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Figure 1 - CRS Dashboard

1. Create Requests

1.1 Simple Mode

From CRS Dashboard (Figure 1), click on Create New Request (1), select Simple (2) from Input Mode 

Figure 2 - Select Simple Mode

1.1.1 New Concept

Select New Concept (3) from drop-down list Request Type and click Create Request (4) 

Figure 3 - Select New Concept Type

Select tab Taxonomy (1), Search or Saved List from the left panel to select a desire concept to drag & drop to Parent Concept (3) field

Figure 4 -  Compose a New Concept 

If you want add more Synonyms, click on the plus icon  on each synonym (1) to add. if you want to remove a synonym, click on  button on each synonym to remove. do the same with Definition (2).

Figure 5 - Add More Synonyms and Definitions 

Select tab Request Info (1) to save (2) the request with Draft status which allows you to edit request details before submit, or submit (3) the request to manager/staff. Request details editing is locked after submitted.

Figure 6 - Save or Submit Request

1.1.2 New Description

Select New Description from Request Type drop-down list and click Create Request button (Figure 7)

Figure 7 - Select New Description

Search or browse for a desire concept from the left panel (1) to drag & drop it into Concept field (2), enter request details to Save or Submit the request (Figure 6).

Figure 8 - Compose a New Description

1.1.3 New Relationship

Select New Relationship from Request Type drop-down list and click Create Request button (Figure 3)

Search or browse for a desire Source Concept, Relationship Type, and Destination Concept from the left panel (1) to drag & drop it into each corresponding fields (2), enter request details to Save or Submit the request (Figure 6).

Figure 9 - Compose a New Relationship

1.1.4 Change or Retire Concept

Select Change or Retire Concept from Request Type drop-down list and click Create Request button (Figure 3)

Search or browse for a desire Concept from the left panel to drag & drop it into Concept field, enter request details to Save or Submit the request.

1.1.5 Change or Retire Description

Select Change or Retire Description from Request Type drop-down list and click Create Request button (Figure 3)

Search or browse for a desire Concept from the left panel to drag & drop it into Concept field, select a Current Description and enter request details to Save or Submit the request.

1.1.6 Change or Retire Relationship

Select Change or Retire Relationship from Request Type drop-down list and click Create Request button (Figure 3)

Search or browse for a desire Concept from the left panel to drag & drop it into Concept field, select a Relationship that you want to retire or change and enter request details to Save or Submit the request.

1.2 Direct Mode

From CRS Dashboard (Figure 1), click on Create New Request (1), select Direct (2) from Input Mode

Figure 10 - Select Direct Mode

1.2.1 Panels In Direct Mode

Figure 11 - Panels in Direct Mode

There are 4 panels in Direct mode, started from left to right:

  • Edit Mode Switcher (1), on this panel there are 2 buttons which are used to switch between Simple and Direct mode. If there is any change is made from Direct mode, the switcher will be disable and user cannot view request details in Simple mode. However, if there is any change in Simple mode, user can view them in Direct mode.
  • Left Panel (2), there are 4 tabs in left panel ,  ,  , and 
    • Taxonomy tab allows user to browse concepts in tree view
    • Search tab allows user to look for their desire concept quickly with suggestions (start showing suggestions after typing 3 characters)
    • Saved List tab shows saved concepts from Search tab. User can drag & drop concepts from Saved List to Edit Panel (4)
    • Request Info tab shows request statistics and corresponding buttons for each request status
  • Middle Panel (3) allows you to enter further information for a request
  • Edit Panel (4) where you provide values for concept's attributes such as synonyms, prefer term, relationships. Below are command buttons in Edit Panel:
    •  button to provide change details for a concept
    •  Undo changes
    •  Redo changes
    •  Revert all changes
    •  Remove concept from Edit Panel
    •  Activate or Inactivate a concept
    •  Drag & Drop button
    •  Activate or Inactivate a description or a relationship
    •  Add a new concept description or relationship 
    •  Remove a concept description or relationship 


1.2.2 New Concept

 to create a new concept request by using direct mode, from CRS Dashboard (Figure 1) click on Create New Request (1), select Direct from Input Mode (2) drop-down list, select New Concept from Request Type (3) drop-down list, and click on Create Request (4) button to go to request details editor. 

Figure 11 - Select New Concept in Direct Mode

1.2.1.2 Add New Synonym 

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