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Update from Summary Window

128 bytes removed, 18:27, 23 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. }}
 
[[Image:Summary window toolbar.png|350px|center]]
<div align="center">
'' Summary window toolbar''
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The Update Action lets you revise data that has already been approved (and included in the Data Entry Form template that you choose to use). It opens a fully populate Data Entry Form with the Approved data, which provides an overview of the current approved data for the item.
<ol><li>Open the Summary window of the item that you would like to Update.</li>
<li>Click the [[Image:FieldViewIcon.png | Edit]] button.</li>
<li>The Template for Update Data Entry Form window displays. The list of possible templates are filtered to only included templates for the current item type.
[[Image:Select Template Update.png|500px|center]]
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'' Template for Update Data Entry Form window''
</div></li>The Template for Update Data Entry Form window displays. The list of possible templates are filtered to only included templates for the current item type.
<li>Select the Data Entry Form template that you would like to use</li>
<li>Click '''OK'''.</li>
{{New_6.0 | This Action was introduced in version 6.0.}}
==Special case - Double reconciliation Education DetailsCase==__NOEDITSECTION__ When you would like to add one more Education Detail to an existing Eduction then Education then you need to use ''double reconciliation''.
{{Note note| The Data Entry Form template may '''not''' contain any data fields from Education.}} <ol><li>Open the Education Summary window which you would like to add an Education Details to.<li>Enter the data in for the Data Entry Form template.
<ol><li>Open the Education Summary window which you would like to add an Education Details. </li>
<li>Enter the data in for the Data Entry Form template.</li>
<li>The Reconciliation tab should '''not''' have an Education row.
[[Image:Double recon Detail1.png|600px|center]]
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'' Reconciliation Tab - Reconcile Education Details ''
</div> </li>The Reconciliation tab should '''not''' have an Education row.<li>Select the Education Detail row.</li><li>Click on [[Image:ReconItemRecIcon.png]].</li><li>Choose ''Reconcile as New''.</li>
<li>Click '''OK'''.
<div align="center">
'' Reconciliation Tab - Select another Education ''
</div></li><li>Click on the [[File:MREsIcon.png]] button.</li><li>Select the Education you would like to reconcile the Education Details.
[[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'''.
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