Every Essential report should be reviewed by a Cogito team member

Report Build Checklist:
Every Essential report should be reviewed by a Cogito team member.

Criteria

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  Check for Provider, Departments, Locations parameters.
  
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    These need to be swapped to either Login Department or a Benefis department record.
    
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  Use your TB time with your applications to talk through what makes the most sense given the use-case of the report.
  
  • 
    Some report templates may not have a "Login Department" option which means you should just plug in an example Benefis department.
    

Example: non-dynamic provider criteria


Example: dynamic provider criteria

General tab:

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  Make sure the name & description are appropriate. Feel free to modify to match Benefis terminology.
  
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  Add the Essential tag to mark the report as Essential for go-live
  
  • 
    The Essential tag helps ensure we don't hide this report when we go to hide out of scope content at the end of build.
    

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Last Saved: 4/18/2023 8:32:00 AM