Reconcile started from 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.

Overview

When data entry is started from the Summary window the possible Actions on the Reconciliation tab are different than when data entry is started from the Data Entry menu.

The three Actions; Add, Update and Delete; that are started from the Summary window were added in IMSMANG version 6.0.

The big difference of these three Actions and the Actions started from the Data Entry menu is the automatic population of

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

Add

Adding a Data Entry Form from a Location Summary window automatically assigns the same Location to the new Data Entry Form.

Reconciliation Tab Add Method from Location Summary window

Adding a Data Entry Form from the other Summary windows automatically assigns the same Location to the new Data Entry Form and Links the new Data Entry Form to current the Summary item.

Reconciliation Tab Add Method from other Summary window

Update

For Update the list of possible templates are filtered to only included templates for the current item type. All the other data fields in the template are also automatically populated with the Approved information.

Reconciliation Tab Update Action

Delete

For Delete the list of possible templates are also filtered to only included templates for the current item type.

Reconciliation Tab Delete Action