Managing Mapped Terms

Waypoint provides the following tools that support the workflow for approving and reviewing mappings:

• Assigning Flags

• Assigning Reviewers

• Deleting Flags

• Displaying Maps Containing Terms Requiring My Review

• Displaying Terms Requiring a Selected User’s Review

• Editing Map Qualifier Values

• Exporting Map Information

• Exporting Map Term Information

• Managing Term Notes

• Managing Term Processing

• Removing a Reviewer

• Setting Annotations

• Setting Up Flags

Managing Notification Flags

The procedures in this topic describe how to set up, assign, and then review noted mappings. For example, a set of flags can represent review notifications, such as:

• Review (Immediate)

• Review (1-2 days)

• Review (1-5 days)

• Verify

The flag sets available within Waypoint are defined in Symedical.

Setting Up Flags

Use these steps to set up flags to guide the creating new mappings within a given map workflow.

1. With your desired map open in Map Manager, click the Map menu and then click Properties.

   

2. In the Flag Set drop-down menu, select your desired flag set. Leave this blank to use the Symedical default flag set.

   

3. Click OK to retain settings and return to Map Manager. If creating a new map, remain in the form and see the Creating a New Map procedure topic for additional property information.

Assigning Flags

Use these steps to assign a flag to a source term.

1. With your desired map open in Map Manager, click to select one or more source terms.

   

2. Click to open the Modify Flag dialog.

3. Within Modify Flag, click Flag to select a flag from the drop-down menu.

   

4. Click OK to see the flag () assigned to the selected source term in Map Manager. Once assigned, click the flag icon in the grid to make changes.

   Once you assign a flag to a term, it can be quickly assigned to another selected term by clicking the flag icon from the toolbar or by right-clicking and selecting Add Last Used Flag.

   

Deleting Flags

Use these steps to delete a flag from source terms.

1. With your desired map open in Map Manager, click to select one or more source terms with the flag assigned.

   

2. Click to remove the flag.

Managing Term Reviewers

Waypoint supports map term review by enabling reviewer assignments and easy access to assigned reviews. The procedures in this topic describe how to assign and remove reviewers.

Assigning Reviewers

Use these steps to assign a reviewer to source terms.

1. With your desired map open in Map Manager, click to select one or more source terms.

   

2. Click to open the Modify Reviewer dialog.

3. Click the Reviewer drop-down box to select a user from the drop-down menu.

   

   The reviewers listed are those within your (the user’s) organization. If you are not assigned an organization then all Waypoint users are displayed.

4. Optionally, modify or set a workflow status notification by clicking the Flag drop-down box and selecting a flag or by clicking the icon in the grid.

   

5. Optionally, modify or enter referential information or comments on the selected term to share with the reviewer.

6. Click OK to see the reviewer name assigned to the selected source term in Map Manager. Once assigned, click the reviewer name to make changes.

Removing a Reviewer

Use these steps to remove a reviewer from source terms. To view reviewer names, sort the Reviewer column in the grid. See Sort in the Customize Grid Data topic for more information on sorting.

1. With your desired map open in Map Manager, click to select one or more source terms with the reviewer assigned.

   

2. Click to remove the reviewer.

Reviewing Terms

Waypoint provides the following filtering options for accessing terms for review.

Displaying Maps Containing Terms Requiring My Review

Use the step below to view the terms assigned to you for review. To perform these steps, you must be logged in as the user.

1. Within the Waypoint dashboard, select the Assigned Only option to view the maps containing terms that are assigned to you (the user) for review.

   

Displaying Terms Requiring a Selected User’s Review

Use the steps below to view terms assigned to a selected user for review.

1. With your desired map open in Map Manager, click in the Reviewer column header and point to Filter to view the Show Items with Reviewer dialog.

   

2. Select a user name from the drop-down menu. If no user names are listed, no term reviews have been assigned within any of the maps.

3. Click Filter to view the terms that meet the criteria in the grid.

Setting Annotations

Follow these steps to view, edit, or assign comments and/or associate an annotation to a selected term. Term annotations are used to quickly add information about the term. Only one annotation is supported per term. It is best practice to clear annotations once the work on the term has been completed.

1. With your desired map open in Map Manager, click to select a source term.

   

2. Click to open the Modify Annotation dialog.

   

3. Enter text within the field.

4. Click OK to see assigned to the selected term in Map Manager. Once added, click the annotation icon to change the annotation.

