
• Type
  
  • DPS - Data Provider Snapshot
• File name
  
• Number of records
  
• Number of files generated
  
• Generated date
  
• Files downloaded
  • Number of files downloaded
    
• Downloaded date
• Status - can be;
  
  • Generated - indicates that the file(s) is available for download
  • Downloaded - status is set to downloaded when ALL the files in the snapshot have been downloaded.
    

Data is sorted on Date generated (latest first)
No further sorting or filtering is available in the compact version.

Data Snapshot Request Status

If no requests have been submitted, "No data found" is displayed.

If request(s) have been submitted, the following fields are displayed:

• File source
• Date
  • Scheduled date
• Criteria
  • Details any criteria that was specified when the request was submitted e.g. Connected records, postcode limits, number limits.
    
• Status - can be;
  • Requested
    • Indicates that the snapshot request is awaiting approval from the IPND Manager.
      
  • Scheduled
    • Indicates that snapshot is accepted and awaiting processing.
      
  • Queued
    • Indicates that the request is in progress
      
  • Rejected
    • Indicates that the request has been rejected by the IPND Manager
      • The request can be rejected for a number of reasons. Please contact the IPND Manager for further information.
        
  • Deleted
    • The request has been deleted prior to being run.
      
• Delete Button
  • Option to delete a scheduled request.
    • When selected, a pop-up confirmation window will be displayed.
      

Requests are displayed in date descending order. No sorting is possible on this screen.
Only 12 months of scheduled data is displayed.

Data Snapshot Request

The user can request and schedule a snapshot. Once the snapshot has been requested it will be displayed in the Data Snapshot Request Status section of the dashboard.

Fields displayed are:

• Scheduled date
  • The date can be typed in or selected via the calendar
  • The date must be in yyyy-mm-dd format
  • The date must be at least one day in the future
    
• File source
  • Allows the selection of file source if the user is allowed to see more than one.

Public Number Status Query

The user may enter a request for any public number. However the data that is displayed will be limited to numbers linked to the file source(s) with which the user is associated.
If the user has used the file source filter in the dashboard, this will be passed as default to the query.

Fields displayed:

• Public Number
  
  • The user can enter public numbers. Numbers must separated by comma(s) if more than one.
    
• View
  • The Public Number Query Display Screen is displayed.
    
  • If the number is valid i.e the file source associated with the number is also associated with the user, the details documented in Display Public Number Query Results are shown.