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FS - 21201210 - System To System Preferences

Description

System To System Preferences is a sub-section of Match Settings in SPORIFY Administration Settings. It allows the administrator to set three specific preferences related to system to system matching, which are as follows:

  • Apply manual matches found in any source system when uploading new lists to the same target

    • Note: This setting applies to the Referentials and Organisations domains only.

  • Apply the Resolution Status found in any source system when uploading new lists to the same target

    • Note: This setting applies to the Referentials and Organisations domains only.

  • Apply matches based on identical source ids on the same list

    • Note: This setting applies to the Substances domain only.

Match Settings can increase or decrease the accuracy of system default matching, so results should be tested with sample data before applying these settings to a production environment.

Procedure

  1. Login to SPORIFY.

  2. Click Administration on the navigation menu.

  3. Click Settings.

  4. Select the Match Settings tab.

  5. Below the System To System Preferences heading, there are checkboxes with the following names:

    1. Apply manual matches found in any source system when uploading new lists to the same target

      1. Check this checkbox to apply manual matches found in any source system when uploading new lists to the same target.

      2. Uncheck this checkbox to prevent the application of manual matches found in any source system when uploading new lists to the same target.

      3. If this is disabled, system defaults will apply. If this is enabled, any manual matches previously applied to terms in other system lists will be applied to new lists where the source terms are equal.

    2. Apply the Resolution Status found in any source system when uploading new lists to the same target

      1. Check this checkbox to apply the Resolution Status found in any source system when uploading new lists to the same target.

      2. Uncheck this checkbox to prevent the application of the Resolution Status found in any source system when uploading new lists to the same target.

      3. If this is disabled, system defaults will apply. If this is enabled, any resolution status applied to terms in other system lists will be applied to new lists where the source terms are equal.

    3. Apply matches based on identical source ids on the same list

      1. Check this checkbox to apply matches based on identical source ids on the same list.

      2. Uncheck this checkbox to prevent the application of matches based on identical source ids on the same list.

      3. If this is disabled, system defaults will apply. If this is enabled, source records will automatically match if they share Id with a matched record.

  6. Click Save All to save system to system preferences.

Acceptance Criteria

To succeed, the administrator must be able to set and change system to system preferences within SPORIFY.

  • Verify that system to system preferences can be accessed via the Match Setting tab in SPORIFY Administration Settings.

  • Verify that the administrator can set the specific preferences outlined above in this area.

N/A

GUI Specification

Purpose of these GUI elements.

The purpose of these GUI elements is to allow the administrator to set a variety of system to system preferences within SPORIFY.

Mockups and Screenshots

image-20210907-094242.png
Match Settings tab
image-20210907-094307.png
System To System Preferences


GUI Elements

Mockup of GUI Element

Title

Default

Enabled

 Type

Data

Description
image-20200921-151823.png


Apply manual matches found in any source system when uploading new lists to the same target

True

Always

Checkbox

Boolean

Click to enable or disable the option.
image-20200921-151900.png


Apply the Resolution Status found in any source system when uploading new lists to the same target

True

Always

Checkbox

Boolean

Click to enable or disable the option.
image-20200922-104645.png


Apply matches based on identical source ids on the same list

True

Always

Checkbox

Boolean

Click to enable or disable the option.
image-20210906-092819.png


Administration

N/A

When the user has administrative permissions

Expandable menu item

String

Clicking Administration reveals all available Administration sub-menu items
image-20210906-093530.png


Settings

N/A

When the administrator has the relevant permissions

Menu item

String

Navigates to the Settings screen
image-20210906-155536.png


Match Settings

N/A

When administrator has the relevant permissions

Tab

String

Navigates to Match Settings

Available Actions And Commands

Mockup of GUI Element

 Title

Shortcut

Enabled

Type

Role/Permission

Action

Tooltip

Audit Trail
image-20200914-160336.png


Save All

N/A

Always

Button

Administration - Settings

Saves system to system preferences

N/A

Yes

N/A

Specification References