Difference between revisions of "Publish a Data Entry Form Template"

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{{NavBox HowTo Data Entry Forms}}
{{NavBox HowTo Data Entry Forms}}

Revision as of 15:34, 11 December 2013

Publishing a Data Entry Form template makes the template available to other IMSMA users for data entry.

Note.jpg If you think you might need to change the Data Entry Form at a later time, you should first save the Data Entry Form so that you can modify the existing Data Entry Form template. Otherwise, you will need to recreate the Data Entry Form template.

To publish a Data Entry Form template:

  1. Click the Publish button.
  2. The Form Publisher window displays.

  3. Enter a name for the report in the Data Entry Form Name field. The Data Entry Form Name is a required value. When entering a Data Entry Form name, note that:
    • The name can be no longer than 38 characters.
    • The name can contain special characters.
    • Using the “/” character within the name will create a subdirectory within the My Templates directory. The new subdirectory will be named with the text preceding the “/” character. The Data Entry Form template will be named with the text following the “/” character.
Note.jpg If you enter a name used by an already published Data Entry Form template, the existing Data Entry Form template will be overwritten. To prevent this from happening, be sure to enter a unique Data Entry Form name.
  1. Enter the version number for the Data Entry Form in the Version field.
Note.jpg The version number is not required. If you do not enter a version, IMSMA will assign a version of “1.0” to the Data Entry Form template.
  1. Click the File:UserManual ParentOrganisationsIcon.png button to select an organisation. Note that in order to publish the Data Entry Form, it must be associated with an organisation.
  2. The Organisation Selection window displays.
  3. From the Organisation Selection window:
    1. Click the row for the organisation that you would like to select as being the report owner.
    2. Click the Select button.
    3. The selected organisation’s name displays in the Organisation field.
  4. Click the Publish button.
  5. A message displays indicating the form was published successfully. If a Data Entry Form template exists with the same name, the existing template will be marked as inactive. Data Entry Forms using the now inactive template can still be viewed from the Location View or Item View windows.