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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 12) 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 12 - Select New Concept in Direct Mode

1.2.1.1 Add New Description 

Click  button which is on each description row to add a new row of description

Figure 13 - Add New Synonym

Notes:

FSN/DEF/SYN are Fully Specified Name (FSN) , Definition (DEF), and Synonym (SYN)

<locale>: P/A are the locale 2-digit code (us for USA, gb for Great Britain), and Preferred/Acceptable terms, abbreviated as P and A respectively

So in the above examples:
The first row indicates that the Fully Specified Name is the preferred term in both US and GB dialects of English
The second row indicates a Definition that is the preferred term in both US and GB dialects of English
The third row indicates a Synonym that is an accepted term in both US And GB dialects of English

1.2.1.2 Add New Relationship

Click  button which is on each relationship row, there will be a modal dialog displayed (2), populate your desire options from Characteristic Type and Refinability drop-down list.

Figure 14 - Add New Relationship

drag and drop a concept from the left panel (1) to the target concept (2). if you don't want to drag & drop, then you can type in the target concept textbox, CRS will suggest corresponding concept for your keyword. do the same with relationship type (3)

Figure 15 - Add New Relationship 2

1.2.3 Change or Retire Concept

To create a new request for change/retire concept by using Direct mode, from CRS Dashboard (Figure 12) click on Create New Request (1), select Direct from Input Mode (2) drop-down list, select Change or Retire Concept from Request Type (3) drop-down list, and click on Create Request (4) button to go to request details editor. 

Drag & drop a concept from Left Panel (1) to the Edit Panel area (2) to load concept's details

 

Figure 16 - Drag & Drop Concept to Edit Panel

1.2.3.1 Retire a Description

Click on  button (1) of the description which you want to retire, there will be a modal dialog displayed, select a New Description Status (2) option then click Select (3) 

Figure 17 - Retire a Description

Figure 18 - Retired Description With Indicator

1.2.3.2 Retire a Concept

Click on  button (1) to show the modal dialog (2) to populate relevant information, and then click on Select (3) button to retire concept. 

Figure 19 - Retire concept

2. Batch Import and Batch Details

2.1 Import New Batch

From CRS Dashboard, click on New Batch Import from the left panel to navigate to the Batch Import page. drag & drop or browse for a batch file into upload zone (1). 

Figure 20 - Drag & Drop File to Import

The file will be uploaded to the server (1) and notify user once it completed (2) (3), you can click on each tab (4) to review your uploaded requests. once you are happy with the file, click Import Request (5) button to show import statistic (figure 22), and then click on Import button to import it to the system. Otherwise, you can delete it if you want.

Figure 21 - Review Batch File and Import

Figure 22 - Import Statistics

2.2 View My Batches

From CRS Dashboard, click on My Batch Requests (1) from the left panel to navigate to the batches page (2).

Figure 23 - Batch Page

Click on a batch row to go to batch request detail as below screenshot

Figure 24 - Batch Statistics and Requests

3. Request Actions

3.1 Accept Request

From CRS Dashboard, on Submitted Requests, click on a request which has status is New  to go to request details page

Click on Accept Request (1) button to accept a request, then you will be redirected to CRS Dashboard

3.3 Reject Request

From CRS Dashboard, on Submitted Requests, click on a request to go to request details page

Click on Reject Request (1) button to reject a request, then you will be redirected to CRS Dashboard

3.5 Pend Request For Clarification

From CRS Dashboard, on Submitted Requests, click on a request to go to request details page

Click on Pending Clarification (1) button to reject a request, then you will be redirected to CRS Dashboard

3.6 Appeal Rejected Request

 

 

3.7 Withdraw Request

 

3.8 Assign Request

 

4. Notifications

 

 

5. Dashboard 

 

 

 

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