Description
When the user uploads Source Data to SPORIFY, automatic mapping takes place.
Procedure
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Login to SPORIFY.
Mapping Referentials Source Lists:
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Select Referentials on the navigation menu.
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Select Source Lists.
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Click the Upload button.
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Fill in the provided fields:
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List Name
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System
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RMS List to Match
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List Language
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Choose File
-
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Click the Save button to begin list mapping.
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A modal will appear, informing the user that mapping is in progress.
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Progress for the list is represented in the Progress column.
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Exact percentages are shown when the mouse is hovered over the progress bar.
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For more details, click on the mapped List Name.
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From left to right, the screen shows the following information for each listed item:
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Resolution Status
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Source Term
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RMS Term
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Info
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Created
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Updated
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Source Tags
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Target Tags
-
-
The search icon can be used to view suggestions or to enable the type-ahead search for manual mapping.
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Click on the icon
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Use the provided search functionality
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Select the desired option
-
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Insights about the mapped data can be found by hovering the mouse over the information icon in the Info column.
Mapping Organisations Source Lists:
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Select Organisations on the navigation menu.
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Select Source Lists.
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Click the Upload button.
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Fill in the provided fields:
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List Name
-
System
-
Choose File
-
Number Of Header Rows In My Source File
-
-
Click the Save button to begin list mapping.
-
A modal will appear, informing the user that mapping is in progress.
-
Progress for the list is represented in the Progress column.
-
Exact percentages are shown when the mouse is hovered over the progress bar.
-
-
For more details, click on the mapped List Name.
-
From left to right, the screen shows the following information for each listed item:
-
Resolution Status
-
Source Name
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Source Address
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Org Name
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Location
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Info
-
Created
-
Updated
-
Source Tags
-
-
The search icon can be used to view suggestions or to enable the type-ahead search for manual mapping.
-
Click on the icon
-
Use the provided search functionality
-
Select the desired option
-
-
Insights about the mapped data can be found by hovering the mouse over the information icon in the Info column.
Mapping Substances Source Lists:
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Select Substances on the navigation menu.
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Select Source Lists.
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Click the Upload button.
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Fill in the provided fields:
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List Name
-
System
-
List Language
-
Choose File
-
Number Of Header Rows In My Source File
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Restrict mapping to certain targets, statuses, and name types
-
-
Click the Save button to begin list mapping.
-
A modal will appear, informing the user that mapping is in progress.
-
Progress for the list is represented in the Progress column.
-
Exact percentages are shown when the mouse is hovered over the progress bar.
-
-
For more details, click on the mapped List.
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Select the desired Substance’s Mapping tab.
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Expand the Source System areas for the given Substance. The following fields will be shown:
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Resolution Status
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To change the Resolution Status, click on the associated field and select the new status.
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Substance
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The Substance can be changed by typing directly into the associated text field.
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Resolution Status key:
|
Symbol |
Resolution Status |
|---|---|
|
|
Matched |
|
|
Suggested |
|
|
Not Set |
|
|
Organisations Matched |
|
|
Multiple Choice |
Acceptance Criteria
To succeed, automatic mapping takes place for Referentials, Organisations and Substances Source Lists in SPORIFY.
Related / Alternative Procedure
N/A
GUI Specification
Purpose of these GUI elements.
The purpose of these GUI elements is to enable the automatic mapping of Source Lists in SPORIFY.
Mockups and Screenshots
GUI Elements
|
Mockup of GUI Element |
Title |
Default |
Enabled |
Type |
Data |
Description |
|---|---|---|---|---|---|---|
|
|
List name |
Empty |
Always |
Textbox |
String |
Input a list name |
|
|
System |
DEFAULT |
Always |
Drop-down menu |
String |
Select a system |
|
|
RMS List To Match |
NOTHING SELECTED |
Always |
Drop-down menu |
String |
Select a RMS list to match |
|
|
Languages Available in RMS List |
English |
Always |
Drop-down menu |
String |
Select a language |
|
Number Of Header Rows In My Source File |
0 |
Always |
Textbox |
String |
Input number of header rows in the source file |
|
|
Set Custom Delimiter |
False |
When a CSV file is chosen |
Checkbox |
Boolean |
Enables the user to turn the custom delimiter setting on/off |
|
Custom Delimiter |
Empty |
When Set Custom Delimiter is true |
Textbox |
String |
Insert custom delimiter |
|
List Language |
ENGLISH |
Always |
Drop-down menu |
String |
Select a list language |
|
|
Restrict mapping to certain targets, statuses, and name types |
False |
Always |
Checkbox |
Boolean |
Turn mapping restrictions on/off |
|
|
View/search suggestions |
N/A |
Always |
Interactive icon |
Boolean |
Searches for manual match suggestions |
|
|
Info |
N/A |
Always |
Interactive icon |
Boolean |
Shows data insights |
|
|
Resolution Status |
Current Resolution Status |
Always |
Drop-down field |
String |
Presents Resolution Status and allows the user to change the Resolution Status also |
|
|
Substance |
Current Substance name |
Always |
Textbox |
String |
Presents Substance name and allows the user to change the Substance name also |
Available Actions And Commands
|
Mockup of GUI Element |
Title |
Shortcut |
Enabled |
Type |
Role/Permission |
Action |
Tooltip |
Audit Trail |
|---|---|---|---|---|---|---|---|---|
|
|
Upload |
N/A |
Always |
Button |
Referentials - Source Lists |
Opens Upload List box |
N/A |
No |
|
Save |
N/A |
When upload list fields are filled in |
Button |
Referentials - Source Lists |
Saves data and begins mapping |
N/A |
Yes |
|
Cancel |
N/A |
Always |
Button |
Referentials - Source Lists |
Cancels changes |
N/A |
No |
|
|
Choose File |
N/A |
Always |
Button |
Referentials - Source Lists |
Opens device files |
N/A |
No |
Related Documentation and Sources
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N/A