FS - 41222167 - Formatting Referentials Source Data

Description

The user can format their Referentials Source Data in SPORIFY using Excel or CSV.

Procedure

1. Login to SPORIFY.

2. Click Referentials on the navigation menu.

3. Select Source Lists.

4. Click the Templates button.

5. There are different versions and formats available:

6. Standard template:

   1. Select CSV or Excel to download the relevant template.

   2. When the template has downloaded, open it and fill in the provided fields.

   3. The presented fields are:

      1. Term Id (Mandatory)

      2. Term Name (Mandatory)

      3. Term Short Name

      4. Term Other Name

      5. Term Description

7. Advanced template:

   1. Select CSV or Excel to download the relevant template.

   2. When the template has downloaded, open it and fill in the provided fields.

   3. The presented fields are:

      1. Term Id (Mandatory)

      2. RMS Term ID (map respective source term to SPOR RMS TERM-ID)

      3. Term Name (Mandatory)

      4. Term Short Name

      5. Term Other Name

      6. Term Description

8. Save the spreadsheet.

Note:

• If using Excel and your workbook has multiple worksheets, you will be required to select the required worksheet to import from.

• If using CSV, each column of data should be delimited with a comma.

• If your column text contains the delimiter character, the text should be wrapped in quotes “” e.g. Capsule, Soft is formatted as “Capsule, Soft” to correctly import the delimiter character.

• CSV files should be saved with UTF-8 encoding to preserve special characters.

Acceptance Criteria

To succeed, the user must be able to format their source data using a template provided within SPORIFY.

• Verify that the user can format their source data via CSV and Excel.

• Verify that Term Id and Term Name are mandatory.

• Verify that Term Short Name, Term Other Name and Term Description are optional.

Related / Alternative Procedure

N/A

GUI Specification

Purpose of these GUI elements.

The purpose of these GUI elements is to enable the user to format their source data using SPORIFY templates.

Mockups and Screenshots

GUI Elements

Mockup of GUI Element	Title	Default	Enabled	Type	Data	Description
	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
	Templates	N/A	Always	Button	Referentials - Source Lists	Brings up the options: CSV and Excel	N/A	No

Related Documentation and Sources

N/A

Specification References

• UC - Referentials

• FS - 432046087 - Referentials

• FS - 41156625 - Referentials Source Lists