NHS Trust Element Mapping

Permissions

You will require an Access Role with the following permissions:

• Imports/Exports

1. Navigate from the Home page to Administrative Settings | Import/Exports | NHS Trust Details.
   
   
   
2. Locate the trust that you would like to modify and click  to open the ESR Element Mappings page. A list of expense items that have not been mapped will be displayed.
   
   
3. From the Page Options menu, click Add Mapping to open the ESR Element Mapping page.
   
   

   Note: Click  to modify elements that are already mapped.

   
   
4. Within the ESR Elements tab, for each ESR Element, match up the relevant 'Report Columns' with 'ESR Field' names.
   
   
   
5. Within the Expense Item Types tab, select the check boxes to associate expense items with the NHS Trust.
   
   
   
6. Click Save to confirm and return to the ESR Element Mappings page. A list of any elements that have been mapped will be displayed.