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Publication of maps is out of scope of Snap2SNOMED. Therefore any publishing processes need to be completed outside this tool. However an is available for users to download their map in CSV, TSV or XLSX format from the tool.
Quality assurance and final testing should also be performed outside the tool prior to publishing.
Once a new map has been created, users of the map can then create an Author task to begin working on the map.
Users need to have the appropriate role to create tasks. Alternatively, tasks can be created by owners of the map and assigned to other users.
Please note that within an Author task, only those rows with a status of 'Unmapped', 'Draft', 'Mapped' and 'Rejected' may be edited. To restrict the map view to only these rows, please apply a filter to the Status field with the required status values.
To author map rows:
1. Open the map to be authored
2. Create a task containing the rows required to be mapped
3. Open the task, and begin mapping process.
Work can be completed in the table view by searching for concepts and dragging them into the map.
The detailed view can also be used to populate the map
Once populated, the status can be changed by using the drop down fields in the table view and the buttons in the detailed view



Snap2SNOMED has been built using a collaborative iterative agile approach. The current release of Snap2SNOMED supports a range of features including
Ability to create simple maps to SNOMED CT
Online and easily accessible (requires login from SNOMED International)
Collaborative workflow features
Allows teams of users to author and review a map
Dual independent workflow is not yet available
Automated mapping suggestions are available as a bulk operation and for single source terms
Map review process available in workflow for map content
Intuitive UI to make browsing and mapping to SNOMED CT easy and efficient
Ability to perform map maintenance
Import your own code sets and maps
Export to CSV, TSV and XLSX
This tool is provided by SNOMED International for use by Members at .
The codebase of Snap2SNOMED is available as open source with a standard Apache 2 license. This allows the software to be used for any purpose, distributed, modified, and for modified versions of the software to be distributed under the terms of the license without concern for royalties (). Please be aware however that the tool depends on , which is not open source.
PLEASE READ THESE TERMS AND CONDITIONS CAREFULLY BEFORE USING THIS SNOMED INTERNATIONAL SITE
By continuing to browse and use this website You are agreeing to comply with and be bound by the following terms and conditions of use, which govern our relationship with You in relation to this website.
"We", SNOMED International, operate this site. We are registered in the United Kingdom and have our registered office at 1 Kingdom Street, Paddington London, W2 6BD, United Kingdom. "You" are the user of this website.
TERMS AND CONDITIONS OF USE
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Depending on personnel resourcing availability and internal business requirements, there are different ways to set the author/review workflow.
Series
Authoring is completed before review is started. Once review is complete, an author can then pick up any rows that have been identified as problematic and then the author/reviewing cycle continues. This may be useful when time is not an issue. Doing it this way may make it easier to ensure consistency as reviewing can be completed when looking at the map as a whole (as well as individual map rows). As work is not done in parallel, this method can be more time consuming.
Authoring tasks are created
Once all rows in the source code set have been mapped and all authoring tasks completed, review tasks are created
Review tasks are completed
Note: there is currently no notification system available to notify users that work has been done or comments have been left. Manual monitoring needs to be done to keep track of workflow by users within a project.
New review tasks are created containing those newly mapped/updated rows and assigned to user(s) to review
Steps 4-5 repeated until all rows are approved
Note: Once an author task is completed, if rows have been rejected by a reviewer, then a new author task needs to be created.
Parallel
While authoring is being completed, review is occurring simultaneously.
This may be useful when time efficiency is required as processes can occur in parallel. It may also be useful where you do not have dedicated team members who can only spend shorter periods of time working on map development. It may be more difficult to maintain consistency, so clear, updated documentation and communication on mapping rules between team members is important.
Authoring tasks are created
As authoring begins review can begin. Review tasks can be created assigned
At the beginning containing all rows - users can check their review tasks periodically and review rows belonging to the task that are in the appropriate state (MAPPED), returning back and checking again until complete; OR
as required, filtering map rows that are ready to be reviewed (in a MAPPED state) to create a review task. This can be done periodically until all reviews are complete.
As reviews are being completed and there are any REJECTED rows that
belong to an active author tasks, the assigned author can update as required
do not belong to an active author task (as it has been completed or cancelled), then these can be filtered and assigned to a user(s) to author/update
This process is continued until all rows are approved
Hybrid
Mix of series and parallel workflows can be used. This can be a combination of completing authoring prior to review, and having some tasks open and close as resources such as specialised reviewers become available.
A hybrid approach would require close management by the map owner to ensure all work is completed.
This may be useful when you have a varying team with different resourcing availabilities. It may be more difficult to maintain consistency, so clear, updated documentation and communication on mapping rules between team members is important.
Snap2SNOMED allows maps to be exported in CSV, TSV and XLSX file formats.
To export a map, log in and open/view the required map. Then click EXPORT (near the top of the screen) and select the required export format:
Comma separated (CSV)
Tab separated (TSV)
Excel (XLSC)
To get a copy of a map using non-english terms see
You can manage the membership as an of a map. To do this, click the EDIT button from within a map. This will give you a dialogue to manage the membership.


