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Unlink Items

867 bytes added, 09:05, 18 March 2019
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{{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. There are several different permissions e.g. ''Data Entry Form'' and ''Link''. Contact your {{IMSMANG}} Administrator if you have questions on permissions. }}
 
<ol>
<li>Open the item summary Summary window of the item that you would like to unlinkUnlink 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 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 the same Data Entry Form template used for the item that you opened in step 1.would like to use</li><li>Click '''OK'''.[[Image:Wizard template selection.png|500px|center]]<div align="center">'' Select Template window''</div></li>:<li>The Data Entry Form Editor displays a new Data Entry Form. The following information 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 report field, the Summary item ID fieldis based on Date of Information. If the date is earlier or the same, and the Reconciliation tab are automatically populated with the unlink informationSummary items will '''not''' be updated.}}</li><li>Approve, submitSave, Submit or save Approve the Data Entry Form.</li>:<li>The items are unlinked Unlinked when the Data Entry Form is approved. [[Image:Recon tab Unlink2.png|600px|center]]<div align="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>
{| style="border:2px solid lightgray; float:center; margin:10px;"|align="left" style="padding: 5px 10px 5px 10px"|[[Image:StopSign2.png|25px|Represents a tip or note for using IMSMA.]]|align="left" style="padding: 5px 10px 5px 10px"| Data entered in the Data Entry Form can overwrite existing item data.|-|align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA.]]|align="left" style="padding: 5px 10px 5px 10px"| You can restore the link between the items by unapproving the unlink Data Entry Form.|{NavBox HowTo Reconcile and Approve}}
{{Summaries}}[[Category:NAA]]
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