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Summary Window

Revision as of 18:48, 1 May 2013 by Joe (talk | contribs)
All users will have permission to view the summary windows.

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

Example of a Summary

Example of a Current View

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 InfoPageIcon.png button. From the Identify Selection window, select the item record and click the File:SunglassesIcon.png 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
FieldReportIcon.png Lists the field reports that are related to the item.
PrinterIcon.png Displays a printable view of the item.
ShadesIcon.png Displays the item icon on the map.
YellowManIcon.png Displays the location associated with the item. This button is not available from the Location View window.
UAIBtn01.png Allows you to remove the link between two or more items.

Contents

Exporting a Field Report

To export a field report:

  1. Click the FieldReportIcon.png button.
    2. The Field Reports window lists the field reports associated with the item.
  2. Select the row associated with the field report that you would like to export.
  3. Click the FieldReportExportIcon.png button.
    4. The Field Report 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 field report without its attachments, check the Exclude Field Report Attachment data checkbox.
  9. In the Field Report Export window, click the Export button.
    10. The Export Complete window displays.
  10. Click the OK button.

Adding a Field Report

To add a field report:

  1. Click the FieldReportIcon.png button.
    2. The Field Reports window lists the field reports associated with the item.
  2. Click the FieldTemplateIcon.png button.
    3. The Field Report Templates window displays. For more information on adding a field report, refer to How To Add a Field Report.
  3. Click the row in the Field Report Templates window corresponding to the template that you would like to use.
  4. Click the OK button.
    5. The Field Report Editor window displays the selected template.
  5. Enter the field report data. For information on using the Field Report Editor window, refer to Entering Data into IMSMANG.
Represents a tip or note for using IMSMA. Adding a field report from within the Location View window automatically assigns the location to the field report.

Adding a field report from within the Land View, Activity View, Accident View, Victim View, Education View, or QM View windows automatically assigns the location of the item to the new field report.

After the field report is approved, you must close and reopen the summary window for the field report count to increase, and for the field report to display in the Field Reports window.

Viewing a Field Report

To view field reports associated with an item:

  1. Click the FieldReportIcon.png button.
    2. The Field Reports window lists the field reports associated with the item.
  2. Select the row associated with the field report that you would like to view.
  3. Click the FieldViewIcon.png button.
    4. The Field Report View window displays a read-only view of the field report.

Printing an Item

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

Print View Window

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.
Table19Img02.png Prints the report to a printer that you have configured.
Table19Img03.png This button is not functional.
Table19Img04.png Displays the first page of the report. Note that this button is not available if the first page of the report is currently displayed.
Table19Img05.png Displays the previous page of the report. Note that this button is not available if the first page of the report is currently displayed.
Table19Img06.png Displays the next page of the report. Note that this button is not available if the last page of the report is currently displayed.
Table19Img07.png Displays the last page of the report. Note that this button is not available if the last page of the report is currently displayed.
Table19Img08.png 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.
Table19Img09.png Displays the report in the actual size.
Table19Img10.png Displays the entire page of the report.
Table19Img11.png Displays the width of the report.
Table19Img12.png Displays the report at a larger scale.
Table19Img13.png Displays the report at a smaller scale.
Table19Img14.png Displays the report at the selected ratio.

Unapproving a Field Report

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

Represents a tip or note for using IMSMA. If you need to correct data, you should create a new field report to update the item.

A few considerations before you attempt to unapprove a field report:

  • If you unapprove a field report that removes the item record from IMSMA, the warning, “The object displayed in this view 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 field reports and one of those field reports is unapproved, the message, “The item displayed in this view has been updated. To see changes, reopen the view from the main navigation.” displays. The next time that the summary of the item is displayed, data from the unapproved field report will not be included.
  • If the field report is linked to other item records, the link is removed.
  • If the field report 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 field report if unapproving that field report would remove the item from IMSMA and there are item records associated with that location. This applies to location field reports that have other item field reports associated to it, or Education field reports 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 field report if the remaining field reports do not contain required data. For example, you cannot unapprove a location field report if the remaining field reports for that location do not contain country structure data.
  • It is currently not possible to unapprove a field report if that field report created multiple items. For example, you cannot unapprove a field report that created an accident, victim, and location.

To unapprove a field report:

  1. Open the item view containing the field report to unapprove.
  2. Click the Field Report button.
    3. The Field Reports window displays.
  3. Select the field report from the list, and then click the Open Selected Report button.
    4. The Field Report Editor window displays.
  4. Click Unapprove.
    5. The field report is unapproved and returned to the Workbench. Item data added by that field report no longer display in the item view.
Figure 30. Warning Message After Unapproving a Field Report

Figure 30. Warning Message After Unapproving a Field Report

  1. Click the Close button to close the Warning window.
    2. The Information window displays confirming that the field report is unapproved and available in the Workbench. Any reconciliation that existed prior to the field report being unapproved can be viewed in the Reconciliation tab.
Confirmation Message that the Field Report was Unapproved

Confirmation Message that the Field Report was Unapproved

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

Removing a Link Between Items

  1. Open the item view window of the item to unlink.
  2. Click the Unlink button.
    3. The Unlink window displays.
  3. Select one or more linked items, and then click OK.
    4. The template selection window displays.
  4. Select the same field report template used for the item you opened in step 1.
  5. Click OK.
    6. The Field Report Editor displays a new field report. 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 field report.
    7. The items are unlinked when the field report is approved.
Represents a tip or note for using IMSMA. Data entered in the field report can overwrite existing item data.
Represents a tip or note for using IMSMA. You can restore the link between the items by unapproving the unlink field report.

Customizing the Summary

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

Template:NavBox HowTo Current View Window

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