Using the Conversion Module
User Guide — Running a Conversion Day to Day
| Last updated: September 2026
Contents
- Overview
- Finding Your Way Around
- Reading the Phase Bar
- Setting the Schedule: Phase Dates
- Choosing What to Convert: Set Scope
- Connecting the Sources: Object Inventory
- Assigning Owners
- Relevancy: Narrowing Which Rows Come Across
- Tracking Progress Through the Phases
- Quick Reference
1. Overview
This is where a conversion actually runs. The Implementation Framework module — formerly called the Conversion module — takes the blueprint you set up in configuration and turns it into a live workspace: the phases appear across the top, their steps down the left, and the middle shows the work for whichever step you've selected.
Everything here revolves around one thing — the list of target objects you're converting. You choose which objects are in scope, connect them to their source data, assign owners, and then track each object's status as it moves through the phases.
WHERE TO FIND IT — Open the Implementation Framework module (under Process):
- Left navigation menu → Process → Implementation Framework
- or, from the classic menu: Management → Conversion
Note this is the runtime module, and it shares its name with the Implementation Framework Configuration page where the blueprint is built (see Configuring the Framework). The runtime module lives under Process; the configuration page lives under Pipeline Configuration.
IT FOLLOWS YOUR BLUEPRINT — The phases and steps you see here come straight from the framework set as your data domain's default. If a phase or step looks wrong, it's changed in the Implementation Framework Configuration page (Left navigation menu → Pipeline Configuration → Implementation Framework, or Management → Config → Implementation Framework), not here.
2. Finding Your Way Around
The Implementation Framework module has three areas that stay consistent wherever you are:
| Area | Where | What it does |
|---|---|---|
| Phase bar | Across the top | Shows every phase of the conversion in order, colour-coded by where you are in the timeline. It's a display, not a menu — you don't click it to move around. |
| Step menu | Down the left | Lists the steps (sub-phases) of the conversion, grouped under each phase name — click a step to open its work screen. This is how you move around. |
| Work area | The middle | Shows the screen for the step you've selected |
How to move around: pick a step from the left step menu. The work area updates to show that step's screen, and the phase bar keeps you oriented in the bigger picture. (The phase boxes along the top are not clickable — navigation is entirely through the left menu.)
STEP NAMES CAN DIFFER — Every screen in this guide (Phase Dates, Set Scope, Object Inventory, and so on) is one of these steps in the left menu. What a step is called comes from its Left Navigation Label, and which screen it opens comes from its Fragment, both set in the blueprint on the Sub Phase tab of the Implementation Framework Configuration page. So the labels and their grouping under phases can look different from one setup to the next — the "Where to find it" notes below name the usual label, but yours may vary. If a step you expect is missing, it hasn't been added to the framework yet.
3. Reading the Phase Bar
The phase bar across the top is your at-a-glance status. Each phase is shown as a labelled box, linked by arrows in sequence, and its colour tells you where it sits relative to today's date:
| Colour | Meaning |
|---|---|
| Green | In progress now — today falls within this phase's planned dates |
| Grey (dimmed) | Already underway or past — its start date has passed |
| Blue | Still ahead — planned for the future |
| Greyed out / inactive | Switched off in the blueprint and not in use |
Because the colours are driven by the planned dates, keeping those dates up to date (next section) is what keeps this view meaningful.
NO DATES YET? — Until a phase has planned dates, it simply shows as upcoming. Set its dates to bring it into the timeline.
4. Setting the Schedule: Phase Dates
WHERE TO FIND IT — In the Implementation Framework module, click the Phase Dates step in the left menu (usually near the top). To open the module: Left navigation menu → Process → Implementation Framework, or Management → Conversion.
