Mapping Fields Between Modules

Field mapping details define which fields are taken from the Import From module form and what fields will be populated in the Import To form. If desired, you can define specific criteria that must be met in order for the field to be populated, which is described on Defining Match Criteria.

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 configure field mapping details:

1. Access the Import File Configuration page (see Understanding File Import Configurations) and select an import file configuration.
2. Click New to create a new mapping relationship between two modules, or change the Name of an existing mapping relationship and click Save.
3. To create a new field mapping, click Add. The Add Mapping Rule dialog opens:
4. Note: When building an import configuration that includes RCA or PR timeline events, be sure to map the Sequence field between the two modules to ensure that the order of the timeline events is correct and that imported events can be edited. 
   1. Select the From field.
   2. Select the To field.
   3. Note: Values in the From and To fields are based on the modules selected in the Import From and Import To fields, respectively.
   3. If desired, define a condition that must be met for the field to be imported (page 1).
   4. Click Save. A new row is added to the field mapping details list.
5. To work with an existing value, check the box next to a field mapping and click:
   1. Edit – to make changes to the field mapping.
   2. Delete – to remove the field mapping. You must click Yes to confirm your action.
6. Note: For details on creating a new import file configuration, see Creating a New File Import Configuration.