Difference between revisions of "Summary Window"

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__FORCETOC__
 
 
{{TOC right}}
 
{{TOC right}}
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{{HowTo's
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| [[Add a Data Entry Form from the Summary Window | Add from Summary Window]]
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| [[Update from Summary Window]]
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| [[Delete from the Summary Window]]
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| [[Unlink Items]]
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| [[Location Summary Window | Open the Location Summary Window]]
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| [[View Item in Map Pane from Summary Window]]
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| [[Manage Data Entry Form Attachments]]
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| [[View a Data Entry Form from the Summary Window]]
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| [[Using the Tasking Tool in IMSMANG#On an Item's Summary |View Associated Tasks]]
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| [[Print an Item from the Summary Window]]
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| [[Export a Data Entry Form from the Summary Window]]
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}}
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{{Note | All users have [[Defining Roles, Permissions and Users | permission]] to view Summary windows.}}
  
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{| style="border-top:2px solid lightgray; border-bottom:2px solid lightgray; margin:10px;"
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The '''Summary window''' displays the updated combined data for an item. This includes Data Entry Forms, geospatial data, associated attachments, and related item records.  
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|align="left" style="padding: 5px 10px 5px 10px"| All users will have permission to view the current view windows.
 
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|}
 
  
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The current view windows display the most recent set of attribute data for an item. This includes field reports, geospatial data, associated attachments, and related item records.  
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There are several different ways to open the Summary windows:
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* Double-click the item row from the IMSMA Navigation window’s items pane.
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[[Image:fig28.png|center|500px|''Example of a Current View'']]
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* Select the symbol in the [[Map Pane]] so that a blue circle displays on the symbol. Once the blue circle is displayed on the symbol, double-click the symbol in the Map Pane.
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<div align="center">
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* Select the symbol in the Map Pane or the item row in the items pane and click the [[Image:InfoPageIcon.png | Identify Selection]] button. From the Identify Selection window, select the item record and click the [[Image:ViewIcon.png | Summary]] button.
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''Example of a Current View''
 
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</div>
 
  
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There are several different ways to access the current view windows:
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The attributes displayed in the Summary window for each item are possible to be [[Summary Templates | customised]]. The Summary windows consists of different areas:
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*Select the icon on the map so that the blue circle displays on the icon. Once the blue circle is displayed on the icon, double-click the icon on the IMSMA Navigation window’s map pane.
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* Summary window toolbar
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*Double-click the item record’s row from the IMSMA Navigation window’s items pane.
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* Information area
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*Select the icon on the map or the item record’s row from the items pane and click the [[Image:InfoPageIcon.png]] button. From the Identify Selection window, select the item record and click the [[Image:SunglassesIcon.png]] button.
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* Data area
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The attributes displayed in the current view window for each item will vary and are listed in the item-specific sections that follow.
 
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Most of the buttons for the current view window are located in the top, right corner of the window. In addition to these buttons, the '''Done''' button in the bottom, right corner of the window closes the current view window.
 
  
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{| class="wikitable" width="600"
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[[Image:SummaryWindow.png|center|600px|''Summary Window'']]
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|-
 
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| align="center" colspan="2" | '''Current View Buttons'''
 
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|-
 
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| width="125pt" | '''Button'''
 
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| width="475pt" | '''Description'''
 
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|-
 
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| [[Image:FieldReportIcon.png]] || Lists the field reports that are related to the item.
 
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|-
 
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| [[Image:PrinterIcon.png]] || Displays a printable view of the item.
 
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|-
 
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| [[Image:ShadesIcon.png]] || Displays the item icon on the map.
 
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|-
 
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| [[Image:YellowManIcon.png]] || Displays the location associated with the item. This button is not available from the Location View window.
 
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|-
 
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| [[Image:uAIBtn01.png]] || Allows you to remove the link between two or more items.
 
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|}
 
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==Exporting a Field Report==
 
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<p>To export a field report:</p>
 
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<ol>
 
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<li>Click the [[Image:FieldReportIcon.png]] button.</li>
 
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:The Field Reports window lists the field reports associated with the item.
 
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<li>Select the row associated with the field report that you would like to export.</li>
 
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<li>Click the [[Image:FieldReportExportIcon.png]] button.</li>
 
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:The Field Report Export window displays.
 
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<li>Enter your name in the '''Exported by''' field or leave it blank.</li>
 
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<li>Click the '''Browse''' button and navigate to the directory where you would like to save the file.</li>
 
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<li>In the Select window, enter the name of the file in the '''File Name''' field.</li>
 
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<li>Click the '''Select''' button.</li>
 
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<li>If you want to export the field report without its attachments, check the '''Exclude Field Report Attachment data''' checkbox.</li>
 
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<li>In the Field Report Export window, click the '''Export''' button.</li>
 
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:The Export Complete window displays.
 
