Difference between revisions of "Reconcile"
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| − | |align="left" style="padding: 5px 10px 5px 10px"| To reconcile | + | |align="left" style="padding: 5px 10px 5px 10px"| To reconcile data entry forms, you must have access to the Data Entry Form and Link permissions. |
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| − | <p>Before a | + | <p>Before a data entry form can be approved, you must decide whether the item records in the data entry form create new item records, update existing item records, or are associated with existing item records of different item types. This process is called ''reconciliation''.</p> |
<p>New item records will create a new accident, land, activity, location, education, QM, or victim in IMSMA. New item records will need to be assigned to a location.</p> | <p>New item records will create a new accident, land, activity, location, education, QM, or victim in IMSMA. New item records will need to be assigned to a location.</p> | ||
| − | <p> | + | <p>data entry form item records can also update existing item records. Updates to existing item records can either replace an existing item record or combine certain item record attributes. When an existing item record is replaced, the summary of the existing item record is replaced with the data from the new item record. When an item record in a data entry form is combined with an existing item record, certain item record attributes are overwritten with the data from the new item record while other item record attributes are combined. Refer to the ''Combining item records'' section for more details on which item attributes are combined for each item.</p> |
| − | <p> | + | <p>data entry form item records can also be associated with existing item records that are of a different type. For example, a victim that is created by a new data entry form can be associated with an existing accident. To establish a relationship between item records of different item types, you create a ''link'' between the item records.</p> |
| − | <p>Item records can be reconciled from either the Reconciliation tab on the | + | <p>Item records can be reconciled from either the Reconciliation tab on the Data Entry Form Editor window or the Report Items tab on the IMSMA Navigation window, which is accessed from the Reconciliation tab by clicking the [[Image:ShadesIcon.png]] button. The Reconciliation tab and the Report Items tab display all item records from the data entry form that need to be reconciled.</p> |
| − | [[Image:ItemRecordsFieldReportEditorWindow.png|center|600px|''Item Records on | + | [[Image:ItemRecordsFieldReportEditorWindow.png|center|600px|''Item Records on Data Entry Form Editor and IMSMA Navigation Windows'']] |
<div align="center"> | <div align="center"> | ||
| − | ''Item Records on | + | ''Item Records on Data Entry Form Editor and IMSMA Navigation Windows'' |
</div> | </div> | ||
| − | Reconciling item records from the | + | Reconciling item records from the Data Entry Form Editor window allows you to select existing item records from a list. Reconciling item records from the IMSMA Navigation window allows you to browse existing item records using the items pane and the map. The reconciliation icons used in the Data Entry Form Editor window and IMSMA Navigation window are similar and described in Table 24. The sections in this chapter provide instructions for reconciling item records from both the Data Entry Form Editor window and the IMSMA Navigation window. |
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| align="center" | [[Image:RemoveReconIcon.png]] || Removes the reconciliation or link between the item records. | | align="center" | [[Image:RemoveReconIcon.png]] || Removes the reconciliation or link between the item records. | ||
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| − | | align="center" | [[Image:ShadesIcon.png]] || Allows you to reconcile item records with existing item records that you select from the map. This icon is only available from the | + | | align="center" | [[Image:ShadesIcon.png]] || Allows you to reconcile item records with existing item records that you select from the map. This icon is only available from the Data Entry Form Editor window. |
|- | |- | ||
| − | | align="center" | [[Image:ReturnReconIcon.png]] || Returns any reconciliation done from the IMSMA Navigation window to the | + | | align="center" | [[Image:ReturnReconIcon.png]] || Returns any reconciliation done from the IMSMA Navigation window to the Data Entry Form Editor window. This icon is only available from the IMSMA Navigation window. |
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Revision as of 19:40, 1 May 2013
| To reconcile data entry forms, you must have access to the Data Entry Form and Link permissions. |
Before a data entry form can be approved, you must decide whether the item records in the data entry form create new item records, update existing item records, or are associated with existing item records of different item types. This process is called reconciliation.
New item records will create a new accident, land, activity, location, education, QM, or victim in IMSMA. New item records will need to be assigned to a location.
data entry form item records can also update existing item records. Updates to existing item records can either replace an existing item record or combine certain item record attributes. When an existing item record is replaced, the summary of the existing item record is replaced with the data from the new item record. When an item record in a data entry form is combined with an existing item record, certain item record attributes are overwritten with the data from the new item record while other item record attributes are combined. Refer to the Combining item records section for more details on which item attributes are combined for each item.
data entry form item records can also be associated with existing item records that are of a different type. For example, a victim that is created by a new data entry form can be associated with an existing accident. To establish a relationship between item records of different item types, you create a link between the item records.
Item records can be reconciled from either the Reconciliation tab on the Data Entry Form Editor window or the Report Items tab on the IMSMA Navigation window, which is accessed from the Reconciliation tab by clicking the 
button. The Reconciliation tab and the Report Items tab display all item records from the data entry form that need to be reconciled.
Item Records on Data Entry Form Editor and IMSMA Navigation Windows
Reconciling item records from the Data Entry Form Editor window allows you to select existing item records from a list. Reconciling item records from the IMSMA Navigation window allows you to browse existing item records using the items pane and the map. The reconciliation icons used in the Data Entry Form Editor window and IMSMA Navigation window are similar and described in Table 24. The sections in this chapter provide instructions for reconciling item records from both the Data Entry Form Editor window and the IMSMA Navigation window.
| Reconciliation Icons | |
| Icon | Description |
| File:AssignLocIcon.png | Creates a new item record. |
 |
Allows you to reconcile item records with existing item records that you select from a list. |
| File:LinkItemRecIcon.png | Allows you to create a link between two item records of different item types. |
| File:RemoveReconIcon.png | Removes the reconciliation or link between the item records. |
| |
Allows you to reconcile item records with existing item records that you select from the map. This icon is only available from the Data Entry Form Editor window. |
| File:ReturnReconIcon.png | Returns any reconciliation done from the IMSMA Navigation window to the Data Entry Form Editor window. This icon is only available from the IMSMA Navigation window. |
