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| Steps | References |
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The Select Replacements modal contains the following: | |
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- Preferred Display Name dropdown list: The author may select their preferred concept name. The selected concept name will replace both the Inactive Name and Replacement Name in the table and in the Download Changes Report.
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- Hide Included Replacements toggle: The author may choose to show or hide all included replacements.
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- Inactive Concepts table: The table contains the following columns:
- Inactivation Reason: Options are duplicate, outdated, nonconformance to editorial policy, erroneous, ambiguous, and not specified.
- Remove All / Add All button and Remove/Add buttons:
- The author will click the Remove button (button icon is a rounded square with a “minus” symbol) to the left of an inactive concept to remove it.
- The author will click the Add button (button icon is a rounded square with a “plus” symbol) to the left of an inactive concept to add it back into the reference set.
- The author will click the Remove All button in the header row to remove all inactive concepts.
- Inactive ID
- Inactive Concept Name
- Association: Options are same as, replaced by, possibly equivalent to, and alternative.
- Add All / Remove All button and Add/Remove buttons:
- The author will click the Add button (button icon is a rounded square with a “plus” symbol) to the left of a suggested replacement to accept it.
- The Add button is replaced by an info button when the replacement concept is already a part of the reference set.
- The author will click the Remove button (button icon is a rounded square with a “minus” symbol) to the left of a suggested replacement to reject it.
- The author will click the Add All button in the header row to add all replacement concepts.
- Replacement ID
- Replacement Concept Name
- Add Manual Replacement button: The user will click the Add Manual Replacement button (button icon is a large “plus” symbol) to the right of a particular inactive concept to add a manual replacement. A new row will appear below the selected concept:
- Search bar: The user will enter the concept ID or FSN to search.
- Add Manual Replacement button (button icon is a rounded square with a “plus” symbol): The user will click the icon to add the selected concept from the search results.
- Remove button (button icon is an “X”): The user may click to close the new row without adding a manual concept.
- Remove button (button icon is a trash can symbol): Once the new manual replacement is added, the user may click the Remove button to delete it.
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- Concepts displayed in the table:
- Bold text indicates a member of the reference set.
- Struck-through text indicates an inactive concept has been replaced.
- Table rows are shaded in alternating colors and table is sorted by inactive concept by default.
- Table pagination displays if more than one page of inactive concepts is available.
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- Cancel Upgrade button: Undo changes and return the reference set to the “Ready for Edit” workflow status.
- Download Change Report button: Downloads the report in CSV format.
- The report includes old members, new members, members in common, and manual replacements; new members list reason for inclusion (possibly equivalent to, same as, or manual replacement). The report includes both concept names and IDs.
- Download Inactive Concept Report button: Downloads the report in CSV format.
- Pause Upgrade button: Pauses the upgrade process and closes the modal.
- Finish Upgrade button: Updates members and finalizes the upgrade.
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