Difference between revisions of "Unlink Items"
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+ | {{Note | 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. }} | ||
+ | |||
<ol> | <ol> | ||
− | <li>Open the | + | <li>Open the Summary window of the item that you would like to Unlink another item from.</li> |
<li>Click the [[Image:uAIBtn01.png | Unlink]] button.</li> | <li>Click the [[Image:uAIBtn01.png | Unlink]] button.</li> | ||
− | + | <li>The Unlink window displays.</li> | |
− | <li>Select one or more linked items, and then click '''OK'''.</li> | + | <li>Select one or more linked items, and then click '''OK'''. |
− | + | [[Image:Unlink window.png|350px|center]] | |
− | <li>Select the | + | <div align="center"> |
− | <li>Click '''OK'''.</li> | + | '' Unlink window'' |
− | + | </div></li> | |
− | + | <li>Open the Summary window of the item that you would like to Unlink another item from.</li> | |
− | + | <li>The template selection window displays. | |
− | </ | + | {{New_6.0 | The list of possible templates are filtered to only included templates for the current item type.}}</li> |
− | + | <li>Select the Data Entry Form template that you would like to use</li> | |
− | {{ | + | <li>Click '''OK'''. |
− | + | [[Image:Wizard template selection.png|500px|center]] | |
− | + | <div align="center"> | |
+ | '' Select Template window'' | ||
+ | </div></li> | ||
+ | <li>The Data Entry Form Editor displays a new Data Entry Form. The following information is automatically populated: | ||
+ | * Form ID | ||
+ | * Item ID | ||
+ | * Date of information | ||
+ | * Reconciliation tab. | ||
+ | [[Image:Recon tab Unlink.png|600px|center]] | ||
+ | <div align="center"> | ||
+ | '' Reconciliation Tab Unlink Action'' | ||
+ | </div> | ||
+ | {{Warning | The Unlinking Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created the link(s) since the calculation of the Summary item is based on Date of Information. If the date is earlier or the same, the Summary items will '''not''' be updated.}}</li> | ||
+ | <li>Save, Submit or Approve the Data Entry Form.</li> | ||
+ | <li>The items are Unlinked when the Data Entry Form is approved. | ||
− | {{ | + | [[Image:Recon tab Unlink2.png|600px|center]] |
+ | <div align="center"> | ||
+ | '' Reconciliation Tab Unlink + Link Action'' | ||
+ | </div> | ||
+ | {{Note | It is possible to Link to the correct item with the same Data Entry Form as you are Unlinking with.}}</li></ol> | ||
{{NavBox HowTo Reconcile and Approve}} | {{NavBox HowTo Reconcile and Approve}} | ||
− | [[Category: | + | [[Category:NAA]] |
Latest revision as of 08:05, 18 March 2019
- Open the Summary window of the item that you would like to Unlink another item from.
- Click the button.
- The Unlink window displays.
- Select one or more linked items, and then click OK.
Unlink window
- Open the Summary window of the item that you would like to Unlink another item from.
- The template selection window displays.
The list of possible templates are filtered to only included templates for the current item type. - Select the Data Entry Form template that you would like to use
- Click OK.
Select Template window
- The Data Entry Form Editor displays a new Data Entry Form. The following information is automatically populated:
- Form ID
- Item ID
- Date of information
- Reconciliation tab.
Reconciliation Tab Unlink Action
- Save, Submit or Approve the Data Entry Form.
- The items are Unlinked when the Data Entry Form is approved.
Reconciliation Tab Unlink + Link Action
It is possible to Link to the correct item with the same Data Entry Form as you are Unlinking with.
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