Difference between revisions of "Add a Data Entry Form from the Summary Window"
From IMSMA Wiki
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<div align="center"> | <div align="center"> | ||
'' Summary window toolbar'' | '' Summary window toolbar'' | ||
+ | </div> | ||
+ | <ol> | ||
+ | <li>Click the [[Image:FieldTemplateIcon.png]] button. | ||
+ | <li>The Template for New Data Entry Form window displays. | ||
+ | <li>Select the Data Entry Form template that you would like to use</li> | ||
+ | <li>Click '''OK'''.</li> | ||
+ | <li>The Data Entry Form Editor displays a new Data Entry Form. The following information are automatically populated: | ||
+ | :* Form ID | ||
+ | :* Item ID | ||
+ | :* Date of information | ||
+ | :* Reconciliation tab. | ||
+ | <li>Enter the data into the Data Entry. For more information on how to do data entry, see [[Use the Data Entry Form Editor Window]]. | ||
+ | <li>Save, Submit or Approve the Data Entry Form.</li> | ||
+ | </ol> | ||
+ | [[Image:Recon tab Add from Location.png|600px|center]] | ||
+ | <div align="center"> | ||
+ | '' Reconciliation Tab Add Action from Location Summary window'' | ||
</div> | </div> | ||
− | + | Adding a Data Entry Form from a Location Summary window automatically assigns the Location to the Data Entry Form. | |
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− | + | [[Image:Recon tab Add from non-Location.png|600px|center]] | |
− | + | <div align="center"> | |
− | + | '' Reconciliation Tab Add Action from other Summary window'' | |
+ | </div> | ||
− | + | Adding a Data Entry Form from the other Summary windows automatically assigns the Location to the new Data Entry Form and Links the new Data Entry Form to current the Summary item. | |
+ | |||
+ | |||
+ | {{Note| After the Data Entry Form is Approved it may take a few seconds for the Summary window to refresh. If it does not then reopen the Summary window.}} | ||
{{NavBox HowTo Reconcile and Approve}} | {{NavBox HowTo Reconcile and Approve}} | ||
[[Category:CRI]] | [[Category:CRI]] |
Revision as of 11:56, 10 March 2015
Summary window toolbar
- Click the
button.
- The Template for New Data Entry Form window displays.
- Select the Data Entry Form template that you would like to use
- Click OK.
- The Data Entry Form Editor displays a new Data Entry Form. The following information are automatically populated:
- Form ID
- Item ID
- Date of information
- Reconciliation tab.
- Enter the data into the Data Entry. For more information on how to do data entry, see Use the Data Entry Form Editor Window.
- Save, Submit or Approve the Data Entry Form.
Reconciliation Tab Add Action from Location Summary window
Adding a Data Entry Form from a Location Summary window automatically assigns the Location to the Data Entry Form.
Reconciliation Tab Add Action from other Summary window
Adding a Data Entry Form from the other Summary windows automatically assigns the Location to the new Data Entry Form and Links the new Data Entry Form to current the Summary item.
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After the Data Entry Form is Approved it may take a few seconds for the Summary window to refresh. If it does not then reopen the Summary window. |
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