Difference between revisions of "Add a Data Entry Form from the Summary Window"

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<ol>
 
<ol>
 
<li>Click the [[Image:FieldTemplateIcon.png]] button.  
 
<li>Click the [[Image:FieldTemplateIcon.png]] button.  
 +
[[Image:Select Template New.png|500px|center]]
 +
<div align="center">
 +
'' Select Template for New Data Entry Form window''
 +
</div>
 
<li>The Template for New Data Entry Form window displays.  
 
<li>The Template for New Data Entry Form window displays.  
 
<li>Select the Data Entry Form template that you would like to use</li>
 
<li>Select the Data Entry Form template that you would like to use</li>
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[[Image:Recon tab Add from Location.png|600px|center]]
 
[[Image:Recon tab Add from Location.png|600px|center]]
 
<div align="center">
 
<div align="center">
'' Reconciliation Tab Add Action from Location Summary window''
+
'' Reconciliation Tab Add Method from Location Summary window''
 
</div>
 
</div>
  
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[[Image:Recon tab Add from non-Location.png|600px|center]]
 
[[Image:Recon tab Add from non-Location.png|600px|center]]
 
<div align="center">
 
<div align="center">
'' Reconciliation Tab Add Action from other Summary window''
+
'' Reconciliation Tab Add Method from other Summary window''
 
</div>
 
</div>
  

Revision as of 12:07, 10 March 2015

Summary window toolbar

  1. Click the FieldTemplateIcon.png button.
    Select Template New.png

    Select Template for New Data Entry Form window

  2. The Template for New Data Entry Form window displays.
  3. Select the Data Entry Form template that you would like to use
  4. Click OK.
  5. 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.
  6. Enter the data into the Data Entry. For more information on how to do data entry, see Use the Data Entry Form Editor Window.
  7. Save, Submit or Approve the Data Entry Form.
Recon tab Add from Location.png

Reconciliation Tab Add Method from Location Summary window

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

Recon tab Add from non-Location.png

Reconciliation Tab Add Method from other Summary window

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


Note.jpg After the Data Entry Form is Approved it may take a few seconds for the Summary window to refresh. If it does not then reopen the Summary window.