The Phase Dates screen is where you give the conversion its timeline. It lists every phase and step, and for each one you can record four dates:
| Date | What it means |
|---|---|
| Planned Start | When the step is scheduled to begin |
| Planned Completion | When it's scheduled to finish |
| Actual Start | When it actually began |
| Actual Completion | When it actually finished |
You set a date by picking it from the calendar in the relevant cell; it saves as soon as you choose it.
WHY THIS MATTERS — The planned dates drive the colours in the phase bar, so this is what turns the workspace into a live schedule. The actual dates let you compare plan against reality and spot slippage early.
5. Choosing What to Convert: Set Scope
WHERE TO FIND IT — In the Implementation Framework module, click the Set Scope step in the left menu. To open the module: Left navigation menu → Process → Implementation Framework, or Management → Conversion. (The Relevancy view in section 8 lives on this same screen, behind the toggle at the top-left.)
Before any work happens, you decide exactly which data is being converted. The Set Scope screen lists your target objects, and from here you control what's in and what's out.
For each target object (a row in the grid) you can:
- Mark it in or out of scope — tick the Scope checkbox on its row.
- Go a level deeper and choose which of its fields are in scope — click the Edit Metadata Scope icon (the source-lookup icon in the row's Action column) to open the field-scope screen. See below.
- Set how it's loaded (its Load Type), by picking a value in the Load Type column.
- Assign its owners — click the people icon in the Action column (covered in Assigning Owners).
- Set a status in the Status column to show where the object stands.
Scoping down to the field. The Edit Metadata Scope icon opens a two-panel screen for the object. The left panel lists the object's tables (each with its own In Scope tick and a search box); the right panel shows the columns of whichever table you select, with an In Scope checkbox against each one. Tick the columns you want to bring across — you can tick individually, use the header to select all, or search by column/attribute name first and select just the matches. Columns marked In Use are locked and can't be changed. Changes save as you make them; click Close when you're done.
SCOPING DOWN TO THE FIELD — Scope isn't all-or-nothing. Within an object you can include some fields and leave others out, which keeps the conversion focused on the data that matters.
BRINGING IN A LIST — For an object with many fields, ticking each one by hand is slow, so the field-scope screen lets you do it in a spreadsheet instead:
- Open the object's Edit Metadata Scope screen and select the table on the left.
- Click Export (top-right of the columns panel). This downloads an Excel file of that table's columns, including an In Scope column and a colID column.
- In Excel, set the In Scope column to Yes or No for each row, and save. Leave the colID column untouched — it's how the import matches rows back to columns.
- Click Import, choose your saved file, and upload it. The scope ticks update to match the file, and a message confirms how many columns were changed.
A few rules the import enforces: export the template first and keep every row (the file must have the same number of rows as the table has columns), keep the In Scope and colID headings, and note that any column already marked In Use is skipped. If the row count doesn't match, the import is rejected with a message telling you to export the template again.
6. Connecting the Sources: Object Inventory
WHERE TO FIND IT — In the Implementation Framework module, click the Object Inventory step in the left menu. To open the module: Left navigation menu → Process → Implementation Framework, or Management → Conversion.
A target object needs to know where its data comes from. The Object Inventory screen is where you make that connection. Each row pairs a target object (read-only, on the right) with one source (which you fill in, on the left). A target can draw from several sources, so it can have several rows.
The buttons live in the Action column at the start of each row:
| Button | Icon | What it does |
|---|---|---|
| Add Mapping | Blue + | Adds another source row for the same target object — use it when a target is fed by more than one source. |
| Remove Mapping | Red − | Removes that source row. It's disabled when the target has only one source left, so an object is never left with no source. |
| Connection | Plug / cast icon | Opens the Associate Tables dialog, where you pick the actual source tables (see below). It only opens once the row has a Source Connection and a Source Object Name — otherwise it warns you to fill those first. |
Filling in a row. For each source row you:
- Pick the Source Connection — choose the source system from the dropdown in the Source Connection column. The same source can't be picked twice for one target, so once it's used it drops out of the list for that target's other rows.
