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Add a Data Entry Form from the Summary Window

3,055 bytes added, 23:27, 17 June 2017
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==Adding a Data Entry Form==This is the recommended action for adding new items to {{IMSMANG}} but it should '''not''' be used for adding new Locations. For new Locations, the action [[Reconcile as New]] should be used.
#Click Example scenario: a new Completion report should be added.<ol><li>Start data entry from the Land [[Image:FieldReportIcon.pngSummary Window]] button. #:The Data Entry Forms window lists the Data Entry Forms associated with the item.#Click and click the [[Image:FieldTemplateIcon.png]] button. </li>#:<li>The Template for New Data Entry Form Templates window displays. For more information on adding a Data Entry Form, see the ''Data Entry Form Templates'' window section on page 53. </li>#Click the row in <li>Select the Data Entry Form Templates window corresponding to the 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 the '''OK''' button. </li>#:<li>The Data Entry Form Editor window displays the selected templatea new Data Entry Form.The following information are automatically populated: * Form ID#Enter * 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 data. For information on using :* Adding a Data Entry Form from the other Summary windows automatically assigns the Location to the new Data Entry Form Editor window, refer to and Links the ''new Data Entry Form Editor window'' section on page 54to current the Summary item.(see the examples below)
{| class="wikitable"|-| [[FileImage:NoteRecon tab Add from Location.jpg png|600px| 40pxcenter]] || <pdiv align="center">Adding a Data Entry Form '' Reconciliation Tab Add Method from within the Location Summary window automatically assigns the 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 Summary windows automatically assigns the location of the item to the new Data Entry Form.</pdiv>|}
[[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]]'''. {{Note| After the Data Entry Form is approved, you must close and Approved it may take a few seconds for the Summary window to refresh. If it does not then reopen the summary Summary window for .}} {{ New_6.0 | This Action was introduced in version 6.0.}} ==Special Case==__NOEDITSECTION__ When the Data Entry Form count template contains data fields from both Education and Education detail then you need to increase, and 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 display in 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 window, 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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