View or Edit Term Window

You can use this window to view or edit a term that you selected from the term table in the main SAS Business Data Network window. The View window appears when you perform one of the following actions:

You can click Edit to work with the term in the Edit window. You can also launch the Edit window directly by selecting a term, clicking the Actions button, and clicking the Edit item in the pop-up menu.

When you open a term, you display a series of tabs that contain information and settings that are related to the selected term.

A collaborative term displays the same tabs, but it also contains an approvals toolbar.

You can use this toolbar to claim and unclaim a term. You can also perform a variety of task-appropriate actions, such as rejecting terms, adding comments, and submitting terms for approval. You can add comments when you click transitional steps in the flow, such as Submit for Approval.

The following tabs are available from this window:

The Identification tab is displayed in both the View window and the Edit window. Note that the preceding display shows only the left side of this tab. More detailed information is shown on the right side. The tab contains the following elements:

The Associated Items tab is available in the View and Edit windows. In the View window, it displays the items that you have associated with the selected term. In the Edit window, you can add and maintain associations with items. These items can also come from or be imported from other data management applications that can export items in a compatible format. Some of the items that can be associated are shown in the following list:

The full list of possible associations is available in the Add Other Items from Lineage window that you use to search for associations.

The Notes and Contacts tab is available in the View window. The Add Contact window enables you to add contacts with an interest in or responsibility for the term, such as a Warehouse Manager. You can also manage the existing contacts, send messages out to the full contacts list, and set your notification setting.

You can add text notes to the term in the New Note window. You can also edit or delete an existing note.

The Hierarchy and History tabs also are displayed only in the View window. The Hierarchy tab displays the selected term in its hierarchical position. The History tab displays a list that includes the creation of the term and all of its modifications. Each item in the list is given a version number. You can select an item and click Restore to return the term to that version and its contents. The draft of a term starts with version 0.1. The number keeps increasing until you publish the term. Then, the term is designated as version 1.0.