- Name the source object — type into the Source Object Name column.
- Associate the tables — click the Connection button to open Associate Tables. There you can search the source's tables, tick Assign for the ones that feed this object, then click Assign. If the tables you picked depend on other related tables, a confirmation dialog lists those extra tables and asks you to Continue & Assign. After assigning, click Create Metadata to build the metadata for the newly assigned tables. The plug icon by the dialog title runs a quick connection test so you can confirm the source is reachable, and the Unassign icon removes a table you assigned earlier.
- Set the Action Status — pick a value in that column to show how far this source is along.
- Add Notes — free text in the Notes column for anything worth recording.
This gives you a complete inventory of the conversion: every target object, the sources behind it, the tables each one maps to, and where each stands.
7. Assigning Owners
WHERE TO FIND IT — Open the Set Scope step (left menu), then click the people icon in a target object's Action column. There's no separate step for owners — you assign them from the object's row.
Owners make accountability real. The blueprint defines the roles (owner types) and says which roles are Responsible for and which Approve each step; here you put real people into those roles for each object.
To assign owners, open an object's owners (the people icon on the Set Scope screen) and add entries that pair an owner type with a user. You can add as many as you need and remove them later.
| Column | What it means |
|---|---|
| Owner Type | The role, from the list defined in the blueprint |
| User | The person filling that role for this object |
Because the roles carry their Responsible and Approver settings from the blueprint, assigning a person to a role automatically makes clear who does the work and who signs it off — no separate tracking needed.
CAN'T FIND THE RIGHT ROLE? — Owner types come from the blueprint. If a role you need is missing, it's added under Config → Implementation Framework → Owner Type.
8. Relevancy: Narrowing Which Rows Come Across
WHERE TO FIND IT — Relevancy isn't a separate step in the left menu — it shares the Set Scope screen. Open the Set Scope step, then switch the toggle at the top-left from Object Scope to Relevancy. The Relevancy Insights tools sit at the top-right of both the Set Scope and Object Inventory screens, and are available in either toggle state.
Scope (section 5) decides which objects and fields are converted. Relevancy works one level finer: it decides which rows of data come across — for example, only the records for certain company codes, plants, or regions. The Set Scope screen holds both, and a toggle at the top-left switches between them:
| Toggle | What you see |
|---|---|
| Object Scope | The target-object grid from section 5 — objects, fields, load types, owners, status. |
| Relevancy | The Relevancy Sets grid — the reusable value lists described below. |
(The choice is remembered in the page address, so a Relevancy view can be bookmarked or shared.)
8.1 Relevancy Sets — reusable value lists
The same list of values that defines "relevant" for one object often applies to others too. A Relevancy Set lets you save such a list once, name it, and point many relevancy rules at it instead of retyping the values each time. Switch the toggle to Relevancy to manage them.
The buttons and columns:
- New Relevancy Set (top-right) — opens the editor to create one.
- Edit (pencil) and Delete (bin) — in each row's Action column.
- Relevancy Set — the set's name. Type — a chip reading Manual or Reference-linked (explained below). Description, Owner, and Effective From / To dates round out the row.
- Used By — a count chip showing how many mappings reference the set. Click it (when it's more than zero) to open a Used By panel listing each referencing mapping, its target table, the table.column it filters on, and whether it filters on the Source or Reference side. Check this before you edit or delete a set, so you know exactly what you'll affect.
Creating or editing a set. In the editor you give the set a name (unique within the conversion), an optional description, owner, and effective dates, then choose how its values are supplied:
- Manual list — you type the values yourself. Each member has a Value, a Type (String, Numeric, or Date), an optional Sort order, and Notes. Use + Add to add rows and the bin icon to remove them.
- Linked to Reference Configuration — instead of typing values, you point at a Reference Configuration and a Value Column, and the set is filled automatically from that column's distinct values. For a saved set, Preview resolved values shows exactly what the link currently resolves to.