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<li>Click the '''OK''' button.</li>
 
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</ol>
 
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==Adding a Field Report==
 
−
 
 
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To add a field report:
 
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<ol>
 
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<li>Click the [[Image:FieldReportIcon.png]] button.</li>
 
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:The Field Reports window lists the field reports associated with the item.
 
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<li>Click the [[Image:FieldTemplateIcon.png]] button.</li>
 
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:The Field Report Templates window displays. For more information on adding a field report, refer to [[HowTo:Add a Field Report | How To Add a Field Report]].
 
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<li>Click the row in the Field Report Templates window corresponding to the template that you would like to use.</li>
 
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<li>Click the OK button.</li>
 
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:The Field Report Editor window displays the selected template.
 
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<li>Enter the field report data. For information on using the Field Report Editor window, refer to [[Entering Data into IMSMANG | Entering Data into IMSMA<sup>NG</sup>]].</li>
 
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</ol>
 
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{| style="border:2px solid lightgray; float:center; margin:10px;"
 
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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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|align="left" style="padding: 5px 10px 5px 10px"| Adding a field report from within the Location View window automatically assigns the location to the field report.
 
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Adding a field report from within the Hazard View, Hazard Reduction View, Accident View, Victim View, MRE View, or QC View windows automatically assigns the location of the item to the new field report.
 
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|}
 
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After the field report is approved, you must close and reopen the current view window for the field report count to increase, and for the field report to display in the Field Reports window.
 
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==Viewing a Field Report==
 
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To view field reports associated with an item:
 
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<ol>
 
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<li>Click the [[Image:FieldReportIcon.png]] button.</li>
 
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:The Field Reports window lists the field reports associated with the item.
 
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<li>Select the row associated with the field report that you would like to view.</li>
 
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<li>Click the [[Image:FieldViewIcon.png]] button.</li>
 
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:The Field Report View window displays a read-only view of the field report.
 
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</ol>
 
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==Printing an Item==
 
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The [[Image:PrinterIcon.png]] button displays a printable view of the item in the Print View window.
 
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[[Image:fig29.png|center|500px|''Print View Window'']]
 
 
<div align="center">
 
<div align="center">
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''Print View Window''
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''Summary Window''
 
</div>
 
</div>
  
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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.
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{{Note | It is a [[Setting User Preferences | User Preference]] if the Location and Country Structure information in the ''Information area'' are '''visible''' or not.}}
  
 
{| class="wikitable" width="600"
 
{| class="wikitable" width="600"
 
|-
 
|-
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| align="center" colspan="2" | '''Print View Window Buttons'''
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| align="center" colspan="2" | '''Summary Buttons'''
 
|-
 
|-
 
| width="125pt" | '''Button'''
 
| width="125pt" | '''Button'''
 
| width="475pt" | '''Description'''
 
| width="475pt" | '''Description'''
 
|-
 
|-
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| [[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.
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| [[Image:FieldTemplateIcon.png | Add]] || Allows you to [[Add a Data Entry Form from the Summary Window|add a new item]] reconciled to the same Location as the existing item.
 
|-
 
|-
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| [[Image:Table19Img02.png]] || Prints the report to a printer that you have configured.
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| [[Image:FieldViewIcon.png | Edit]] || Allows you to [[Update from Summary Window|update the item]].
 
|-
 
|-
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| [[Image:Table19Img03.png]] || This button is not functional.  
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| [[Image:EcksButton.png | Delete]] || Allows you to delete the item from {{IMSMANG}}. However, the Data Entry Forms are not physically deleted from the the database, they get status ''deleted'' and are possible to retrieve back later if needed.
 
|-
 
|-
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| [[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.
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| [[Image:uAIBtn01.png | Unlink]] || Allows you to [[Unlink Items]] two or more items.
 
|-
 
|-
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| [[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.
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| [[Image:YellowManIcon.png | Location Summary]] || Allows you to open the Location Summary Window which the item assigned to. This button is not available from the Location Summary window.
 
|-
 
|-
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| [[Image:Table19Img06.png]] || Displays the next page of the report. Note that this button is not available if the last page of the report is currently displayed.  
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| [[Image:ShadesIcon.png | View On Map]] || Allows you to [[View Item in Map Pane from Summary Window| view the item ]] in the Map Pane.
 
