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

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To view or change a field report from the Workbench:
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To view or change a data entry form from the Workbench:
 
<ol>
 
<ol>
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<li>From the '''Data Entry''' menu, select '''Field Reports'''.</li>
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<li>From the '''Data Entry''' menu, select '''Data Entry Forms'''.</li>
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<li>From the '''Field Reports''' menu, select '''Workbench'''.</li>
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<li>From the '''Data Entry Forms''' menu, select '''Workbench'''.</li>
 
:The Workbench window displays.
 
:The Workbench window displays.
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<li>Click the row associated with the field report you would like to view or change.</li>
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<li>Click the row associated with the data entry form you would like to view or change.</li>
 
<li>Click the [[Image:FieldViewIcon.png]] button.</li>
 
<li>Click the [[Image:FieldViewIcon.png]] button.</li>
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: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]]''.
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:The Data Entry Form Editor window displays the selected data entry form. For information on using the Data Entry Form Editor window, refer to ''[[Field Reports Editor Window]]''.
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<li>After you have entered data into the field report, do one of the following:</li>
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<li>After you have entered data into the data entry form, do one of the following:</li>
 
</ol>
 
</ol>
  
 
{| class="wikitable" width="600"
 
{| class="wikitable" width="600"
 
|-
 
|-
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| align="center" colspan="2" | '''Table 28. Field Report Actions'''
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| align="center" colspan="2" | '''Table 28. Data Entry Form Actions'''
 
|-
 
|-
 
| width="200pt" | '''If…'''
 
| width="200pt" | '''If…'''
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| If you want to add, download, or remove attachments || Click the [[Image:AttachIcon.png]] button and refer to [[Field Report Attachments]] for more information.   
 
| If you want to add, download, or remove attachments || Click the [[Image:AttachIcon.png]] button and refer to [[Field Report Attachments]] for more information.   
 
|-
 
|-
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| If you want to export the field report to an MaXML file || Click the [[Image:EditorWinIcon.png]] button and refer to [[HowTo:Export a Field Report to an MaXML File]] for more information.  
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| If you want to export the Data Entry Form to an MaXML file || Click the [[Image:EditorWinIcon.png]] button and refer to [[HowTo:Export a Field Report to an MaXML File]] for more information.  
 
|-
 
|-
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| You want to print the field report || Click the [[Image:PrinterIcon.png]] button.   
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| You want to print the Data Entry Form || Click the [[Image:PrinterIcon.png]] button.   
 
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|-
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| 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.
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| You are a manager and would like to approve the data entry form || Click the '''Approve''' button. After the data entry form is approved, it can no longer be changed and becomes an item in IMSMA. The approved data entry form can be viewed from the Location View window. You must have access to the Data Entry Form Approve permission.
 
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|-
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| 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.
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| You are a manager and find that the data entry form is missing information || Click the '''Reject''' button. This sets the data entry form’s status in the Workbench to Needs Revision. You must have access to the Data Entry Form Reject permission.
 
|-
 
|-
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| 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.
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| You want to save the data entry form and continue updating its information later || Click the '''Save''' button. This sets the data entry form’s status in the Workbench to Needs Completion. You must have access to the Data Entry Form permission.
 
|-
 
|-
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| 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.
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| You have completed entering the data entry form’s information and would like a manager to review the data entry form || Click the '''Submit''' button. This sets the data entry form’s status in the Workbench to Needs Approval. You must have access to the Data Entry Form permission.
 
|-
 
|-
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| You would like to discard any changes to the field report || Click the '''Cancel''' button.  
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| You would like to discard any changes to the data entry form || Click the '''Cancel''' button.  
 
|}
 
|}
  
  
 
{{NavBox HowTo Workbench}}
 
{{NavBox HowTo Workbench}}

Revision as of 19:54, 9 May 2013

To view or change a data entry form from the Workbench:

  1. From the Data Entry menu, select Data Entry Forms.
  2. From the Data Entry Forms menu, select Workbench.
    3. The Workbench window displays.
  3. Click the row associated with the data entry form you would like to view or change.
  4. Click the FieldViewIcon.png button.
    5. The Data Entry Form Editor window displays the selected data entry form. For information on using the Data Entry Form Editor window, refer to Field Reports Editor Window.
  5. After you have entered data into the data entry form, do one of the following:
Table 28. Data Entry Form 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 Data Entry Form to an MaXML file 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 Data Entry Form Click the PrinterIcon.png button.
You are a manager and would like to approve the data entry form Click the Approve button. After the data entry form is approved, it can no longer be changed and becomes an item in IMSMA. The approved data entry form can be viewed from the Location View window. You must have access to the Data Entry Form Approve permission.
You are a manager and find that the data entry form is missing information Click the Reject button. This sets the data entry form’s status in the Workbench to Needs Revision. You must have access to the Data Entry Form Reject permission.
You want to save the data entry form and continue updating its information later Click the Save button. This sets the data entry form’s status in the Workbench to Needs Completion. You must have access to the Data Entry Form permission.
You have completed entering the data entry form’s information and would like a manager to review the data entry form Click the Submit button. This sets the data entry form’s status in the Workbench to Needs Approval. You must have access to the Data Entry Form permission.
You would like to discard any changes to the data entry form Click the Cancel button.


Template:NavBox HowTo Workbench

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