Difference between revisions of "Add a Data Entry Form from the Summary Window"
From IMSMA Wiki
| Line 5: | Line 5: | ||
<ol> | <ol> | ||
<li>Click the [[Image:FieldTemplateIcon.png]] button. | <li>Click the [[Image:FieldTemplateIcon.png]] button. | ||
| + | [[Image:Select Template New.png|500px|center]] | ||
| + | <div align="center"> | ||
| + | '' Select Template for New Data Entry Form window'' | ||
| + | </div> | ||
<li>The Template for New Data Entry Form window displays. | <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>Select the Data Entry Form template that you would like to use</li> | ||
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[[Image:Recon tab Add from Location.png|600px|center]] | [[Image:Recon tab Add from Location.png|600px|center]] | ||
<div align="center"> | <div align="center"> | ||
| − | '' Reconciliation Tab Add | + | '' Reconciliation Tab Add Method from Location Summary window'' |
</div> | </div> | ||
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[[Image:Recon tab Add from non-Location.png|600px|center]] | [[Image:Recon tab Add from non-Location.png|600px|center]] | ||
<div align="center"> | <div align="center"> | ||
| − | '' Reconciliation Tab Add | + | '' Reconciliation Tab Add Method from other Summary window'' |
</div> | </div> | ||
Revision as of 12:07, 10 March 2015
Summary window toolbar
- Click the
button.
Select Template for New Data Entry Form window
- 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 Method 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 Method 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.
 |
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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