Viewing VTA and Omission Status Information

The Verbatim Term Status window allows you to search for verbatim terms, including omissions and VTAs, by their status. Using Advanced Search you can also search for particular verbatim term occurrences by external system values and by assignee. From the search results, through one or more links, you can see additional information. See the following for more details:

• Performing a Simple Verbatim Term Status Search
  
• Performing an Advanced Verbatim Term Status Search
  
• Viewing Verbatim Term Status History Details
  
• Viewing a Term's Action History
  
• Viewing the Action History of an Omission Occurrence
  

Performing a Simple Verbatim Term Status Search

To perform a Simple Verbatim Term Status search:

1. If you are not in the Verbatim Terms Search page, click the Verbatim Term Status tab.
2. If there are multiple languages available, choose the language for the dictionary (or dictionaries) you want to search from the Language list. When you select a language, the Search page narrows the selection in the Terminology list to dictionaries in that language.
3. From the Terminology list, select:

   • All Terminologies to include all accessible dictionaries of the current language in your search.

   • The name of the dictionary to restrict your search to a single dictionary.

   If you choose a virtual dictionary, the system displays its base dictionary name and its cut-off date and time.

   When you choose a specific dictionary, the Search page may change in several ways. Your dictionary choice can also effect which domains are listed in the Domain field. The Terminology Search restricts the values in this list to those domains that contain the selected dictionary.

4. From the Domain list, choose a single domain to focus your search, or All Domains to search across every domain that includes the selected dictionary or dictionaries.
5. From the Status list, choose a single status to focus your search or Any Status.
6. If you wish, enter a specific Term for which to search, or use special characters; see Searching for Verbatim Term Assignments (VTAs and VTIs) for information on using special characters.
7. Click Search.

In the Results section of the window the system displays the terms that match your search criteria, with each term's current status and substatus, domain name, the user name of the person or process that performed the action that led to the term's current status, and the user to whom the term is assigned, if any.

The verbatim term name is a link. Click it to view the status history of the term; see Viewing Verbatim Term Status History Details.

Performing an Advanced Verbatim Term Status Search

Advanced verbatim term status searches allow you to specify:

• Substatuses as well as statuses

• The person to whom a term is currently assigned

• External system criteria

To perform an advanced verbatim term status search, enter values in the following fields to serve as search criteria and click Search:

• Language: If multiple languages are available, choose one from the list.

• Terminology: Choose a terminology from the list.

• Domain: Choose a domain from the list (choices are limited by the terminology you chose.

• Status: Leave at the default value of Any Status or choose a specific status as a search criterion; see Term Statuses.

• Substatus: Leave at the default value of Any Substatus or choose a specific substatus as a search criterion; see Term Statuses.

• Term: Do one of the following:

  • Leave blank to retrieve all terms that fit the other search criteria.

  • Enter the name of a specific term to retrieve that term only.

  • Use special characters with a character string; see Perform a Simple Terminology Search for information.

• Created By: Leave blank or enter the user name of the person or process that created the term or terms you are searching for.

• Assignee: Leave blank or enter the user name of the person to which the term is currently assigned.

• External System: From the list, choose the external system where the term was collected. When you choose an external system, TMS displays additional fields appropriate for that system. For example, you can enter values in any of these fields to further narrow the search.

Viewing Verbatim Term Status History Details

To reach this window, click the term name in the Verbatim Term Status window; see Performing a Simple Verbatim Term Status Search.

This window displays the following information for a single term:

• a complete history of the statuses that have been assigned to a term, with the most recent at the top

• the user to whom the term is currently assigned, if it is assigned

• the complete history of Informative Note that have been assigned to the term, if any, with the most recent at the top

There are several links to additional information from this window:

• Term Details. Click the verbatim term name to see the Term Details window; see Using the Term Details Window.

• Omission Data. If the term is an omission, click the Omission Data icon to see external system information associated with the verbatim term; seeBrowsing a Dictionary Hierarchy.

• Source Data. If the term is not an omission, click the Source Data icon to see external system information associated with the verbatim term; see Viewing Source Data for a Verbatim Term Record.

• Action Details. If the term has ever had an Action assigned to it, click the Action text for additional details; see Viewing a Term's Action History.

• Dictionary Term Details. If the term is a VTA (is assigned to a dictionary term), click the dictionary term to see additional information on the dictionary term; see Using the Term Details Window.

• Info Note History. Click the Informative Note icon to see the history of Informative Notes applied to this term; see Examining a Record's Informative Notes.

Viewing a Term's Action History

In this window you can see the complete history of actions applied to a term, including the following information for each Action. This window shows every change to an Action—including, for example, a change to the Action's text—even if the change does not result in a change in status for the term.

• Action Text. The text that appears to the user assigned to the task in TMS, or to the external system, depending on the Action type.

• Action Type. Internal, Answerable, or Unanswerable; see Action Types for information.

• Action Ref Type. If the Action is of type Internal, it must reference an Action of type Answerable or Unanswerable. This is the Action it references. (If the Action is type Answerable or Unanswerable, this field does not appear.)

• Creation Time. The date and time the Action was assigned to the term.

• Created By. The user name of the person who assigned the Action.

• Valid Until. The expiration date of the Action. If the Action is currently valid and has no set expiration date, Valid Until is set to 15-Aug-3501 00:00:00.

To reach this window, do the following:

1. Search for a verbatim term in the Verbatim Term Status Search window or the Verbatim Term Assignment window.
2. In the Search Results section, click the verbatim term name to see the Verbatim Term Status Details window.
3. If the term has had an Action assigned, click the Action text.

Viewing the Action History of an Omission Occurrence

This window displays the complete Action history associated with a single occurrence of a verbatim term omission (an unclassified source term). Because the information is for a single occurrence, the system can provide information not available in the Action History window, including the omission status and information on which system owns the term. The system displays the following Action-related information:

• Verbatim Term. The term collected in the external source data system.

• Action. The Action name.

• Action App. Owner. The name of the application that currently owns the omission; either TMS or the external system where the term was collected.

• Action Owner. The user name of the person who applied the Action to the term.

• Omission Status. The status TMS has assigned to this particular occurrence of the omission. This is the status that is sent to the external system.

• Action Text. The text that appears to the user assigned to the task in TMS, or to the external system, depending on the Action type.

• Action Type. Internal, Answerable, or Unanswerable; see Action Types for information.

• Creation Time. The date and time the Action was assigned to the term.

• Valid Until. The expiration date of the Action. If the Action is currently valid and has no set expiration date, Valid Until is set to 15-Aug-3501 00:00:00.

To reach this window, do the following:

1. Search for a verbatim term omission in the Verbatim Term Status Search window.
2. In the Search Results section, click the verbatim term name to see the Verbatim Term Status Details window.
3. Click the omissions icon. The Omission Data window appears.
4. Click the icon in the Action Text column, if any.