Adding, Updating, and Removing Refsets

Documentation on adding, updating and removing a Refset.

The user must have a role on an existing project (see Creating a New Project and Assigning Users to a Project)

To add a refset follow these steps:

Log into the tool (https://refset.ihtsdotools.org)
Select the "Refset" tab
Choose the project in which you want to create the refset.
Open the "Available" Accordion (it will show the number of existing refsets and your role)
Next, click the "Add" or "Add Refset" button along the right.
Then, complete the form and click "Add". Many fields will be defaulted from your project selections.
For more information on the different refset types, see the sections below.

To edit a refset follow these steps:

Log into the tool (https://refset.ihtsdotools.org)
Select the "Refset" tab
Open the "Available" or "Assigned" or "Release" Accordion (it will show the number of existing refsets and your role)
Next, click the "Edit" icon next to the refset to be edited.
Then, complete the form and click "Save". Many fields will be defaulted from your project selections and previous settings.

To remove a refset follow these steps:

Log into the tool (https://refset.ihtsdotools.org)
Select the "Refset" tab
Open the "Available" or "Assigned" Accordion (it will show the number of existing refsets and your role)
Next, click the "Remove" icon next to the refset to be removed.