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  1. Preface
  2. Introducing Reference 360
  3. Getting started with Reference 360
  4. Manage system reference data
  5. Manage reference data sets
  6. Manage code lists
  7. Manage code values
  8. Manage crosswalks
  9. Import data
  10. Manage hierarchies
  11. Manage attributes
  12. Manage workflows
  13. Manage jobs
  14. Reference 360 REST API
  15. Glossary

Reference 360

Reference 360

Step 1. Create a code list

Step 1. Create a code list

Create a code list in a reference data set, and configure the general properties, external URLs, notification recipients, and status of the code list.
Before you begin, you must create a reference data set.
  1. Click
    New
    and select
    Code List
    .
    The
    New Code List
    page appears and displays the
    Summary
    tab.
  2. Select a reference data set to associate with this code list.
  3. In the
    Name
    field, enter a name.
  4. Optionally, complete the general properties fields.
    Code lists inherit the domain, confidentiality, and priority from the reference data set.
    Field
    Description
    Version
    The version information of the code list.
    Description
    A description of the code list. The description cannot exceed 4000 characters.
    Additional Description
    Additional description of the code list. You can add additional details of a code list in the Additional Description field.
    Application
    The source application of the code values.
    Domain
    An area or grouping to describe the code values.
    Confidentiality
    The confidentiality level of the code list inherited from the reference data set. The confidentiality levels are confidential, internal, restricted, and public.
    Priority
    The priority of the asset. The priority levels are critical, high, medium, and low.
    Status
    The state of the asset in the life cycle.
    Effective Date
    The date from when the status is effective.
    Approved by
    The user who approved the asset.
    Approved on
    The date of approval.
    If you do not see options in some lists, configure your system reference data values. For more information, see Adding values to system reference data.
    The
    Summary
    tab of the code lists displays only the Reference Data Set, Name, and Description fields for users with a Reference Data Management Basic Edition license.
  5. In the
    External URLs
    section, click
    Add External URL
    .
    A blank row appears.
  6. To add an external URL, enter a URL name and a link of an external page for an externally mandated code list.
    The added external URL appears in the row. You can enter up to 4,000 characters for external URL names and links.
  7. To remove an external URL, hover over a row, and click
    Delete External URL
    .
  8. To notify external stakeholders about changes to the code list, click
    Add Notification Recipient
    in the
    Notification Recipients
    section.
    Ensure that you define a process in Cloud Application Integration to trigger notifications to external stakeholders in
    Reference 360
    . For more information about designing processes in Cloud Application Integration, see Designing Processes.
    A blank row appears.
  9. To add a notification recipient, enter a name, contact type, such as email or SMS text message, and the respective contact detail.
    The added notification recipient appears in the row. You can enter up to 4,000 characters for notification recipient names and contact details.
  10. To remove a notification recipient, hover over a row, and click
    Delete Notification Recipient
    .

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