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Summary Window

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{{HowTo's

| [[Add a Data Entry Form from the Summary Window | Add from Summary Window]]

| [[Update from Summary Window]]

| [[Delete from the Summary Window]]

| [[Unlink Items]]

| [[Location Summary Window | Open the Location Summary Window]]

| [[View Item in Map Pane from Summary Window]]

| [[Manage Data Entry Form Attachments]]

| [[View a Data Entry Form from the Summary Window]]

| [[Using the Tasking Tool in IMSMANG#On an Item's Summary |View Associated Tasks]]

| [[Print an Item from the Summary Window]]

| [[Export a Data Entry Form from the Summary Window]]

}}

{{Note | All users have [[Defining Roles, Permissions and Users | permission]] to view Summary windows.}}

{| style="border-top:2px solid lightgray; border-bottom:2px solid lightgray; margin:10px;"|align="left" style="padding: 5px 10px 5px 10px"| All users will have permission to view The '''Summary window''' displays the summary windowsupdated combined data for an item. This includes Data Entry Forms, geospatial data, associated attachments, and related item records.|}

{{HowTo's|[[HowTo:Export a Data Entry Form from There are several different ways to open the Summary View|Export a Data Entry Form]]windows:|[[HowTo:Add a Data Entry Form * Double-click the item row from the Summary View|Add a Data Entry Form]]IMSMA Navigation window’s items pane. |[[HowTo:View a Data Entry Form from * Select the symbol in the Summary View|View a Data Entry Form]]|[[HowTo:Print an Item from the Summary View|Print an ItemMap Pane]]|[[HowTo:Unapprove so that a Data Entry Form from blue circle displays on the symbol. Once the blue circle is displayed on the symbol, double-click the symbol in the Summary View|Unapprove a Data Entry Form]]Map Pane.|* Select the symbol in the Map Pane or the item row in the items pane and click the [[HowToImage:Remove a Link Between ItemsInfoPageIcon.png | Identify Selection]]|button. From the Identify Selection window, select the item record and click the [[HowToImage:Customise Views ViewIcon.png | Customise SummariesSummary]]}}button.

The summary windows display attributes displayed in the most recent set of attribute data Summary window for an each itemare possible to be [[Summary Templates | customised]]. This includes data entry forms, geospatial data, associated attachments, and related item records. The Summary windows consists of different areas:* Summary window toolbar* Information area* Data area

[[Image:fig28SummaryWindow.png|center|500px600px|''Example of a SummaryWindow'']]

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''Example of a SummaryWindow''

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There are several different ways to access the summary windows:*Select the icon on the map so that the blue circle displays on the icon. Once the blue circle {{Note | It is displayed on the icon, double-click the icon on the IMSMA Navigation window’s map pane.*Double-click the item record’s row from the IMSMA Navigation window’s items pane. *Select the icon on the map or the item record’s row from the items pane and click the a [[Image:InfoPageIcon.png Setting User Preferences | Identify SelectionUser Preference]] button. From if the Identify Selection window, select the item record Location and click the [[Image:SunglassesIcon.png | Summary]] button.The attributes displayed Country Structure information in the summary window for each item will vary and ''Information area'' are listed in the item-specific sections that follow.Most of the buttons for the summary window are located in the top, right corner of the window. In addition to these buttons, the '''Donevisible''' button in the bottom, right corner of the window closes the summary windowor not. }}

{| class="wikitable" width="600"

| width="475pt" | '''Description'''

