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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 reference data set

Step 1. Create a reference data set

Create a reference data set, and configure its general properties and status.
  1. Click
    New
    and select
    Reference Data Set
    .
    The
    New Reference Data Set
    page appears and displays the
    Summary
    tab.
  2. In the
    Reference Data Set
    field, enter a name.
  3. Optionally, complete the general properties fields.
    The domain, confidentiality, and priority are inherited by code lists in the reference data set.
    Field
    Description
    Description
    A description of the reference data set.
    Domain
    An area or grouping to describe the code values.
    Confidentiality
    The confidentiality level of the reference data set and its code lists and crosswalks. 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.

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