Difference between revisions of "Reconcile as New"

Revision as of 00:11, 2 March 2015

This page ONLY applies when the Data Entry Form has been created via the Data Entry menu or the Add Data Entry Forms button.

To reconcile Data Entry Forms, your IMSMANG user account must belong to a User Role that has permissions to do so. There are several different permissions e.g. Data Entry Form and Link. Contact your IMSMANG Administrator if you have questions on permissions.

Reconciliation Tab

1. From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item record you would like to assign to a Location.
2. Click the .


Reconciliation Options

3. When the Data Entry Form Reconciliation window displays, select the Reconcile as New option. Click the OK button.

The Pick Location window displays.

4. Filter the item list to display the desired location. Click the row for the location that you would like to assign to the item record.
5. Click the Assign button.


Reconciliation Tab

The location name displays in the Data Entry Form Editor window under Action/Object under the Reconciliation tab.

When reconciling an Education item record, a new record will always be created. An Education item record cannot be combined with existing Education item records.