|-

| [[Image:BareAddButtonFieldTemplateIcon.png | Add]] || Allows you to add a new item reconciled to the existing item's location.|-| [[Image:BareEditButton.png | Edit]] || Allows you to edit the existing data in the item summary window.|-| [[Image:BareDeleteButton.png | Delete]] || Allows you to delete the item summary from the system. Note that any data entry forms associated with the item are not unapproved, but they can only be located by searching for "deleted" type data entry forms.|-| [[Image:FieldReportIcon.png | Add a Data Entry Form]] || Lists the data entry forms that are related to the item.|-| [[Image:PrinterIcon.png | Print]] || Displays a printable view of the item.|-| [[Image:ShadesIcon.png | View On Map]] || Displays the item icon on the map.|-| [[Image:AttachmentsButton.png | Attachments]] || Allows you to manage attached files.|-| [[Image:YellowManIcon.png | Locatin Summary]] || Displays the location associated with the item. This button is not available from the Location Summary window.Window|-| [[Image:uAIBtn01.png | Unlink]] || Allows you to remove the link between two or more items.|} ==Exporting add a Data Entry Form== <p>To export a data entry form:</p><ol><li>Click the [[Image:FieldReportIcon.png | Data Entry Form]] button.</li>:The Data Entry Forms window lists the data entry forms associated with the new item.<li>Select the row associated with the data entry form that you would like to export.</li><li>Click the [[Image:FieldReportExportIcon.png | Export Data Entry Forms]] button.</li>:The Data Entry Form Export window displays.<li>Enter your name in the '''Exported by''' field or leave it blank.</li><li>Click the '''Browse''' button and navigate to the directory where you would like to save the file.</li><li>In the Select window, enter the name of the file in the '''File Name''' field.</li> <li>Click the '''Select''' button.</li><li>If you want reconciled to export the data entry form without its attachments, check the '''Exclude Data Entry Form Attachment data''' checkbox.</li><li>In the Data Entry Form Export window, click the '''Export''' button.</li>:The Export Complete window displays.<li>Click the '''OK''' button.</li></ol> ==Adding a Data Entry Form== #Click the [[Image:FieldReportIcon.png]] button. #:The Data Entry Forms window lists the Data Entry Forms associated with the item.#Click the [[Image:FieldTemplateIcon.png]] button. #:The Data Entry Form Templates window displays. For more information on adding a Data Entry Form, see the ''Data Entry Form Templates'' window section on page 53. #Click the row in the Data Entry Form Templates window corresponding to the template that you would like to use. #Click the '''OK''' button. #:The Data Entry Form Editor window displays the selected template.#Enter the Data Entry Form data. For information on using the Data Entry Form Editor window, refer to the ''Data Entry Form Editor window'' section on page 54. {| class="wikitable"|-| [[File:Note.jpg | 40px]] || <p>Adding a Data Entry Form from within the same Location Summary window automatically assigns the location to the Data Entry Form.</p><p>Adding a Data Entry Form from within the Land Summary, Activity Summary, Accident Summary, Victim Summary, Education Summary, or QM Summary windows automatically assigns the location of the item to the new Data Entry Form.</p>|} After the Data Entry Form is approved, you must close and reopen the summary window for the Data Entry Form count to increase, and for the Data Entry Form to display in the Data Entry Forms window. ==Viewing a Data Entry Form== To view data entry forms associated with an item:<ol><li>Click the [[Image:FieldReportIcon.png | Data Entry Form]] button.</li>:The Data Entry Forms window lists the data entry forms associated with the item.<li>Select the row associated with the data entry forms that you would like to view.</li><li>Click the [[Image:OpenButton.png | Open Selected Data Entry Form]] button.</li>:The Data Entry Form View window displays a read-only view of the data entry form. </ol> ==Printing an Item==   The [[Image:PrinterIcon.png | Print]] button displays a printable view of as the existing item in the Print View window.  [[Image:fig29.png|center|500px|''Print View Window'']]<div align="center">''Print View Window''</div> Across the top of the Print View window is a toolbar that allows you to perform various functions. Table 19 lists the buttons on this toolbar and their descriptions. {| class="wikitable" width="600"|-| align="center" colspan="2" | '''Print View Window Buttons'''|-| width="125pt" | '''Button'''| width="475pt" | '''Description'''|-| [[Image:Table19Img01.png]] || Allows you to save a copy of the report to your computer in one of the following formats: .csv, .html, .pdf, .rtf, or .xls.|-| [[Image:Table19Img02.png]] || Prints the report to a printer that you have configured.|-| [[Image:Table19Img03.png]] || This button is not functional. |-| [[Image:Table19Img04.png]] || Displays the first page of the report. Note that this button is not available if the first page of the report is currently displayed.|-| [[Image:Table19Img05.png]] || Displays the previous page of the report. Note that this button is not available if the first page of the report is currently displayed.

