Delete from the Summary Window

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.

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Summary window toolbar

The Delete Action lets you delete data that has already been approved. It opens a fully populate Data Entry Form with the Approved data, which provides an overview of the current approved data for the item which facilitate to confirm that it is the right item to Delete.

1. Open the Summary window of the item that you would like to Delete.
2. Click the button.


Template for Delete Data Entry Form window

3. The Template for Delete Data Entry Form window displays. The list of possible templates are filtered to only included templates for the current item type.
4. Select the Data Entry Form template that you would like to use
5. Click OK.
6. The Data Entry Form Editor displays a new Data Entry Form. The following information are automatically populated:

   • Form ID
   • Item ID
   • Date of information
   • Reconciliation tab.

   

   Reconciliation Tab Delete Action

7. All the other data fields in the template are also automatically populated with the Approved information.
8. No other items may be linked to the item that you would like to Delete.
9. Save, Submit or Approve the Data Entry Form.
10. When the Data Entry Form is approved, the Summary window will be deleted.

The deleting Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created the data since the calculation of the Summary item(s) are based on Date of Information. When the date is earlier or the same, no change of the Summary items occur.

This Action was introduced in version 6.0.