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

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{{Note | To do Data Entry and/or Submit/Approve 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. }}
 
{{Note | To do Data Entry and/or Submit/Approve 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. }}
  
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[[Image:Summary window toolbar.png|350px|center]]
 
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<div align="center">
 
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'' Summary window toolbar''
 
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</div>
 
 
<ol>
 
<ol>
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<li>Click the [[Image:FieldTemplateIcon.png]] button.  
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<li>In the [[Summary Window]] click the [[Image:FieldTemplateIcon.png]] button. </li>
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<li>The Template for New Data Entry Form window displays. </li>
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<li>Select the Data Entry Form template that you would like to use:
 
[[Image:Select Template New.png|500px|center]]
 
[[Image:Select Template New.png|500px|center]]
 
<div align="center">
 
<div align="center">
 
'' Select Template for New Data Entry Form window''
 
'' Select Template for New Data Entry Form window''
 
</div>
 
</div>
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<li>The Template for New Data Entry Form window displays.
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</li>
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<li>Select the Data Entry Form template that you would like to use</li>
 
 
<li>Click '''OK'''.</li>
 
<li>Click '''OK'''.</li>
 
<li>The Data Entry Form Editor displays a new Data Entry Form. The following information are automatically populated:  
 
<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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* Form ID
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:* Item ID
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* Item ID
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:* Date of information
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* Date of information
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:* Reconciliation tab.
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* Reconciliation tab: Adding a Data Entry Form from a Location Summary window automatically assigns the Location to the Data Entry Form.  
  
 
[[Image:Recon tab Add from Location.png|600px|center]]
 
[[Image:Recon tab Add from Location.png|600px|center]]
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</div>
 
</div>
  
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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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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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[[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 Method from other Summary window''
 
'' Reconciliation Tab Add Method from other Summary window''
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</div>
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</div></li>
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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.
 
 
<li>If appropriate, '''[[Reconcile by Linking to an Existing Item Record | Link]]''' to other items too.
 
<li>If appropriate, '''[[Reconcile by Linking to an Existing Item Record | Link]]''' to other items too.
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<li>Enter the data into the Data Entry Form. For more information on how to do data entry, see [[Use the Data Entry Form Editor Window]].  
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<li>Enter the data into the Data Entry Form. For more information on how to do data entry, see [[Use the Data Entry Form Editor Window]].</li>
 
<li>Save, Submit or Approve the Data Entry Form.</li>
 
<li>Save, Submit or Approve the Data Entry Form.</li>
 
</ol>
 
</ol>
  
 +
{{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.}}
  
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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.}}
 
 
{{New_6.0 | This Action was introduced in version 6.0.}}
 
{{New_6.0 | This Action was introduced in version 6.0.}}
  

Revision as of 16:31, 23 March 2015

Warning.jpg This Action should not be used for a new Location. The recommended method is to start from:
  1. the Add Data Entry Forms in the Main Navigation window
  2. the Data Entry menu: select Data Entry Forms and then Add Data Entry Forms
  3. the FieldTemplateIcon.png button in the Workbench window.
Note.jpg To do Data Entry and/or Submit/Approve 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.
  1. In the Summary Window 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:
    Select Template New.png

    Select Template for New Data Entry Form window

  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: Adding a Data Entry Form from a Location Summary window automatically assigns the Location to the Data Entry Form.
    Recon tab Add from Location.png

    Reconciliation Tab Add Method from Location 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.

    Recon tab Add from non-Location.png

    Reconciliation Tab Add Method from other Summary window

  6. If appropriate, Link to other items too.
  7. Enter the data into the Data Entry Form. For more information on how to do data entry, see Use the Data Entry Form Editor Window.
  8. Save, Submit or Approve the Data Entry Form.
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.
New 6.0.png This Action was introduced in version 6.0.

Special case - Double reconciliation Education Details

When the Data Entry Form template contains data fields from both Education and Education detail then you need to use double reconciliation.

  1. Open the Location Summary window where you would like to add an Education to.
  2. Enter the data in both parts for the Data Entry Form template.
    Double recon Main1.png

    Reconciliation Tab - Add Action Education with Education Details

  3. The Reconciliation tab has now two rows.
    Double recon Main2.png

    Reconciliation Tab - Reconcile Education Details to the Education

  4. Select the Education Detail row.
  5. Click on ReconItemRecIcon.png.
  6. Choose Reconcile as New.
  7. Click OK.
    Double recon Main3.png

    Reconciliation Tab - Reconcile to the current Education

  8. Click OK.
    Double recon Main4.png

    Reconciliation Tab is populated

  9. If appropriate, Link to other items too.
  10. Save, Submit or Approve the Data Entry Form.
Reconciling and Approving Data in IMSMANG
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