SY 2009 eDM Refresher. eDM is the upgrade for Work Flow Manager. Controls the flow of data into the CDW through authentication, authorization, validation and configuration
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eDM is the upgrade for Work Flow Manager
eDM vs. Workflow Manager (continued)
Authorized users access eDM by opening a web browser and entering the appropriate web address.
Login - Enter your assigned ID and password in the Login Id and Password fields and click Submit.
The eDM Home page displays after you have successfully logged in. The links to other eDM pages are located along the left hand side of the Home Page. They are: File Manager, Batch Manager, and Logout.
The first step in using eDM is to upload data files. Once successfully uploaded, they can move through the data loading process and be loaded into the CDW.
It is critical to review files that have a Failed Validation status. Errors in these files must be corrected in the source file and re-submitted to eDM before the file can be included in a batch for upload to the CDW. It is also recommended to check files with Validation Warnings as shown below.
The File Details page is accessed by clicking on the view details icon to the right of a file. It shows important information about a file including: Who uploaded it, when it was uploaded, and how many records are in the file.
Records within a file can be reviewed at any time.
** The first 100 records of the data file are displayed. If you want to view all the records in the file you must download the file.
Files can be downloaded from the File Managerpage or the File Content page in either compressed or original source format.
To delete a file from the File Manager page:
reappears with the deleted file(s) removed.
Adding Files To A Batch
Files with status of Validation OK or Validation Warningcan be added.
To add files to a batch:
button will appear.
Viewing A Batch
The View Batchpage enables you to associate comments with a batch,
remove files from the batch, and begin processing of the batch.
file(s)you want to remove and then clicking the Remove From Batch button
The Batch Manager Page lists the batches that have been directed to begin processing. A list of batches and their statuses can be reviewed at any time.
The Batch Details page displays the individual files that make up the batch and the status of each file in the batch.
Click on the View Batch Details icon in the Actions column on the Batch Manager page to view batch details for any completed batch.
Batch File Details
View the details for a specific file.
Click on the View Details icon in the Actions column on the Batch Details pagenext to the file you wish to view.
Viewing Contents Of A Source File
Click the View File Content icon to the right of a Source file to review the contents of the records that were processed. The File Contentscreen for the selected Source file displays.
Viewing Contents Of An Error File
Hiding A Batch
Hide a batch from the Batch List.
For Questions Contact:STARS Help [email protected]