|-

| [[Image:Table19Img06FieldViewIcon.png| Edit]] || Displays Allows you to [[Update from Summary Window|update the next page of the report. Note that this button is not available if the last page of the report is currently displayeditem]].

|-

| [[Image:Table19Img07EcksButton.png| Delete]] || Displays Allows you to delete the last page of item from {{IMSMANG}}. However, the report. Note that this button is Data Entry Forms are not available if physically deleted from the last page of the report is currently displayeddatabase, they get status ''deleted'' and are possible to retrieve back later if needed.

|-

| [[Image:Table19Img08uAIBtn01.png| Unlink]] || Allows you to enter the page number that you would like to display. After entering the page number, press the [Enter[Unlink Items]] key on your keyboardtwo or more items.

|-

| [[Image:Table19Img09YellowManIcon.png| Location Summary]] || Displays Allows you to open the report in Location Summary Window which the item assigned to. This button is not available from the actual sizeLocation Summary window.

|-

| [[Image:Table19Img10ShadesIcon.png| View On Map]] || Displays Allows you to [[View Item in Map Pane from Summary Window| view the entire page of item ]] in the reportMap Pane.

|-

| [[Image:Table19Img11MFRABtn01.png| Attachments]] || Displays Allows you to [[Manage_Data_Entry_Form_Attachments|manage attached files]] The number of attachments includes the width of attachments that the reportitem has and linked items have.

|-

| [[Image:Table19Img12FieldReportIcon.png| Data Entry Form]] || Displays Lists the [[Data Entry Forms|Data Entry Forms]] that are related to the item. {{New_6.0 | The number of Data Entry Forms is now only reflecting the report at a larger scaleopened Item. }}

|-

| [[Image:Table19Img13Task.png| Task]] || Displays Allows you to display a list of [[Using_the_Tasking_Tool_in_IMSMANG|Task(s)]] that the report at item is linked to as Objective or linked to a smaller scaleWork Item.

|-

| [[Image:Table19Img14PrinterIcon.png| Print]] || Displays Allows you to display a list of [[Print an Item from the report at Summary Window| printing templates for the selected ratioitem]].

|}

==Unapproving a = Data Entry Formarea - Geospatial tab===__NOEDITSECTION__ The Geographical data widget which is used in both Data Entry Forms and Summary windows is possible to customise. It is possible to show the coordinates in two different formats:* latitude/longitude a.k.a. storage format* the coordinate system and format the user used when entering the data.

If you find that a Data Entry Form was incorrectly reconciled, you can unapprove the Data Entry Form. Unapproving a Data Entry Form removes data contained in the Data Entry Form from the summary.

