IdExchange 1.9.1

CMS Credential Events

The Credential Events dashboard provides an enterprise view of the credential management transactions that have occurred in a given time frame. It also provides a graph and summary view to help quickly understand the types of transactions that are occurring.

To Run the Credential Events Report

Item

Procedure

Example

1

Login with the Reports Officer Role and go to Reports, then select Events.

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2

Click the System Wide tab, select a Date Range, and press the Refresh button.

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3

The trendline, summary panel, and details will be updated.

Summary fields include Activations, Terminations, Unlocks, Suspensions, Resumed, Recycles, Updates, and Errors.

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4

To view specific transactions, for example, Activations, click the Activations Summary button and the data table will be filtered by activation details.

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5

To search the detail, enter the search term in the search bar.

Table fields include Date, Operator, Type, Status, Description, and Event Description.

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6

You can download the data by selecting the ‘Excel Export’ or ‘CSV Export’ button.


General Navigation of the Credential Events Dashboard

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The following describes the report navigation and capabilities.

  1. Date Range Selector: Select the date range desired to obtain credential data.

  2. Options: Select the type of information to retrieve.

  3. Refresh: Regenerate the report.

  4. Activity Trendline: See the events over a given time frame.

  5. Summary: View the summary of core credential transactions.

  6. Detail: See the detail of each transaction.