After logging in, you can create a new map by clicking the "Create map" button.
First, you need to state the author mode for your project. This can't easily be changed once the map is created.
When creating a new map, choose the author mode that best fits your workflow:
Single Author Mode : In this mode, one person is responsible for mapping, and a separate reviewer will review and validate the mapping.
Dual Author Mode : Two mappers work independently (blindly) on the mapping process. If they select different targets, a reconciler will review and resolve any discrepancies.
Next, you need to define the key metadata for your map:
Title : Provide a descriptive name for the map (e.g., Example Map).
Version : Assign a version number to track changes (e.g., 0.1).
Description : Briefly explain the purpose of the map (e.g., An example map from common diseases to SNOMED CT).
In this step, assign roles to team members based on their responsibilities in the project:
Owner : Has full control over the project, including managing roles, creating new versions, and handling project settings.
Member : Can author mappings, review and reconcile differences, and create tasks.
Viewer : Has read-only access and can view the project but cannot make changes.
How to Assign Roles:
Search for an individual in the list.
Select their role from the dropdown menu.
Proper role assignment ensures clear responsibilities and effective collaboration within the projec
Once you have filled in all mandatory (*) fields, click the "Save" button to create your new map.
Source Code-Set : Upload the source code set to Snap2SNOMED and select the relevant dataset (e.g., Common diseases: 1).
Target SNOMED CT Version : Choose the SNOMED CT version you are mapping to (e.g., International Edition, 20210731).
Scope of Map Target : Define the scope of the SNOMED CT target concepts:
Select from a predefined set (e.g., Clinical Finding hierarchy).
Use a custom Expression Constraint Language (ECL) query for a more specific scope (e.g., < < 404684003).




