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

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To add a Data Entry Form from the Workbench:
 
To add a Data Entry Form from the Workbench:
 
<ol>
 
<ol>
<li>From the '''Data Entry''' menu, select '''Data Entry Forms'''.</li>
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<li>Select one or more Data Entry Forms and click the [[Image:FieldTemplateIcon.png]] button.
<li>From the '''Data Entry Forms''' menu, select '''Workbench'''. The Workbench window displays.</li>
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[[Image:WB_Add.png|600px|center]]
<li>Click the [[Image:FieldTemplateIcon.png]] button. The Data Entry Form Templates window displays.</li>
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<div align="center"> '' Workbench window''</div></li>
<li>Click the row in the Data Entry Form Templates window associated with the template that you would like to use.</li>
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<li>The Data Entry Form Templates window displays.</li>
<li>Click the '''OK''' button. The Data Entry Form Editor window displays the selected template.</li>
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<li>Select the appropriate template.</li>
<li>For information on using the Data Entry Form Editor window, see ''[[Use the Data Entry Form Editor Window|Data Entry Form Editor Window]]''.</li>
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<li>Click on the '''OK''' button or double-click on the selected row.</li>
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<li>The template opens for Data Entry.</li>
 
</ol>
 
</ol>
  
{{NavBox HowTo Add Field Reports}}
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{{NavBox HowTo Reconcile and Approve}}
  
[[Category:CRI]]
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[[Category:COO]]

Revision as of 15:09, 23 June 2016

To add a Data Entry Form from the Workbench:

  1. Select one or more Data Entry Forms and click the FieldTemplateIcon.png button.
    WB Add.png
    Workbench window
  2. The Data Entry Form Templates window displays.
  3. Select the appropriate template.
  4. Click on the OK button or double-click on the selected row.
  5. The template opens for Data Entry.