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Created page with "The Update feature lets you revise data that has already been approved (and displays in the item's Summary). It opens a copy of the item's most-recent data entry form, which y..."
The Update feature lets you revise data that has already been approved (and displays in the item's Summary). It opens a copy of the item's most-recent data entry form, which you can edit and submit for approval. Once approved, both the original and revised data entry forms are stored in the Summary.
To update data in the Summary window:
<ol>
<li>Open the item's Summary window.</li>
<li>Click the [[Image:BareEditButton.png | Edit]] button.</li>
:The template chooser window displays only the data entry form template used to create the original item.
<li>Select the data entry form template, and click the '''OK''' button.</li>
:The Data Entry Form Editor window displays, with the '''Date of Report''' and '''Local ID''' fields prepopulated. The Reconciliation tab is also prepopulated with a state of ''Update''.
<li>Add, edit, or delete the necessary data.</li>
<li>When finished, click the '''Submit''' button.</li>
:When this form is approved, the Summary window will display your updated data.
</ol>
{{Summaries}}
To update data in the Summary window:
<ol>
<li>Open the item's Summary window.</li>
<li>Click the [[Image:BareEditButton.png | Edit]] button.</li>
:The template chooser window displays only the data entry form template used to create the original item.
<li>Select the data entry form template, and click the '''OK''' button.</li>
:The Data Entry Form Editor window displays, with the '''Date of Report''' and '''Local ID''' fields prepopulated. The Reconciliation tab is also prepopulated with a state of ''Update''.
<li>Add, edit, or delete the necessary data.</li>
<li>When finished, click the '''Submit''' button.</li>
:When this form is approved, the Summary window will display your updated data.
</ol>
{{Summaries}}