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

From IMSMA Wiki
Jump to: navigation, search
Line 41: Line 41:
 
{{Note| 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.}}
 
{{Note| 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.}}
  
{{New_6.0 | This Action was introduced in version 6.0.}}
+
{{ New_6.0 | This Action was introduced in version 6.0.}}
  
 
==Special Case==__NOEDITSECTION__  
 
==Special Case==__NOEDITSECTION__  

Revision as of 17:05, 24 August 2015

Warning.jpg This Action should not be used for a new Location. The recommended method is to start from:
  1. the Add Data Entry Forms in the Main Navigation window
  2. the Data Entry menu: select Data Entry Forms and then Add Data Entry Forms
  3. the FieldTemplateIcon.png button in the Workbench window.
Note.jpg 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.
  1. In the Summary Window click the FieldTemplateIcon.png button.
  2. The Template for New Data Entry Form window displays.
  3. Select the Data Entry Form template that you would like to use:
    Select Template New.png

    Select Template for New Data Entry Form window

  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
    • Adding a Data Entry Form from a Location Summary window automatically assigns the Location to the Data Entry Form.
    • 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. (see the examples below)
    Recon tab Add from Location.png

    Reconciliation Tab Add Method from Location Summary window

    Recon tab Add from non-Location.png

    Reconciliation Tab Add Method from other Summary window

  6. If appropriate, Link to other items too.
  7. Enter the data into the Data Entry Form. For more information on how to do data entry, see Use the Data Entry Form Editor Window.
  8. Verify that the Date of Information is correct. It should reflect the age of the information.
  9. Save, Submit or Approve the Data Entry Form.
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.
New 6.0.png This Action was introduced in version 6.0.

Special Case

When the Data Entry Form template contains data fields from both Education and Education detail then you need to use double reconciliation.

  1. Open the Location Summary window where you would like to add an Education.
  2. Enter the data in both parts for the Data Entry Form template.
  3. The Reconciliation tab has now two rows.
    Double recon Main1.png

    Reconciliation Tab - Add Action Education with Education Details

  4. Select the Education Detail row.
    Double recon Main2.png

    Reconciliation Tab - Reconcile Education Details to the Education

  5. Click on ReconItemRecIcon.png.
  6. Choose Reconcile as New.
  7. Click OK.
    Double recon Main3.png

    Reconciliation Tab - Reconcile to the current Education

  8. Click OK.
    Double recon Main4.png

    Reconciliation Tab is populated

  9. If appropriate, Link to other items too.
  10. Save, Submit or Approve the Data Entry Form.
Note.jpg The Inspiration Data Entry Form template for Education details have been corrected and is available for download here.