Dissemination follow-up - Revision history

Cso: /* Introduction */

2025-02-04T10:22:26Z

Introduction

← Older revision		Revision as of 10:22, 4 February 2025
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	__TOC__		__TOC__

	=~~Introduction~~=		= FAQ =

	~~The objective of~~ this module is to ~~give~~ you ~~an overview~~ of the ~~disseminations done~~. ~~The information are split between two screens~~:		<span class="mw-customtoggle-q0" style="font-weight:bold;line-height:2.5;">Your module is greyed out?</span>
			<div class="mw-collapsible mw-collapsed" id="mw-customcollapsible-q0">
			::To get access to this module, please ask your e-file local administrator to [[E-file Administration#Assign groups and profiles to users\|make you member]] of the '''''Dissemination dashboard''''' group.
			::[[File:DissFollow GreyedOut.png\|alt=Dissemination follow-upis greyed out.\|thumb\|To have access : '''''Dissemination dashboard''''' group ]]
			</div>

	~~'''Monitoring'''~~:		<span class="mw-customtoggle-q1" style="font-weight:bold;line-height:2.5;">What is the purpose of this module ?</span>
	*List of ~~the dissemination with status, date and time, type of data, and possibility~~ to ~~download the file~~		<div class="mw-collapsible mw-collapsed" id="mw-customcollapsible-q1">
	*If you click on one specific line, you ~~have access to the dissemination details such as the distribution channel, the recipient list, the format~~ of the ~~file and the reference of the dissemation (subscription number and name and contract number and name)~~		::The objective of this module is to give you an overview of the disseminations done. The information are split between two screens:

			::'''Monitoring''':
			::*List of the dissemination with status, date and time, type of data, and possibility to download the file
			::*If you click on one specific line, you have access to the dissemination details such as the distribution channel, the recipient list, the format of the file and the reference of the dissemation (subscription number and name and contract number and name)

	'''Dashboard''':		::'''Dashboard''':
	Set of graphs providing statistics related to products, dissemination, dissemination status and instruments		::Set of graphs providing statistics related to products, dissemination, dissemination status and instruments
			</div>

	~~[[File~~:~~DissFollow GreyedOut.png\|alt=Dissemination follow~~-~~upis greyed out.\|thumb\|To have access~~ : ~~'''''Dissemination dashboard''''' group ]]~~		<div style="text-align: center; width:100%;border-style: double none none none;"> </div>

	~~====== <big~~>~~Your module is greyed out? :~~</~~big~~> ~~======~~
	To get access to this module, please ask your e-file local administrator to [[E-file Administration#Assign groups and profiles to users\|make you member]] of the '''''Dissemination dashboard''''' group.

	=How to access the Dissemination follow-up screen=		=How to access the Dissemination follow-up screen=

Cso at 15:13, 29 August 2024

2024-08-29T15:13:18Z

← Older revision		Revision as of 15:13, 29 August 2024
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			<small>''Page's last update : 22 February 2024''</small>

			__TOC__

	=Introduction=		=Introduction=

Cso: /* Introduction */

2024-02-22T14:19:31Z

Introduction

← Older revision		Revision as of 14:19, 22 February 2024
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	Set of graphs providing statistics related to products, dissemination, dissemination status and instruments		Set of graphs providing statistics related to products, dissemination, dissemination status and instruments

			[[File:DissFollow GreyedOut.png\|alt=Dissemination follow-upis greyed out.\|thumb\|To have access : '''''Dissemination dashboard''''' group ]]

			====== <big>Your module is greyed out? :</big> ======
			To get access to this module, please ask your e-file local administrator to [[E-file Administration#Assign groups and profiles to users\|make you member]] of the '''''Dissemination dashboard''''' group.