|-
 
|-
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| [[Image:Table19Img07.png]] || Displays the last page of the report. Note that this button is not available if the last page of the report is currently displayed.  
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| [[Image:MFRABtn01.png | Attachments]] || Allows you to [[Manage_Data_Entry_Form_Attachments|manage attached files]] The number of attachments includes the attachments that the item has and linked items have.
 
|-
 
|-
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| [[Image:Table19Img08.png]] || Allows you to enter the page number that you would like to display. After entering the page number, press the [Enter] key on your keyboard.
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| [[Image:FieldReportIcon.png | Data Entry Form]] || 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 opened Item.}}
 
|-
 
|-
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| [[Image:Table19Img09.png]] || Displays the report in the actual size.
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| [[Image:Task.png | Task]] || Allows you to display a list of [[Using_the_Tasking_Tool_in_IMSMANG|Task(s)]] that the item is linked to as Objective or linked to a Work Item.
 
|-
 
|-
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| [[Image:Table19Img10.png]] || Displays the entire page of the report.
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| [[Image:PrinterIcon.png | Print]] || Allows you to display a list of [[Print an Item from the Summary Window| printing templates for the item]].
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|-
 
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| [[Image:Table19Img11.png]] || Displays the width of the report.
 
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|-
 
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| [[Image:Table19Img12.png]] || Displays the report at a larger scale.
 
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|-
 
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| [[Image:Table19Img13.png]] || Displays the report at a smaller scale.
 
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|-
 
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| [[Image:Table19Img14.png]] || Displays the report at the selected ratio.
 
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|}
 
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==Unapproving a Field Report==
 
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If you find that a field report was incorrectly reconciled, you can unapprove the field report. Unapproving a field report removes data contained in the field report from the current view.
 
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{| style="border:2px solid lightgray; float:center; margin:10px;"
 
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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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|align="left" style="padding: 5px 10px 5px 10px"| If you need to correct data, you should create a new field report to update the item.
 
 
|}
 
|}
  
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A few considerations before you attempt to unapprove a field report:
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=== Data area - Geospatial tab===__NOEDITSECTION__
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*If you unapprove a field report that removes the item record from IMSMA, the warning, “The object displayed in this view 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. 
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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:
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*If the current view of the item record is comprised of multiple field reports and one of those field reports is unapproved, the message, “The item displayed in this view has been updated. To see changes, reopen the view from the main navigation.” displays. The next time that the current view of the item is displayed, data from the unapproved field report will not be included. 
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* latitude/longitude a.k.a. storage format
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*If the field report is linked to other item records, the link is removed.  
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* the coordinate system and format the user used when entering the data.
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*If the field report 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.
 
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*You cannot unapprove a field report if unapproving that field report would remove the item from IMSMA and there are item records associated with that location. This applies to location field reports that have other item field reports associated to it, or MRE field reports that have MRE 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.  
 
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*You cannot unapprove a location field report if the remaining field reports do not contain required data. For example, you cannot unapprove a location field report if the remaining field reports for that location do not contain country structure data.
 
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*It is currently not possible to unapprove a field report if that field report created multiple items. For example, you cannot unapprove a field report that created an accident, victim, and location.  
 
  
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To unapprove a field report:
 
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<ol>
 
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<li>Open the item view containing the field report to unapprove.</li>
 
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<li>Click the [[Image:uAFRBtn01.png | Field Report]] button.</li>
 
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:The Field Reports window displays.
 
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<li>Select the field report from the list, and then click the [[Image:uAFRBtn02.png | Open Selected Report]] button.</li>
 
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:The Field Report Editor window displays.
 
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<li>Click '''Unapprove'''.</li>
 
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:The field report is unapproved and returned to the Workbench. Item data added by that field report no longer display in the item view.
 
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</ol>
 
  
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[[Image:WarningMessageAfterUNapprovingFieldReport.png|center|500px|''Figure 30. Warning Message After Unapproving a Field Report'']]
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[[Image:SummaryWindow Geo.png|700px|center]]
 
<div align="center">
 
<div align="center">
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''Figure 30. Warning Message After Unapproving a Field Report''
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'' Example of the '''same''' point entered with 4 different coordinate system''
 
</div>
 
</div>
  
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<ol start="5">
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In this example the user used
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<li>Click the Close button to close the Warning window.</li>
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* WGS 1984 Decimal degrees for Point 1
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:The Information window displays confirming that the field report is unapproved and available in the Workbench. Any reconciliation that existed prior to the field report being unapproved can be viewed in the Reconciliation tab.
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* WGS 1984 Degrees minutes seconds for Point 2
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</ol>
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* UTM for Point 3
 +
* MRGS for Point 4
 +
* Distance/Bearing for Point 5
  
