Version 9
Client Workflow Interface (Dashboard) Quick Start
Copyright
© 2015. Progeny Genetics, LLC, All rights reserved.The information contained herein is proprietary and confidential and is the exclusive property of Progeny Genetics, LLC. It may not be copied,
disclosed, used, distributed, modified, or reproduced, in whole or in part, without the express written permission of Progeny Genetics, LLC.
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Progeny Genetics, LLC has used their best effort in preparing this guide. Progeny Genetics, LLC makes no representations or warranties with respect to the accuracy or completeness of the contents of this guide and specifically disclaims any implied warranties of merchantability or fitness for a particular purpose. Information in this document is subject to change without notice and does not represent a commitment on the part of Progeny Genetics, LLC or any of its affiliates. The accuracy and
completeness of the information contained herein and the opinions stated herein are not guaranteed or warranted to produce any particular results, and the advice and strategies contained herein may not be suitable for every user.
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The name “Progeny Genetics,” the Progeny Genetics logo, Progeny Clinical, Progeny Lab, and Progeny LIMS are trademarks or registered trademarks of Progeny Genetics, LLC. All other products and company namesmentioned herein might be trademarks or registered trademarks of their respective owners.
Customer
Support
Support is available for Support Plan members who purchase Progeny Clinical, Progeny Lab, or Progeny LIMS and that have an annual support agreement and for trial users. Contact Progeny Genetics, LLC at: 800 Palm Trail Suite 200, Delray Beach, FL 33483
574-968-0822 International 800-776-4369 (US/CAN)
Client Workflow Interface (Dashboard) Quick Start
The quick start guide will walk users through the initial steps of using the Progeny Client Workflow Interface (Dashboard). The first section will aid administrators in configuring Progeny users for the Dashboard. The second section is for Dashboard users to get an overview of functionality. Each section contains a list of topics that are hyperlinks to instructional content. If information appears in blue, it is a hyperlink to the topic within this document. Functionality for Windows and Web Dashboard users differs slightly. This guide outlines the differences by highlighting the functions as Windows Dashboard and the Web Dashboard.
Administrator
☐ Launch and Login as Administrator
☐ User Maintenance – Add/Configure Users for Dashboard Client
Dashboard User
☐ New Pedigree
☐ Update/ Review Pedigree ☐ New Individual
☐ Default Ind Name to Global ID ☐ Update Individual
☐ Build (an Individual) Spreadsheet ☐ Run (an Individual) Spreadsheet ☐ New Questionnaire
Progeny 9 Client Workflow Interface (Dashboard)
The Progeny Workflow Interface or Dashboard, is a simplified version of the classic Progeny 9 user interface. The dashboard form of Progeny allows new users to acclimate to the Progeny environment and restrict users to only access specific areas of Progeny to accomplish their work. Consisting of seven different main functions that can be activated for a user within the User Maintenance menu and each these functions can be individually assigned to a user.
Launch the windows Progeny application Input the organization’s admin user, password and click Login
From the main window select Administration> User
Maintenance
1. Select the user 2. Select Client Interface 3. Select Use Dashboard Client 4. Choose which functions to
assign user(click on the link for more info on the topic): ☐ New Pedigree
☐ Update/Review Pedigree ☐ New Individual
☐ Default Ind Name to Global ID ☐ Update Individual
☐ Build (an Individual) Spreadsheet ☐ Run (an Individual) Spreadsheet ☐ New Questionnaire(available in Progeny web client and requires FHQ activation)
☐ Update Pedigree DS (Datasheet) ☐ Build Pedigree SS (Spreadsheet) ☐ Run a Pedigree SS (Spreadsheet)
Launch and login to Progeny with the User ID and Password assigned to the Dashboard Client and the Dashboard displays as shown below (many of the steps listed below require the user to click next to complete):
Windows Dashboard: Web Dashboard:
New Pedigree
1. Select New Pedigree
2. Select the folder (if not already selected) 3. Input Pedigree name
4. Select proband gender
Windows Dashboard New Pedigree:
Web Dashboard New Pedigree:
Update/Review Pedigree
1. Select Update/Review Pedigree 2. Search or browse for existing Pedigree 3. Select pedigree
Windows Dashboard Update Pedigree:
New Individual Web Dashboard New Individual: 1. Select New Individual
2. Select the folder (if not already selected)
3. Input the Individual name
4. Select proband gender and the new individual datasheet will open
Windows Dashboard New Individual (Data Entry mode):
Windows Dashboard New Individual (Form Design mode):
Default Individual Name to Global ID
The individual name defaults to the system generated global ID (versus the user defined name as shown here)
Update Individual
1. Search or browse for existing Individual 2. Select the individual
Windows Dashboard Update Individual (data entry mode):
Windows Dashboard Update Individual (form design mode):
Build (an Individual) Spreadsheet
1. Select Build Spreadsheet Use the Fields pane to search or browse for fields to drag into columns, sort or query panes Add a field to the Columns pane and hover over its row, the following three icons appear on the right side.
