Authority Manual Mapping

Leverage 6clicks Authority manual mapping capability for streamlined compliance management across authorities

If you wish to manually compare or map authority documents, you can map them using the 6clicks Map Provisions function.

• Select source authority
• Map provisions for manual authority mapping
• Select target authority
• Use Search term to match provisions
• Review and match provisions

Select source authority

Navigate to the Authority or Compliance Module. Select the Source Authority, the Authority document that you will use to map to Target Authorities.

The Source to Target relationship is one-to-many, meaning you can map one Source Authority to many Target Authorities.  

Clicking on the Authority will take you to the Provisions page of that Authority.

Map provisions for manual authority mapping

Click on the Mappings tab. The Mappings tab displays two sub-tabs:

1. All - shows all Source Provisions and their associated mappings

2. Matched - shows all Source Provisions that are mapped to Target Provisions

Initially, the Matched tab will have 0 Provisions in it as no mappings have been run.

To run your first mapping, click Map Provisions 

Select target authority

Once you have selected the source authority, clicked on the mappings tab and clicked on Map Provisions, the Select Target Authorities modal will appear, from which you can select your Target Authority or Authorities. Note that there are two Authority mapping choices:

1. Manual - this contains Authority documents that can be used for manual mapping

2. Hailey - this contains all Authority documents that can be used for automated Hailey mapping 

Click on Manual, select a Target Authority document (or multiple documents) from the list, and then click Next.

Use search term

As you begin manually mapping the authorities, the next step is to enter a search term to filter the Target Provisions. ONLY the Target Provisions will be filtered by this search term. Type in the search term, e.g., data and then click Map authorities.

Once the search has been run, the modal will display how many target Provisions have the search term you selected. In this example, there are 7 Provisions in the target that have the search term: data.

To view, the results click OK.

Review and match provisions

The Mappings tab will be updated to display:

1. Provision Comparison - displays Source and Target Provisions for comparison
2. 4 sub-tabs:
   1. All - shows all Source Provisions and their associated mappings
   2. Matched - shows all Source Provisions and Target Provisions that are Matched
   3. In Both but Different - shows all Source Provisions that are similar but not Matched
   4. In Source Only - shows all Source Provisions that are unique

Matched

When manual mapping, unlike the Hailey Mapping process, no Provisions will be automatically Matched, so there won't be any Provisions in the Matched tab.

During the manual mapping process, you will match source and target Provisions, and when these matches are made, they will be added to the Matched tab.

In Both but Different

When manually mapping, the In Both but Different tab displays ALL the source Provisions in the source Authority and the target Provisions that contain the search term. 

The Provision Comparison section allows you to click on each provision to view the details of the Source and Target Provisions, respectively.

The Provision Comparison section allows you to:

1. Cycle through Source Provisions 
2. Cycle through Target Provisions
3. Match Source and Target Provision
4. View more details - Display source and target provisions in detail icon as shown below:

To Match a source and target Provision, click Match source and target provisions. 

The Matched Provision will appear in the Matched tab.

Note: there is no Similarity %; this is only displayed when running a Hailey mapping.

Critical to the mapping process is being able to filter source Provisions.  You can do this by using the source Provision filter (1) to search the provisions within the source authority.

You can, of course, change the initial search term that is applied to the target Authorities by clicking on the search term (2) to update your search term and continue with your manual mapping.

Matched Filters

If you have previously run a mapping and matched any provisions to another authority, or downloaded a mapping from the Content Library, during a new mapping round you can toggle these previous mappings ON/OFF by selecting the Matched tab and then by selecting Matched Authorities. From this modal you can toggle ON/OFF previously mapped Authorities.

Click here to learn about using Hailey for authority mapping.

To learn about Authority reporting using these mappings, click here.