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FS - 46137390 - Managing Organisations Data

Description

In SPORIFY, Organisations data can be viewed, edited, updated, deleted and exported.

Procedure

  1. Login to SPORIFY.

  2. Click Organisations.

  3. Click Source Lists.

To view the Organisations of a Source List:

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

  2. Select View Organisations.

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.

Related / Alternative Procedure

N/A

GUI Specification

Purpose of these GUI elements.

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

Mockups and Screenshots

Organisations - Source Lists

Edit

Update

Delete

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

List Name

Empty

Always

Textbox

String

Insert list name

System

DEFAULT

Always

Drop-down menu

String

Select system

Available Actions And Commands

Mockup of GUI Element

 Title

Shortcut

Enabled

Type

Role/Permission

Action

Tooltip

Audit Trail

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

N/A

No

Save

N/A

When Upload List fields are filled in

Button

Referentials - Source Lists

Saves list/term

N/A

Yes

Choose File

N/A

Always

Button

Referentials - Source Lists

Navigates to files on device

N/A

No

Yes

N/A

Always

Button

Referentials - Source Lists

Deletes list

N/A

Yes

Cancel

N/A

Always

Button

Referentials - Source Lists

Cancels list deletion

N/A

No

Related Documentation and Sources

N/A

Specification References


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