Reference Set Tool 2 User Guide

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  1. From the Reference Set details page, choose your reference set and place Reference Set "In Edit".
  2. In the upper left corner, under the Reference Set name, choose "Manage Reference Set" dropdown and then choose "Create Note".
  3. Leave your note and click "Save". 
  4. Notes will appear in the Workflow History section under the Metadata on Reference Set Details - see: How do I view Workflow history?


Reviewer Notes

  1. With the Reference Set "In Review", click "Manage Reference Set" from the upper left corner under the Reference Set Name and then click "Create Note".
  2. When rejecting a Reference Set, the reviewer MUST leave a note before rejecting. 

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