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QMS Non-Conformance Dashboard

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Info

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The QMS Non-Conformance Dashboard is intended to provide Builders with up-to-date information on the progress of inspections for work they performed on behalf of NYSERDA. Builders will only see data related to projects they are assigned through the dashboard and underlying reports. The dashboard and associated reports are static and cannot be changed or updated by Builders.

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title	Accessing the Dashboard

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Access the NYSERDA Salesforce Partner Portal

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Once logged in, from the home screen, access the Dashboards tab.

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If the SQA Non-Conformance Dashboard is not immediately visible, use the Find a dashboard drop-down to locate the SQA Non-Conformance Dashboard.

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title	Dashboard Overview

	Chart Name	Description	Chart Notes
1	Deficiency by Defect Category	Displays, numerically and by percentage, the total number of deficiencies found during inspections on work you performed for the past 90 days and grouped by defect category	Moving your cursor over any data element on any chart opens a small tooltip with details of that data element. Clicking any data element on any chart will bring you to the report Salesforce uses to generate that chart.
2	Count of Deficiencies	Shows the total number of each deficiency type found during inspections on work you performed for the past 90 days with reference to the defect category for each deficiency.
3	Deficiencies by Frequency	Displays a list of all deficiencies and their respective count total, from highest to lowest, found during inspections on work you performed for the past 90 days.

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title	Filtering & Exporting Report Data

UI Steps

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Access the underlying chart data by clicking on any chart area. By default, report data is for the last 90 days.

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Once on the report page, change the date range as required, being sure to click the Run Report button to re-generate the report using your chosen date range. You do not need to click the Run Report button if you are not changing the default date range of the last 90 days.

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When you are ready to export the date, click the Export Details button.

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On the next screen, select the correct Export File Format for your needs. The most common format is Excel Format .xls. Then, click Export.

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Downloaded reports contain the following information:

Column	Column Name	Data Displayed
A	Project Inspection: Project: Application	The application number of the inspection project
B	Project Inspection: Report Issued Date	The date the project was marked as complete in Salesforce
C	Project Inspection: Project: Project Name	The name of the project record in Salesforce
D	Display Label	The specific deficiency uncovered during the inspection
E	Defect Category	The deficiency category (Incidental, Minor, Major, Critical)

UI Step
Follow the prompts to Name and Save the exported report to your computer or device.

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title	Exported Report Filters & Sorting

Warning

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The following guidance only applies if you have downloaded the report in Excel Format .xls and opened the file in either Excel (Mac or PC) or Numbers (Mac). Downloaded reports are static and will not change as the underlying data changes. To get the most recent data, re-access and export the report data.

UI Steps

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Once you have the report open, you may want to first expand the size of each column so the data in each column does not appear to overlap one another. This can be done either by dragging each column header the needed size or double clicking the separator line between each column header. Double-clicking the separator line will auto size the column to the largest line of text in any cell in that column so the test is not cut off.

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Additionally, to make the table easier to read, it may be helpful to also Format as Table. This adds some visual elements to the table to make the data easier to distinguish. When formatting as a table, be sure to select all columns and rows that contain data. First, select cell A1, then, select the cell in the last column and row using the shift key when clicking.

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Sorting displays the data in different sequences, such as highest to lowest.

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Filtering helps only show data that is significant for your specific needs.

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