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Update from Summary Window

1,643 bytes added, 14:38, 13 March 2015
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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. }}
{{Warning | The updating 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.}}
{{New_6.0 | This Action was introduced in version 6.0.}}
 
==Special case - Double reconciliation Education Details==__NOEDITSECTION__
When you would like to add one more Education Detail to an existing Eduction then then you need to use ''double reconciliation.
 
{{Note | The Data Entry Form may '''not''' contain any data fields from Education.}}
 
<ol>
<li>Open the Education Summary window where you would like to add an Education Details to.
<li>Enter the data in for the Data Entry Form template.
 
[[Image:Double recon Detail1.png|600px|center]]
<div align="center">
'' Reconciliation Tab - Reconcile Education Details ''
</div>
 
<li>The Reconciliation tab should '''not''' have an Education row.
<li>Select the Education Detail row.
<li>Click on [[Image:ReconItemRecIcon.png]].
<li>Choose ''Reconcile as New''.
<li>Click '''OK'''.
 
[[Image:Double recon Detail2.png|500px|center]]
<div align="center">
'' Reconciliation Tab - Select another Education ''
</div>
 
<li>Click on the [[File:MREsIcon.png]] button.
 
[[Image:Double recon Detail3.png|600px|center]]
<div align="center">
'' Select the Education you would like to reconcile the Education Details to ''
</div>
<li>Select the Education you would like to reconcile the Education Details to.
<li>Click '''Assign'''.
 
[[Image:Double recon Detail3B.png|500px|center]]
<div align="center">
'' The Education is selected ''
</div>
 
<li>Click '''OK'''.
 
[[Image:Double recon Detail4.png|600px|center]]
<div align="center">
'' Reconciliation Tab is populated ''
</div>
 
<li>If appropriate, '''[[Reconcile by Linking to an Existing Item Record | Link]]''' to other items too.
<li>Save, Submit or Approve the Data Entry Form.</li>
</ol>
{{NavBox HowTo Reconcile and Approve}}
[[Category:COO]]
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