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FS - 443909071 - Mapping

Description

When the user uploads Source Data to SPORIFY, automatic mapping takes place.

Procedure

  1. Login to SPORIFY.

Mapping Referentials Source Lists:

  1. Select Referentials on the navigation menu.

  2. Select Source Lists.

  3. Click the Upload button.

  4. Fill in the provided fields:

    1. List Name

    2. System

    3. RMS List to Match

    4. List Language

    5. Choose File

  5. Click the Save button to begin list mapping.

  6. A modal will appear, informing the user that mapping is in progress.

  7. Progress for the list is represented in the Progress column.

    1. Exact percentages are shown when the mouse is hovered over the progress bar.

  8. For more details, click on the mapped List Name.

  9. From left to right, the screen shows the following information for each listed item:

    1. Resolution Status

    2. Source Term

    3. RMS Term

    4. Info

    5. Created

    6. Updated

    7. Source Tags

    8. Target Tags

  10. The search icon can be used to view suggestions or to enable the type-ahead search for manual mapping.

    1. Click on the icon

    2. Use the provided search functionality

    3. Select the desired option

  11. Insights about the mapped data can be found by hovering the mouse over the information icon in the Info column.

Mapping Organisations Source Lists:

  1. Select Organisations on the navigation menu.

  2. Select Source Lists.

  3. Click the Upload button.

  4. Fill in the provided fields:

    1. List Name

    2. System

    3. Choose File

    4. Number Of Header Rows In My Source File

  5. Click the Save button to begin list mapping.

  6. A modal will appear, informing the user that mapping is in progress.

  7. Progress for the list is represented in the Progress column.

    1. Exact percentages are shown when the mouse is hovered over the progress bar.

  8. For more details, click on the mapped List Name.

  9. From left to right, the screen shows the following information for each listed item:

    1. Resolution Status

    2. Source Name

    3. Source Address

    4. Org Name

    5. Location

    6. Info

    7. Created

    8. Updated

    9. Source Tags

  10. The search icon can be used to view suggestions or to enable the type-ahead search for manual mapping.

    1. Click on the icon

    2. Use the provided search functionality

    3. Select the desired option

  11. Insights about the mapped data can be found by hovering the mouse over the information icon in the Info column.

Mapping Substances Source Lists:

  1. Select Substances on the navigation menu.

  2. Select Source Lists.

  3. Click the Upload button.

  4. Fill in the provided fields:

    1. List Name

    2. System

    3. List Language

    4. Choose File

    5. Number Of Header Rows In My Source File

    6.  Restrict mapping to certain targets, statuses, and name types

  5. Click the Save button to begin list mapping.

  6. A modal will appear, informing the user that mapping is in progress.

  7. Progress for the list is represented in the Progress column.

    1. Exact percentages are shown when the mouse is hovered over the progress bar.

  8. For more details, click on the mapped List.

  9. Select the desired Substance’s Mapping tab.

  10. Expand the Source System areas for the given Substance. The following fields will be shown:

    1. Resolution Status

      1. To change the Resolution Status, click on the associated field and select the new status.

    2. Substance

      1. The Substance can be changed by typing directly into the associated text field.

Resolution Status key:

Symbol

Resolution Status

Matched

Suggested

Not Set

Organisations Matched

Multiple Choice

Acceptance Criteria

To succeed, automatic mapping takes place for Referentials, Organisations and Substances Source Lists in SPORIFY.

Related / Alternative Procedure

N/A

GUI Specification

Purpose of these GUI elements.

The purpose of these GUI elements is to enable the automatic mapping of Source Lists in SPORIFY.

Mockups and Screenshots

Mapped Source Lists

Mapped Substances Source List

Mapped Organisation Source List

Mapped Referentials Source List

GUI Elements

Mockup of GUI Element

Title

Default

Enabled

 Type

Data

Description

List name

Empty

Always

Textbox

String

Input a list name

System

DEFAULT

Always

Drop-down menu

String

Select a system

RMS List To Match

NOTHING SELECTED

Always

Drop-down menu

String

Select a RMS list to match

Languages Available in RMS List

English

Always

Drop-down menu

String

Select a language

Number Of Header Rows In My Source File

0

Always

Textbox

String

Input number of header rows in the source file

Set Custom Delimiter

False

When a CSV file is chosen

Checkbox

Boolean

Enables the user to turn the custom delimiter setting on/off

Custom Delimiter

Empty

When Set Custom Delimiter is true

Textbox

String

Insert custom delimiter

List Language

ENGLISH

Always

Drop-down menu

String

Select a list language

Restrict mapping to certain targets, statuses, and name types

False

Always

Checkbox

Boolean

Turn mapping restrictions on/off

View/search suggestions

N/A

Always

Interactive icon

Boolean

Searches for manual match suggestions

Info

N/A

Always

Interactive icon

Boolean

Shows data insights

Resolution Status

Current Resolution Status

Always

Drop-down field

String

Presents Resolution Status and allows the user to change the Resolution Status also

Substance

Current Substance name

Always

Textbox

String

Presents Substance name and allows the user to change the Substance name also

Available Actions And Commands

Mockup of GUI Element

 Title

Shortcut

Enabled

Type

Role/Permission

Action

Tooltip

Audit Trail

Upload

N/A

Always

Button

Referentials - Source Lists

Opens Upload List box

N/A

No

Save

N/A

When upload list fields are filled in

Button

Referentials - Source Lists

Saves data and begins mapping

N/A

Yes

Cancel

N/A

Always

Button

Referentials - Source Lists

Cancels changes

N/A

No

Choose File

N/A

Always

Button

Referentials - Source Lists

Opens device files

N/A

No

Related Documentation and Sources

  • N/A

Specification References

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