Difference between revisions of "Summary Window"

Revision as of 14:16, 27 May 2013

The summary windows display the most recent set of attribute data for an item. This includes data entry forms, geospatial data, associated attachments, and related item records.

There are several different ways to access the summary windows:

• Select the icon on the map so that the blue circle displays on the icon. Once the blue circle is displayed on the icon, double-click the icon on the IMSMA Navigation window’s map pane.
• Double-click the item record’s row from the IMSMA Navigation window’s items pane.
• Select the icon on the map or the item record’s row from the items pane and click the button. From the Identify Selection window, select the item record and click the Summary button.

The attributes displayed in the summary window for each item will vary and are listed in the item-specific sections that follow. Most of the buttons for the summary window are located in the top, right corner of the window. In addition to these buttons, the Done button in the bottom, right corner of the window closes the summary window.

Summary Buttons
Button	Description
Add	Allows you to add a new item reconciled to the existing item's location.
Edit	Allows you to edit the existing data in the item summary window.
Delete	Allows you to delete the item summary from the system. Note that any data entry forms associated with the item are not unapproved, but they can only be located by searching for "deleted" type data entry forms.
	Lists the data entry forms that are related to the item.
	Displays a printable view of the item.
	Displays the item icon on the map.
Attachments	Allows you to manage attached files.
	Displays the location associated with the item. This button is not available from the Location Summary window.
	Allows you to remove the link between two or more items.

Exporting a Data Entry Form

To export a data entry form:

1. Click the button.

The Data Entry Forms window lists the data entry forms associated with the item.

2. Select the row associated with the data entry form that you would like to export.
3. Click the button.

The Data Entry Form Export window displays.

4. Enter your name in the Exported by field or leave it blank.
5. Click the Browse button and navigate to the directory where you would like to save the file.
6. In the Select window, enter the name of the file in the File Name field.
7. Click the Select button.
8. If you want to export the data entry form without its attachments, check the Exclude Data Entry Form Attachment data checkbox.
9. In the Data Entry Form Export window, click the Export button.

The Export Complete window displays.

10. Click the OK button.

Adding a Data Entry Form

1. Click the button.

   The Data Entry Forms window lists the Data Entry Forms associated with the item.

2. Click the button.

   The Data Entry Form Templates window displays. For more information on adding a Data Entry Form, see the Data Entry Form Templates window section on page 53.

3. Click the row in the Data Entry Form Templates window corresponding to the template that you would like to use.
4. Click the OK button.

   The Data Entry Form Editor window displays the selected template.

5. Enter the Data Entry Form data. For information on using the Data Entry Form Editor window, refer to the Data Entry Form Editor window section on page 54.

Adding a Data Entry Form from within the Location Summary window automatically assigns the location to the Data Entry Form. Adding a Data Entry Form from within the Land Summary, Activity Summary, Accident Summary, Victim Summary, Education Summary, or QM Summary windows automatically assigns the location of the item to the new Data Entry Form.

After the Data Entry Form is approved, you must close and reopen the summary window for the Data Entry Form count to increase, and for the Data Entry Form to display in the Data Entry Forms window.

Viewing a Data Entry Form

To view data entry forms associated with an item:

1. Click the button.

The Data Entry Forms window lists the data entry forms associated with the item.

2. Select the row associated with the data entry forms that you would like to view.
3. Click the button.

The Data Entry Form View window displays a read-only view of the data entry form.

Printing an Item

The button displays a printable view of the item in the Print View window.

Across the top of the Print View window is a toolbar that allows you to perform various functions. Table 19 lists the buttons on this toolbar and their descriptions.

Print View Window Buttons
Button	Description
File:Table19Img01.png	Allows you to save a copy of the report to your computer in one of the following formats: .csv, .html, .pdf, .rtf, or .xls.
	Prints the report to a printer that you have configured.
	This button is not functional.
	Displays the first page of the report. Note that this button is not available if the first page of the report is currently displayed.
	Displays the previous page of the report. Note that this button is not available if the first page of the report is currently displayed.
	Displays the next page of the report. Note that this button is not available if the last page of the report is currently displayed.
	Displays the last page of the report. Note that this button is not available if the last page of the report is currently displayed.
	Allows you to enter the page number that you would like to display. After entering the page number, press the [Enter] key on your keyboard.
	Displays the report in the actual size.
	Displays the entire page of the report.
	Displays the width of the report.
	Displays the report at a larger scale.
	Displays the report at a smaller scale.
	Displays the report at the selected ratio.

Unapproving a Data Entry Form

If you find that a Data Entry Form was incorrectly reconciled, you can unapprove the Data Entry Form. Unapproving a Data Entry Form removes data contained in the Data Entry Form from the summary.

A few considerations before you attempt to unapprove a Data Entry Form:

• If you unapprove a Data Entry Form that removes the item record from IMSMA, the warning, “The object displayed in this summary has been deleted from the system, and now represents data no longer in the system.” displays. The icon associated with the item record will no longer display in the IMSMA Navigation window.
• If the summary of the item record is comprised of multiple Data Entry Forms and one of those Data Entry Forms is unapproved, the message, “The item displayed in this summary has been updated. To see changes, reopen the summary from the main navigation.” displays. The next time that the summary of the item is displayed, data from the unapproved Data Entry Form will not be included.
• If the Data Entry Form is linked to other item records, the link is removed.
• If the Data Entry Form you are trying to unapprove removes the item record from IMSMA and is linked to other item records, the links in those item records are also removed.
• You cannot unapprove a Data Entry Form if unapproving that Data Entry Form would remove the item from IMSMA and there are item records associated with that location. This applies to location Data Entry Forms that have other item Data Entry Forms associated to it, or Education Data Entry Forms that have Education details. If you would like to unapprove the parent item, you will need to first unapprove any child items that it may have associated with it.
• You cannot unapprove a location Data Entry Form if the remaining Data Entry Forms do not contain required data. For example, you cannot unapprove a location Data Entry Form if the remaining Data Entry Forms for that location do not contain country structure data.
• It is currently not possible to unapprove a Data Entry Form if that Data Entry Form created multiple items. For example, you cannot unapprove a Data Entry Form that created an accident, victim, and location.

To unapprove a Data Entry Form:

1. Open the item summary containing the Data Entry Form to unapprove.
2. Click the Data Entry Form button.

The Data Entry Forms window displays.

3. Select the Data Entry Form from the list, and then click the button.

The Data Entry Form Editor window displays.

4. Click Unapprove.

The Information window displays confirming that the Data Entry Form is unapproved and available in the Workbench.

5. Click the Close button to close the Information window.

The Data Entry Form is unapproved and returned to the Workbench. Item data added by that Data Entry Form no longer display in the item summary. Any reconciliation that existed prior to the Data Entry Form being unapproved can be viewed in the Reconciliation tab.

Removing a Link Between Items

1. Open the item summary window of the item to unlink.
2. Click the button.

The Unlink window displays.

3. Select one or more linked items, and then click OK.

The template selection window displays.

4. Select the same Data Entry Form template used for the item you opened in step 1.
5. Click OK.

The Data Entry Form Editor displays a new Data Entry Form. The date of report field, the item ID field, and the Reconciliation tab are automatically populated with the unlink information.

6. Approve, submit, or save the Data Entry Form.

The items are unlinked when the Data Entry Form is approved.

Customizing the Summary

For instructions on how to customize the summary window, refer to How To Customise Summaries.