FS - 491454492 - Data Governance: Referentials

Description

Referentials records can be governed in SPORIFY via the following screens:

Referentials Source Lists
Referentials Details Pages

Procedure

Login to SPORIFY.
Select Referentials on the navigation menu.
To govern data via Referentials Source Lists, carry out the following actions:
1. Select Source Lists.
2. Select the relevant list.
3. Click on the relevant data governance (shield) icon.
  1. Note: Data governance icons are presented to the left of the Info column.
4. Select from the following:
  1. Enable
    - This enables the governance of the given record.
    - Note: This option is only available when a record has not already been enabled.
  2. Disable
    - This disables the governance of the given record.
    - Note: This option is only available when a record has already been enabled.
  3. Govern
    - This presents the Governance modal.
    - For more information about governing records in SPORIFY, see FS - 481787905 - Data Governance.
To govern data via Referentials Details Pages, carry out the following actions:
1. Navigate to the Source Lists or Target Referentials screen.
2. Select the relevant list.
3. Click on the relevant link to navigate to the record’s details page.
4. Click on a presented data governance (shield) icon.
  1. The data governance icon is presented in the Term Details section.
5. Data Governance modal is presented
  1. This modal contains the following:
    - A heading indicating the current stage of the data governance process for the given record
    - Record details with a link to the relevant details screen
    - The record’s current status
      1. Who applied the status and when it was applied is shown for each stage of the process
    - Status options
    - When reviewing a record:
      1. Click on the desired status to add to the record.
      2. Insert a comment on the Add Comment modal.
      3. Click Save, else Skip.
    - When approving a record:
      1. Click on the desired status to add to the record.
      2. Fill in e-signature details if required.
      3. Else, add comment if desired.
      4. Click Save, else Skip.

Acceptance Criteria

We succeed only if Referentials records can be governed in SPORIFY.

Verify that Referentials can be governed via Source Lists.
Verify that Referentials can be governed via Details Pages.

N/A

GUI Specification

Purpose of these GUI elements.

The purpose of these GUI elements is to enable the governance of Referentials records in SPORIFY.

Mockups and Screenshots

GUI Elements

Mockup of GUI Element	Title	Default	Enabled	Type	Data	Description
N/A	N/A	N/A	N/A	N/A	N/A	N/A

Available Actions And Commands

Mockup of GUI Element	Title	Shortcut	Enabled	Type	Role/Permission	Action	Tooltip	Audit Trail
	Data Governance	N/A	Always	Icon	Administration - Data Governance	Presents the following options: Enable, Disable, Govern	N/A	No