Tasks are the way that Snap2SNOMED manages the workflow. All work being done within a map should be done through the tasking process.
Each task has a task type, an assigned user and assigned rows. Permissions for creating tasks is determined by the user's role (see table X)\
There are two different task types
Author tasks
Review tasks
Author tasks allow an assigned user to edit a source code mapping by adding or updating target codes, or adding "No Map" flags.
Review tasks allow an assigned users to review mapped source codes by giving them statuses of ACCEPTED and REJECTED.
This is the user who is able to complete the task. Users who are not the assigned user are not able to access the task.
These are the rows that are assigned to a task. They allow users to interact with these rows within the task.
Snap2SNOMED (https://snap.snomedtools.org) is a mapping tool that supports the collaborative authoring and maintenance of simple maps from other code systems to SNOMED CT. This Snap2SNOMED user guide explains the main features of the tool, and how these features can be used to create and maintain maps to SNOMED CT.
For information about mapping best practice and guidelines, please refer to the SNOMED CT Mapping Guide.
To contribute to future versions of the Snap2SNOMED mapping tool, please join the Mapping Tool User Group. To provide feedback on Snap2SNOMED, please use the 'Feedback' link at the bottom of each page in the tool, or email us at info@snomed.org.
© Copyright 2026 International Health Terminology Standards Development Organisation, all rights reserved.
This document is a publication of International Health Terminology Standards Development Organisation, trading as SNOMED International. SNOMED International owns and maintains SNOMED CT®.
Any modification of this document (including without limitation the removal or modification of this notice) is prohibited without the express written permission of SNOMED International. This document may be subject to updates. Always use the latest version of this document published by SNOMED International. This can be viewed online and downloaded by following the links on the front page or cover of this document.
SNOMED®, SNOMED CT® and IHTSDO® are registered trademarks of International Health Terminology Standards Development Organisation. SNOMED CT® licensing information is available at
If you import an existing map and some of the map targets contain errors, e.g. if some of the concepts are inactive, or not available in the selected Edition, the red flag will show for the involved map records (see image below).
Within the authoring task, you can see, in the Target properties section, that the concept is inactive.
1. Within an authoring task, when editing a map record with an inactive target, click on the red triangle find suggested replacements. This feature uses the historical associations.
2. The suggested replacements are added to the "Inexact" section, for author consideration. If no suggestions are added to the "Inexact" section that means no historical associations were available and the author must find one manually instead. The existing inactive map target should be removed. Any suggested replacements can be dragged to the appropriate relationship type (Equivalent, Broader, Narrower).
\
Snap2SNOMED supports maintenance of maps that have been created within the tool and also allows upload of simple maps in a defined format for maintenance.
Maintenance is supported through the following workflows
Create new version of an existing map, update source scope (code system), target scope (code system) and migrate existing map rows
A new version of an existing map in the tool can be created through the project list by selecting the version to be copied and then creating a new version.
For map rows that are copied, the tool will migrate
source
target
relationship
status (e.g. DRAFT, MAPPED, ACCEPTED, etc.)
last author/reviewer data
Identify changes in map due to change in source scope
Removed or retired codes in the source
tool will remove the rows from the map
New codes in the source
tool will create rows for the new source codes, with an empty target
Owners or members can filter empty target fields to create a task to complete mapping process
Identify changes in map due to change in target scope
Out of scope or retired codes in the target
Owners can use VALIDATE function in tool to identify out of scope codes
Owners or members can filter identified rows to create a task to update map targets and complete mapping process
New target codes in code system
Owners or members can filter relationship type for any type except for equivalent to create a task to review and update map targets and complete mapping process
Upload existing map
An existing map can be uploaded into the tool to then be updated.

To access Snap2SNOMED, you go to the front page of the system: https://snap.snomedtools.org/
To log in, you need a SNOMED International Confluence account, and if you don’t have one, you can request an account via this link: Request a SNOMED International Confluence account
Once you have your Confluence account, you log in to the tool by clicking on the login button. On the next screen, click on “SNOMED”, and then you are taken to a login page, where you can enter your Confluence user name and password.
To finish the login process, you need to click on the ‘Grant Access’ button to give Snap2Snomed consent to use your Confluence account details in the tool.
Snap2SNOMED supports the requirements of managing a variety of different workflows. Depending on business requirements and availability of personnel, a project owner can assign different roles to users to achieve different levels of control.
Participants can have one of three roles within a project:
To delete a map and all versions of the map, please follow these steps.
Login to Snap2Snomed and go to your list of maps
In this view, click on the following icon to the right of the column:
Member
A member has some permissions within a project. They are able to manage their own workflow within a project
Guest
A guest has limited permissions within a project. They have read access to the project and are unable to manage any workflow. They can only complete tasks that are assigned to them by the owner(s)
Some example scenarios
1
Single user project
By default, a single user project has one owner. No other settings are required
Owner
An owner has full permissions within a project. They are able to completely manage project membership and project workflow. A project must have at least one owner.
Following confirmation, your map will be deleted, and thus removed from your list of maps
To delete a specific version of a map, please follow these steps:
Login to Snap2Snomed and go to your list of maps
Select and enter the version of the map you wish to delete
In the 'View map' window, click on the button to edit the map
You will see the button to delete the map version at the bottom of the 'Edit map' panel. Click this.
Now, a warning will be displayed requiring you to confirm that you wish to delete the map version.
Click confirm. This will delete the specific version of your map while retaining all other versions.

