Getting Started - Create Request

StepsReference
  1. User selects "Create New Request" button from left sidebar (A).
  2. The system will load the create New Request dialog box, and the user selects an input mode (B) (direct or simple) and then selects the desired Request Type template (C) and select Create Request.

To jump to the next steps please select the desired request combination:

Simple mode - Change Description

StepsReference

3. The system will load the New Request screen. From this screen a user must fill out the New Request Details:

  • Local code (D) - Local extension code - optional
  • Topic (E) - What category the request falls under - required
  • Summary (F) - Usually the FSN that is the subject of the request - required
  • Justification (G) - The source of the request ex: Organization Name Donation - required
  • Reference (H) - Supporting notes as to why the content request should be completed
  • Notes (I) - Any additional comments desired to be made about the request
  • Namespace (J) - optional

 

4. To change a description a user must fill out the following fields

    • Concept (K) - The concept containing the description which is desired to be changed. For more info on populating this field via search or taxonomy see: Search, Taxonomy, and Using Drag and Drop or using type ahead see Using Type Ahead Within CRS
    • Active Description (L) - Select which of the descriptions from the selected concept should be changed
    • Proposed New Description (M) - Type the new description term
    • New Case Significance (N) - Set the Case Significance of the New Description

5. Select Save Request (O) to save your work or select Submit Request (P) to Submit the Request. The request will have a status of New.

6. Jump to: What happens after my Request has been submitted?

 

Simple mode - Change Relationship

StepsReference

3. The system will load the New Request screen. From this screen a user must fill out the New Request Details:

  • Local code   (D) - Local extension code - optional
  • Topic  (E) - What category the request falls under - required
  • Summary  (F) - Usually the FSN that is the subject of the request - required
  • Justification (G) - The source of the request ex: Organization Name Donation - required
  • Reference  (H) - Supporting notes as to why the content request should be completed
  • Notes (I) - Any additional comments desired to be made about the request
  • Namespace (J) - optional

4. To change a relationship a user must fill out the following fields

5. Select Save Request (R) to save your work or select Submit Request (S) to Submit the Request. Once the request has been submitted it will have a status of New and the user will be redirected to the dashboard. 

6. Jump to: What happens after my Request has been submitted?

Simple mode - Change or Retire Concept

StepsReference

3. The system will load the New Request screen. From this screen a user must fill out the New Request Details:

  • Local code   (D) - Local extension code - optional
  • Topic  (E) - What category the request falls under - required
  • Summary  (F) - Usually the FSN that is the subject of the request - required
  • Justification (G) - The source of the request ex: Organization Name Donation - required
  • Reference  (H) - Supporting notes as to why the content request should be completed
  • Notes (I) - Any additional comments desired to be made about the request
  • Namespace (J) - optional

4. To change or retire a concept a user must fill out the following fields

  • New Concept FSN (L)
  • New Concept Status (M)
  • Duplicated Concept (N)
  • History Attribute (O)
  • History Attribute Value (P)

5. Select Save Request (Q) to save your work or select Submit Request (R) to Submit the Request. Once the request has been submitted it will have a status of New and the user will be redirected to the dashboard.

6. Jump to: What happens after my Request has been submitted?

Simple mode - Create New Concept

StepsReference

3. The system will load the New Request screen. From this screen a user must fill out the New Request Details:

4. To create a new Concept a user must fill out the following fields

5. Select Save Request (S) to save your work or select Submit Request (T) to Submit the Request. Once the request has been submitted it will have a status of New and the user will be redirected to the dashboard.

6. Jump to: What happens after my Request has been submitted?

Simple mode - Create New Description

StepsReference

3. The system will load the New Request screen. From this screen a user must fill out the New Request Details:

  • Local code (D) - Local extension code - optional
  • Topic (E) - What category the request falls under - required
  • Summary (F) - Usually the FSN that is the subject of the request - required
  • Justification (G) - The source of the request ex: Organization Name Donation - required
  • Reference (H) - Supporting notes as to why the content request should be completed
  • Notes (I) - Any additional comments desired to be made about the request
  • Namespace (J) - optional
  • 4. To create a new Description a user must fill out the following fields

      • Concept (K) - The concept that you would like to add the description to. For more info on populating this field via search or taxonomy see: Search, Taxonomy, and Using Drag and Drop or using type ahead see Using Type Ahead Within CRS - required
      • Description (L) - Create New Description Here - required
      • New Case Significance (M) - optional
      • Is the new Description the Preferred Term? (N)- optional

    5. Select Save Request (O) to save your work or select Submit Request (P) to Submit the Request. Once the request has been submitted it will have a status of New and the user will be redirected to the dashboard. 

    6. Jump to: What happens after my Request has been submitted?

 

 

Request Form Glossary


What happens after my request is submitted?