Documentation on general use of the mapping tool user interface.
Following are some general features of the application and how they work.
The login screen for the application provides the opportunity to either enter a username/password or to use the application as a "guest".
Logging in is required to access SPECIALIST, LEAD, or ADMIN capabilities. Using the "View Maps" button will allow a user to interact as a VIEWER and see information about public projects, including map project details and map records.
Header and Footer
Each page of the application has a header and a footer that float at the top and bottom of the page.
The header contains this info:
- The logo
- The application title
- Summary of the username and role (with a logout button)
- A picklist for the current focus project
- An icon to return to the dashboard
- A help icon to receive within-application help.
The footer contains this info:
- The copyright
- The application version
- The name of the current page the user is on (e.g. "Dashboard")
Switching Focus Project
The application always keeps track of the current focus project. In any view, the focus project determines what information is available for display and interaction. To change the focus project, click on the focus project control and choose the desired project.
Here, you can see there are 4 projects in total in the system, with the current focus project set to "SNOMED to ICD10".
NOTE: It is recommended that you change the focus project from the dashboard screen as behavior is somewhat undefined for certain other screens.
Once a user is logged in, the landing page is a "dashboard" tailored to the role of that user. There are therefore 4 different dashboard configurations with lists of default widgets included. See more information about widgets below.
- Viewer Dashboard
- Map project Widget
- Specialist Dashboard
- Includes all viewer widgets
- Available work widget
- Assigned work widget
- Feedback widget
- Recently edited widget
- Lead Dashboard
- Includes all specialist widgets (with some extra tabs)
- Project reports widget
- QA checks widget
- Admin Dashboard
- Map records administration widget
- Application admin widget
- Project reports widget
Viewing Map Project Details
To view map project details, click on the "Project Details" button in the "Map project widget". This opens a view summarizing the map project details. The amount of information shown and whether it is editable is determined by project role.
Viewing Map Records for a Project
To view map project details, click on the "Map Records" button in the "Map project widget". This opens a view listing the map records with searching and paging capabilities. VIEWERs see only published records without map notes, SPECIALISTs also see their own in-progress records and map notes. LEADs and ADMINs see all map records and notes for the focus project.
Viewing Mappings for a Concept
To view mappings for a project, click on a concept id anywhere in the application. For example, in the view above, search for 100191000119105 in the map records view and click on the concept id. This opens a view listing the current state of the map record for this concept in this project. It also has a widget to show prior history of this record, so a SPECIALIST or LEAD could see edits that had been made along the way leading up to the latest version of the record. VIEWERs would only see prior publication states if they were different.
Map Project Widget
Provides access to information about a map project, and a handy link to the browser.
Available work widget
For assigning work. There up to four tabs that may appear here:
- Concepts - seen by SPECIALISTs and LEADs
- Conflicts - seen by LEADs only
- Review - seen by SPECIALISTs and LEADs
- QA - seen by SPECIALISTs and LEADs
SPECIALISTs have the ability to assign themselves work. LEADs have the ability to assign themselves work, or assign work to other SPECIALISTs.
Assigned work widget
Much the same as the "Available work widget" but shows information about work that has been assigned to SPECIALISTs.
For accessing information about feedback on previously completed work.
Recently edited widget
For accessing information about recently edited concepts.
Project reports widget
For reviewing generated reports, their results, and ultimately the concepts associated with them.
QA checks widget
For generating results from QA checks and putting data into the workflow.
Map record administration widget
For performing administration tasks related to map records, including adding, removing them and pushing them through a workflow.
Application administration widget
For creating and configuring new map projects, reports, or QA checks.