Once a new map has been mapped, users of the map can then create a Review task to begin reviewing the map.
Users need to have the appropriate role to create tasks. Alternatively, tasks can be created by owners of the map and assign them to other users
Please note that within a Review task, only those rows with a status of 'Mapped', 'In review', 'Accepted' and 'Rejected' may be edited. To restrict the map view to only these rows, please apply a filter to the Status field with the required status values.
To review map rows:
Open the map to be reviewed
2. Create a task containing the rows required to be reviewed.
Open task and begin reviewing.
Reviewing can be done
in the table view of the map by changing the status
in the detailed view by clicking the status buttons
Please note : Map rows need to be have an appropriate to be able to be reviewed even when assigned to a review task|
The "Owner" is able to self-select work and manage membership to project
Full control of owner
1 user (owner) controlling membership
2+
Project owner wishes to direct the workflow of all author and review work and specify who does what and in what order.Project owner wants to have full control of project membership
Project owner can assign all participants in the project as "Guests".
Project owner can then create tasks and assign them to each "Guest" as required to complete the work"Guests" cannot self-select work, but need to be assigned tasks by the owner
High level of control of owner
1 user (owner) controlling membership
2+
Project owner wishes to allow some users to self-select and complete work, but direct work specifically to other usersProject owner wants to have full control of project membership
Project owner can assign some participants as "Members" and some users as "Guests"
"Members" are able to self-select work"Guests" cannot self-select work, but need to be assigned tasks by the owner
Moderate level of control of owner
1 user (owner) controlling membership
2+
Project owner wishes all users to self-select and complete workProject owner wants to have full control of project membership
Project owner can assign all participants as "Members"
"Members" are able to self-select work
Low level of control of owner
1 user (owner) controlling memberships
2+
Project owner wishes all users to self-select and complete workProject owner wants assistance in controlling of project membership
Project owner can assign some participants as "Owners" and some users as "Members"
"Owners" are able to self-select work and manage membership to project"Members" are able to self-select work
Low level of control of owner
Multiple users (owners) controlling memberships
2+
Project owner wishes all users to self-select and complete work and to allow other participants to manage membership
Project owner can assign all participants as "Owners"
"Owners" are able to self-select work and manage membership to project
Low level of control of owner
Multiple users (owners) controlling memberships
2+
Project owner wishes to allow some users to self-select and complete work, but direct work specifically to other usersProject owner wants assistance in controlling of project membership
Project owner can assign some participants as "Owners", some users as "Members", and some users as "Guests"
"Owners" are able to self-select work and manage membership to project. They can also create tasks and assign them to other users"Members" are able to self-select work"Guests" cannot self-select work, but need to be assigned tasks by the owner
Moderate level of control of owner
Multiple users (owners) controlling membership

A project is a collection of one or map versions that have the same source and target code systems (but not necessarily the same code system versions).
For example a single project could contain 2 maps: ACME codes to SNOMED map v1 (source: ACME code system v1.0, target: SNOMED CT International version 20210131) and ACME codes to SNOMED map v2 (source: ACME code system v1.0, target SNOMED CT International version 202107031).
When creating a new map, a project is automatically created. When a new version of an existing map is created within the tool, it will be placed into the same project as the original version that has been copied.



To start working within a map project in Snap2SNOMED, tasks will need to be created, as all mapping work is performed within a task. One Member of the map project can be assigned to each task. Owners of a map project can create tasks, and assign these to the members of the project. Members of a mapping project can create tasks for themself.
Snap2SNOMED supports two types of mapping tasks; 'authoring' tasks and 'review' tasks. Within an authoring task, members can select map targets and update the details for the individual map records. Within a review task, members can accept or reject the map targets and relationships proposed by the author.
To create a task, open the 'Tasks' panel by clicking on the 'Tasks' button from within the view of a map project.
To start creating the task, open the 'New Task' tab:
In the 'New Task' panel, a description, an assigned member, and the type of task should be specified. Furthermore, you also need to specify whether all or a selected number of the map rows should be included in the task. As shown in the diagram below, you can manually select the rows of the map to be included in the task. This will allow the mapping work to be split between a number of members of a mapping project.
Once tasks have been created, these are visible from the Tasks panel in the Author and Review tab respectively. Here, Owners and Memebers can see the progress of the tasks as a percentage, and they can delete or close the task.
To start working on a task, the member needs to select the task from the drop-down list at the top of the 'View Map' screen.
A task can be deleted by clicking on the red minus sign:
Each map between source and target should have a defined type of map relationship describing the type of relationship or degree of equivalence of source and target code.
Snap2SNOMED uses the following definitions
There are many different requirements for workflow and processes for people developing maps depending on their business situation.
A wide variety of different team sizes, management styles and business processes are in use and so Snap2SNOMED has been designed to provide workflow support for collaborative authoring and reviewing tasks when developing a map while remaining flexible enough to support as many different workflows as possible.
The target mapping is broader in meaning than the source concept.
Narrower
The target mapping is narrower in meaning than the source concept.
Inexact
The target mapping overlaps with the source concept, but both source and target cover additional meaning, or the definitions are imprecise and it is uncertain whether they have the same boundaries to their meaning.
No match/unmatched
There is no match for this concept in the target code system.
Equivalent
The definitions of the concepts mean the same thing (including when structural implications of meaning are considered) (i.e. extensionally identical).
Broader







