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Unlink Items

327 bytes added, 09:05, 18 March 2019
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[[Image:Summary window toolbar{{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.png|350px|center]]<div align="center">There are several different permissions e.g. ''Data Entry Form'' and '' Summary window toolbarLink''</div>. Contact your {{IMSMANG}} Administrator if you have questions on permissions. }}
<ol>
<li>Open the Summary window of the item that you would like to Unlink another item from.</li>
<li>Click the [[Image:uAIBtn01.png | Unlink]] button.</li>
<li>The Unlink window displays.</li>
<li>Select one or more linked items, and then click '''OK'''.
[[Image:Unlink window.png|350px|center]]
<div align="center">
'' Unlink window''
</div></li><li>Open the Summary window of the item that you would like to Unlink another item from.</li><li>The Unlink template selection window displays.{{New_6.0 | The list of possible templates are filtered to only included templates for the current item type.}}</li><li>Select one or more linked items, and then click the Data Entry Form template that you would like to use</li><li>Click '''OK'''.</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 is automatically populated: :* Form ID:* Item ID:* Date of information:* Reconciliation tab.
[[Image:Recon tab Unlink.png|600px|center]]
<div align="center">
'' Reconciliation Tab Unlink Action''
</div>
{{Warning | The Unlinking Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created the link(s) since the calculation of the Summary item is based on Date of Information. If the date is earlier or the same, the Summary items will '''not''' be updated.}}</li>
<li>Save, Submit or Approve the Data Entry Form.</li>
:<li>The items are Unlinked when the Data Entry Form is approved.</ol> {{Warning | The Unlinking Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created the link(s) since the calculation of the Summary item(s) are based on Date of Information. When the dates are the same, no change of the Summary items occur.}}
[[Image:Recon tab Unlink2.png|600px|center]]
'' Reconciliation Tab Unlink + Link Action''
</div>
{{Note | It is possible to Link to the correct item with the same Data Entry Form as you are Unlinking with.}}</li></ol> 
{{NavBox HowTo Reconcile and Approve}}
[[Category:COONAA]]
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