Whilst validation is being processed, status icons are presented in the page header, to the right of the task identifier, and the Validation has been scheduled status message replaces the request button in the left-hand button bar Validation sub-menu.

When the task validation is completed, a header notification is presented which includes a link to the Validation Report containing the validation results.

EITHER

Follow the link in the header notification to open the Validation Report.

OR

Press View Validation Report in the left-hand button bar Validation sub-menu.

The Validation Report is presented in place of the Edit Panel, Concept Diagram, and left-hand context panels, with an "Initialisation complete" header notification.

This contains the following:

• Header bar with:

  • Report label showing "Validation Report Completed <date-time-stamp>".

  • Show Full Report text action button.

  • Show Exceptions text action button.

• Report panel.

If the task contains no validation errors, the message "No validation results to display" is presented in the report panel.

If the task has validation issues then the validation report will contain listings of Failed Assertions and Warning Assertions.

Each list entry contains:

• Validation assertion description.

• Total number of cases (concepts) related to that assertion.

• Load Cases icon/text action button.

• Download

Press Load Cases on an assertion list entry to see the concepts which triggered the assertion.

The report panel switches to a tabulated list of concepts below a header line which contains the Assertion Failure text, and a Back to Report icon/text action button (which returns to the case listing view).

Each concept row has the following:

• Select box.

• Concept Id (SCTID).

• FSN term.

• Semantic Tag

• Error Message.

• Add to Exceptions text action button.

• View/Edit Concept icon button.

The table rows can be sorted by Concept Id, FSN, Semantic Tag and Error Message by toggling the column header labels.

The select boxes on each row work in combination with the Add selected to Exceptions and View/Edit Selected Concepts action buttons in the rightmost two column headers. These actions will be applied to all selected concept rows to quickly process them as a group.

Press Add to Exceptions (on a single concept row) or Add Selected to Exceptions (selected rows) to open the Add to Exceptions dialogue overlay.

Exceptions can be added as either a Permanent Exception or Temporary Exception.

Add a Reason for the exception, then press Save to put the assertion on the relevant exceptions list, or press Cancel to return to the validation report without adding to the Exceptions list.

The Exceptions List is initially presented for the task's project, but the list scope can be switched between This Project and All Projects.Such cases can be viewed by pressing Show Exceptions in the Validation Report header.

Press Hide Exceptions to remove the Exceptions List from view.

Press View/Edit Concept (on a single concept row) or View/Edit Selected Concepts (selected rows) to see case concepts in an embedded Taxonomy/Editor panel below the cases table. This supports direct inspection and editing of concepts on a case-by-case basis without leaving the Validation Report.

To remove a concept from the Taxonomy/Editor panel press its "X" (Remove concept from edit panel) icon button in the concept header icon button list (as for the main Editor view).

Press Download to save a list file to your local machine in .tsv format. The file contains the Concept ID (SCTID) and FSN term for each concept in the cases list (one per line, tab-delimited; line 1 is a header line with field labels).

By default the Validation Report shows only assertion failures triggered by concepts modified within the task.

Press Show Full Report to see all assertion failures for the entire branch contents.

These may include assertion failures carried into the task from the project level, either on task creation or via task rebase.

When viewing the full report, press Show Task Report to return to the default view and only present assertion failures triggered by changes made within the task.

The Dashboard Review Tasks view is presented.

Uncheck Select All and press individual row select checkboxes to make ad-hoc selections of search matches.

Press Load Next 100 in the results footer for large results set to extend the listing with the next 100 results.

Each time this is done the listing is expanded to include all the previous results, and a vertical scroll bar will appear to the right of the results panel to allow the list to be scrolled.

Ad-hoc selections are preserved when the next 100 results are loaded, so selections can be added from throughout the entire results set if needed (although a better strategy might be to refine the search query to get a smaller results set).

Once all desired ad-hoc selections are made, press Download Selected Results to save the results as a .tsv file in your local web browser environment.

Open the downloaded .tsv file in any text editor to see that it contains only the selected result entries, regardless of the total number of results.

The Dashboard My Projects view is presented.

When in text search mode (default on opening Task View - Search tab), press Switch to ECL.

If previously switched to template search mode, press Switch to Text, then press Switch to ECL.

