Table of Contents

Search

  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 crosswalk

Step 1. Create a crosswalk

Create a crosswalk to map code values in a source code list to code values in a target code list from same or different reference data sets. Value mappings provide a way to translate code values in one code list to code values in another code list.
  1. Click
    New
    and select
    Crosswalk
    .
    The
    New Crosswalk
    window appears.
  2. In the
    Source Reference Data Set
    field, select the reference data set that contains the code list you want to map.
  3. In the
    From Code List
    field, select the source code list.
    The crosswalk is associated with the source code list.
  4. In the
    Target Reference Data Set
    field, select the reference data set that contains the code list you want to map to the selected source code list.
  5. In the
    To Code List
    field, select the target code list
    The target code list contains code values that you want to map.
  6. Click
    OK
    .
    A new crosswalk is created. The crosswalk name displays the source code list and target code list. If the target reference data set is different from the source reference data set, the crosswalk name displays the name of the target reference data set adjacent to the target code list.
    In the
    Explore
    panel, you can view the crosswalk name appended with the target reference data set name when the source and target reference data sets are different.
    Users with a Reference Data Management Basic Edition license can create crosswalks only between the default code list and another code list of the same reference data set.
  7. Click the
    Summary
    tab.
  8. Optionally, enter a description.
    You cannot configure the general properties. A crosswalk inherits its general properties from the source and target reference data sets.
  9. Optionally, complete the status fields.
    Field
    Description
    Status
    The state of the asset in the life cycle.
    If you do not see options in the list, configure your system reference data values. For more information, see Adding values to system reference data.
    Effective Date
    The date from when the status is effective.
    You can't type a date. To select or modify a date, use the
    Calendar
    icon. To clear the selection, click the
    Remove
    icon.
    Approved by
    The user who approved the asset.
    Approved on
    The date of approval.
    You can't type a date. To select or modify a date, use the
    Calendar
    icon. To clear the selection, click the
    Remove
    icon.

0 COMMENTS

We’d like to hear from you!