Defining Match Criteria

The Match Criteria field allows you to define a specific set of circumstances that must be met in order for the To field to be populated. You can use any of the fields in the Import From or Import To modules to define the criteria. Match criteria is only practicable for a 1:1 table, where one value replaces another value. If you select a 1:M (many) table, for example drugs administered, the criteria cannot be selected because there will be multiple options to replace it.

Prerequisite: The 'Import FilesThe electronic record created when a user submits an incident report, such as a fall or medication error, or when a patient provides feedback. Some organizations refer to files as events, reports, or cases.' role function must be enabled.

To define match criteria for field mapping:

1. Access the Add Mapping Rule or Edit Mapping Rule dialog (page 1).
2. Click the From Field or To Field. The related module’s files are shown in a list.
3. Select a field. A reference to the field appears in the Match Criteria box.
4. Double click an operator in the Logic list (see Match Criteria Operators for details). It appears in the Match Criteria box.
5. Note: You may also type the operator.
5. Within single quotes, type the value used when evaluating the expression.
6. If desired, repeat steps two through five to continue adding criteria for this field mapping. You must use the AND or OR logic to link multiple criteria.
7. Click Save. The format of the match criteria expression is validated. If it passes, the dialog closes; if it fails, the message “Criteria is not valid” displays.

Note: If the Match Criteria doesn’t pass validation, ensure that only single quotes are used and there are no extra spaces. The values within the quotes are not validated.