Difference between revisions of "Enter Organisation Data in the Data Entry Form"

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(Version 6.0)
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To enter organisation data using the [[Image:Select and Organisation.png]] button:
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To enter Organisation ([[Auxiliary Data#Organisation | more information on Organisation]]) using the [[Image:Select and Organisation.png]] button:
 
<ol>
 
<ol>
 
<li>Click the [[Image:Select and Organisation.png]] button.</li>
 
<li>Click the [[Image:Select and Organisation.png]] button.</li>
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<ol start="2">
 
<ol start="2">
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<li>If you would like to limit the organisations displayed in the Organisation Selection window you can do so by applying a filter. To apply a filter to the organisations:</li>
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<li>If you would like to limit the Organisations displayed in the Organisation Selection window you can do so by applying a filter. To apply a filter to the Organisations:</li>
 
<ol type="a">
 
<ol type="a">
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<li>Select the attribute on which you would like to apply the filter from the '''Filter''' list. Filter options for organisations include:</li>
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<li>Select the attribute on which you would like to apply the filter from the '''Filter''' list. Filter options for Organisations include:</li>
 
<ul>
 
<ul>
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<li>''Active'' – returns all active organisations.</li>
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<li>''Active'' – returns all active Organisations.</li>
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<li>''Category'' - returns organisations with a category that is either the specified value or not.</li>
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<li>''Category'' - returns Organisations with a category that is either the specified value or not.</li>
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<li>''Name'' – returns organisations with a name that is either similar to or contains the specified value.</li>
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<li>''Name'' – returns Organisations with a name that is either similar to or contains the specified value.</li>
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<li>''Organisation ID'' – returns organisations with an ID that is either similar to or contains the specified value.</li>
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<li>''Organisation ID'' – returns Organisations with an ID that is either similar to or contains the specified value.</li>
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<li>''Parent'' - returns organisations with a parent that is either the specified value or not.</li>
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<li>''Parent'' - returns Organisations with a parent that is either the specified value or not.</li>
 
</ul>  
 
</ul>  
 
<li>Enter a value that the selected attribute must match.</li>
 
<li>Enter a value that the selected attribute must match.</li>
 
<li>Click the '''Apply''' button.</li>
 
<li>Click the '''Apply''' button.</li>
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{{note|You can also click the '''Show All''' button to see all of the organisations.}}
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{{note|You can also click the '''Show All''' button to see all of the Organisations.}}
 
</ol>
 
</ol>
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<li>Click the row for the organisation that you would like to select.</li>
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<li>Click the row for the Organisation that you would like to select.</li>
 
<li>Click the '''OK''' button.</li>
 
<li>Click the '''OK''' button.</li>
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:The organisation name displays in the Data Entry Form Editor window.
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:The Organisation name displays in the Data Entry Form Editor window.
 
</ol>
 
</ol>
  
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{{note|To clear a previously-entered organisation from a data entry form, click the [[Image:Select and Organisation.png]] button, check the '''No Selection''' checkbox, and click '''OK'''.}}
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{{New_6.0 | To clear a previously-entered Organisation from a data entry form, click the [[Image:Select and Organisation.png]] button, check the '''No Selection''' checkbox, and click '''OK'''.}}
  
 
{{NavBox HowTo Enter Data}}
 
{{NavBox HowTo Enter Data}}
  
 
[[Category:CRI]]
 
[[Category:CRI]]

Revision as of 13:43, 12 July 2014

To enter Organisation ( more information on Organisation) using the Select and Organisation.png button:

  1. Click the Select and Organisation.png button.
    2. The Organisation Selection window displays.
Organisation Selection Window

Organisation Selection Window

  1. If you would like to limit the Organisations displayed in the Organisation Selection window you can do so by applying a filter. To apply a filter to the Organisations:
    1. Select the attribute on which you would like to apply the filter from the Filter list. Filter options for Organisations include:
      • Active – returns all active Organisations.
      • Category - returns Organisations with a category that is either the specified value or not.
      • Name – returns Organisations with a name that is either similar to or contains the specified value.
      • Organisation ID – returns Organisations with an ID that is either similar to or contains the specified value.
      • Parent - returns Organisations with a parent that is either the specified value or not.
    2. Enter a value that the selected attribute must match.
    3. Click the Apply button.
      4. Note.jpg You can also click the Show All button to see all of the Organisations.
  2. Click the row for the Organisation that you would like to select.
  3. Click the OK button.
    4. The Organisation name displays in the Data Entry Form Editor window.
New 6.0.png To clear a previously-entered Organisation from a data entry form, click the Select and Organisation.png button, check the No Selection checkbox, and click OK.
Using Data Entry Forms
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