How to begin the upgrade process for an individual reference set. 

Prerequisite steps: Log in to Reference Set Tool 2.0





StepsReferences


From either Library or My Reference Sets in Dashboard: 

Select a reference set to open the Reference Set Details page. 

 

Press the Upgrade button. 

 



The Upgrade Reference Set modal will be presented. It contains the following:  

Current Version: Current Version of the reference set. 

Current Terminology: Name of the SNOMED CT Extension 

Upgrade To: Version of the Extension that the reference set will be upgraded to. 

Start Upgrade button 

Cancel Upgrade button 

 

Press the Start Upgrade button. 

 

A notification will be presented in the upper-right corner that the reference set is locked during upgrade.








A message of success will be presented when the process is complete. 






Press the Continue Upgrade button to open the Select Replacements modal to begin selecting replacements for any inactive concepts in the reference set. See View the Select Replacements Modal and subpages for instructions;


OR  

Press the Cancel Upgrade button. 

NOTES: 

  • The author of a reference set may upgrade an individual reference set in “Published” or “Ready to Edit” workflow status from the Reference Details page.  
  • See Bulk upgrade reference sets for instructions on the bulk upgrade process.