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[[Image:fig31.png|center|500px|''Confirmation Message that the Field Report was Unapproved'']]
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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/>
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<div align="center">
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When distance/bearing is used the column ''From'' shows from which point they were measured.<br/>
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''Confirmation Message that the Field Report was Unapproved''
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The two columns ''X / Longitude'' and ''Y / Latitude'' shows the calculated latitude/longitude.<br/>
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</div>
 
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<ol start="6">
 
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<li>Click the '''Close''' button to close the Information window.</li>
 
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</ol>
 
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==Removing a Link Between Items==
 
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<ol>
 
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<li>Open the item view window of the item to unlink.</li>
 
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<li>Click the [[Image:uAIBtn01.png | Unlink]] button.</li>
 
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:The Unlink window displays.
 
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<li>Select one or more linked items, and then click '''OK'''.</li>
 
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:The template selection window displays.
 
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<li>Select the same field report template used for the item you opened in step 1.</li>
 
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<li>Click '''OK'''.</li>
 
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:The Field Report Editor displays a new field report. The date of report field, the item ID field, and the Reconciliation tab are automatically populated with the unlink information.
 
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<li>Approve, submit, or save the field report.</li>
 
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:The items are unlinked when the field report is approved.
 
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</ol>
 
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{| style="border:2px solid lightgray; float:center; margin:10px;"
 
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|align="left" style="padding: 5px 10px 5px 10px"|[[Image:StopSign2.png|25px|Represents a tip or note for using IMSMA.]]
 
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|align="left" style="padding: 5px 10px 5px 10px"| Data entered in the field report can overwrite existing item data.
 
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|-
 
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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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|align="left" style="padding: 5px 10px 5px 10px"| You can restore the link between the items by unapproving the unlink field report.
 
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|}
 
  
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[[Category:IMSMANG]]
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When {{IMSMANG}} shows the items in the Map pane the calculated latitude/longitude are used.
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[[Category:How To]]
 
  
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==Customizing the Current View==
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{{Note | When to use the different Point Types is described [[Point Types | '''here''']].}}
 +
{{NavBox HowTo Viewing and Browsing}}
  
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For instructions on how to customize the current view window, refer to [[HowTo:Customise Views | How To Customise Views]].
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[[Category:NAA]]

Latest revision as of 18:53, 20 July 2019

How To
Note.jpg All users have permission to view Summary windows.

The Summary window displays the updated combined data for an item. This includes Data Entry Forms, geospatial data, associated attachments, and related item records.

There are several different ways to open the Summary windows:

  • Double-click the item row from the IMSMA Navigation window’s items pane.
  • Select the symbol in the Map Pane so that a blue circle displays on the symbol. Once the blue circle is displayed on the symbol, double-click the symbol in the Map Pane.
  • Select the symbol in the Map Pane or the item row in the items pane and click the Identify Selection button. From the Identify Selection window, select the item record and click the Summary button.

The attributes displayed in the Summary window for each item are possible to be customised. The Summary windows consists of different areas:

  • Summary window toolbar
  • Information area
  • Data area
Summary Window

Summary Window

Note.jpg It is a User Preference if the Location and Country Structure information in the Information area are visible or not.
Summary Buttons
Button Description
Add Allows you to add a new item reconciled to the same Location as the existing item.
Edit Allows you to update the item.
Delete Allows you to delete the item from IMSMANG. However, the Data Entry Forms are not physically deleted from the the database, they get status deleted and are possible to retrieve back later if needed.
Unlink Allows you to Unlink Items two or more items.
Location Summary Allows you to open the Location Summary Window which the item assigned to. This button is not available from the Location Summary window.
View On Map Allows you to view the item in the Map Pane.
Attachments Allows you to manage attached files The number of attachments includes the attachments that the item has and linked items have.
Data Entry Form Lists the Data Entry Forms that are related to the item.
New 6.0.png The number of Data Entry Forms is now only reflecting the opened Item.
Task Allows you to display a list of Task(s) that the item is linked to as Objective or linked to a Work Item.
Print Allows you to display a list of printing templates for the item.

Data area - Geospatial tab

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.


SummaryWindow Geo.png

Example of the same point entered with 4 different coordinate system

In this example the user used

  • WGS 1984 Decimal degrees for Point 1
  • WGS 1984 Degrees minutes seconds for Point 2
  • UTM for Point 3
  • MRGS for Point 4
  • Distance/Bearing for Point 5

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

When IMSMANG shows the items in the Map pane the calculated latitude/longitude are used.

Note.jpg When to use the different Point Types is described here.
Viewing and Browsing in IMSMANG
General
Summary Window
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