FS - 41156739 - Managing Referentials Data

Description

In SPORIFY, Referentials data can be viewed, edited, updated, deleted and exported. Referentials terms can also be added.

Procedure

1. Login to SPORIFY.

2. Click Referentials.

3. Click Source Lists.

To view the terms of a Source List:

1. Click the cog icon beside the associated Source List name on the Source Lists table.

2. Select View Terms.

To add a term:

1. Click the Add Term button.

2. Fill in the following fields:

   1. Source Term Id

   2. Source Term Name

   3. Source Term Short Name

   4. Source Term Other Name

   5. Source Term Description

   6. Comment

   7. Source Term Tags

3. Click Save, else Cancel.

To edit a Source List:

1. Click the cog icon beside the associated Source List name on the Source Lists table.

2. Select Edit.

3. Make changes using the List Name textbox and System drop-down menu.

4. Click Save, else Cancel.

To update a Source List:

1. Click the cog icon beside the associated Source List name on the Source Lists table.

2. Select Update.

3. Click Choose File.

   1. Select the desired file.

4. Select Overwrite List or Merge List.

   1. Overwrite List: This option will delete your current list and replace it with the selected list. All current resolution status and matching information will be deleted.

   2. Merge List: This option will perform insert, update and delete operations on your current list based on the differences found in the selected list. All current resolution status and matching information will be retained where Source ID or Term Name are equal on both lists.

5. Click Save, else Cancel.

To delete a Source List:

1. Click the cog icon beside the associated Source List name on the Source Lists table.

2. Select Delete.

3. A pop-up modal asking ‘Are you sure?’ will then appear.

4. Click Yes to confirm deletion, else click Cancel to cancel deletion.

To export a Source List:

1. Click the cog icon beside the associated Source List name on the Source Lists table.

2. Select Export.

Alternative export a Source List procedure:

1. Else, click on the link of a specific Source List.

2. Click the Export button.

3. Select Export English or Export All Languages.

Acceptance Criteria

To succeed, the user must be able to manage their source data in the following ways:

• The user should be able to view, edit, export, update and delete source lists.

• The user should be able to add source terms using the details screen of a Source List.

Related / Alternative Procedure

N/A

GUI Specification

Purpose of these GUI elements.

The purpose of these GUI elements is to enable the user to manage their source data in a variety of ways.

Mockups and Screenshots

GUI Elements

Mockup of GUI Element	Title	Default	Enabled	Type	Data	Description
	Overwrite List	True	When Merge List is false	Radio button	Boolean	Deletes current list and replaces it with the selected list
	Merge List	False	When Overwrite List is false	Radio button	Boolean	Performs insert, update and delete operations on current list based on the differences found in the selected list
	Referentials	N/A	Always	Menu item	String	Reveals Referentials sub-menu item when clicked
	Source Lists	N/A	Always	Menu item	String	Navigates to the Referentials Source Lists screen
	Source Term Id	Empty	Always	Textbox	String	Input source term ID
	Source Term Name	Empty	Always	Textbox	String	Input source term name
	Source Term Short Name	Empty	Always	Textbox	String	Input source term short name
	Source Term Other Name	Empty	Always	Textbox	String	Input source term other name
	Source Term Description	Empty	Always	Textbox	String	Input source term description
	Comment	Empty	Always	Textbox	String	Input comment
	Source Term Tags	Empty	Always	Textbox	String	Input tags

Available Actions And Commands

Mockup of GUI Element	Title	Shortcut	Enabled	Type	Role/Permission	Action	Tooltip	Audit Trail
	Refresh	N/A	Always	Button	Referentials - Source Lists	Refreshes screen	N/A	No
	Choose File	N/A	Always	Button	Referentials - Source Lists	Navigates to files on device	N/A	No
	Cancel	N/A	Always	Button	Referentials - Source Lists	Cancels	N/A	No
	Save	N/A	When Upload List fields are filled in	Button	Referentials - Source Lists	Saves list/term	N/A	Yes
	Templates	N/A	Always	Button	Referentials - Source Lists	Presents the options: CSV and Excel	N/A	No
	Cog icon	N/A	Always	Button	Referentials - Source Lists	Presents the options: View Terms, Edit, Update, Delete and Export	N/A	No
	Cancel	N/A	Always	Button	Referentials - Source Lists	Cancels list deletion	N/A	No
	Yes	N/A	Always	Button	Referentials - Source Lists	Deletes list	N/A	Yes
	Add Term	N/A	Always	Button	Referentials - Source Lists	Opens add term modal	N/A	No

Related Documentation and Sources

N/A

Specification References

• UC - Referentials

• FS - 432046087 - Referentials

• FS - 41156625 - Referentials Source Lists