Reference Set Tool 2 User Guide

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How to search membership by text or SCTID to 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 a reference set (Author). 


StepsReferences

EITHER 

Select a recent search keyword or SCTID from the history dropdown list in the search bar at the top of the member table.








OR  

Enter a concept keyword or SCTID in the search bar. 

 


Press the Remove Member button (the button icon is a solid rounded square with a “minus” Subtract symbol shown when you're able to remove a conceptsymbol) next to any concept in the search results to remove it. 

Press the Clear button (button icon is an “X”) to clear the search, as needed.

NOTES:  

  • If the concept to be removed has descendants, a secondary add/remove modal opens allowing the user to select to remove: self, descendants, or self & descendants.  
  • The tool will present a success message when members are successfully 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 remove members. 


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