FS - 45285536 - Formatting Organisations Source Data

Description

The user can format their Organisations Source Data using Excel or CSV.

Procedure

1. Login to SPORIFY.

2. Click Organisations on the navigation menu.

3. Select Source Lists.

4. Click the Templates button.

5. There are different versions and formats available:

6. Standard template:

   1. Select CSV or Excel to download the relevant template.

   2. When the template has downloaded, open it and fill in the provided fields.

   3. The presented fields are:

      1. Source Id (Mandatory)

      2. Organisation Name (Mandatory)

      3. Organisation Address

7. Advanced (including OMS mappings):

   1. Select CSV or Excel to download the relevant template.

   2. When the template has downloaded, open it and fill in the provided fields.

   3. The presented fields are:

      1. Source Id (Mandatory)

      2. OMS Org Id (map respective source organisation to SPOR OMS ORG-ID)

      3. OMS Loc Id (map respective source location to SPOR OMS LOC-ID)

      4. Organisation Name (Mandatory)

      5. Organisation Address

8. Save the spreadsheet.

Acceptance Criteria

To succeed, the user must be able to format their source data using a template provided by SPORIFY.

• Verify that the user can format their source data via CSV and Excel.

• Verify that the spreadsheet column headings are Source Id, Organisation Name and Organisation Address.

Related / Alternative Procedure

N/A

GUI Specification

Purpose of these GUI elements.

The purpose of these GUI elements is to enable the user to format their source data using templates provided by SPORIFY.

Mockups and Screenshots

GUI Elements

Mockup of GUI Element	Title	Default	Enabled	Type	Data	Description
	Organisations	N/A	Always	Menu item	String	Presents Organisations sub-menu items
	Source Lists	N/A	Always	Menu item	String	Navigates to the Organisations Source Lists screen

Available Actions And Commands

Mockup of GUI Element	Title	Shortcut	Enabled	Type	Role/Permission	Action	Tooltip	Audit Trail
	Templates	N/A	Always	Button	Referentials - Source Lists	Brings up the options: CSV and Excel	N/A	No

Related Documentation and Sources

N/A

Specification References

• UC - Organisations

• FS - 435617793 - Organisations

• FS - 45252715 - Organisations Source Lists