Difference between revisions of "Link to Existing Item"

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'' Pick Object Type Window''
 
'' Pick Object Type Window''
 
</div>
 
</div>
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:The Pick Object Type window displays.
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<li>The Pick Object Type window displays.
 
<li>Select the type of the existing item record from the Type of Object to Link to drop-down menu.</li>
 
<li>Select the type of the existing item record from the Type of Object to Link to drop-down menu.</li>
 +
{{Note | Item are '''not''' normally ''Linked'' to Locations.}}
 
<li>Click the '''OK''' button.</li>
 
<li>Click the '''OK''' button.</li>
−
:The [[Use the Pick Linking Item Window|Pick Item window]] displays.
+
<li>The [[Use the Pick Linking Item Window|Pick Item window]] displays.
 
<li>Click the row for the item record that you would like to reconcile.</li>
 
<li>Click the row for the item record that you would like to reconcile.</li>
 
<li>Click the '''Assign''' button.</li>  
 
<li>Click the '''Assign''' button.</li>  
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'' Link Items Window''
 
'' Link Items Window''
 
</div>
 
</div>
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:The Link Items window displays.
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<li>The Link Items window displays.
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<li>If desired, click the [[Image:ShadesIcon.png]] button to view the item record on the map.</li>
+
<li>If it is appropriate to verify that it is the correct existing item that you are linking to by using map preview, click the [[Image:ShadesIcon.png]] button to activate the Map preview.</li>
  
−
</ol>
 
−
<ol start="11">
 
 
<li>Click the '''OK''' button.</li>
 
<li>Click the '''OK''' button.</li>
 
</ol>
 
</ol>
  
 
{{Note | If you would like to remove the link '''before''' you have approved, select the row and click the [[Image:uAIBtn01.png | Unlink]] button.}}
 
{{Note | If you would like to remove the link '''before''' you have approved, select the row and click the [[Image:uAIBtn01.png | Unlink]] button.}}
−
{{Note | Items are '''not''' normally ''Linked'' to Locations. Items are assigned to Locations.}}
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{{NavBox HowTo Reconcile and Approve}}
 
{{NavBox HowTo Reconcile and Approve}}
  
 
[[Category:COO]]
 
[[Category:COO]]

Revision as of 17:33, 9 March 2015

Note.jpg 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.
Recon tab.png

Reconciliation Tab

To link an item to another item:

  1. From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item record you would like to reconcile.
  2. Click the ReconItemRecIcon.png button.
    3. Recon options3.png

    Reconciliation Options

  3. Select the Link to Existing Item option.
  4. Click the OK button.
    5. Pick Object Type.png

    Pick Object Type Window

  5. The Pick Object Type window displays.
  6. Select the type of the existing item record from the Type of Object to Link to drop-down menu.
    7. Note.jpg Item are not normally Linked to Locations.
  7. Click the OK button.
  8. The Pick Item window displays.
  9. Click the row for the item record that you would like to reconcile.
  10. Click the Assign button.
    11. Recon tab Link.png

    Reconciliation Tab Link

    Link Items Window.png

    Link Items Window

  11. The Link Items window displays.
  12. If it is appropriate to verify that it is the correct existing item that you are linking to by using map preview, click the ShadesIcon.png button to activate the Map preview.
  13. Click the OK button.
Note.jpg If you would like to remove the link before you have approved, select the row and click the Unlink button.
Reconciling and Approving Data in IMSMANG
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