FS - 41156625 - Referentials Source Lists

Description

In SPORIFY, users can view and manage Referentials Source Lists. They can carry out the following actions in this area:

• Search lists

• Filter lists

• Upload lists

• Download templates

• View list terms

• Edit lists

• Update lists

• Delete lists

• Export lists

Procedure

1. Login to SPORIFY.

2. Click Referentials.

3. Click Source Lists.

To search Source Lists:

1. Type keyword into the search bar.

2. Click the search button.

To filter Source Lists:

1. Select Show advanced filters.

2. The following filter options are then presented:

   1. System

      1. Use the drop-dwon menu to select a system.

   2. RMS List

      1. Use the drop-down menu to select a RMS list.

   3. Status

      1. Use the drop-dwon menu to select a status.

3. Click Refresh to apply filter(s).

To upload a Source List:

1. Click the Upload button.

2. The following fields are then presented:

   1. List Name

      1. Type list name into textbox

   2. System

      1. Use the drop-down list to select a system

   3. RMS List To Match

      1. Use the drop-down list to select a RMS list

   4. List Language

      1. Use the drop-down list to select a language

   5. Select Source Excel or CSV file

      1. Click the Choose File button and select the appropriate file

3. Click Save, else Cancel.

To download a Source List template:

1. Click the Templates button.

2. Select CSV or Excel.

3. The template will then download directly to the user’s device.

To view the terms of a Source List:

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

2. Select View Terms.

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.

Acceptance Criteria

To succeed, the user must be able to access and manage source lists via the Source Lists screen.

• Verify that the Source Lists screen can be accessed via the navigation menu.

• Verify that the user can download CSV and Excel templates via this screen.

• Verify that the user can search, filter, upload, edit, delete, update, export and view list terms in this area.

Related / Alternative Procedure

N/A

GUI Specification

Purpose of these GUI elements.

The purpose of these GUI elements is to enable the user to view and manage their Referentials Source Lists.

Mockups and Screenshots

GUI Elements

Mockup of GUI Element	Title	Default	Enabled	Type	Data	Description
	Search	Search…	Always	Search bar	String	Searches Source Lists
	System	(ALL)	When advanced filters are shown	Drop-down menu	String	Presents System filter options
	RMS List	(ALL)	When advanced filters are shown	Drop-down menu	String	Presents RMS List filter options
	Status	(ALL)	When advanced filters are shown	Drop-down menu	String	Presents Status filter options
	List Name	Empty	Always	Textbox	String	Insert list name
	System	DEFAULT	Always	Drop-down menu	String	Select system
	RMS List To Match	NOTHING SELECTED	Always	Drop-down menu	String	Select RMS list
	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
	Referentials	N/A	Always	Menu item	String	Reveals Referentials sub-menu item when clicked
	Source Lists	N/A	Always	Menu item	String	Navigates to the Referentials Source Lists screen

Available Actions And Commands

Mockup of GUI Element	Title	Shortcut	Enabled	Type	Role/Permission	Action	Tooltip	Audit Trail
	Refresh	N/A	Always	Button	Referentials - Source List	Refreshes screen	N/A	No
	Choose File	N/A	Always	Button	Referentials - Source List	Navigates to files on device	N/A	No
	Cancel	N/A	Always	Button	Referentials - Source List	Cancel list upload	N/A	No
	Save	N/A	When Upload List fields are filled in	Button	Referentials - Source List	Saves list	N/A	Yes
	Templates	N/A	Always	Button	Referentials - Source List	Presents the options: CSV and Excel	N/A	No
	Cog icon	N/A	Always	Button	Referentials - Source List	Presents the options: View Terms, Edit, Update, Delete and Export	N/A	No
	Cancel	N/A	Always	Button	Referentials - Source List	Cancels list deletion	N/A	No
	Yes	N/A	Always	Button	Referentials - Source List	Deletes list	N/A	Yes

Related Documentation and Sources

N/A

Specification References

• UC - Referentials

• FS - 432046087 - Referentials