Difference between revisions of "Add a Data Entry Form"

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{{Note | To add data entry forms, your {{IMSMANG}} user account must belong to a User Role that has permission ''Data Entry Form''. Contact your {{IMSMANG}} Administrator if you have questions on permissions. }}
 
{{HowTo's
 
{{HowTo's
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|[[HowTo:Add a Field Report from the Workbench|Add a Data Entry Form from the Workbench]]
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|[[Add a Data Entry Form from the Summary Window|Add a Data Entry Form from the Summary Window]]
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|[[HowTo:Add a Field Report from the Current View Window|Add a Data Entry Form from the Summary Window]]
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|[[Add a Data Entry Form from the Workbench|Add a Data Entry Form from the Workbench]]
 
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There are different methods to Add a Data Entry Form and the '''recommended''' method for Data Entry of all items except a new Location is to use the '''[[Add a Data Entry Form from the Summary Window | Add]]''' function in the Summary window.
  
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{| style="border-top:2px solid lightgray; border-bottom:2px solid lightgray; margin:10px;"
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For a '''new Location''' there are different methods to start from:
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|align="left" style="padding: 5px 10px 5px 10px"| To add Data Entry Forms, you must have access to the Data Entry Form permission.  
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# the [[Image:MapToolbarAddDataEntryForm.png|Add Data Entry Forms]] in the Main Navigation window
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|}
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# the '''Data Entry''' menu → '''Data Entry Forms''' → '''Add Data Entry Forms'''
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# the [[Image:FieldTemplateIcon.png]] button in the ''Workbench'' window.  
  
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To add a Data Entry Form:
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Updates of existing Locations should as well be [[Add a Data Entry Form from the Summary Window|started from buttons]] in the Summary window.
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==Steps==__NOEDITSECTION__
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Independent of which method you will use, follow these steps:
 
<ol>
 
<ol>
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<li>From the '''Data Entry''' menu, select '''Data Entry Forms'''.</li>
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<li>Click on the relevant button.</li>
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<li>From the '''Data Entry Forms''' menu, select '''Add Data Entry Form'''.</li>
 
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:The Data Entry Form Templates window displays.
 
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</ol>
 
  
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{| style="border:2px solid lightgray; float:center; margin:10px;"
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[[Image:Select Template2.png|600px|center]]
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|align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA.]]
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<div align="center">
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|align="left" style="padding: 5px 10px 5px 10px"| You can also add Data Entry Forms by clicking the [[Image:FieldTemplateIcon.png]] button on the Workbench window or the Data Entry Forms window.
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'' Data Entry Form Templates''
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|}
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</div>
  
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<ol start="3">
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<li>Select which template that you would like to use by selecting the row in the Data Entry Form Templates window. </li>
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<li>Click the row in the Data Entry Form Templates window associated with the template that you would like to use. For more information, see the ''Data Entry Form Templates window'' section on page 53.<!-- need to add link --></li>
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<li>
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<li>Do one of the following:</li>
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* Click the '''OK''' button OR
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<ul>
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* Double-click the row associated with the template you would like to use.</li>
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<li>Click the '''Select''' button.</li>
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<li>The [[Use the Data Entry Form Editor Window|Data Entry Form Editor Window]] displays the selected template.</li></ol>
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<li>Double-click the row associated with the template you would like to use.</li>
 
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:The Data Entry Form Editor window displays the selected template.
 
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</ul>
 
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<li>For information on using the Data Entry Form Editor window, refer to the ''Data Entry Form Editor window'' section on page 54.<!-- need link --></li>
 
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</ol>
 
  
 
{{NavBox HowTo Enter Data}}
 
{{NavBox HowTo Enter Data}}
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[[Category:CRI]]

Latest revision as of 17:18, 15 June 2017

Note.jpg To add data entry forms, your IMSMANG user account must belong to a User Role that has permission Data Entry Form. Contact your IMSMANG Administrator if you have questions on permissions.
How To

There are different methods to Add a Data Entry Form and the recommended method for Data Entry of all items except a new Location is to use the Add function in the Summary window.

For a new Location there are different methods to start from:

  1. the Add Data Entry Forms in the Main Navigation window
  2. the Data Entry menu → Data Entry Forms → Add Data Entry Forms
  3. the FieldTemplateIcon.png button in the Workbench window.

Updates of existing Locations should as well be started from buttons in the Summary window.

Steps

Independent of which method you will use, follow these steps:

  1. Click on the relevant button.
    2. Select Template2.png

    Data Entry Form Templates

  2. Select which template that you would like to use by selecting the row in the Data Entry Form Templates window.
    • Click the OK button OR
    • Double-click the row associated with the template you would like to use.
  4. The Data Entry Form Editor Window displays the selected template.
Using Data Entry Forms
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