Reference Set Tool 2 User Guide

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How to import a file 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; Edit a Reference Set. 


StepsReferences


 

 

  1. Select Import from File from the Edit Members dropdown list above the member table. 

 

 

 


EITHER   

  1. Press the Browse for file button 
  2. Select a RF2 or TXT file, containing SCTIDs to be added or removed, from your computer. 
  3. Press the Open button. 
  4. Press the Add Members button; OR  
  5. Press the Remove Members button. 


 OR 

  1. Drag and drop a RF2 or TXT file, containing SCTIDs to be added or removed, into the modal window.
  2. Press the Add Members button; OR
  3. Press the Remove Members button. 


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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