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

Revision as of 18:22, 23 March 2015

This Action should not be used for a new Location. The recommended method is to start from: the in the Main Navigation window the Data Entry menu: select Data Entry Forms and then Add Data Entry Forms the button in the Workbench window.

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 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 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. 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. (check the examples below)
   

   Reconciliation Tab Add Method from Location Summary window

   

   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.

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.

This Action was introduced in version 6.0.

Special Case

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.
2. Enter the data in both parts for the Data Entry Form template.
3. The Reconciliation tab has now two rows.
   

   Reconciliation Tab - Add Action Education with Education Details

4. Select the Education Detail row.
   

   Reconciliation Tab - Reconcile Education Details to the Education

5. Click on .
6. Choose Reconcile as New.
7. Click OK.
   

   Reconciliation Tab - Reconcile to the current Education

8. Click OK.
   

   Reconciliation Tab is populated

9. If appropriate, Link to other items too.
10. Save, Submit or Approve the Data Entry Form.