Enter an ECL expression into the search query box.

Press the <i class""fa-magnifying-glass">:magnifying-glass: Search button to the right of the query box, or press Enter on the keyboard.

Whilst the search is running, the results panel shows "Searching...".

Select a template from the drop-down selection box.

The selected full template name is placed into the query box and a search commences for matching concepts.

The phrase "Searching..." shows in the results panel until results are available.

When matches are found the search results list all concepts that match the selected template, with the default options of:

• Stated view

• All definition statuses ( Primitive and Fully defined )

• Logical model matches

The default Template search finds matches in the Stated view, however this can be switched to Inferred view matches using the drop-down view mode selector.

The Def. (definition status) results filter option defaults to All ( Primitive and Fully Defined ) but also allows Primitive only and Fully Defined only matches to be listed in the search results.

A third results filter supports matching different aspects of the concept modelling defined by the selected template:

• Logical (default) - concepts which match the logical model regardless of their lexical content.

• Logical and Lexical - concepts which match both the logical and lexical models.

• Logical not Lexical - concepts with the same logical model but which do not conform to the lexical model.

• /ul>

An example report is shown in the screenshot for TermContainsXReport 71388002 |Procedure| 20181220_103142_prod_sulrich.

The sheet name contains the report title followed by the run date-time (in YYYYMMDD_HHMMSS format), a platform identifier (prod), and finally the account name of the originator (ie the account login under which the report query was run).

Since the report itself is a Google Sheet, all the options and services associated with a shared Google Sheet are available for further processing and analysis as needed, such as copying to a personal sheet for further analysis/manipulation, download as a file in various formats for offline review and processing (including exporting to other tools and services).

Once authenticated and authorised, your web browser will then be redirected back to the AP URL which triggered the authorisation and authentication process.

At this point you will have an authorised account session cookie in your web browser which means you will no longer be prompted for account credentials until either you have explicitly logged off or closed your web browser.

If the main URL above was used to open the International AP, you will then see the Dashboard - My Tasks view, and a blue notification box will show in the page header stating "All tasks loaded" (the header notification will automatically close after a brief interval, or you can press the X button in its upper right corner to close it manually).

If this is the first time you have used the AP (or all your existing tasks have been either promoted or deleted) then you will see an empty Dashboard listing view. This is where your tasks will be listed once created.

At this point you're in the International AP and ready to author content in your own tasks or review content created in other tasks by other authors.

EITHER (from anywhere in the application) Open the page header drop down menu and press Review Tasks in the overlaid menu options list.

OR (from any Dashboard view) Press Review Tasks in the Dashboard view left sidebar menu.

The Dashboard Review Tasks view is presented.

EITHER In the Review Tasks view, press the name link on the task you want to open. This opens the Task View to the context of the Feedback activity tab.

If task status is Ready for Review and the review status is Available (not yet claimed) this action will claim it for review and assign you to it as a Reviewer. The task will change state to In Review and its review state will become Claimed.

If task status is In Review and review is Claimed this will re-open the task for review and show any changes made to concepts in the task.

Whilst loading, the main content panel is cleared, and a blue header notification stating "Loading task details..." is presented. When completed, the header notification changes to "Task details loaded".

The Task View Review and Feedback layout is presented, showing concepts to review, concepts approved, and inferred concept changes within the task. This layout maintains the Activities panel (Left Sidebar), as well as the Options panel menu for navigation back to other task contexts.

Follow the instructions in the first tab to define a set of changes in the appropriate sheet tab, then download that tab as a local file in .tsv (tab separated values) format.

Once the desired changes are specified and available in a local .tsv file, return to the Upload a Batch dialogue to specify the upload with:

• Task Title

• Select Assignee (type-ahead search for names list)

• Number of Concepts per Task (select from preset list, default is 100)

• Enable Drools Validation (optional)

• Select Project (from available projects list)

• Select Reviewer (type-ahead search for names list)

• Select Import Type (from available list matching the Batch Upload template change type tabs)

• Select Batch File (invokes your local machine's file selection dialogue to pick the relevant .tsv file)

When all required parameters are defined, the Create Tasks button will be enabled.

Press Create Tasks to start the batch upload process.

On successful completion of the batch upload, the Batch Upload Complete header notification will appear, and a local machine file save dialogue box will be presented to allow local saving of a batch results .tsv file with the outcome of the upload process.

Opening the batch result .tsv file on your local machine will show tab separated values with a row corresponding to each change row in the upload file. The final column of the results data indicates the outcome of the upload for that row (true for success).

The My Tasks dashboard view will also be updated to show the task(s) created by the batch upload, which carry the related content changes.

If an error is encountered during batch processing of particular rows, whilst other changes are successful, the Batch Upload Completed With Errors header banner will be presented.

In either of these failure cases, a batch result .tsv file is generated.The local operating system file download dialogue is invoked to allow saving of the batch result file.

Inspecting the batch result file shows further information to help understand the failure cause(s) for the rows which could not be processed successfully.

If the batch upload process fails during parsing of the upload file, the Batch Upload Failed header notification will be presented.

The header notification includes additional diagnostic information, but a results file is not generated.

Find the desired domain name in the Domain panel of the MRCM Maintenance Tool.

Press the name to change the context of the Applicable Attributes panel to those matching the domain, and also expand the Domain Details sub-panel at the base of the Domain panel. The selected domain name is highlighted.

The Domain Details sub-panel contains:

• Domain Constraint

• Parent Domain (sub-domains only)

• Proximal Primitive Constraint

• Guide URL

• Precoordination Domain Template

• Postcoordination Domain Template

The Applicable Attributes list can be filtered by typing a text pattern into the Filter Attributes... box. As soon as text is entered, the attributes list will update to only show those matching the filter text.

If a sub-domain is selected, the Applicable Attributes results will show all those applicable to its parent domain, however only those applicable to the selected sub-domain will be active in the list.

Any attributes not applicable to the selected sub-domain will be inactive, and moving the cursor onto them will show a symbol, indicating they cannot be viewed for the selected sub-domain.

From the Dashboard - My Tasks view:

EITHER Press New Task in the left-hand menu bar.

OR Press the blue circular + button in the upper right corner of the Dashboard - My Tasks content panel.

The Create New Task pop-up form is presented, centred on the page and overlaying the Dashboard - My Tasks view which is dimmed but still visible "below" the form.

This form has three content entry fields, and three calls to action at the bottom of the form:

• Task title field (required).

• Select project drop-down list selector (required).

• Task Details optional multi-line rich text field, with a sub-menu for formatting selected contents as bold font, italic font, button list, and numbered sequential list.

• Create Task button.

• Create and Open Task button.

• Cancel button.

The pop-up form also has a small X button in its top right corner. This has the same effect as the Cancel button.

Enter a single line Task title for identification of this task in the Authoring Platform.

Press Select project to see an overlaid list of all available projects on the Authoring Platform. Pick one from the list by moving the cursor to its title and pressing it, or using the keyboard up-arrow / down-arrow buttons to scroll the list and then press Enter on the desired selection.

Enter some further descriptive text in Task Details and use the text formatting options menu to enhance readability if desired (select some text within the field, then press the desired option button in the menu). This field is optional and can be left blank but some additional background information on the task can often be useful, particularly if many tasks end up with similar titles.

With an International published concept loaded into the editor, view the concept descriptions.

Translated terms appear as individual descriptions set to be the Preferred Term (PT) for the languages-dialects available in a specific SNOMED CT extension.

The example shown here is the International published concept 418019003 | Accidental event (event) | which was loaded by searching for the French word "événement" and pressing "événement accidentel" in the search results.

Note the language-dialect acceptability settings for each description row:

• The first description is always the Fully Specified Name (FSN). This is always defined as Preferred in the en-US dialect.

• The second description is the International Edition PT, which is defined as a SYN (synonym) set to Preferred in the en-US dialect.

• The third description is the French language PT, which is defined as a SYN set to Preferred in the fr language.

• The fourth description is the Dutch language PT, which is defined as a SYN set to Preferred in the nl language.

Use the More details buttons on the description rows to compare details for the various concept descriptions:

• The FSN and en-US PT are defined in the SNOMED CT core module with Lang. setting en.

• The extension translated PTs are defined in the Belgian module, with Lang. settings fr and nl respectively.

Once authenticated and authorised, your web browser will then be redirected back to the AP URL which triggered the authorisation and authentication process.

At this point you will have an authorised account session cookie in your web browser which means you will no longer be prompted for account credentials until either you have explicitly logged off or closed your web browser.

If the main URL above was used to open the International AP, you will then see the Dashboard - My Tasks view, and a blue notification box will show in the page header stating "All tasks loaded" (the header notification will automatically close after a brief interval, or you can press the X button in its upper right corner to close it manually).

If this is the first time you have used the AP (or all your existing tasks have been either promoted or deleted) then you will see an empty Dashboard listing view. This is where your tasks will be listed once created.

At this point you're in the International AP and ready to author content in your own tasks or review content created in other tasks by other authors.

Press the search result FSN term (Edit) to open the concept in the Edit Panel.

For active search results, press View in Taxonomy to open the concept in the Task View - Taxonomy tab.

The display context changes to Task View - Taxonomy , with the trigger concept as the focus for the taxonomy listing.

For inactive concepts in search results, the View in Taxonomy button is replaced by an Inactive Concept icon.

Press Add to Saved List to add the search result concept to the task Saved List.

Press Clone this concept to create a new unpublished cloned version of the concept in the Edit Panel. This is equivalent to creating a new concept and entering its lexical and logical model content from scratch.

Once authenticated and authorised, your web browser will then be redirected back to the AP URL which triggered the authorisation and authentication process. At this point you will have an authorised account session cookie in your web browser which means you will no longer be prompted for account credentials until either you have explicitly logged off or closed your web browser.

If the main URL above was used to open the International AP, you will then see the Dashboard - My Tasks view, and a blue notification box will show in the page header stating "All tasks loaded" (the header notification will automatically close after a brief interval, or you can press the X button in its upper right corner to close it manually).

If this is the first time you have used the AP (or all your existing tasks have been either promoted or deleted) then you will see an empty Dashboard listing view. This is where your tasks will be listed once created.

At this point you're in the International AP and ready to author content in your own tasks or review content created in other tasks by other authors.

EITHER Go to the AP domain name web address. The default AP page is the Dashboard My Tasks view.

https://authoring.ihtsdotools.org

OR Go to the AP home page web address. This opens the Dashboard My Tasks view.

https://authoring.ihtsdotools.org/#/home

OR (from anywhere in the application) Open the page header drop down menu and press My Tasks in the overlaid menu options list.

Enter your desired query details.

Subhierarchy and Attribute Type are examples of type-ahead select fields - start typing a word in the field box and the form will present a drop-down list of matching options (it may take a few seconds to query the server and present the selection list).

Press a list option to set the field value.

Complete your desired query details and then press the Run Query button in the lower right-corner of the Report Details dialogue box. This will submit the report for running on the server.

If you wish to cancel, press the x in the upper right corner of the dialogue box to close it without running the query.

On submitting the Report Details, the report Status changes to Scheduled. At this point the report request is queued on the server.

When the queue processing reaches your scheduled report, the report Status changes to Running. At this point the report query is run against the mainline content on the Authoring Platform. The report run time depends on the complexity of the query and its related hierarchy size, available server resources and queue length.

After successful completion of the report, its Status is updated to Complete, and the Google Sheet report is then available in Google Drive, linked from the report entry Status label/icon.

Following upload and processing of the batch file, successful complete of processing is indicated via a header notification for "All tasks loaded", newly created task(s) in the My Tasks listing, and a browser download .tsv file which contains the import result for each processed row from the uploaded batch source file.

The example below shows a success result file for 3 description additions to existing published International concepts, adding Maori language translations in the New Zealand (NZ) extension:

Following successful import, the changes made can be seen in the Authoring Platform by opening each related import task.

On first opening the task, the edit panel will be empty, since no manual editing has occurred.

Use the Switch to Feedback View context tab to see each modified concept in the To Review list.

Loading the modified concepts into the Review Panel highlights their changes, in exactly the same way as those made manually via regular editing.

The example shown here shows two NZ extension description changes made via batch import.

Another example showing two NZ extension description inactivations made via batch import.

Another example showing three Maori translated terms added to existing International published concepts, with the new descriptions added to the NZ extension module.

(Google translations of en-US terms into Maori are for illustration purposes only!)

Press the Taxonomy tab in the Task View - Context Panel tabs list.

The Task View - Context Panel switches to the Taxonomy view with a hierarchical tree-node representation of SNOMED CT concepts, based on their parent-child (Is-a) relationships.

Each row in this view represents a hierarchy node, and is preceded by one of two icon buttons:

• (child nodes expanded)

• (child nodes collapsed)

Pressing or toggles from one state to the other.

The initial view shows 138875005 |SNOMED CT Concept (SNOMED RT+CTV3)| at the top of the listing, in its expanded presentation, revealing the SNOMED CT top level concepts.

Each taxonomy row also has the following:

• Primitive or Fully Defined definition status icon

• Text label showing either the concept FSN or Preferred Term (PT) in the en-US dialect

Rebase eligibility is indicated as an active (yellow) Pull in Mainline Changes icon button in the project actions button bar in the upper right corner of the Project View.

Press Pull in Mainline Changes to initiate the rebase process.

The main display panel changes to show a blue "Comparing project to mainline content, please wait just a moment..." full display panel notice (with an animated timer indication that the comparison process is taking place).

Authoring and content promotion control

SNOMED CT release control

Technical support and platform administration

AUTHOR PROJECT_MANAGER PROJECT_LEAD

EITHER (from anywhere in the application) Open the page header drop down menu and press All Projects in the overlaid menu options list.

OR (from any Dashboard view) Press All Projects in the Dashboard view left sidebar menu.

The Dashboard All Projects view is presented.

A "retrieving concept before/after information..." notification panel is presented in the page header whilst the information is being loaded.

The preview pane then opens below the classification results, showing a before/after Inferred model diagram view of the concept.

The "before" model diagram in the Inferred view shows an incomplete model since classification results are not yet saved.

The model diagram can be toggled between Inferred and Stated views.

The "before" model diagram in the Stated view shows the concept model defined in the task.

For simple new lead-node concepts defined as children of a high-level SNOMED CT concept, the before/after model diagrams may well be identical, but much depends on the concept ancestors and their inferred relationships.

For concepts created "deeper" in SNOMED CT there are likely to be additional inferred relationships in the "after" modelling.

The left-hand side of the Preview Pane presents the Taxonomy View panel, showing the concept's location within the SNOMED CT taxonomy.

This can also be toggled between Stated View and Inferred View, via the drop-down selector in the top left of the taxonomy view panel.

In the Inferred view this has no location to show yet, since the classification results are not yet saved.

The Taxonomy View panel can also be toggled between showing the FSN (in en-US) or the Preferred Term (in en-US), via the drop-down selector in the top right of the taxonomy view panel.

Press the red minus sign to remove the report from the list. This presents the Delete Report pop-up dialogue.

Press the Delete Report button in the lower right-corner of the dialogue box to remove the report entry from the report listing. Press the x in the upper right corner of the dialogue box to close the box without changing the report listing.

Blue

Primitive

The concept is primitive and does not have any active GCI axioms.

Purple

Fully Defined

The concept is fully defined by its stated relationships/axioms (sufficiently defined).

Salmon / Peach (often referred to as red)

Primitive with Active GCI

The concept has one or more active General Concept Inclusion (GCI) axioms.

Primitive Target Concept

Standard primitive concept selected as an attribute relationship value without GCIs. Example: 195967001 |Asthma (disorder)|

Fully Defined Target Concept

Fully defined concept selected as an attribute relationship value.

Example:

To apply a suggested resolution to an individual concept, press the Save and next icon button in the Resolution panel.

A header notification indicates that the concept is being saved.

Drools Rules warnings may appear briefly when saving the concept, but do not prevent saving.

Saved concepts can be reviewed later via the usual feedback and review process, so integrity resolution save warnings can be followed-up as needed.

After manually saving a concept, the next concept in the Issues List is automatically previewed for issue resolution.

The saved concept is removed from the list, and the Total Items count is decremented.

Once loaded, the new first item on the Issues List is previewed, ready to repeat the process for this next concept.

As well as resolving each suggested resolution manually on a concept-by-concept basis, a number of concepts can be selected and processed automatically as a batch.

To do this, press the checkboxes alongside each desired Issues List item to define a batch list.

With the desired concepts selected via their check-boxes, press the Auto-fix icon button to the upper-right corner of the Issues List.

A header notification shows that the selected concept resolution suggestions are being saved.

A header notification shows the number of concepts which were successfully saved, and the Issues List updates to preview the new first item, with the Total Items count decremented by the number of saved concepts.

For rapid processing of the entire list, press the Select all checkbox in the Issues List header.

With all Issues List concepts selected, press the Auto-fix icon button to processing the entire list.

Whilst most integrity check suggestions will likely save without manual intervention, with a long Issues List , it's also quite probable that some suggested resolutions will trigger Drools Rules errors that prevent saving.

Once the automated process has saved all the items that don't need manual resolution, a header notification shows the number saved successfully, and also the number that failed to validate on attempting to save.

The items that were unable to be saved due to validation errors remain on the Issues List , with the new first item automatically previewed, and the item count is updated to show the total remaining.

These items must be manually fixed concept-by-concept by editing in the Resolution preview panel.

To see the errors that prevented automated saving, press Save and next in the Resolution preview panel.

The header and concept panel notifications are the same as those that would be obtained through normal editing.

Use the Resolution panel editor details information and the Search and Taxonomy View context tabs to identify alternative solutions to resolve the issue.

When the last item on the list has been successfully saved, the Integrity Report automatically runs again to confirm the changes.

When the Integrity Report completes with no issues, the usual Task Details view is presented.

From this point onwards the Integrity Report check will no longer be triggered when opening the task.

All concepts saved from Integrity Report issue resolutions are available in the task Feedback context tab, in the same way that manually authored content is listed (any other concepts edited in the task will also be in this list).

Load a list concept in the Feedback Preview panel to see its change details.

Enter at least three characters in the query box to trigger searching.

The application waits for a slight pause in the typing before triggering the search, so multiple words and phrases can be entered if desired.

The results panel shows "Searching..." until all results become available.

Some searches with small results sets may be almost instantaneous - larger results sets may take a few seconds to load.

Matches to the search query are then listed, along with the total number of concepts found.

Each result row has the following:

• Definition Status icon (primitive or fully defined) which also acts as an Information button

• Fully Specified Name (FSN) of the concept

• Taxonomy button which opens the concept in the Taxonomy panel (Active concepts only)

• Add To Saved List button

• Clone This Concept button

• Select this result checkbox

There is also a Select All checkbox to the upper right of the listing above the row checkboxes.

This selects the entire results set, not just those visible in the results listing (but currently constrained to a maximum of 1000 entries to prevent excessive bulk downloading).

Press Status Type once to switch to inactive concept matches only.

Note the Taxonomy button is replaced by an Inactive Concept status icon in the results listing (the Taxonomy view does not show inactive concepts)

Press Status Type again to show results containing both active and inactive concept matches.

Press Status Type once more to return to active concept matches only.

Pressing Status Type repeatedly will cycle the results sets through the three options:

• Active Only (default on entering Search)

• Inactive Only

• Active and Inactive

The concept loaded in the Edit panel shows two distinct content panels:

• Concept Diagram view of the concept in various forms of logical modelling.

• Concept Editor with its active descriptions and axiom details, and various options for editing/modifying the concept, either via action icon buttons in the concept header (which act on the entire concept) or via controls associated with each description and axiom.

Concept Diagram actions are:

• View in Taxonomy

• Open diagram in a new tab

• View diagram in Authoring Form (AF)

• View diagram in Stated Form

• View diagram in Inferred Form

Concept Editor actions available from the concept header for an unpublished concept (one that has been created within the current authoring cycle and hence not yet included in a SNOMED CT release) are:

Left of header bar title (concept FSN):

• More details

• Attach template (if template services are enabled for the project)

• Concept information helper pop-up menu (cut/paste buffer helper)

Right of header bar title (concept FSN):

• Save concept

• Show/hide inactive components

• Revert to version

The concept header also includes status display icons for:

• Shortcuts active

• Definition status (set by axiom Definition status - if any axiom in the concept is set to Fully defined, then the concept status is >Fully defined)

The Complex slider control in the upper-right of the Task View - Task Details panel defines whether or not a task is Complex.

Move the Complex slider to the right to set the task as Complex.

This activates any task-level >Service Acceptance Criteria (SAC)> which are defined within the parent project SAC configuration.

Task-level SAC are presented in two lists, between the Task Details section and the Edit Task Details button in the Task View - Task Details panel, and are common to all Complex tasks within the project.

Automatic Task-level SAC are listed to the left, with >Manual Task-level SAC to the right.

Automatic SAC have a yellow warning triangle icon if not yet met, and a green tick if their automated system checks confirm they are satisfied.

Manual SAC are presented initially as open checkboxes, each of which can be interactively checked (green-ticked) when the user's role-based access permissions match those configured for that SAC control.

Until all mandatory task-level SAC are met, task promotion will be blocked and Promote This Task to the Project in the Task View - Task Details panel actions button list will not be enabled.

Press Promote This Task to the Project in the Task View - Task Details panel actions button list.

A "Preparing for task promotion" notification is presented in the page header, and the Promote This Task to the Project button is disabled.

Task promotion has implicit checks for the following conditions:

• No content changes made in the task.

• Classification has been run in the task.

• Classification was started but either failed to complete or has not completed.

Press Raise an Issue to report issues or submit change requests related to AP usability and features.

The Raise an Issue pop-up form is presented. If the form height is larger than your available web browser display height, a vertical scroll bar will appear to allow you to scroll down and see all the form content (the form header title and footer actions remain visible whilst scrolling). The following fields are available:

• Summary (required, single line text, maximum of 255 characters)

• Description (multi-line text with markup formatting support for structured text)

• Attach file (browser's local file selector)

• Priority (single choice option list selector)

• Name (single line text, maximum of 255 characters)

• Email (single line text, maximum of 255 characters)

• Include data about your current environment, like the browser and page URL (opt-in checkbox)

The form footer has a Submit action button and a Close link.

Enter the desired details. The more information included the better, but also try to be as concise as possible and ideally keep to one identifiable issue per submission - this will simplify subsequent processing and hence make it quicker to assess, prioritise and investigate further if needed.

The minimum needed is a brief one-line Summary of the issue. Everything below that on the form is optional.

The Description field supports formatting options for structured text. Press the small question mark icon to open a Text Formatting Notation Help pop-up window with guidelines on including advanced formatting (wiki) markup.

You can use the Attach file (Choose Files) field to include a file attachment such as a screenshot.

An indication of the issue impact or urgency can be included using the Priority drop-down selector options. This will be taken into account when assessing the submitted issue but it will be treated as advisory and considered with additional contexts, including capacity and release scheduling.

Press Search Tasks in any Dashboard view left sidebar menu.

The Search Tasks pop-up dialogue is presented, containing a single text query field and a Search action button.

Enter text to match the labels of your tasks, then press Search. You can also search for exact matches to a task ID - but see the note below.

A blue Searching... prompt box is presented below the search query whilst the server finds matches to the entered text query.

Once authenticated and authorised, your web browser will then be redirected back to the AP URL which triggered the authorisation and authentication process.

At this point you will have an authorised account session cookie in your web browser which means you will no longer be prompted for account credentials until either you have explicitly logged off or closed your web browser.

If the main URL above was used to open the AP, you will then see the appropriate Dashboard - My Tasks view, and a blue notification box will show in the page header stating "All tasks loaded" (the header notification will automatically close after a brief interval, or you can press the X button in its upper right corner to close it manually).

The upper left corner of the site header also shows a diagonal ribbon (green/gold) labelled "TRN" to highlight that this is the Training Authoring Platform.

If this is the first time you have used the AP (or all your existing tasks have been either promoted or deleted) then you will see an empty Dashboard listing view. This is where your tasks will be listed once created.

At this point you're in the Training AP and ready to author content in your own tasks or review content created in other tasks by other authors.

Term matches to the search query are then listed, along with the total number of concepts found.

Use the Act on concept search results and Work with large concept search results sets features as needed.

Editing the query will immediately trigger a search and present an updated results set (due to the relaxed trigger requirement of only a single character when Filter by PT in ZH is selected).