Difference between revisions of "Add a Data Entry Form from the Summary Window"

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<div align="center">
 
<div align="center">
 
'' Summary window toolbar''
 
'' Summary window toolbar''
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</div>
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<ol>
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<li>Click the [[Image:FieldTemplateIcon.png]] button.
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<li>The Template for New Data Entry Form window displays.
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<li>Select the Data Entry Form template that you would like to use</li>
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<li>Click '''OK'''.</li>
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<li>The Data Entry Form Editor displays a new Data Entry Form. The following information are automatically populated:
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:* Form ID
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:* Item ID
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:* Date of information
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:* Reconciliation tab.
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<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]].
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<li>Save, Submit or Approve the Data Entry Form.</li>
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</ol>
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[[Image:Recon tab Add from Location.png|600px|center]]
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<div align="center">
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'' Reconciliation Tab Add Action from Location Summary window''
 
</div>
 
</div>
  
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#Click the [[Image:FieldTemplateIcon.png]] button.
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Adding a Data Entry Form from a Location Summary window automatically assigns the Location to the Data Entry Form.
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#:The Template for New Data Entry Form window displays. For more information on adding a Data Entry Form, see [[Add a Data Entry Form]].
 
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#Click the row in the Data Entry Form Templates window corresponding to the template that you would like to use.
 
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#Click the '''OK''' button.
 
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#:The Data Entry Form Editor window displays the selected template.
 
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#Enter the Data Entry Form data. For information on using the Data Entry Form Editor window, see [[Use the Data Entry Form Editor Window]].
 
  
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{{note| <p>Adding a Data Entry Form from within the Location Summary window automatically assigns the location to the Data Entry Form.</p>
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[[Image:Recon tab Add from non-Location.png|600px|center]]
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<p>Adding a Data Entry Form from within the Land Summary, Activity Summary, Accident Summary, Victim Summary, Education Summary, Assistance Summary, or QM Summary windows automatically assigns the location of the item to the new Data Entry Form.</p>
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<div align="center">
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}}
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'' Reconciliation Tab Add Action from other Summary window''
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</div>
  
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After the Data Entry Form is approved, you must close and reopen the summary window for the Data Entry Form count to increase, and for the Data Entry Form to display in the Data Entry Forms window.
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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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{{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

350px

Summary window toolbar

  1. Click the FieldTemplateIcon.png button.
  2. The Template for New Data Entry Form window displays.
  3. Select the Data Entry Form template that you would like to use
  4. Click OK.
  5. 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.
  6. Enter the data into the Data Entry. For more information on how to do data entry, see Use the Data Entry Form Editor Window.
  7. Save, Submit or Approve the Data Entry Form.
Recon tab Add from Location.png

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.

Recon tab Add from non-Location.png

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.


Note.jpg 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.
Reconciling and Approving Data in IMSMANG
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