	=How to access the Dissemination follow-up screen=		=How to access the Dissemination follow-up screen=

User at 14:39, 5 May 2020

2020-05-05T14:39:32Z

← Older revision		Revision as of 14:39, 5 May 2020
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	'''Dashboard''':		'''Dashboard''':
	Set of graphs providing statistics related to products, dissemination, dissemination status and instruments		Set of graphs providing statistics related to products, dissemination, dissemination status and instruments



	=How to access the Dissemination follow-up screen=		=How to access the Dissemination follow-up screen=
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	* Filter: select in dropdown list or type in the free text box. The filter can be removed thanks to the cross appearing on the right of the cell		* Filter: select in dropdown list or type in the free text box. The filter can be removed thanks to the cross appearing on the right of the cell
	* Sorting: small arrows in the tittle of the columns		* Sorting: small arrows in the tittle of the columns
	-One click: sort in ascending order		-One click: sort in ascending order
	-Two clicks: sort in descending order		-Two clicks: sort in descending order
	-Three clicks: cancel sorting		-Three clicks: cancel sorting

	[[File:All columns can be filtered and sorted.PNG \| border \| 1000 px]]		[[File:All columns can be filtered and sorted.PNG \| border \| 1000 px]]
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	* "Export details" allows you to download the information available on the screen in a CSV file		* "Export details" allows you to download the information available on the screen in a CSV file
	* “Ask Fundsquare” allows you to contact Fundsquare to ask your questions about a specific dissemination		* “Ask Fundsquare” allows you to contact Fundsquare to ask your questions about a specific dissemination


	===Loopback===		===Loopback===
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	Should you have any issues related to the new features please do not hesitate to contact us either via email or using the “Ask Fundsquare”, which is functionality already embedded in the dissemination details on the top right corner.		Should you have any issues related to the new features please do not hesitate to contact us either via email or using the “Ask Fundsquare”, which is functionality already embedded in the dissemination details on the top right corner.



	==2. Left filter panel==		==2. Left filter panel==
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	The filter panel can be minimized by clicking on the "search" button above the panel ()		The filter panel can be minimized by clicking on the "search" button above the panel ()



	==3. Export buttons==		==3. Export buttons==
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	*"Export filtered data": export the list of dissemination with the filter(s) applied		*"Export filtered data": export the list of dissemination with the filter(s) applied



	==4. Dashboard and monitoring tabs==		==4. Dashboard and monitoring tabs==

	This buttons allows you to navigate from the monitoring tab (presented in this section) and the dashboard tab (presented in the next section). Before opening the dashboard tab, you have to select one Owner in the filter panel		This buttons allows you to navigate from the monitoring tab (presented in this section) and the dashboard tab (presented in the next section). Before opening the dashboard tab, you have to select one Owner in the filter panel




	=Statistics Tab=		=Statistics Tab=
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	[[File:The figure disseminated.png \| border \| 1000 px]]		[[File:The figure disseminated.png \| border \| 1000 px]]



	==Graph linked to disseminations==		==Graph linked to disseminations==


	=== Total number of successful disseminations / month===		=== Total number of successful disseminations / month===
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	==Graph linked to data types==		==Graph linked to data types==


	===Number of instruments per Data Type===		===Number of instruments per Data Type===

User: /* 1. Dissemination list */

2020-05-05T14:32:23Z

1. Dissemination list

← Older revision		Revision as of 14:32, 5 May 2020
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	-Three clicks: cancel sorting		-Three clicks: cancel sorting

	[[File:All columns can be filtered and sorted.PNG \| border \| ~~900~~ px]]		[[File:All columns can be filtered and sorted.PNG \| border \| 1000 px]]

User: /* Monitoring Tab */

2020-05-05T14:30:25Z

Monitoring Tab

← Older revision		Revision as of 14:30, 5 May 2020
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	The screen is composed by 4 main areas:		The screen is composed by 4 main areas:

	1. Dissemination list		1. Dissemination list<br />
	2. Left filter panel		2. Left filter panel<br />
	3. Export buttons		3. Export buttons<br />
	4. Statistics and monitoring tabs		4. Statistics and monitoring tabs<br />

	[[File:Monitoring Tab.png \| border \| 1000 px]]		[[File:Monitoring Tab.png \| border \| 1000 px]]
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	This buttons allows you to navigate from the monitoring tab (presented in this section) and the dashboard tab (presented in the next section). Before opening the dashboard tab, you have to select one Owner in the filter panel		This buttons allows you to navigate from the monitoring tab (presented in this section) and the dashboard tab (presented in the next section). Before opening the dashboard tab, you have to select one Owner in the filter panel



