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Table of Contents

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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. Monitor Reference 360
  15. Reference 360 REST API
  16. Glossary

Reference 360

Reference 360

Step 2. Configure value mappings

Step 2. Configure value mappings

Map code values in one code list to code values in another code list to indicate that the code values represent the same business term.
The following video shows you how to create value mappings:
Map a code value from the source code list to the equivalent code value in the target code list.
  1. In the
    Explore
    panel, select a crosswalk and click
    Open
    .
  2. On the
    Value Mappings
    tab of the crosswalk, click
    Lock
    .
    A draft version of the crosswalk is created, and the crosswalk is locked for other users. Also, the target code list appears after you lock the crosswalk.
  3. To create a value mapping, perform one of the following actions:
    • In the
      Mappings
      panel, select a source value that you want to map. In the
      Target Code List
      panel, select the equivalent code value, and click
      Map Values
      .
    • Drag a code value from the
      Target Code List
      panel onto the equivalent code value in the
      Mappings
      panel.
    The mapping appears in the
    Mappings
    panel.
  4. To create additional value mappings, repeat step 3.
    When you search for value mappings of a crosswalk, the search results display only the matching code values of the source code list.
  5. To import value mappings, click
    Import Mappings
    .
    For more information about importing value mappings, see Import process.
  6. To remove a value mapping, perform the following actions:
    1. Hover over a value mapping, and click the
      Remove
      icon.
      The
      Remove Value Mappings
      dialog box displays the list of available mappings for the specific value mapping.
    2. Select the mappings and click
      Remove
      .
      To select all the mappings, click
      Mappings
      .
  7. To send your changes for approval, perform the following actions:
    1. Click
      Submit
      after you finish proposing changes to the crosswalk.
      The
      Send for Approval
      window appears.
    2. Set the priority, due date, and optionally add a comment.
    3. In the
      Compare Versions
      section, review your proposed changes.
    4. Click
      Send for Approval
      .
    You receive an email notification confirming that you successfully sent the approval request. Users assigned the Business Steward stakeholder role for the asset or the
    Reference 360
    Business Steward role are notified of the task. The task appears in the
    Workflow Inbox
    tab.
    Users assigned the Reference 360 Business Steward role and the Business Steward stakeholder role for a crosswalk can send their proposed changes for approval or directly publish their changes without approval.
  8. To cancel the approval request, perform the following actions:
    1. Click
      Cancel Approval Request
      .
      A confirmation dialog box appears.
    2. Click
      OK
      .
    The crosswalk is reset to draft state. To unlock the crosswalk, you must discard the draft.

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