Differences

This shows you the differences between two versions of the page.

--- wiki:ai:affirm [2026/05/15 16:32] – sramasamy
+++ wiki:ai:affirm [2026/05/18 11:29] (current) – sramasamy
@@ Line 19: / Line 19: @@
   - [[#6_procedure_generate_ai_monitoring_performance_report|Procedure — Generate AI Monitoring Performance Report]]
   - [[#7_procedure_generate_ai_health_report|Procedure — Generate AI Health Report]]
-  - [[#8_exporting_delivering_the_report|Exporting & Delivering the Report]]
+  - [[#8_Support Details| Affirm Support Details]]
-  - [[#9_validation_checklist_before_sending_to_client|Validation Checklist (Before Sending to Client)]]
-  - [[#10_troubleshooting|Troubleshooting]]
-  - [[#11_recommended_practices_tips|Recommended Practices & Tips]]
-  - [[#12_revision_history|Revision History]]
 ----
@@ Line 278: / Line 273: @@
   * **Trend % (N Day(s))** — directional change vs. baseline. Green up-arrow indicates improvement; red down-arrow indicates degradation.
-==== 7.6 Review the Cover and Evaluator Group Pages ====
-  - Confirm the **Cover** page shows the correct Date Range, Organization, and AI Asset(s).
+==== 7.6 Export the Report ====
-  - Page through **3- Evaluator_Group 1** to **17- Evaluator_Group 15** to verify each evaluator group renders without errors.
-{{:affirm:affirm_health_cover.png?700|Figure 17. AI Health Report — Cover page with full filter pane.}}
-//Figure 17. AI Health Report — Cover page with full filter pane (Organization, AI Asset, Evaluators, Report Date Range, Trending Days, is_normalized).//
-==== 7.7 Export the Report ====
 Follow the same export procedure as Section 6.8. PDF is the default delivery format unless the requestor specifies otherwise.
+==== 8. Affirm Support Details ====
+Following are the details of Affirm support, in case of any Power BI Access Issue or Technical issue.
+  * **Teams Channel:** CDW AFFIRM Support Chat
-===== 8. Recommended Practices & Tips =====
-  * Always **clear all filters** (using the eraser icon at the top of the Filters pane) before starting a new client's report. Stale filters from a previous session are the #1 source of mis-delivered reports.
-  * Apply filters in the order listed in this SOP — Date → Organization → AI Asset → Evaluator → Method — to minimize report re-renders and to keep an auditable trail.
-  * Take a screenshot of the Filters pane before exporting. Attach it to the request ticket as evidence of the filter set used.
-  * If the requestor is unclear about Evaluator or Method, default to **Select all** and discuss the resulting report with them, rather than guessing.
-  * Lock the date range with explicit start/end dates when delivering to a client. Avoid **Relative date** for client deliverables — relative filters produce different numbers on re-run.
-  * Use **Relative date** for internal recurring monitoring views where the most recent data is wanted on each open.
-  * Run the report twice in two browser windows when verifying parity (e.g., comparing two date ranges). Use Edge in one window and Chrome in another to detect any browser-specific rendering issues.
-  * Document any filter combination that produces unexpected results and escalate to Data Engineering with a screenshot and the exact filter set.
-  * Never share screenshots or exported reports outside the agreed delivery channel. Both reports contain client-confidential AI performance data.
-===== 13. Revision History =====
-^ Version ^ Date         ^ Author                      ^ Changes ^
-| 1.0     | Prior to 2026 | Reporting Ops              | Initial draft of the Affirm Power BI report generation procedure. |
-| 2.0     | 15 May 2026  | Reporting Ops (Enhanced)    | Restructured as a full SOP: added Purpose, Scope, Roles, Definitions, Prerequisites, Validation Checklist, Troubleshooting, and Recommended Practices. Re-illustrated using existing screenshots. |
-----
-//Powered by Synergist Technology  •  Internal//

Combined Cloud Managed Services

Site Tools

Differences

Page Tools