{| class="wikitable"|-| [[File:Note.jpg | 40px]] || The unapprove feature should not be used to correct data. If you need to correct data, you should create a new Data Entry Form to update the item.|} A few considerations before you attempt to unapprove a Data Entry Form:*If you unapprove a Data Entry Form that removes the item record from IMSMA, the warning, “The object displayed in this summary has been deleted from the system, and now represents data no longer in the system.” displays. The icon associated with the item record will no longer display in the IMSMA Navigation window. *If the summary of the item record is comprised of multiple Data Entry Forms and one of those Data Entry Forms is unapproved, the message, “The item displayed in this summary has been updated. To see changes, reopen the summary from the main navigation.” displays. The next time that the summary of the item is displayed, data from the unapproved Data Entry Form will not be included. *If the Data Entry Form is linked to other item records, the link is removed. *If the Data Entry Form you are trying to unapprove removes the item record from IMSMA and is linked to other item records, the links in those item records are also removed. *You cannot unapprove a Data Entry Form if unapproving that Data Entry Form would remove the item from IMSMA and there are item records associated with that location. This applies to location Data Entry Forms that have other item Data Entry Forms associated to it, or Education Data Entry Forms that have Education details. If you would like to unapprove the parent item, you will need to first unapprove any child items that it may have associated with it. *You cannot unapprove a location Data Entry Form if the remaining Data Entry Forms do not contain required data. For example, you cannot unapprove a location Data Entry Form if the remaining Data Entry Forms for that location do not contain country structure data. *It is currently not possible to unapprove a Data Entry Form if that Data Entry Form created multiple items. For example, you cannot unapprove a Data Entry Form that created an accident, victim, and location.  To unapprove a Data Entry Form:<ol><li>Open the item summary containing the Data Entry Form to unapprove.</li><li>Click the [[Image:uAFRBtn01.png | Data Entry Form]] button.</li>:The Data Entry Forms window displays.<li>Select the Data Entry Form from the list, and then click the [[Image:OpenButtonSummaryWindow Geo.png | Open Selected Data Entry Form]] button.</li>:The Data Entry Form Editor window displays.<li>Click '''Unapprove'''.</li>:The Information window displays confirming that the Data Entry Form is unapproved and available in the Workbench.</ol> [[Image:UnapprovedForm.png700px|center|500px|''Unapproving a Data Entry Form'']]

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''Unapproving a Data Entry FormExample of the '''same''' point entered with 4 different coordinate system''

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<ol start="5">In this example the user used* WGS 1984 Decimal degrees for Point 1* WGS 1984 Degrees minutes seconds for Point 2<li>Click the Close button to close the Information window.</li> * UTM for Point 3:The Data Entry Form is unapproved and returned to the Workbench. Item data added by that Data Entry Form no longer display in the item summary. Any reconciliation that existed prior to the Data Entry Form being unapproved can be viewed in the Reconciliation tab.* MRGS for Point 4<* Distance/ol>Bearing for Point 5

==Removing a Link Between Items==The X and Y values that the user entered for Point 1 - 3 are shown in the two columns; ''X / Lon'' and ''Y / Lat''.<br/>When distance/bearing is used the column ''From'' shows from which point they were measured.<br/>The two columns ''X / Longitude'' and ''Y / Latitude'' shows the calculated latitude/longitude.<br/>

<ol><li>Open When {{IMSMANG}} shows the item summary window of the item to unlink.</li><li>Click the [[Image:uAIBtn01.png | Unlink]] button.</li>:The Unlink window displays.<li>Select one or more linked items, and then click '''OK'''.</li>:The template selection window displays.<li>Select the same Data Entry Form template used for the item you opened in step 1.</li><li>Click '''OK'''.</li>:The Data Entry Form Editor displays a new Data Entry Form. The date of report field, the item ID field, and the Reconciliation tab are automatically populated with the unlink information.<li>Approve, submit, or save Map pane the Data Entry Form.<calculated latitude/li>:The items longitude are unlinked when the Data Entry Form is approvedused.</ol>

{{Note | style="border:2px solid lightgray; float:center; margin:10px;"|align="left" style="padding: 5px 10px 5px 10px"|[[Image:StopSign2.png|25px|Represents a tip or note for using IMSMA.]]|align="left" style="padding: 5px 10px 5px 10px"| Data entered in When to use the Data Entry Form can overwrite existing item data.|-|align="left" style="padding: 5px 10px 5px 10px"|different Point Types is described [[Image:bulb2.pngPoint Types |25px|Represents a tip or note for using IMSMA.'''here''']]|align="left" style="padding: 5px 10px 5px 10px"| You can restore the link between the items by unapproving the unlink Data Entry Form.}}|{{NavBox HowTo Viewing and Browsing}} ==Customizing the Summary==

For instructions on how to customize the summary window, refer to [[HowToCategory:Customise Views | How To Customise SummariesNAA]]. {{NavBox HowTo Viewing and Browsing}}

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