Use the Explore page to find and work with your assets in Reference 360.
The following image shows an example Explore page:
Finding assets on the Explore page
Use any of the following methods to find your assets on the Explore page:
•Group assets. View assets grouped by entity, status, domain, priority, and approver. To group assets, click Browse Settings, and then select the group by option.
•Sort assets. View assets alphabetically, by priority, or by status. You can also further sort by ascending or descending order. To sort assets, click Browse Settings, and then select the sort options.
•Filter the assets on the page. To view reference data sets, code lists, crosswalks, hierarchies, or all assets, click Browse Settings, and then select the filter by options.
Note: The Browse Settings page does not display hierarchy assets for users with a Reference Data Management Basic Edition license.
•Search for assets. To search all assets in the organization, enter a name in the search box.
The following video shows you how to find assets on the Explore page:
Refreshing assets on the Explore page
To view the updated assets list in Reference 360, click the Refresh icon on the Explore panel.
Note: The assets that other users created appear only after you refresh the Explore panel.
Working with assets on the Explore page
You can view and edit assets on the Explore page. The Explore panel displays all assets. The details panel displays the asset details, such as the summary, definition, stakeholders, and history. To edit an asset, select an asset in the Explore panel, and then click Open in the details panel.
In the Explore panel, when you select a reference data set, you can view the associated code lists.
The following image shows a sample reference data set:
In the Explore panel, when you view a code list, you can see the associated outgoing and incoming crosswalks. In the details panel, you can view the code values in the code list and access all crosswalks associated to the code list.
The following image shows a sample code list:
In the Explore panel, when you select a hierarchy, you can see the code lists associated to the hierarchy. In the details panel, you can view the hierarchy model on the Definition tab and the code values in the hierarchy on the Hierarchy tab.
The following image shows a sample hierarchy:
Assets preserve the current view even when you navigate to another workspace or switch between assets in the Explore panel.
When you select a reference data set, code list, crosswalk, or hierarchy from the Explore panel, click the History tab, and then expand the Explore panel, the History tab displays the history feed similar to the history feed of code values. You can view the History details page by clicking the Expand icon. For more information, see Viewing history of a code value.
Note: The Explore panel retains its state when you navigate to the Explore page from a different workspace.
The Explore panel resets to the default state when you perform the following actions:
•create or edit an asset to include the new asset or changes to the asset.
•delete an asset to exclude the asset.
•create a draft of a code list, which displays a lock icon against the draft code list.
•publish or discard the draft of a code list to save or discard the changes to the code list, which releases the lock icon that appears against the code list.
