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| − | To view or change a data entry form from the Workbench:
| + | {{Note | Contact your {{IMSMANG}} Administrator if you have questions on permissions. }} |
| | <ol> | | <ol> |
| − | <li>From the '''Data Entry''' menu, select '''Data Entry Forms'''.</li> | + | <li>Select a Data Entry Form and click the [[Image:FieldViewIcon.png]] button. |
| − | <li>From the '''Data Entry Forms''' menu, select '''Workbench'''.</li> | + | [[Image:WB Edit.png|600px|center]] |
| − | :The Workbench window displays.
| + | <div align="center"> '' Workbench window''</div></li> |
| − | <li>Click the row associated with the data entry form you would like to view or change.</li>
| + | <li>Enter the data into the Data Entry Form. For more information on how to do data entry, see [[Use the Data Entry Form Editor Window]]. </li> |
| − | <li>Click the [[Image:FieldViewIcon.png]] button.</li> | + | <li>Verify that the Date of Information is correct. It should reflect the age of the information.</li> |
| − | :The Data Entry Form Editor window displays the selected data entry form. For information on using the Data Entry Form Editor window, refer to ''[[Field Reports Editor Window|Data Entry Forms Editor Window]]''.
| + | <li>Save, Submit or Approve the Data Entry Form.</li></ol> |
| − | <li>After you have entered data into the data entry form, do one of the following:</li> | |
| − | </ol> | |
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| − | {| class="wikitable" width="600" | + | {{NavBox HowTo Reconcile and Approve}} |
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| − | | align="center" colspan="2" | '''Table 28. Data Entry Form Actions'''
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| − | | width="200pt" | '''If…'''
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| − | | width="400pt" | '''Do this…'''
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| − | | If you want to add, download, or remove attachments || Click the [[Image:AttachIcon.png]] button and refer to [[Field Report Attachments|Data Entry Form Attachments]] for more information.
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| − | | If you want to export the Data Entry Form to an MaXML file || Click the [[Image:EditorWinIcon.png]] button and refer to [[HowTo:Export a Field Report to an MaXML File from the Workbench|Export a Data Entry Form to an MaXML File]] for more information.
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| − | | You want to print the Data Entry Form || Click the [[Image:PrinterIcon.png]] button.
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| − | | You are a manager and would like to approve the data entry form || Click the '''Approve''' button. After the data entry form is approved, it can no longer be changed and becomes an item in IMSMA. The approved data entry form can be viewed from the Location View window. You must have access to the Data Entry Form Approve permission.
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| − | | You are a manager and find that the data entry form is missing information || Click the '''Reject''' button. This sets the data entry form’s status in the Workbench to Needs Revision. You must have access to the Data Entry Form Reject permission.
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| − | | You want to save the data entry form and continue updating its information later || Click the '''Save''' button. This sets the data entry form’s status in the Workbench to Needs Completion. You must have access to the Data Entry Form permission.
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| − | | You have completed entering the data entry form’s information and would like a manager to review the data entry form || Click the '''Submit''' button. This sets the data entry form’s status in the Workbench to Needs Approval. You must have access to the Data Entry Form permission.
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| − | | You would like to discard any changes to the data entry form || Click the '''Cancel''' button.
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| − | |}
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| − | | + | [[Category:NAA]] |
| − | {{NavBox HowTo Workbench}}
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button.
Workbench window
