Difference between revisions of "Import a Data Entry Form from a xml File"

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<p>To import a field report from an MaXML file to the Workbench:</p>
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<p>To import a data entry form from an MaXML file to the Workbench:</p>
 
<ol>
 
<ol>
 
<li>From the Workbench window, click the [[Image:ImportIcon.png | Import]] button.</li>
 
<li>From the Workbench window, click the [[Image:ImportIcon.png | Import]] button.</li>
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<li>Select the file name.</li>
 
<li>Select the file name.</li>
 
<li>Click the '''Open''' button.</li>
 
<li>Click the '''Open''' button.</li>
−
:In the Field Report Import window, the number of field reports and the number of objects associated with the reports are displayed in the XML Summary section of the window. The contents of the file are displayed in the Raw XML View section([[:Image:fig182.png|Field Report Import window]]).   
+
:In the Data Entry Form Import window, the number of data entry forms and the number of objects associated with the reports are displayed in the XML Summary section of the window. The contents of the file are displayed in the Raw XML View section([[:Image:fig182.png|Data Entry Form Import window]]).   
 
</ol>
 
</ol>
  
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[[Image:fig182.png|center|500px|''Figure 182. Field Report Import window'']]
+
[[Image:fig182.png|center|500px|''Data Entry Form Import window'']]
 
<div align="center">
 
<div align="center">
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''Field Report Import window''
+
''Data Entry Form Import window''
 
</div>
 
</div>
  
 
<li>Click the '''Import''' button.</li>
 
<li>Click the '''Import''' button.</li>
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:The Field Report Import Options window displays ([[:Image:FieldReportImportOptions2.png|Field Report Import Options]]).  
+
:The Data Entry Form Import Options window displays ([[:Image:FieldReportImportOptions2.png|Data Entry Form Import Options]]).  
  
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[[Image:FieldReportImportOptions2.png|center|''Field Report Import Options window'']]
+
[[Image:FieldReportImportOptions2.png|center|''Data Entry Form Import Options window'']]
 
<div align="center">
 
<div align="center">
−
''Field Report Import Options window''
+
''Data Entry Form Import Options window''
 
</div>
 
</div>
  
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<li>In the Field Report Import Options window, select one of the options listed in Table 52.</li>
+
<li>In the Data Entry Form Import Options window, select one of the options listed in Table 52.</li>
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:If you do not want to import the field reports, click the '''Cancel''' button.
+
:If you do not want to import the data entry forms, click the '''Cancel''' button.
 
</ol>
 
</ol>
  
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|-
 
|-
 
| width="125pt" | '''If you choose to…'''
 
| width="125pt" | '''If you choose to…'''
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| width="375pt" | '''The field reports...'''
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| width="375pt" | '''The data entry forms...'''
 
|-
 
|-
−
| Approve all field reports || <p>With no import errors and complete reconciliation are imported and marked as ''Approved''.</p>
+
| Approve all data entry forms || <p>With no import errors and complete reconciliation are imported and marked as ''Approved''.</p>
 
<p>With import errors and/or incomplete reconciliation are imported, marked as ''Needs Approval'', and added to the Workbench.</p>
 
<p>With import errors and/or incomplete reconciliation are imported, marked as ''Needs Approval'', and added to the Workbench.</p>
 
|-
 
|-
−
| Use approval data in the Field Reports || <p>That have been previously approved and unapproved are imported and marked as ''Approved''.</p>
+
| Use approval data in the Data Entry Forms || <p>That have been previously approved and unapproved are imported and marked as ''Approved''.</p>
 
<p>That have not been approved are imported, marked as ''Needs Approval'', and are added to the Workbench.</p>  
 
<p>That have not been approved are imported, marked as ''Needs Approval'', and are added to the Workbench.</p>  
 
|-
 
|-
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<ol start="8">
 
<ol start="8">
 
<li>Click the '''OK''' button.</li>
 
<li>Click the '''OK''' button.</li>
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:The Information window displays a message stating that the field report import is complete.  
+
:The Information window displays a message stating that the data entry form import is complete.  
 
<li>Click the '''Close''' button.</li>
 
<li>Click the '''Close''' button.</li>
−
<li>If you chose the '''Approve all field reports''' option or the '''Use approval data in the Field Reports''' option, the Approval Results window displays ([[:Image:ApprovalResults.png|Approval Results]]). </li>
+
<li>If you chose the '''Approve all data entry forms''' option or the '''Use approval data in the Data Entry Forms''' option, the Approval Results window displays ([[:Image:ApprovalResults.png|Approval Results]]). </li>
 
</ol>
 
</ol>
  
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</div>
 
</div>
  
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<p>Field reports that were approved appear in the Approved Field Reports section of the Approval Results window. The Approval Date column lists the date and time the reports were approved.</p>
+
<p>Data entry forms that were approved appear in the Approved Data Entry Forms section of the Approval Results window. The Approval Date column lists the date and time the reports were approved.</p>
−
<p>Reports that were not approved appear in the Non-Approved Field Reports section. The Non-Approval column lists the reasons they were not approved. Possible reasons include ''Reconciliation Incomplete'', ''Import Error'', and ''Unknown Error''. </p>
+
<p>Reports that were not approved appear in the Non-Approved Data Entry Forms section. The Non-Approval column lists the reasons they were not approved. Possible reasons include ''Reconciliation Incomplete'', ''Import Error'', and ''Unknown Error''. </p>
  
