Reference Set Tool 2 User Guide

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One-liner summary description.How to search for concepts by text or SCTID to add members to or remove members from a reference set. 

Prerequisite steps: Log in to Reference Set Tool 2.0; From either Library or My Reference Sets in Dashboard and choose a reference set; Reference Set - Editing Reference Sets (Author).



Advanced Tables - Table Plus
classuser-guide-steps-references


StepsReferences


 

Select Add/Remove by Search from the Edit Members dropdown list above the member table. 

 

 

 

 

 

 

 

 


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Select a recent search keyword or SCTID from the history dropdown list in the search bar; OR

Enter a concept keyword or SCTID in the search bar. 

Press the Search button. 

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EITHER 

In the search results, press the Add Member button (the button icon is a solid rounded square with a “plus” symbol) next to any concept to add it; OR 

Press the Remove Member button (the button icon is a solid rounded square with a “minus” symbol) next to any concept to remove it. 

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OR 

In the search results, click on a concept to open the concept details. 

Press the Add Member button (the button icon is a solid rounded square with a “plus” symbol) next to any concept in the concept details hierarchy to add it; OR 

Press the Remove Member button (the button icon is a solid rounded square with a “minus” symbol) next to any concept to remove it. 

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OR 

Press the Add All button to add all concepts in the search results; OR 

Press the Remove All button to remove all concepts in the search results. 

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NOTES:  

  • If the concept to be added or removed has descendants, a secondary add/remove modal opens allowing the user to select to add/remove: self, descendants, or self & descendants.  
  • The tool will present a success message when members are successfully added/removed. 
  • Click the Download Report button in the success notification to download a report containing a list of added/removed members.  
  • The tool will present an error message if an error occurs when trying to add/remove members. 


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