It is possible to import a map file in one of two ways:
During the map creation process
From the view screen of an existing map
This page explains the expected map file format, and the two import approaches.
An existing mapping file used to import a map into Snap2SNOMED must :
Be a CSV or TSV file
Have a header row
Be in one of the following formats
source_code, target_code, target_display, relationship_type
Relationship type values in the map import file must be one of the following codes (from the first column of the table below):
You can import an existing map using the "Create map" dialogue. The "Import existing map" button will appear after uploading and/or selecting your source file.
Note: Large maps can take long to import, please do not refresh your browser while the import is running.
If there is an error in your imported map file, the import will fail, but a map with only the source code will be created. After correcting any errors, you can attempt to re-import your map file from within the new map (see 'Import into an existing map' below.
To import a map file into a map that has already been created in Snap2SNOMED, open/view the map, and click the IMPORT button near the top of the page (see screen shot below).
Snap2SNOMED supports the creation of mappings between source codes and SNOMED CT target codes in the form of a map.
A map is a tabular form of the associations between source codes and target codes, and the relationship between them.
A new map is automatically created when creating a new project. A new map version can also be created from an existing map in the tool.
Maps require a
Name
Version
Source scope (upload a source code set)
Target scope (SNOMED CT version and ECL subset)
Maps can be authored/updated in Snap2SNOMED and is managed through tasks.
Within an , the tool allows you to edit a row by interacting with the map table or by using the detailed view.
The map table view allows you to interact with the table directly (dragging and dropping terms from the search, selecting relationship and status from the drop downs etc.).
The detailed view is another view of a mapping which shows one source code and its associated information at a time. In this view you can add one or more target codes, update target codes, relationships and status.
Within a , much like authoring, the tool allows you to edit a row by interacting with the map table or by using the detailed view.
The map table view allows you to interact with the table directly (changing status to review).
The detailed view is another view of a mapping which shows one source code and its associated information at a time. In this view you can change status to review, leave comments and flag targets.
source_code, source_display, target_code, target_display, relationship_type
Note: This second format is the same as Snap2SNOMED's Export file format
TARGET_NARROWER
Target is narrower than source
TARGET_EQUIVALENT
Target is equivalent to source
TARGET_INEXACT
Target is inexact to source
TARGET_BROADER
Target is broader than source


The system checks for duplicate source code pairs and an import error occurs if two rows in the source code set contain the same code. An example of this is shown in the image below.
Snap2SNOMED has two features to assist with mapping
This feature is available to users within an author task.
The bulk automap feature will attempt to return a match within the target scope of the map. If no map can be found, the target will remain blank.
All matches found will be set with a relationship type of "INEXACT". This is because the automap feature is unable to determine the level of equivalency of the match.
It is strongly recommended that all matches suggested by the automap feature are checked by a human mapper.
This feature is available in the detailed view of a source code. Users can use these suggestions for mapping by dragging and dropping their choices into the relationship box.
An owner can create a new version of a map within the Snap2SNOMED tool as part of maintenance.
After logging in
In the list of projects, select the version of the map from which you want to make a new version. Click the New Version button.
2. Update scope and target where required, then click save. This will migrate all the relevant map rows into the new map version.
To make updates to maps that are already in the 'Accepted' state, please first change the status of each row to 'Rejected' - either in the individual map rows, or as a 'Bulk edit' operation. This will allow the map authoring process to be restarted in the new map version.


