Set Up Terms

You can define terms to improve business understanding and use of data.

As you are setting up a term, you can click the Guidance () icon to open the Guidance panel to view assistance. Refer to Guidance for more information.

To add a term:

1. Click the plus sign (Add) icon on the Home page.

   

2. Select Term from the drop-down.
3. In the Quick Add modal, enter a Term name.
4. Enter the Definition.
5. Click the Assigned To drop-down and select a person from the list.

   NOTES:

   • This person can add sponsors to the asset to facilitate the endorsement process.
   • When you assign a person to an asset, the assignee receives a notification by email, depending on their user settings.

6. Do one of the following:

   • Click Full Page Detail to open the detail page for the term once you have entered the term and description in the Quick Add modal. Click Save to save changes made on the detail page.
   • Click Quick Add.

     NOTE: To access the term after you click Quick Add, search for the term.

On the term’s detail page, you can do the following:

• Mark the term as a Critical Data Element by clicking the toggle.

  NOTE: When you mark a term as a Critical Data Element, you indicate that the asset has priority over other non-critical assets. This is for documentation purposes only.

• Provide more context for a term by completing the Additional Information field. For example, an explanation about why a term is considered a Critical Data Element can be provided.
• Create a term-to-term relationship. Refer to Add a Term-to-Term Relationship for more information.
• Create a relationship to an asset. Refer to Add a Relationship to a Non-Strategy Asset and Add a Relationship to a Strategy Asset for more information.
• Assign a category to a term. Refer to Apply Categories to Assets for more information.
• If the term is in Review or Accepted status, and you are not a sponsor of the term, you can be an additional endorser of the term by clicking the Add Your Endorsement icon. Your name is added to the Additional Endorsers list.

  

NOTE: Alternatively, you can contest a term. Refer to Contest an asset for more information. Refer to Sponsor an Asset for details about the asset endorsement process such as how it affects the asset’s status.

Next, you can:

• Add a sponsor
• Share the URL for the term
• View the change history for the term
• Add Supporting Documentation to the term
• Comment on a term
• Apply Categories to Assets

Use Bulk Update to apply edits to multiple assets

With Bulk Update, you can filter a list of assets on the Search Results page to be updated with values that you select on the Bulk Update page, including:

• Assigned To
• Sponsors
• Category Value

This feature is particularly useful for finalizing assets that have been remotely uploaded. Refer to Use Bulk Update to Edit Assets for more information.