Difference between revisions of "Publish a Data Entry Form Template"

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Publishing a field report template makes the template available to other IMSMA users for data entry.  
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==Good practice==__NOEDITSECTION__
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<ol>
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<li>By adding a Page header and Page footer on each page, fields are prevented from drifting upwards when editing a published template again.
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<li>Verify in the Logical tree that only 1 item is used.
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[[Image:Broken widget.png|200px|center]]<br/>
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<div align="center">
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'' Choose button is an indication that the widget is old''
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</div>
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<li>Verify in the Logical tree that no widgets are old which may cause problems.
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<li>Save the template before Publishing.
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</ol>
  
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{{note|If you think you might need to change the field report at a later time, you should first save the field report so that you can modify the existing field report template. Otherwise, you will need to recreate the field report template.  
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==Publish a Data Entry Form template==__NOEDITSECTION__
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}}
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Publishing a Data Entry Form template makes the template available to other IMSMA users for data entry.  
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<ol>
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[[Image:DEF designer buttons.png|600px|center]]<br/>
  
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To publish a field report template:
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<li>Click the '''Publish''' button in the Data Entry Form template designer window.</li>
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<ol>
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<br/>[[Image:Publish DEF.png|400px|center]]<br/>
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<li>Click the '''Publish''' button.</li>
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<li>Enter a name for the report in the '''Data Entry Form Name''' field. The Data Entry Form Name is a required value. When entering a Data Entry Form name, note that:</li>
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The Form Publisher window displays.
 
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<li>Enter a name for the report in the '''Field Report Name''' field. The Field Report Name is a required value. When entering a field report name, note that:</li>
 
 
*The name can be no longer than 38 characters.  
 
*The name can be no longer than 38 characters.  
 
*The name can contain special characters.  
 
*The name can contain special characters.  
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*Using the “/” character within the name will create a subdirectory within the My Templates directory. The new subdirectory will be named with the text preceding the “/” character. The field report template will be named with the text following the “/” character.
 
 
</ol>  
 
</ol>  
  
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{{note|If you enter a name used by an already published field report template, the existing field report template will be overwritten. To prevent this from happening, be sure to enter a unique field report name.  
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{{Note|If you enter a name used by an already published Data Entry Form template, the existing Data Entry Form template will be set to ''Inactive''. }}
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}}
 
  
 
<ol start="4">
 
<ol start="4">
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<li>Enter the version number for the field report in the '''Version''' field.</li>
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<li>Enter the version number for the Data Entry Form in the '''Version''' field.</li>
 
</ol>
 
</ol>
  
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{{note|The version number is not required. If you do not enter a version, IMSMA will assign a version of “1.0” to the field report template.  
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{{note|The version number is not required. If you do not enter a version, IMSMA will assign a version of “1.0” to the Data Entry Form template.  
 
}}
 
}}
  
 
<ol start="4">
 
<ol start="4">
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<li>Click the [[Image:UserManual_ParentOrganisationsIcon.png]] button to select an organisation. Note that in order to publish the field report, it must be associated with an organisation.</li>
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<li>Click the [[Image:Select and Organisation.png]] button to select an organisation. Note that in order to publish the Data Entry Form, it must be associated with an organisation.</li>
 
:The Organisation Selection window displays.
 
:The Organisation Selection window displays.
 
<li>From the Organisation Selection window:</li>
 
<li>From the Organisation Selection window:</li>
 
<ol type="a">
 
<ol type="a">
 
<li>Click the row for the organisation that you would like to select as being the report owner.</li>
 
<li>Click the row for the organisation that you would like to select as being the report owner.</li>
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<li>Click the '''Select''' button.</li>
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<li>Click the '''OK''' button.</li>
 
:The selected organisation’s name displays in the '''Organisation''' field.
 
:The selected organisation’s name displays in the '''Organisation''' field.
 
</ol>
 
</ol>
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{{Note | The Organisation ''IMSMA'' is normally used for indicating that the Data Entry Form template is general i.e. not a special made template for one organisation.}}
 
<li>Click the '''Publish''' button.</li>
 
<li>Click the '''Publish''' button.</li>
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:A message displays indicating the form was published successfully. If a field report template exists with the same name, the existing template will be marked as inactive. Field reports using the now inactive template can still be viewed from the Location View or Item View windows.  
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:A message displays indicating the form was published successfully. If a Data Entry Form template exists with the same name, the existing template will be marked as inactive. Data Entry Forms using the now inactive template can still be viewed from the Location Summary or Item Summary windows.  
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{{Note | The following information is mandatory:
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{{Important|The following errors may occur.
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# Data Entry Form name  
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Error: A field report name must be entered to publish this form.
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# Organisation }}
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Cause: You did not enter a field report name.
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<li> The Publish Data Entry Form Template function will continue with first checking  if all multi-select options exist in the database.<br/>
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Error: An Organisation must be selected before a field report can be published.
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<br/>[[Image:Missing MS options.png|600px|center]]
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Cause: You did not specify an organisation.
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<div align="center">
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}}
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''Click on the button Show details and exactly which field is missing what will be shown</div><br/>
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<li>The next check is if all the '''[[Reconcile CDFs When Publishing a Data Entry Form | CDFs in the template exists]]''' in the database.
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</ol>
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{{NavBox HowTo Data Entry Forms}}
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[[Category:NAA]]

Latest revision as of 15:37, 19 March 2019

Good practice

  1. By adding a Page header and Page footer on each page, fields are prevented from drifting upwards when editing a published template again.
  2. Verify in the Logical tree that only 1 item is used.
    Broken widget.png

    Choose button is an indication that the widget is old

  3. Verify in the Logical tree that no widgets are old which may cause problems.
  4. Save the template before Publishing.

Publish a Data Entry Form template

Publishing a Data Entry Form template makes the template available to other IMSMA users for data entry.

    DEF designer buttons.png

  1. Click the Publish button in the Data Entry Form template designer window.

    2. Publish DEF.png

  2. Enter a name for the report in the Data Entry Form Name field. The Data Entry Form Name is a required value. When entering a Data Entry Form name, note that:
    • The name can be no longer than 38 characters.
    • The name can contain special characters.
Note.jpg If you enter a name used by an already published Data Entry Form template, the existing Data Entry Form template will be set to Inactive.
  1. Enter the version number for the Data Entry Form in the Version field.
Note.jpg The version number is not required. If you do not enter a version, IMSMA will assign a version of “1.0” to the Data Entry Form template.
  1. Click the Select and Organisation.png button to select an organisation. Note that in order to publish the Data Entry Form, it must be associated with an organisation.
    2. The Organisation Selection window displays.
  2. From the Organisation Selection window:
    1. Click the row for the organisation that you would like to select as being the report owner.
    2. Click the OK button.
      3. The selected organisation’s name displays in the Organisation field.
    Note.jpg The Organisation IMSMA is normally used for indicating that the Data Entry Form template is general i.e. not a special made template for one organisation.
  3. Click the Publish button.
    4. A message displays indicating the form was published successfully. If a Data Entry Form template exists with the same name, the existing template will be marked as inactive. Data Entry Forms using the now inactive template can still be viewed from the Location Summary or Item Summary windows.
    Note.jpg The following information is mandatory:
    1. Data Entry Form name
    2. Organisation
  4. The Publish Data Entry Form Template function will continue with first checking if all multi-select options exist in the database.

    Missing MS options.png
    Click on the button Show details and exactly which field is missing what will be shown
  5. The next check is if all the CDFs in the template exists in the database.
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