Difference between revisions of "View or Change Data Entry Form from Workbench"

Revision as of 16:36, 28 June 2012

To view or change a field report from the Workbench:

1. From the Data Entry menu, select Field Reports.
2. From the Field Reports menu, select View Workbench.

The Workbench window displays.

3. Click the row associated with the field report you would like to view or change.
4. Click the button.

The Field Report Editor window displays the selected field report. For information on using the Field Report Editor window, refer to Field Reports Editor Window.

5. After you have entered data into the field report, do one of the following:

Table 28. Field Report Actions
If…	Do this…
If you want to add, download, or remove attachments	Click the File:AttachIcon.png button and refer to Field Report Attachments for more information.
If you want to export the field report to an MaXML file which can be imported into the handheld device	Click the File:EditorWinIcon.png button and refer to HowTo:Export a Field Report to an MaXML File for more information.
You want to print the field report	Click the button.
You are a manager and would like to approve the field report	Click the Approve button. After the field report is approved, it can no longer be changed and becomes an item in IMSMA. The approved field report can be viewed from the Location View window. You must have access to the Field Report Approve permission.
You are a manager and find that the field report is missing information	Click the Reject button. This sets the field report’s status in the Workbench to Needs Revision. You must have access to the Field Report Reject permission.
You want to save the field report and continue updating its information later	Click the Save button. This sets the field report’s status in the Workbench to Needs Completion. You must have access to the Field Report permission.
You have completed entering the field report’s information and would like a manager to review the field report	Click the Submit button. This sets the field report’s status in the Workbench to Needs Approval. You must have access to the Field Report permission.
You would like to discard any changes to the field report	Click the Cancel button.