Reference Set Tool 2 User Guide

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How to view the Reference Set Details page

Prerequisite steps: Open a Reference Set



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


StepsReferences

The Reference Set Details page contains all information associated with a specific reference set that a user will have access to.  

 

The Reference Set Details page has 6 sections:

  • Reference set header
  • Reference set management section
  • Reference set metadata section
  • Reference set workflow history section
  • Reference set members section
  • Concept Details section





Reference set header section:

Reference Set Name: Based on the preferred term in the SNOMED extension’s default language. 

 

Workflow Stepper: The reference set’s current workflow status. 

 

Version Date / Version Status dropdown list:  

Version Date: Only previously published reference sets will have a version date. Reference Sets not previously published will have today’s date. 

Version Status: Published or In Development. 

 

NOTE: When multiple reference set versions are available, the user may select a reference set to view from the Version Date / Version Status dropdown list.  


Reference set management section:  Here the user, according to their project role and the workflow status of the reference set, can manage the reference set, including edit metadata, compare, download, view or manage feedback and artifacts, view audit trail.  

Reference set metadata section: Lists all the reference set metadata.

Reference set workflow history section: Changes to the reference are automatically recorded and available in a read-only table.  

Reference set members section (Non-Author roles or Author, with reference set in "Ready to Edit" status):

Browse Concept Details (click any member to open), view/add/edit/delete reference set member feedback, view membership history, or download members table.






Members may be displayed in table view or taxonomy view.  

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Reference set members section (Author): In addition to the above, with a reference set "In Edit", an author can For Author's only: View/ add/remove members, add exceptions.









Members may be displayed in table view or taxonomy view.  



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Concept details (when a specific member is selected) 

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