Snap2SNOMED exports maps with only FSN terms. These can be converted into translated Preferred Terms after export.
To create a map file with non-english concept terms follow these steps.
Export the map from Snap2SNOMED using any of the CSV/TSV/Excel formats
Open the ValueSet Utility
Upload the map file using the "Choose File" button
The map will be loaded into the page with English terms
Select the "Translate target column" option at the bottom of the page
Select the Edition and Language-dialect containing the terms you want
Select "Translate Target Terms"
Finally download the map file with the non-english terms








Roles are used to grant permissions to users to provide access to a project and to perform specific tasks within a project.
Users are unable to see projects until they have been given a role within a project by an owner.
There are three roles being used in the tool.
Owner
No
No
Yes
No
Be an assignee for a task
Yes
Yes
Yes
Create tasks to re-allocate rows that have already been allocated to a user for the same task type/action
Yes
No
No
Create tasks to allow same user to author and review the same row
Yes
No
No
Complete a task assigned to self
Yes
Yes
Yes
Cancel a task assigned to self
Yes
Yes
Yes
Cancel a task assigned to any user in project
Yes
No
No
No
No
Review actions within an assigned review task
Yes
Yes
Yes
Review actions outside of an assigned review task
Yes - limited through
No
No
Create new version of a map within a project, update source and/or target scopes
Yes
No
No
Export map
Yes
Yes
Yes
An owner has full permissions within a project. They are able to completely manage project membership and project workflow. A project must have at least one owner.
Member
A member has some permissions within a project. They are able to manage their own workflow within a project
Guest
A guest has limited permissions within a project. They have read access to the project and are unable to manage any workflow. They can only complete tasks that are assigned to them by the owner(s)
Adding or removing users from a project
Yes
No
No
Assigning roles to users in a project
Create tasks for any user in project
Yes
No
No
Create tasks for self
Author actions within an assigned author task
Yes
Yes
Yes
Author actions outside of an assigned author task
Yes
Yes
Yes - limited through
Snap2SNOMED is designed for collaborative map development. When creating a map, the user decides between two overall workflows, namely:
Single author mode
Dual author mode
Each of these overall approaches supports a range of options for collaboratively developing a map from a given source code set to SNOMED CT.
This overall approach supports multiple users working simultaneously on a map in a single author, single reviewer per source code manner. This means that work can be divided across a number of personnel to get work done.
A variety of workflows are currently supported, including:
A single user completes all author tasks for the map and then completes a review process on all mapped rows
A single user completes all author tasks for the map.
No review process is required
A single author completes all author tasks for the map.
A second user, the reviewer, will complete a review process on all mapped rows.
Two or more authors create mappings for each source code of the map.
Two or more reviewers completes the review processes on all mapped rows.
NOTE: A user can act as both an author and reviewer within the overall map (as assigned in a task), however, rules have been implemented to discourage the scenario of a user to reviewing their own authoring work. This can be overridden by an owner if required.
Dual author mode allows two authors to independently map the same source codes. Conflicts arising from differing interpretations are identified and resolved through a reconciliation process. This workflow brings the advantage of diverse perspectives, allowing for a comprehensive assessment of mappings. It ensures a cross-validation process where conflicting interpretations can be discussed, resolved, and reconciled, leading to accurate and reliable mappings between different coding systems or terminologies.
A variety of workflows are currently supported, including:
Two users user completes all author tasks for the map.
A reconciler completes the reconciliation of conflicting maps.
An assigned reviewer completes the review of all map rows.
Two users user completes all author tasks for the map.
A reconciler completes the reconciliation of conflicting maps.
One or more users are assigned as reviewers for a specific set of source codes. Each map row is assigned to a single reviewer.
Two or more users complete the author tasks that have been assigned to them. The work is divided so that two users are mapping each source code.
One or more users are assigned as a reconciler. Each map row is assigned to one reconciler.
One or more users are assigned as reviewers for a specific set of source codes. Each map row is assigned to a single reviewer.
Two users complete all author tasks for the map.
A reconciler completes the reconciliation of conflicting maps.
No review process is required.
In Dual Author Mode, two independent mappers work separately on the same mapping task. The system keeps their mappings blinded until both have completed their work. Once both mappers submit their mappings, the system compares the results:
If both mappers select the same target, the row is marked as MAPPED and requires no further action.
If the mappers select different targets, the row automatically moves to RECONCILE, where a reconciler will review and determine the final mapping.
Key Considerations for Reviewing in Dual Author Mode
No Dedicated Reviewer Role: Unlike Single Author Mode, this mode does not require a separate reviewer because the reconciliation process ensures that discrepancies are addressed.
Modifying a Locked Mapping: Once a mapping is unblinded, it cannot be changed by either author. However, if adjustments are necessary, the status can be changed to RECONCILE using bulk change, or the Clear Targets option can be applied via bulk edit to reset the mapping and the blinding flag.
Handling Rejected Rows: If a reviewer (in an assigned review workflow) rejects a row, its status can be changed to RECONCILE using the bulk change feature. A reconciliation task can then be assigned to ensure the mapping is corrected.
In the example flow shown, User 1 and User 4 can be the same person, ideally only reviewing the work of User 1+2.
Tips on using tasks
Source codes can only be assigned to one task of each type at a time, however, they can be assigned to both an author and a review task at the same time. This means that a source code needs to be released (task completed or cancelled) before it can be assigned to another task of the same type.
You can use tasks to group together similar content to ensure that users are looking at similar things at the same time and improve the efficiency and consistency of mappings.









