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Add a Data Entry Form from the Summary Window

681 bytes added, 23:27, 17 June 2017
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This is the recommended action for adding new items to {{TOC rightIMSMANG}}{{Warning | This Action but it should '''not''' be used for a '''adding new''' LocationLocations. The recommended method is to start from:# For new Locations, the action [[Image:MapToolbarAddDataEntryForm.png|Add Data Entry FormsReconcile as New]] in the Main Navigation window # the ''Data Entry'' menu: select ''Data Entry Forms'' and then ''Add Data Entry Forms''# the [[Image:FieldTemplateIconshould be used.png]] button in the ''Workbench'' window. }} {{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. }}
Example scenario: a new Completion report should be added.
<ol>
<li>In 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 Template for New Data Entry Form windowin this scenario Inspiration Activity Completion template''
</div>
</li>
* 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)
[[Image:Recon tab Add from Location.png|600px|center]]
'' Reconciliation Tab Add Method from Location Summary window''
</div>
 
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.
[[Image:Recon tab Add from non-Location.png|600px|center]]
'' Reconciliation Tab Add Method from other Summary window''
</div></li>
<li>If appropriate, '''[[Reconcile by Linking Link to an Existing Item Record | 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]]'''.
{{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.}}
==Special case - Double reconciliation Education DetailsCase==__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 to.<li>Enter the data in both parts for the Data Entry Form template''.
<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>The Reconciliation tab has now two rowsSelect the Education Detail row
[[Image:Double recon Main2.png|600px|center]]
<div align="center">
'' Reconciliation Tab - Reconcile Education Details to the Education ''
</div> </li>Select the Education Detail row.
<li>Click on [[Image:ReconItemRecIcon.png]].
<li>Choose ''Reconcile as New''.
</div>
<li>If appropriate, '''[[Reconcile by Linking Link to an Existing Item Record | 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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