Terminology

Administrators can change page labels and edit lookup tables in a Siterra portfolio using the Terminology page.

For example, a Search Ring is a cluster of Sites. A Search Ring can be thought of as an organizational device within a portfolio and you can name it accordingly. You can change the term Search Ring to a term relevant for your organization such as Target Area or Location. Similarly, you can change the term Site to Store or Farm.

The data warehouse only recognizes original values. Business Intelligence reporting always references the core application name. For instance, when reporting, it recognizes Search Ring and not Target Area. The applies when you edit page labels.

1. Click Admin > Terminology.

2. Select the Portfolio, Language, and Region.

3. Click Fetch Terms.

Update a single field

1. Locate the item you want to change in the table.

2. Enter the value you want in the Portfolio Value field.

   Enter NA to hide a field.

3. Click Save.

Update multiple fields

Update multiple fields by exporting the fields in your portfolio as a CSV file that you update and import.

1. Click Export.

2. Open the CSV file that downloads in Excel or another spreadsheet tool.

3. For each item you need to change:

   1. Locate the ID of the item.

   2. Enter the updated value in the Portfolio column.

      Enter NA to hide a field.

   3. Save and close the CSV file.

      Save the file in the same format as the exported CSV file.

4. On the Terminology page, click Browse.

5. Select the CSV file you updated then click Open.

   The file must be in the same format as the exported CSV file.

6. Click Import.

7. Click OK.

8. Click Fetch Terms to update the list.