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Add a Data Entry Form from the Summary Window

3,142 bytes added, 23:27, 17 June 2017
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#Click This is the [[Image:FieldReportIcon.png]] button. #:The Data Entry Forms window lists the Data Entry Forms associated with the item.#Click the [[Image:FieldTemplateIcon.png]] button. #:The Data Entry Form Templates window displays. For more information on recommended action for adding a Data Entry Form, see [[Add a Data Entry Form]]. #Click the row in the Data Entry Form Templates window corresponding new items to the template that you would like to use. #Click the {{IMSMANG}} but it should '''OKnot''' button. #:The Data Entry Form Editor window displays the selected template.#Enter the Data Entry Form databe used for adding new Locations. For information on using new Locations, the Data Entry Form Editor window, see action [[Display the Data Entry Form Templates Window and Filter TemplatesReconcile as New]]should be used.
{{noteExample scenario: a new Completion report should be added.<ol><li>Start data entry from the Land [[Summary Window]] and click the [[Image:FieldTemplateIcon.png]] button. </li><li>The Template for New Data Entry Form window displays. </li><li>Select the Data Entry Form template that you would like to use:[[Image:Select Template New.png| 500px|center]]<div align="center">'' Select in this scenario Inspiration Activity Completion template''</div></li><li>Click '''OK'''.<p/li><li>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 within the a Location Summary window automatically assigns the location Location to the Data Entry Form.</p><p>:* Adding a Data Entry Form from within the Land Summary, Activity Summary, Accident Summary, Victim Summary, Education Summary, or QM other Summary windows automatically assigns the location of Location to the item to new Data Entry Form and Links the new Data Entry Formto current the Summary item.</p>}}(see the examples below)
After the Data Entry Form is approved, you must close and reopen the summary [[Image:Recon tab Add from Location.png|600px|center]]<div align="center">'' Reconciliation Tab Add Method from Location Summary window for the Data Entry Form count to increase, and for the Data Entry Form to display in the Data Entry Forms window.''</div>
[[Image:Recon tab Add from non-Location.png|600px|center]]<div align="center">'' Reconciliation Tab Add Method from other Summary window''</div></li><li>If appropriate, '''[[Link to Existing Item | Link]]''' to other items too.<li>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]].</li> <li>Verify that the Date of Information is correct. It should reflect the '''age''' of the information (not the date of data entry).</li>[[Image:add data id.png|500px|center]]<div align="center">'' The Activity ID will be changed from Activity-14 to e.g. CR-152''</div></li><li>If your Mine Action Programme is using special number series for Completion reports (e.g. CR-xx) then click on the [[Image:Generate_ID_Number.png]] to get the next number in that number series. <li>Save, Submit or Approve the Data Entry Form.</li></ol> The next step in this scenario would be to consider if the Land status should be changed. If the Land status should be changed then the recommended action to use is '''[[Update from Summary Window]]'''. {{SummariesNote| 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.}} ==Special Case==__NOEDITSECTION__ When the Data Entry Form template contains data fields from both Education and Education detail then you need to use ''double reconciliation''. <ol><li>Open the Location Summary window where you would like to add an Education.</li><li>Enter the data in both parts for the Data Entry Form template.</li><li>The Reconciliation tab has now two rows.[[Image:Double recon Main1.png|600px|center]]<div align="center">'' Reconciliation Tab - Add Action Education with Education Details ''</div></li><li>Select the Education Detail row.[[Image:Double recon Main2.png|600px|center]]<div align="center">'' Reconciliation Tab - Reconcile Education Details to the Education ''</div></li><li>Click on [[Image:ReconItemRecIcon.png]].<li>Choose ''Reconcile as New''.<li>Click '''OK'''. [[Image:Double recon Main3.png|500px|center]]<div align="center">'' Reconciliation Tab - Reconcile to the current Education ''</div> <li>Click '''OK'''. [[Image:Double recon Main4.png|600px|center]]<div align="center">'' Reconciliation Tab is populated ''</div> <li>If appropriate, '''[[Link to Existing Item | Link]]''' to other items too.<li>Save, Submit or Approve the Data Entry Form.</li></ol> {{Note | The Inspiration Data Entry Form template for Education details have been corrected and is available for [[Downloads | download]] here.}}{{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. }} {{NavBox HowTo Reconcile and Approve}} [[Category:CRI]]
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