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Add a Data Entry Form from the Summary Window

63 bytes removed, 16:31, 23 March 2015
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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. }}
[[Image:Summary window toolbar.png|350px|center]]
<div align="center">
'' Summary window toolbar''
</div>
<ol>
<li>Click In the [[Summary Window]] click the [[Image:FieldTemplateIcon.png]] button. </li><li>The Template for New Data Entry Form window displays. </li><li>Select the Data Entry Form template that you would like to use:
[[Image:Select Template New.png|500px|center]]
<div align="center">
'' Select Template for New Data Entry Form window''
</div>
<li>The Template for New Data Entry Form window displays. <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: Adding a Data Entry Form from a Location Summary window automatically assigns the Location to the Data Entry Form.
[[Image:Recon tab Add from Location.png|600px|center]]
</div>
Adding a Data Entry Form from a Location the other Summary window windows automatically assigns the Location to the new Data Entry Formand Links the new Data Entry Form to current the Summary item
[[Image:Recon tab Add from non-Location.png|600px|center]]
<div align="center">
'' Reconciliation Tab Add Method from other Summary window''
</div> Adding a Data Entry Form from the other Summary windows automatically assigns the Location to the new Data Entry Form and Links the new Data Entry Form to current the Summary item.</li>
<li>If appropriate, '''[[Reconcile by Linking to an Existing Item Record | Link]]''' to other items too.
<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>Save, Submit or Approve the Data Entry Form.</li>
</ol>
{{Note| After the Data Entry Form is Approved it may take a few seconds for the Summary window to refresh. If it does not then reopen the Summary window.}}
{{Note| After the Data Entry Form is Approved it may take a few seconds for the Summary window to refresh. If it does not then reopen the Summary window.}}
{{New_6.0 | This Action was introduced in version 6.0.}}
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