Managing Term Notes

Follow these steps to view, edit, and create term notes within the Manage Notes form. The Manage Notes form displays all notes associated with the selected term across Symedical, separated by asset types. Term notes are used to save and share information (such as tracking outstanding issues) on particular terms, and can be used for back and forth conversation between two map reviewers.

1. With your desired map open in Map Manager, click to select a source term.

   

2. Click to open the Manage Notes form.

   

3. Click to create a new note or edit an existing note by selecting a note from the left pane.

4. Enter text in the right pane.

5. Click to add a new note or click OK to save your note and return to Map Manager. The icon is now displayed in the grid to indicate the term has notes.

Managing Term Processing

Follow these steps to manage how terms are processed or distributed, as noted below:

• Exclude a term from map statistics for mapped, candidate, unmapped, and freetext counts.

• Lock a term to prevent the term’s current mapping status or mapping from being changed during map analysis.

• Restrict a term to indicate that it should not be passed to an external system. For example, restricting a term to preserve patient privacy.

• Protect a term to prevent it from being assigned an excluded status.

1. With your desired map open in Map Manager, click to select one or more source terms.

   

2. Click the Term menu and then click Lock, Restrict, Exclude, or Protect depending on the setting you wish to assign.

   

3. Click OK to see one of the following assigned to the selected term in Map Manager:

   • If excluded,

   • If locked,

   • If restricted,

   • If protected,

Editing Map Qualifier Values

Map qualifiers clarify or define a mapping between a source and target term. Waypoint allows you to edit values for map qualifiers that have been defined and assigned within Symedical.

Please Note: Map qualifier columns are not displayed by default. The columns can be set to display by default by adding “MapQuals” value to the default column list in the configuration settings file.

1. With your desired map open in Map Manager, display map qualifier columns within the grid. To display the desired columns, click on any grid header, point to Columns, and then select a column with the label Qual: before the qualifier name.

   

2. Edit qualifier values using any of the following methods:

   • Using the Modify Qualifiers form: Select a mapped term or multiple mapped terms (using CTRL + Click or SHIFT + Click to select specific terms); then right-click and select Edit Qualifiers, or select Edit Qualifiers from the Term menu. This method opens the Modify Qualifiers form where you can edit one qualifier value or several values at once.

   • In-cell editing: Click within an empty qualifier field to add a value or click an existing qualifier value within the qualifier field to edit it within the grid.

3. Edit values within the Modify Qualifiers form or within the cell in the Map Manager grid. The method for editing values varies according to the qualifier type defined in Symedical.

   • For factor (numeric) and text types, click within the field to enter values within a text box.

   • For date types, click within the field to enter values within a text box or click to select a date.

   • For list value types or term types formatted as a list, click within the field and then click to select a value from a manually created list defined in Symedical.

   • For term types not formatted as a list or for source code list types, click within the field and then click to open the Modify Qualifier Code List or Term Type form to search for and select the term or source code value from a catalog selected in Symedical. Optionally, click to remove the existing value.

   Please Note: Multiple values may be displayed for source code list type qualifiers within the Map Manager grid.

   This example illustrates in-cell editing of a list value qualifier type within the Map Manager grid. Click the qualifier value and then click the down-arrow to select a value from the displayed drop-down.

   

Export to Excel

Waypoint supports the export of map and map term information into an Microsoft Excel^® spreadsheet. The procedures in this topic describe how to export a map and map terms.

Exporting Map Information

Follow these steps to export map information to an Excel spreadsheet.

1. In the Waypoint dashboard, filter the map names displayed in the grid to only those you wish to include in the export.

   

2. Filter the grid columns to only those containing the information you wish to export. To filter, right-click on the header, point to Columns, and then select the column names you wish to include in the export. Clear column names that you wish to exclude.

   

3. Click to export information to an Excel spreadsheet.

4. The exported file can be found in your browser default location.

Exporting Map Term Information

Follow these steps to export map term information to an Excel spreadsheet.

1. With your desired map open in Map Manager, filter the map terms displayed in the grid to only those you wish to export.

   

2. Filter the grid columns to only those containing the information you wish to export. To filter, right-click on the header, point to Columns, and then select the column names you wish to include in the export. Clear column names that you wish to exclude.

   

3. Click the Map menu, point to Export, and then click Excel.

   

4. The file can be found in your browser default location.