Platform X - Quick Start Guide


This guide is to help new users to Platform X get up and running with the CMP data validation process.  This guide will cover the workflow of a typical quarter of data from first upload through to the data going clean and ready for reporting in the QQR.  


The first step for any new quarter will be to upload some data.


Step-by-step guide


  1. If you have permission to more than one unit, please ensure you have selected the correct unit for which you are uploading data.
  2. Click on 'Choose file' and use the file browser window to select the XML file you wish to upload. Once selected click 'Ok'.
  3. Once you have the correct unit and file selected, click on 'Upload file' to start the upload process. Please note - this process can take a few minutes to run, please be patient while your data are loaded.
  4. Once the upload process is finished a message will be displayed back to you to summarise the result of the upload process.  A successful upload will result in a green box, and if an issue was encountered a red box will appear instead.  Please note - please read through the message carefully. Even if the file uploads successfully, if the number of data queries found in a file is particularly high your Data Coordinator may need to review your data before you can proceed with the DVR. If a problem was encountered a brief summary will be given in the message. Please contact your Data Coordinator for help or more information.
  5. If your file was uploaded without any issues, you can navigate straight to your DVR by clicking on the blue link within the green box.


After successfully uploading data, your DVR will be available instantly.  You can begin reviewing your queries and resolving data issues right away without needing to wait.


Step-by-step guide

There are several features on the DVR dashboard, we will go through them in the order they appear on the dashboard.

  1. The scope filters can found at the top of the screen.  These allow you to filter the Queries displayed on the dashboard by their scope.   Please note - see below for further information.
  2. The status filters can be displayed by clicking on the 'Show Filters' button.  Please note - see below for further information.
  3. DVR queries which meet the set filter criteria will be displayed here.  Please note - see below for further information.


DVR - scope filter

Use these filters to change which type of queries are displayed.  By default all outstanding queries will be displayed.


Step-by-step guide

The DVR queries are grouped by scope.  These buttons allow you to change which queries are displayed.

  1. The buttons from left to right are: All, DVR, Manual Data Coordinator, Readmission queries, and Period level checks. By default all current queries will be displayed.  Please note - Period level checks are only run once you have marked a submission as 'Complete' on the Period Overview dashboard, indicating that all admissions for the period have been submitted (N.B. outcomes may still be pending).
  2. The status filters can be displayed by clicking on the 'Show Filters' button.  Please note - see below for further information.


DVR - status filter

Use these filters to show or hide queries depending on their status.


Step-by-step guide

By default, the DVR shows all outstanding queries. These will encompass invalid and unusual data queries. For invalid data queries the data will need to be amended and re-uploaded. For unusual (including missing) data queries, once the unit reviews the query, they can "confirm" it to indicate that the data are correct. For some queries explanatory comments will also be required to explain the unusual data. The CMP Data Coordinator at ICNARC will then review the query/ comments, and if they are satisfied with the data and explanation, they will approve the query, which is then resolved and complete.

  1. Click on the show/hide filters button to display or hide the filters.  
  2. Queries can be filtered by confirmation status, approval status, and whether they are outcome queries.  Please note - by default, for an audit clerk, the queries displayed will be those which have not yet been approved by their Data Coordinator, and are still awaiting confirmation. 
  3. To change the current filter on the queries click on the 'Apply filters' button.


DVR - confirming queries

Use the information provided to resolve and respond to queries.


Step-by-step guide

  1. For each query, the CMP admission number, status of the query and brief query description is given.  Any free text recorded for the admission can be viewed by hovering the mouse over the black speech bubble icon. Click on the admission number to go into the admission and view all the data.
  2. If the query is particularly unusual an explanatory comment will be required in order to confirm the data as correct, and a text box will be displayed automatically for you to type in this additional information for your Data Coordinator.  

    Otherwise a comment is optional and you can press the blue speech bubble icon button to toggle a comments box when required.  

    To confirm a query as correct click on the 'Confirm' button.  To send a message to your Data Coordinator without confirming the query click on 'Send Message'. Your comments/messages for each query will be displayed below the query description.  Responses and comments from your Data Coordinator will also appear here.

DVR - updating data

Step-by-step guide

  1. Any queries which highlight an error with the recorded data are resolved by first correcting the data on your local software.  Update the relevant patient record as you would usually do.  When you are ready to send the updated data to us, simply export a new data file, and upload it to Platform X in the same way as you uploaded the original file (see above).  Please note- There are no limits to the number of files you are allowed to upload so please upload updated data into Platform X as it becomes available and is convenient for you.  
  2. After you upload a new file, any queries which are no longer relevant due the data being updated will automatically disappear from your DVR. Uploading updated data often will help you keep track of which queries have already been resolved.

Finishing the DVR

Once all queries have been confirmed/updated by you, and approved by your Data Coordinator the Validation Status for the period of data will automatically update to a clean status (e.g. 'Clean (Lock)', or 'Clean (Pending Outcome)').  Once this happens your data are ready for reporting and your Data Coordinator will automatically be notified.


Other helpful information

The majority of your activity in platform X will take place on either the Upload or DVR dashboards.  

Other dashboards which will be helpful as you proceed through the validation process are the Task List dashboard, and the Periods Overview dashboard.

The Task List provides you with a snapshot view of all tasks outstanding for your unit, and will help you pick up where you left off during a previous session by reminding you what work is still to do.  Tasks which require you to be on a particular dashboard will have a link to take you directly to the relevant dashboard.  

The Periods Overview dashboard provides you with a summary of the status of the periods of data uploaded to platform X for your unit.

For help with these or any other dashboards, please contact your Data Coordinator.