q

1

Verify that a new standard or custom dictionary version is uploaded.

Installation Guide.

q

2

Verify that you have the following rights:

• View System Configuration
• Manage Job Queues
• View Study Lock
• Manage Study Lock
• Reconcile Synonyms
• Reconcile Verbatims
• Edit Coding Definitions
• Edit Synonym Lists
• Run Impact Analysis

Viewing or editing the details of a role.

q

3

Stop the Get Requests and Return Codes jobs for each study related to the dictionary to upgrade.

This step prevents the Central Coding application from receiving new verbatims during the upgrade process.

Stopping a job.

q

4

Set impact analysis parameters.

• Setting impact analysis parameters.
• System Configuration page.

q

5

Set the dictionary elements to require reconciliation.

• Setting the dictionary elements to require reconciliation.
• Reconciling a verbatim
• Reconciliation Options page.

q

6

Set the default reconciliation options for verbatims.

• Setting the default reconciliation options for verbatims.
• Element Configuration page