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How to use Dashboard

Overview​

Welcome to V12 Monarch – for monitoring and managing migrations

System Status: The tool’s status is indicated on the home screen. A green indicator means V12 Monarch is up and running, and if it's red, the system might need attention.

1. Main Tabs Overview​

  • Status: View and track the progress of ongoing data migrations per source, including a link to a tin list for that source.

  • Source Explorer Search: Search across various data sources for specific records, and view source details.

  • TIN Report: Analyze and generate reports related to Tax Identification Numbers (TINs).Filter by states and category

  • NPI Report: Review and generate National Provider Identifier (NPI) reports. Filter by states and specialties

2. Developer Screens Dropdown:​

  • Documentation: Access comprehensive documentation for V12 Monarch, including setup guides, FAQs, and technical specifications.

  • Airflow: Monitor Airflow pipelines, track task executions, and manage DAGs.

  • Quality Reports: View detailed data quality reports, identifying areas that need attention.

  • Data Profiling: Access profiling reports that give insight into the structure, patterns, and completeness of the data.

  • Elementary Reports: Analyze base-level reports related to system functions and data quality.

3. Checklist Screen:​

Access the Checklist screen using the tab in the top-right corner. The checklist helps ensure all necessary steps in the migration process are completed.

  • Checklist Status Indicator: A green indicator means all checks are completed and passed, while a red indicator suggests there are unresolved issues requiring attention.

How to Use V12 Monarch Effectively​

  • Monitor the System: Always check the system status and checklist in the header to ensure that the tool is operational.

  • Navigate Reports: Use the tabs in the header to switch between different types of reports and access data relevant to the current stage of your project.

  • Utilize Developer Tools: Use the Developer dropdown menu to access essential tools for troubleshooting, system monitoring, develpment, and documentation.

Troubleshooting Tips​

  • Checklist Errors: If the checklist indicator is red, review the incomplete checks by clicking the tab for a list of tasks that need attention.

Required Reports​

For Migration Progress, TIN report, and NPI report you will need to be at a point in the migration where you can run DAG 05_generate_and_export_reports in airflow. This will generate a multitude of reports in the monarch_reports schema, with the key tables being:

  • ui_npi_level_2_report(for the NPI report screen)
  • ui_tin_count_report (for the TIN report screen)
  • ui_v12_object_type_counts_report (for the Migration Progress screen)
  • report_counts (for the Quality Reports screen)