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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 1. Create a reference data set

Step 1. Create a reference data set

Create a reference data set, and configure its general properties and status. You can specify internal ID and alias for a reference data set.
  1. Click
    New
    and select
    Reference Data Set
    .
    The
    New Reference Data Set
    page appears and displays the
    Summary
    tab.
  2. Configure the general properties fields.
    The domain, confidentiality, and priority are inherited by code lists in the reference data set.
    The following table lists the properties that you can configure for a reference data set:
    Field
    Description
    Reference Data Set
    Required. Display name of a reference data set.
    Internal ID
    Required. Unique identifier of a reference data asset, limited to a maximum of 45 characters. You can use alphanumeric characters and underscores. After you save an asset, you can't edit the internal ID.
    You can't specify internal IDs for existing assets.
    Alias
    Alternative identifier for a reference data asset, limited to a maximum of 70 alphanumeric characters. After you save an asset, you can edit the alias.
    Description
    Short description of the reference data set.
    Domain
    Area or grouping to describe the code values.
    Confidentiality
    Confidentiality level of a reference data set and its code lists and crosswalks. The confidentiality levels are confidential, internal, restricted, and public.
    Priority
    Priority of a reference data set. The priority levels are critical, high, medium, and low.
    Status
    State of a reference data set in the life cycle.
    Effective Date
    Date from when the status is effective.
    Approved by
    User who approved a reference data set.
    Approved on
    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.

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