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

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

• UC - Organisations

• FS - 435617793 - Organisations

• FS - 45252715 - Organisations Source Lists