Adds row to Sort pane. Adds row to Query pane. Deletes row from Columns pane.
Moves the selected field/row up one position in the order
Moves the selected field/row down one position in the order
A so-called “Nuclear Option,” this button will delete all fields/rows within the selected pane.
Run (an Individual) Spreadsheet
1. Select Run Spreadsheet
2. Search or browse for spreadsheet format 3. Select the Run button (or Next) for the format 4. The speadsheet displays
Windows Dashboard Run Spreadsheet:
New Questionnaire – Invite New Patient
1. Select New Questionnaire
2. Choose either Invite New Patient or click here for instructions on Invite Existing Patient/Relative 3. Select the Questionnaire
4. Choose the folder for the patient information (Only folders that are activated for the Family History Questionnaire will display in the folder list)
5. Input the Pedigree name 6. Gender of Proband 7. Enter patient’s email
8. Enter the information requested 9. Edit content of email
10. Select Send an Invite
New Questionnaire – Invite Existing Patient/Relative
1. Select New Questionnaire
2. Choose Invite Existing Patient/ Relative 3. Select the Questionnaire
4. Select either Member of one family
a. Search or browse for existing Pedigree b. Select individuals within the pedigree
5. Or Patients who meet specific criteria
a. Select existing query format to use to search for Individuals b. Select the individual
c. Edit content of email d. Select Send an Invite
Relative Questionnaire – Invite New Patient
1. Select Relative Questionnaire
2. Choose either Invite New Patient or click here for instructions on Invite Existing Patient/Relative 3. Select the Questionnaire
4. Choose the folder for the patient information (Only folders that are activated for the Family History Questionnaire will display in the folder list)
5. Input the Pedigree name 6. Gender of Proband 7. Enter patient’s email
8. Enter the information requested 9. Edit content of email if necessary 10. Select Send an Invite
Relative Questionnaire - Invite Existing Patient/Relative
1. Select Relative Questionnaire
2. Choose Invite Existing Patient/Relative 3. Select the Questionnaire
4. Select either Members of one family
a. Search or browse for existing Pedigree b. Select individuals within the pedigree
c. Edit content of email d. Select Send an Invite
5. Or Patients who meet specific criteria
a. Select existing query format to use to search for Individuals b. Select the individual
Update Pedigree DS/ Pedigree Datasheet
1. Select Update Pedigree DS or Pedigree Datasheet 2. Search or browse for existing Pedigree
3. Select pedigree datasheet 4. Pedigree Datasheet displays
Windows Dashboard Update Pedigree DS (data entry mode):
Windows Dashboard Update Pedigree DS (form design mode):
Build Pedigree SS
1. Select Build Pedigree SS Use the Fields pane to search or browse for fields to drag into columns, sort or query panes Add a field to the Columns pane and hover over its row, the following three icons appear on the right side.
Add row to Sort pane. Add row to Query pane. Delete row from Columns
Move the selected field/row up one position in the order
Move the selected field/row down one position in the order
A so-called “Nuclear Option,” this button will delete all fields/rows within the selected pane. 2. Select Run and the Pedigree Spreadsheet displays (as shown below)
Run Pedigree SS
1. Select Run Pedigree SS
2. Search or Browse for Spreadsheet format 3. Select the Run button (or Next) for the format 4. The spreadsheet displays
Windows Dashboard Run Pedigree SS:
