EITHER In the My Tasks view, press the name link on the task you want to open. This opens the Task View to the context of the default Task Editing layout.

The Task View is presented with the default Task Editing layout, showing 4 key content regions below the site header:

• Edit panel, showing concepts loaded or created within the task (initially empty for a new task).

• Concept Model panel, showing a SNOMED CT schematic representation (in SNOMED CT Diagramming Guideline notation) of concepts in the Edit panel (initially empty for a new task).

• Activities (Left Sidebar) panel, containing tabs for:

  • Taxonomy

  • Search

  • Saved List

  • Feedback

  • Create Batch

  • Task Details

• Options menu panel, containing buttons for:

  • Create new concept

  • Create new concept from template

  • Task Classification

On opening the task, any concepts previously loaded into the editor will be reloaded to restore the editing context from your most recent task editing session (the task state is automatically saved and restored by the application). After completing loading, a blue header notification will state "All concepts loaded" for a brief interval (or until you press the X in the upper right corner of the notification box).

Each Managed Service has its own ??-authoring sub-domain within the ihtsdotools.org domain.

Go to the Managed Service AP in your web browser using the appropriate URL from the References list (sorted by country code in the sub-domain prefix).

The Managed Service AP uses the SNOMED International Identity Management Service (IMS) to authenticate and authorise registered account access.

If you're already registered with an existing SNOMED International Jira/Confluence account which has been granted AP access then you can use those credentials.

https://au-authoring.ihtsdotools.org/ MS Australia https://at-authoring.ihtsdotools.org/ MS Austria https://be-authoring.ihtsdotools.org/ MS Belgium https://ch-authoring.ihtsdotools.org/ MS Switzerland https://de-authoring.ihtsdotools.org/ MS Germany https://dk-authoring.ihtsdotools.org/ MS Denmark https://ee-authoring.ihtsdotools.org/ MS Estonia https://fr-authoring.ihtsdotools.org/ MS France https://ie-authoring.ihtsdotools.org/ MS Ireland https://kr-authoring.ihtsdotools.org/ MS Korea https://nl-authoring.ihtsdotools.org/ MS Netherlands https://no-authoring.ihtsdotools.org/ MS Norway https://nz-authoring.ihtsdotools.org/ MS New Zealand https://se-authoring.ihtsdotools.org/ MS Sweden https://us-authoring.ihtsdotools.org/ MS United States

If you are not logged in to the AP, your web browser will be redirected to IMS for account authentication and access authorisation. You will see the IMS login screen in your web browser. Enter your account name and password.

If you check the Automatic log in box before pressing Log In, your credentials will be cached, so that your account name and password are automatically entered in the form when you next need to log in.

With your credentials entered, press Log In.

If your credentials cannot be authenticated or your account is not authorised for access to the AP, then IMS will reload the login screen so you can try again with updated credentials.

Once authenticated and authorised, your web browser will then be redirected back to the Authoring Platform 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 one of the main URLs above was used to open the Authoring Platform, 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 example screens in this page are for a Managed Service Ireland test account login, but others follow an identical pattern.

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 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.

Open the Classification Results for a task and Preview a changed concept which has concrete domain attributes.

The Preview Panel presents concrete values using the "green concrete value box" style.

Vertically scroll the Preview Panel if needed to see all attributes for a complex concept definition.

Go to the International AP in your web browser.

The International AP uses the SNOMED International IMS to authenticate and authorise access via a registered account.

If you're already registered with an existing SNOMED International Jira/Confluence account which has been granted AP access then you can use those credentials.

https://authoring.ihtsdotools.org/

If you are not logged in to the AP, your web browser will be redirected to IMS for account authentication and access authorisation. You will see the IMS login screen in your web browser.

Enter your account name and password.

If you check the Automatic log in box before pressing Log In, your credentials will be cached, so that your account name and password are automatically entered in the form when you next need to log in.

With your credentials entered, press Log In.

If your credentials cannot be authenticated or your account is not authorised for access to the AP, then IMS will reload the login screen so you can try again with updated credentials.

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.

The Dashboard My Projects 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.

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.

• The SCTID of each translated PT contains the Belgian extension namespace identifier: 1000172.

Since this is an International Edition published concept the More Details panels include an Eff. Time (Effective Time) value (the release of SNOMED CT in which they were last published).

The Effective Time for extension descriptions will be the last publication date for their extension, whereas the FSN and en-US PT show International Edition release dates.

As can be seen in this example, the description Effective Time may differ from that of the concept itself.

The Search Results Panel lists the concepts matching the ECL query.

Follow up actions can include:

• Act on concept search results

• Work with large concept search results sets

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.

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).

Press Create New Concept at the top of the left-hand menu bar.

A new outline concept is presented in the Edit panel, with a matching outline in the Diagram Panel, containing the following essential elements:

• Fully Specified Name (FSN)

• Preferred Term (Synonym)

• Axiom (containing one Is a relationship)

All three of these must be populated with content before the concept can be saved.The cursor context is automatically moved to the text box for the Fully Specified Name (FSN), ready to receive its description text.

Enter the text description for the FSN, which must end with a valid SNOMED CT semantic tag (if not valid, warnings will be displayed when saving).

The FSN term (without the semantic tag) is automatically copied into the Preferred Term description field.

The default settings for case sensitivity can be adjusted to suit the content at this point, via the options box to the left of the text term on each description row (if the case sensitivity does not match the content, warnings will be displayed when saving).

Press View Classification (completed <em><date-time stamp></em>) in the LH button bar Classification sub-menu.

The Classification Report is loaded, showing a tabulated list of concepts affected by task classification.

Press the Preview button to the right of a classification result.

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.

Press a concept's Definition Status icon.

The Concept Information pop-up overlay window is opened.

A loading message is shown until the window contents are available (loading from the Terminology Server).

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.

In the Taxonomy panel, press the Language drop-down selector control in the top right corner of the panel.

A list of language display options are presented for the Fully Specified Name (FSN) and Preferred Term (PT) for each available language-dialect.

As an example, these are the options for ms-belgium:

• FSN in US

• PT in US

• PT in FR

• PT in NL

Press an option to select that language-dialect for the Taxonomy listing preferred terms.

The preferred terms in the Taxonomy listing are updated to show the selected language option.

Reports for queries that have been run and already available are listed with status Complete. This status links to the completed report which is stored as a Google Sheet in a Google Drive shared folder - press the label or the icon to open the Google Sheet report.

If you are not already signed in to your Google account in an existing browser session, you’ll be prompted for your Google credentials. Enter these to proceed and view the report sheet.

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).

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.

The Dashboard Review Tasks view is presented.

The Dashboard All Projects view is presented.

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.

Press the Add New Relationship "plus" button within the GCI panel to add a new relationship. Use type-ahead search to enter and select Associated with (attribute) as the relationship type.

Use type-ahead search to enter and select (for instance) Disorder of endocrine system (disorder)as the target value for the new Associated with relationship.

Save the new GCI via the concept header Save Concept button.

Modify the original GCI, for example using type-ahead search to find and select Alteration in nutrition (finding) as a new target for the Due to attribute.

Press Save in the concept header to save the GCI attribute changes.

Confirm the changes via the Stated view of the concept diagram.

The Reporting Platform entry view is presented, showing a Categories selection panel to the left, and an associated Query List panel to its right.

Drag the parent concept (|Diabetes mellitus (disorder)| for this example) as a target for the GCI Is a relationship.

Press the Add New Relationship "plus" button within the GCI panel. Use type-ahead search to enter and select Due to (attribute) as the relationship type.

Use type-ahead search to enter and select |Disease (disorder)| as the target value for the new Due to attribute.

Save the concept.

Show the stated view of the concept diagram. Diagram shows empty GCI box with reverse subtype indicator.

Press the header label for your category to show the reports listed under that heading. The screenshot shows the available Semantic Tag Hierarchy reports after pressing its heading.

Pressing the header label again will collapse the reports listing.

Each press of the report heading toggles the expansion/collapsing of the reports listing.

With your category expanded, find the report in the list of those available.

If a particular report that you need cannot be seen, you can run a new query for that report.

The Settings and Preferences dialogue closes, and a header notification for "Application preferences updated" is presented.

With the settings saved, and an appropriate concept loaded into the Edit Panel, the language acceptability entries for each term are updated to include those for the selected context-specific language reference set (abbreviated in the same style as the other language acceptability entries).

Hovering over one of the newly presented entries presents a tooltip which expands the full name of the context-specific language reference set and the acceptability setting.

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.

Press Primitive or Fully Defined to open a Concept Details pop-up box as described in View concept details when browsing the taxonomy.

Single-press a node label to load that concept into the edit panel.

Double-press a node label to change the focus of the taxonomy tree to that concept.

This presents the same view as opening a concept in the taxonomy from a Task View - Search result (see Act on concept search results) or Task View - Saved List entry (see Add a concept to my task Saved List and act on saved concepts).

Above the taxonomy listing are two presentation controls:

• Switch between Inferred View (default) and Stated View

• Switch between FSN in US (default) and PT in US for the node label text

Navigate down the taxonomy nodes by successively expanding selective child nodes.

When a concept is reached that has no child concepts (ie it is a taxonomy "leaf" node), the row entry is preceded with a icon, indicating that no further expansion is possible.

Any taxonomy node that is visible can be expanded or collapsed independently of the others. Changing one node does not affect others previously expanded or collapsed at that level or above - only direct descendants are affected.

The domain names are active - pressing one will 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 Domain Details sub-panel can be toggled closed/open when a domain name is selected.

When open, press on the right of the sub-panel title bar to close the Domain Details sub-panel.

When closed, press in the sub-panel title bar to open it.

The listed domains can be filtered by typing match text into the Filter Domains... text box above the list.

Clear the Filter Domains... box by deleting the text or pressing the X button at the right of the text box, to remove the filtering and re-show all domains.

Alternatively, press RESET to the right of the context and actions bar (upper right corner above the three main content panels). This clears all three content panels back to their initial view state.

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.

Please elaborate any critical dependencies in the Description to help with follow-up prioritisation.

Including your Name and Email will help in identification, tracking and follow-up notifications/discussions.

The opt-in checkbox enables the form to capture details about your current web browser environment. You can press the What is included in the data about my current environment? link to preview those details and help decide whether or not to include them if unsure. Including them can help the technical support teams when troubleshooting defect reports, particularly anything related to screen presentation/layout, but of course it's entirely optional.

Press Submit in the form footer to submit your entered feedback details. A Thank you for your feedback! message will appear for 5 seconds and then the pop-up form will automatically close, returning you to whatever AP context you were in when the Raise an Issue button was pressed.

For the International Authoring Platform this creates a Devops Support (INFRA) ticket, which the Technical Team will assess, prioritise and respond to with appropriate notifications and follow-up actions (your patience is appreciated!).

Alternatively, if you have decided not to raise an issue since opening the form, simply press Close in the form footer to immediately close the pop-up dialogue and return to your AP context.

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!)

Project Favorites actions function in exactly the same way as their Saved List counterparts described in Add a concept to my task Saved List and act on saved concepts, with the notable exception of Remove from Project Favorites which does exactly as it says, as soon as it is pressed.

Either

Press Classify in the Task View - Task Details panel actions button list.

Or

Press Run New Classification from the left-hand button bar Classification sub-menu.

A "Starting classification for task <task-id>" notification is presented in the page header.

EITHER

Load a concept from the Taxonomy listing: Single-Press a node label to load that concept into the Edit panel.

OR

Load a concept from Search results :Press the search result FSN term (Edit) to open the concept in the Edit panel.

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:

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.

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.

Press Add to Saved List in a search result.

This extends the current Task View - Saved List to include the search result concept, but does not move away from the search results (in case other actions are needed on other results).

Once a concept has been added then Add to Saved List is no longer active for that search result (so it can only be added once).

Press Saved List in the Task View header tabs.

This opens the Task View - Saved List , showing the concept that was added.

Each item in the list has the following:

• Primitive or Fully Defined button (status definition icon)

• Preferred Term

• View in Taxonomy button

• Add to Project Favorites button

• Clone this concept button

• Remove from Saved List button

After making the desired content changes, press Begin Promotion Automation in the Task View - Task Details panel actions button list.

A "Preparing for task promotion automation..." notification is presented in the page header bar.

The automated promotion process first checks to see if the task has been reviewed.

If a review has not yet been completed the Promote Task dialogue presents a warning message with calls to action to either continue or return to task editing and cancel the promotion.

Press Promote Anyway to continue the promotion process.

Press Return To Task to close the dialogue and stop the promotion process.

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.

Enter a target template name in the Select Transformation Target field.

Type-ahead search results will show name matches after three characters are entered.

Pick a template from the available list.

The Transform button in the bottom right corner of the dialogue will become active (its background colour changes from grey to blue).

Choose a reason from those presented in the Select Description Inactivation Reason options:

• Non-conformance to editorial policy (default selected)

• Outdated component

• Erroneous component

Press Transform to start the transformation, or Cancel to close the dialogue with no changes saved.

The Transforming Concepts notification will occupy the pop-up window.

Wait for the transformation to complete.

On completion, the pop-up dialogue will close automatically, and view context will change to the Batch Processing tab, showing the selected transformed concept(s), in the same manner as for batch creation from a template.

Use the Edit Full Concept button on the batch entry row to present a "before/after" side-by-side view of the concept transformation.

At this point the transformation is only a preview - no changes have been saved.

If changes are not what was expected/required, then the previewed concept can be removed from the batch listing using the button at the start of its row entry in the batch list.

After previewing (and if necessary removing unwanted concept transformations from the batch), press Save All in the upper right corner of the batch view.

The Saving Batch pop-up notification will be presented - please wait while the transformation batch is saved, and do not navigate away or refresh the page (as it instructs).

Alternatively, should the entire transformation batch need to be abandoned, press the Discard All button in the batch view.

This will cancel the batch transformation and no changes will be made to the concepts.

After the transformation batch has been saved, press the blue Return to Task button to close the Saving Batch pop-up notification.

At this point the template transformations are complete, and the selected concepts are changed in the task.

The view context remains on the Batch Processing tab - from here proceed as needed to other AP features (for instance to task review for approval of the concept transformations - the transformed concepts will appear in the feedback tab To Review list).

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...".

After obtaining ECL expression search results, the results set can be refined by entering an additional term filter in the query box below the expression.

For example the ECL expression >!* returns all concepts that are leaf nodes.

By adding an additional term filter a particular set of matching leaf nodes can be found, such as all leaf nodes containing the word "limb" in their FSN.

ECL search results can be switched between the Inferred (default) and Stated view.

ECL search results can also be filtered by their Definition Status:

• All (Primitive and Fully Defined)

• Primitive

• Fully Defined

The Promote concept pop-up dialogue box is then presented, with the concept SCTID and FSN noted in the dialogue header, and a notification that dependencies are being checked against this concept.There are two possible check outcomes:

• No dependencies found

• Dependencies are found

If no dependencies are found, the Promote concept notification box is updated accordingly, and option buttons to Cancel or Continue are presented.

Press Cancel to return to concept editing without requesting promotion.

Press Continue to make the promotion request.

If dependencies are found, a tabulated list of the dependencies are shown in the dialogue box, followed by option buttons to Cancel, Continue without Dependencies, or Continue with Dependencies are presented.

Press Cancel to return to concept editing without requesting promotion.

Press Continue without Dependencies to make the promotion request for just the request concept itself.

Press Continue with Dependencies to make the promotion request including all the listed dependency concepts as well as the request concept.

The form processing triggers a new content request in the International CRS platform, with a related AP header notification.

Following creation of a linked International CRS request, the AP header notification is updated to include the CRS ticket reference.

A CRS Request section with the reference link is added to the Task Details (the CRS ticket number is the link text).

Follow the link to open the International CRS request ticket.

At this point the promotion request is completed in the Authoring Platform, and fulfilment of the request moves to the International CRS platform process flow.

The linked CRS ticket includes the extension promotion request concept details.

If Continue with Dependencies was followed, the linked CRS ticket includes the extension promotion request concept and its dependencies details.

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.

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>

Press Promote to promote the project contents to the mainline branch.

A "Preparing for project promotion..." notification is presented in the page header.

On completion of the promotion process, a "Project successfully promoted for " notification is presented in the page header, and the Project-level SAC are reset (if so configured in their definition - see the info panel), ready for the next cycle of project content updates.

Press the caret-down icon button to the right-hand side of the category selector to show a drop-down list of project categories.

Select a category.

The search results are filtered to only show projects matching the search query which are also in the selected category.

If more than one category is available, select another to filter the same query on a different category.

The results then only show those matching the query which are also in the new selected category.