Reference Set Tool 2 User Guide

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How to view the Select Replacements modal in the upgrade process. 

Prerequisite steps: Log in to Reference Set Tool 2.0; Upgrade a Reference Set.


StepsReferences

The Select Replacements modal contains the following: 


  • Total inactive concepts.
  • 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.
  • Hide Included Replacements toggle: The author may choose to show or hide all included replacements. 

Inactive Concepts table:

The left side of the table contains the following columns: 


    • Inactivation Reason: Options are duplicate, outdated, nonconformance to editorial policy, erroneous, ambiguous, and not specified.
    • Remove All button
      • The author will click the Remove All button in the header row only if they wish to remove all inactive concepts.  Otherwise:






    • 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 right side of the table contains the following columns: 
  • Inactive ID 
  • Inactive Concept Name 
  • Association: Options are same as, replaced by, possibly equivalent to, and alternative.  
  • Add All button
    • The author will click the Add All button in the header row only if they wish to add all replacement concepts. Otherwise:





  • 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” Subtract symbol shown when you're able to remove a conceptsymbol) to the left of a suggested replacement to reject it. 
  • Replacement ID 
  • Replacement Concept Name 



  • Add Manual Replacement button: The user will click the Add Manual Replacement button (button icon is a large “plus”Add symbol shown when you're able to add a concept) 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 a rounded square with a “minus”Subtract symbol shown when you're able to remove a concept symbol): The user may click to close the new row without adding a manual concept.
    • Remove button (button icon is a trash can symbol Subtract symbol shown when you're able to remove a concept): Once the new manual replacement is added, the user may click the Remove button to delete it.  


  • 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. 


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