	=Statistics Tab=		=Statistics Tab=

User: /* Introduction */

2020-05-05T14:27:45Z

Introduction

← Older revision		Revision as of 14:27, 5 May 2020
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	The objective of this module is to give you an overview of the disseminations done. The information are split between two screens:		The objective of this module is to give you an overview of the disseminations done. The information are split between two screens:

	'''Monitoring''' :		'''Monitoring''':
	*List of the dissemination with status, date and time, type of data, and possibility to download the file		*List of the dissemination with status, date and time, type of data, and possibility to download the file
	*If you click on one specific line, you have access to the dissemination details such as the distribution channel, the recipient list, the format of the file and the reference of the dissemation (subscription number and name and contract number and name)		*If you click on one specific line, you have access to the dissemination details such as the distribution channel, the recipient list, the format of the file and the reference of the dissemation (subscription number and name and contract number and name)


	'''Dashboard''':		'''Dashboard''':
	Set of graphs providing statistics related to products, dissemination, dissemination status and instruments		Set of graphs providing statistics related to products, dissemination, dissemination status and instruments



	=How to access the Dissemination follow-up screen=		=How to access the Dissemination follow-up screen=

User: /* 1. Dissemination list */

2020-05-05T14:17:12Z

1. Dissemination list

← Older revision		Revision as of 14:17, 5 May 2020
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	List of disseminations performed recently. It is sorted per date and provides you with the following information:		List of disseminations performed recently. It is sorted per date and provides you with the following information:

	*Status of the dissemination		* Status of the dissemination

	[[File:Status of the dissemination.PNG \| border \| 1000 px]]		[[File:Status of the dissemination.PNG \| border \| 1000 px]]

User: /* 1. Dissemination list */

2020-05-05T14:14:59Z

1. Dissemination list

← Older revision		Revision as of 14:14, 5 May 2020
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	*Dissemination Date: last (aggregated) data dissemination status time (and date)		* Dissemination Date: last (aggregated) data dissemination status time (and date)
	*Dissemination Type: type of data transferred (PRIIPS, MIFID, Documentary, Dynamic, Standard Static data)		* Dissemination Type: type of data transferred (PRIIPS, MIFID, Documentary, Dynamic, Standard Static data)
	*Dissemination ID: unique number identifying the dissemination		* Dissemination ID: unique number identifying the dissemination
	*Recipient: name of the recipient entity concerned by the dissemination		* Recipient: name of the recipient entity concerned by the dissemination
	*File: icon to directly download the output of the dissemination		* File: icon to directly download the output of the dissemination

	All columns can be filtered and sorted:		All columns can be filtered and sorted:

	*Filter: select in dropdown list or type in the free text box. The filter can be removed thanks to the cross appearing on the right of the cell		* Filter: select in dropdown list or type in the free text box. The filter can be removed thanks to the cross appearing on the right of the cell
	*Sorting: small arrows in the tittle of the columns		* Sorting: small arrows in the tittle of the columns
	-One click: sort in ascending order		-One click: sort in ascending order
	-Two clicks: sort in descending order		-Two clicks: sort in descending order

User: /* Dissemination details */

2020-05-05T14:14:03Z

Dissemination details

← Older revision		Revision as of 14:14, 5 May 2020
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	*The upper part is related to the specific dissemination		* The upper part is related to the specific dissemination
	*The below part provides you the references of the dissemination so that you can identify to which contract it is related		* The below part provides you the references of the dissemination so that you can identify to which contract it is related
	*"Export details" allows you to download the information available on the screen in a CSV file		* "Export details" allows you to download the information available on the screen in a CSV file
	*“Ask Fundsquare” allows you to contact Fundsquare to ask your questions about a specific dissemination		* “Ask Fundsquare” allows you to contact Fundsquare to ask your questions about a specific dissemination


	===Loopback===		===Loopback===