Status denotes the state of the mapping of a source code (not specifically to the targets).
UNMAPPED
Source code has neither a target or "No map" flag assigned
This is the default status when a map has been created and a target is yet to be assigned.
It will also occur when a "No map" flag has been removed.
The statuses used in this tool are split between the two task types, mapping and reviewing.
Mapping statuses are UNMAPPED, DRAFT and MAPPED.
Reviewing statuses are IN REVIEW, ACCEPTED and REJECTED.
In a mapping task, a user is able to transition a source code's status between UNMAPPED, DRAFT and MAPPED and where a source code has been rejected by a reviewer, the user can also change REJECTED to DRAFT or MAPPED. If a review process is being used, a status of MAPPED can also be considered the same as "ready for review".
In a review task, a user is able to transition a MAPPED source code to IN REVIEW, ACCEPTED and REJECTED. The IN REVIEW status is designed to be like a lock for the source code so no further changes can be made by the author. A reviewer can choose to bulk change all the status of the valid rows in their task to IN REVIEW if they wish to lock them while they are working.
DRAFT
Source code has one or more target codes or a "No map" flag assigned and is in a draft state.
The status will automatically change to draft when a map row has been edited.
Examples:
when a target code has been added to source code with a status of UNMAPPED
when a target code is changed for a source code with a status of MAPPED
when a No Map flag is added to a source code
MAPPED
Source code has one or more target codes or a "No map" flag assigned and is in a completed map state.
This is a manual status change by an author to denote when the authoring of a mapping of a source code is complete and ready for review (if a review process is being used).
When a source code has this status, it can be reviewed if required
IN REVIEW
Source code and its mapping(s) is currently being reviewed
This is a manual status change by a reviewer to lock the source code from any changes by an author.
ACCEPTED
Source code and its mapping(s) have been accepted by the reviewer and mapping is complete.
This is a manual status change by a reviewer to reject the mapping and should be remapped by an author.
REJECTED
Source code and its mapping(s) have been rejected by the reviewer and needs remapping by an author
This is a manual status change by a reviewer to reject the mapping and should be remapped by an author.

In order to facilitate efficient mapping and assist workflow, a bulk edit feature has been provided.
Within a task, the bulk edit feature allows users to bulk change all rows or a selection of rows.
A user can
Change relationship types
Change mapping status
Mark all as "No map"
Remove all "No map"
Clear targets
The bulk edit feature only allows one operation at a time, and can only enact changes on rows that have a to allow that change when following a normal mapping process.
Examples:
Within an author task, a user is not able to change any status to APPROVED or IN REVIEW as these belong to review tasks only
Within an author task, if the starting status is UNMAPPED (and so has no target assigned), then the bulk change will not be able to change the status to MAPPED
Within a review task, a user is not able to change any status to MAPPED as these belong to author tasks only
NOTE: It is intended that the bulk edit function is used only within a task, however there is a bulk edit function available to Owners from the map view to allow Owners to manage workflow.
The bulk edit function in the map view will adhere to the normal rules for changing status. This means the Owner must complete a sequence of bulk actions in line with the status change rules.
For example, to clear all the content of a to a row containing a target code cannot be changed to UNMAPPED, a status of DRAFT cannot be changed to ACCEPTED



