Changes

Jump to: navigation, search

Reassign Item to another Location

68 bytes removed, 11:27, 18 March 2019
no edit summary
{{Note | To do data entry Data Entry and/or Reconcile 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. }} [[Image:Summary window toolbar.png|350px|center]]<div align="center">'' Summary window toolbar''</div>
<ol>
<li>Open the Location window of the item that requires location reassignment by clicking on the [[Image:YellowManIcon.png]] in the Summary window toolbar.</li>
<li>Select the item in the Location window, and then click the [[Image:YellowManIcon.png | Location Reassignment]] button.
[[Image:Location reassign.png|600px|center]]
<div align="center">
'' Location Summary window''
</div></li><li>The Pick Location window displays. </li><li>Select Filter the item in the Location window, and then click list to display the desired location. Click '''[[Image:YellowManIcon.png Filter Lists | Location Reassignmenthere]] button''' for help on how to filter lists.</li><li>Select a Location from the list, and then click '''Assign'''. 
[[Image:Location reassign2.png|600px|center]]
<div align="center">
'' Pick Location window''
</div></li><li>The Pick Location template selection window displays.<li>Filter the item {{New_6.0 | The list of possible templates are filtered to display the desired location. Click '''[[Filter Lists | here]]''' only included templates for help on how to filter lists.<li>Select a Location from the list, and then click '''Assign'''current item type.</li>}}
[[Image:Wizard template selection.png|500px|center]]
<div align="center">
'' Select Template window''
</div> </li>The template selection window displays. {{New_6.0 | The list of possible templates are filtered to only included templates for the current item type.}}
<li>Select the Data Entry Form template that you would like to use</li>
<li>Click '''OK'''.</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.
[[Image:Recon tab Reassign.png|600px|center]]
<div align="center">
'' Reconciliation Tab Reassign Action''
</div>
{{Warning | The Reassigning Data Entry Form's Date of information must be a later date than the Data Entry Form that assigned the Location since the calculation of the Summary item(s) are is based on Date of Information. When the dates are date is earlier or the same, no change of the Summary items occuritem will '''not''' be updated.}}</li>
<li>Save, Submit or Approve the Data Entry Form.</li>
<li>The items is reassigned to another Location when the Data Entry Form is approved.</li></ol> 
{{NavBox HowTo Reconcile and Approve}}
[[Category:COONAA]]
6,632
edits

Navigation menu