Click Save to keep your changes, or Cancel to discard them.
CHANGE ONCE, APPLY EVERYWHERE — Because relevancy rules point at the named set rather than a copied-out list, updating the set updates every place that uses it. A reference-linked set goes further: it re-resolves from its source, so it stays current on its own.
8.2 Relevancy Insights
Both the Scope and Object Inventory screens carry a Relevancy Insights toolbar (top-right) and some clickable count chips, so you can check what relevancy is actually doing before you run anything. Everything here is read-only.
- Relevancy Insights ▾ — a split button. Its main action opens the By Value view; the little arrow beside it offers By Value or ★ Candidates. By Value shows how your relevancy filters break down across the actual data values; ★ Candidates surfaces values that look like good candidates to filter on.
- Relevancy Summary (Scope screen only) — opens a live preview of which rows come across for the in-scope objects, with Download PDF and Download Excel buttons inside the preview so you can share it.
- Filters and ★ Candidates columns (Scope grid) — each shows a count for that object. Click the chip to open a Scope Details panel listing the source objects, columns, types, and values behind those counts.
- Filters Applied column (Object Inventory) — a count per source→target row. Click it to open a Per-Pair Filters panel showing the filters on that specific pairing.
9. Tracking Progress Through the Phases
WHERE TO FIND IT — In the Implementation Framework module, click any work step in the left menu (for example Mapping, Cleansing, or Build, under their phases). Each opens its own work grid for the objects in scope at that step.
As a conversion moves through its phases, each step gives you a work grid — a list of the target objects in scope for that step, each with a status you can update. This is how progress stays visible: the responsible owner works through their objects and marks each one as it advances.
A typical status runs through values such as Not Started → In Progress → Complete (the exact list is set up for your organisation). Steps like Mapping, Cleansing, and Build each show their own grid, so you can see at any moment how many objects are done and how many are still outstanding at each stage.
Put together with the phase bar and the planned dates, this gives you the full picture: which phase you're in, whether you're on schedule, and how far each object has progressed.
A NOTE ON ROLL-OUT — OnCoor's conversion phases are being expanded over time. The scoping, inventory, owner, scheduling, and Relevancy screens described here are in everyday use; some individual phase screens are still being built out and will show their step name as a placeholder until their tools arrive. Your in-app view always reflects what's available in your version.
10. Quick Reference
| I want to… | Do this |
|---|---|
| Open the module | Left navigation menu → Process → Implementation Framework (or Management → Conversion) |
| See where we are overall | Read the phase bar colours across the top (display only) |
| Move between screens | Click a step in the left menu (the phase bar isn't clickable) |
| Set the schedule | Left menu → Phase Dates → set planned and actual dates |
| Choose what to convert | Left menu → Set Scope → tick the Scope box on each object |
| Pick which fields come across | Set Scope → Edit Metadata Scope icon → tick columns |
| Scope many fields from a spreadsheet | Edit Metadata Scope → Export → fill the In Scope column → Import |
| Set how an object loads | Set Scope → set its Load Type |
| Connect a target to its sources | Left menu → Object Inventory → + Add Mapping → pick Source Connection → Connection icon → assign tables |
| Assign people to an object | Set Scope → people icon → add owner type + user |
| Narrow which rows come across | Set Scope → Relevancy toggle (top-left) |
| Reuse a relevancy value list | Set Scope → Relevancy → New Relevancy Set |
| Check what relevancy is doing | Relevancy Insights / Relevancy Summary (top-right), or click a Filters / Candidates chip |
| Track how far along an object is | Left menu → a work step (Mapping, Cleansing, Build…) → update each object's status |
| Change the framework, phases, steps, or roles | Left navigation menu → Pipeline Configuration → Implementation Framework (or Management → Config → Implementation Framework) |
Source: OnCoor Implementation Framework product documentation, written for end users. For the latest screens and options, always refer to the in-app interface.