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:
  • Double-click a term
  • Select a term and press Enter
  • Select a term and click Open
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.
The following display shows the tabs available in the View window for the term Warehouse Facility:
View Window Tabs
View Window Tabs
A collaborative term displays the same tabs, but it also contains an approvals toolbar.
The following display shows an example of an approvals toolbar:
Collaborative Flow Status Toolbar
Collaborative Flow Status 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:
  • Identification
  • Hierarchy
  • Associated Items
  • Notes and Contacts
  • History
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:
Description
Enables you to review or enter a text description of the term. For example, the description of the term Warehouse can be entered as Storage facility for goods and raw materials.
Requirements
Enables you to view or enter detailed requirements related to the term. For example, the requirements for Warehouse can be entered as Must meet size and security standards.
Attributes
Enables you to review or specify attributes for the selected term. These attributes are determined by the term type, which is set in the Details section of the Identification tab. For example, the Warehouse term has a type of Create Extended.
Details
Enables you to view detailed information about the term, such as Type, Status, Importance, and a Locked by indicator. The default status indicators include the following: Production, Editing, On Hold, Under Review, and Not Specified. For example, Warehouse has a status of Under Review. The Locked by value is updated only by other actions that lock or unlock the term.
Links
Enables you to review or add links to external sources to the term. These links can provide access to background or conceptual information about the term. You can also edit or delete existing links in the Edit window .
Tags
(View window only) Enables you to review or add a tag to the term that clarifies the content of the term and its relationship to other terms. For example, you could add the Logistics tag to the term Warehouse.
Related Terms
(View window only) Enables you to review or connect the selected term to related terms. For example, Mailroom is entered as one of the related terms to Warehouse.
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:
  • collections
  • data jobs
  • fields
  • process jobs
  • profiles
  • reference data domains
  • rules
  • SAS columns
  • SAS jobs
  • SAS libraries
  • tables
  • tasks
  • work tables
  • transformations
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.
The following display shows the tabs available in the Edit window for the term Warehouse Facility:
Edit Window Tabs
Edit Window Tabs
Last updated: June 7, 2017