 
<ol>
 
<ol>
 
<ol type="a">
 
<ol type="a">
 
<li>Click the '''Done''' button.</li>
 
<li>Click the '''Done''' button.</li>
−
<li>If a field report was not approved, open the Workbench window and double-click the row associated with the unapproved field report.</li>
+
<li>If a data entry form was not approved, open the Workbench window and double-click the row associated with the unapproved data entry form.</li>
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:The Field Report Editor window displays.
+
:The Data Entry Form Editor window displays.
−
<li>Resolve the error on the Reconciliation tab if applicable. See the ''Field reports – [[Reconciling Items]]'' section for additional information.</li>
+
<li>Resolve the error on the Reconciliation tab if applicable. See the ''Data Entry Forms – [[Reconciling Items]]'' section for additional information.</li>
 
<li>Resolve the error on the Import Issues tab if applicable. When complete, check the '''All Import Issues have been resolved''' checkbox.</li>
 
<li>Resolve the error on the Import Issues tab if applicable. When complete, check the '''All Import Issues have been resolved''' checkbox.</li>
 
<li>Click the '''Approve''' button.</li>
 
<li>Click the '''Approve''' button.</li>
−
:The Information window displays confirming the field report was approved.
+
:The Information window displays confirming the data entry form was approved.
 
</ol>
 
</ol>
 
</ol>
 
</ol>
  
 
<ol start="11">
 
<ol start="11">
−
<li>If you chose the '''Import Only''' option, the Field Report Import Results window displays ([[:Image:fig184.png|Field Report Import Results]]). </li>
+
<li>If you chose the '''Import Only''' option, the Data Entry Form Import Results window displays ([[:Image:fig184.png|Data Entry Form Import Results]]). </li>
 
</ol>
 
</ol>
  
−
[[Image:fig184.png|center|500px|''Figure 184. Field Report Import Results Window'']]
+
[[Image:fig184.png|center|500px|''Data Entry Form Import Results Window'']]
 
<div align="center">
 
<div align="center">
−
''Figure 184. Field Report Import Results Window''
+
''Data Entry Form Import Results Window''
 
</div>
 
</div>
  

Revision as of 20:04, 14 May 2013

To import a data entry form from an MaXML file to the Workbench:

  1. From the Workbench window, click the Import button.
    2. The Data Entry Form Import window displays.
  2. Click the Browse button.
    3. The Open window displays.
  3. From the Open window:
    1. Navigate to the directory where the file that you would like to import is located.
    2. Select the file name.
    3. Click the Open button.
      4. In the Data Entry Form Import window, the number of data entry forms and the number of objects associated with the reports are displayed in the XML Summary section of the window. The contents of the file are displayed in the Raw XML View section(Data Entry Form Import window).
    Data Entry Form Import window

    Data Entry Form Import window

  4. Click the Import button.
    5. The Data Entry Form Import Options window displays (Data Entry Form Import Options).
    Data Entry Form Import Options window

    Data Entry Form Import Options window

  5. In the Data Entry Form Import Options window, select one of the options listed in Table 52.
    6. If you do not want to import the data entry forms, click the Cancel button.
Table 52. Description of Import Options
If you choose to… The data entry forms...
Approve all data entry forms

With no import errors and complete reconciliation are imported and marked as Approved.

With import errors and/or incomplete reconciliation are imported, marked as Needs Approval, and added to the Workbench.

Use approval data in the Data Entry Forms

That have been previously approved and unapproved are imported and marked as Approved.

That have not been approved are imported, marked as Needs Approval, and are added to the Workbench.

Import only

Are imported, marked as Needs Approval, and added to the Workbench.

  1. Click the OK button.
    2. The Information window displays a message stating that the data entry form import is complete.
  2. Click the Close button.
  3. If you chose the Approve all data entry forms option or the Use approval data in the Data Entry Forms option, the Approval Results window displays (Approval Results).
Approval Results Window

Approval Results Window

Data entry forms that were approved appear in the Approved Data Entry Forms section of the Approval Results window. The Approval Date column lists the date and time the reports were approved.

Reports that were not approved appear in the Non-Approved Data Entry Forms section. The Non-Approval column lists the reasons they were not approved. Possible reasons include Reconciliation Incomplete, Import Error, and Unknown Error.

    1. Click the Done button.
    2. If a data entry form was not approved, open the Workbench window and double-click the row associated with the unapproved data entry form.
      3. The Data Entry Form Editor window displays.
    3. Resolve the error on the Reconciliation tab if applicable. See the Data Entry Forms – Reconciling Items section for additional information.
    4. Resolve the error on the Import Issues tab if applicable. When complete, check the All Import Issues have been resolved checkbox.
    5. Click the Approve button.
      6. The Information window displays confirming the data entry form was approved.
  1. If you chose the Import Only option, the Data Entry Form Import Results window displays (Data Entry Form Import Results).
Data Entry Form Import Results Window

Data Entry Form Import Results Window

The Imported Items section of the window lists the items that were imported. Any errors that occurred during the import are noted in the Error Log section of the window. You can save the error log to a file by clicking the Save Log button. You can also view import errors on the Import Issues tab of the Field Report Editor window.

  1. Click the Done button.
    2. The imported field reports will be listed in the Workbench. You will need to reconcile the item records in the field reports.
Importing and Exporting Data with IMSMANG
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