Reference 360

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Explore page

Use the

Explore

page to find and work with your assets in

Reference 360

The following image shows an example

Explore

page:

Finding assets on the Explore page

Use any of the following methods to find your assets on the

Explore

page:

Group assets. View assets grouped by entity, status, domain, priority, and approver. To group assets, click

Browse Settings

, and then select the group by option.

Sort assets. View assets alphabetically, by priority, or by status. You can also further sort by ascending or descending order. To sort assets, click

Browse Settings

, and then select the sort options.

Filter the assets on the page. To view reference data sets, code lists, crosswalks, hierarchies, or all assets, click

Browse Settings

, and then select the filter by options.

The

Browse Settings

page does not display hierarchy assets for users with a Reference Data Management Basic Edition license.

Search for assets. To search all assets in the organization, enter a name in the search box.

The following video shows you how to find assets on the Explore page:

Filter and sort assets by configuring the browse settings for the Explore page.

Refreshing assets on the Explore page

To view the updated assets list in

Reference 360

, click the

Refresh

icon on the

Explore

panel.

The assets that other users created appear only after you refresh the

Explore

panel.

Working with assets on the Explore page

You can view and edit assets on the

Explore

page. The

Explore

panel displays all assets. The details panel displays the asset details, such as the summary, definition, stakeholders, and history. To edit an asset, select an asset in the

Explore

panel, and then click

Open

in the details panel.

In the

Explore

panel, when you select a reference data set, you can view the associated code lists.

The following image shows a sample reference data set:

The details panel displays the summary details of the Country reference data set.

In the

Explore

panel, when you view a code list, you can see the associated outgoing and incoming crosswalks. In the details panel, you can view the code values in the code list and access all crosswalks associated to the code list.

The following image shows a sample code list:

In the

Explore

panel, when you select a hierarchy, you can see the code lists associated to the hierarchy. In the details panel, you can view the hierarchy model on the

Definition

tab and the code values in the hierarchy on the

Hierarchy

tab.

The following image shows a sample hierarchy:

Assets preserve the current view even when you navigate to another workspace or switch between assets in the

Explore

panel.

When you select a reference data set, code list, crosswalk, or hierarchy from the

Explore

panel, click the

History

tab, and then expand the

Explore

panel, the

History

tab displays the history feed similar to the history feed of code values. You can view the

History details

page by clicking the

Expand

icon. For more information, see Viewing history of a code value.

The

Explore

panel retains its state when you navigate to the

Explore

page from a different workspace.

The

Explore

panel resets to the default state when you perform the following actions:

create or edit an asset to include the new asset or changes to the asset.

delete an asset to exclude the asset.

create a draft of a code list, which displays a lock icon against the draft code list.

publish or discard the draft of a code list to save or discard the changes to the code list, which releases the lock icon that appears against the code list.

Rename Saved Search

Table of Contents

Reference 360

Reference 360

Explore page

Explore page

Finding assets on the Explore page

Refreshing assets on the Explore page

Working with assets on the Explore page