View the Select Replacements modal

View the Select Replacements modal

In this page:

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

Prerequisite steps: Log in to Reference Set Tool 2.0; Reference Set - Upgrade (Author).

Steps

References

Steps

References

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    • Inactivation Reason: Options are duplicate, outdated, nonconformance to editorial policy, erroneous, ambiguous, and not specified.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”

      symbol) 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”

    ) 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”

       symbol): 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.  



  • 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.