Difference between revisions of "Delete from the Summary Window"

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(Created page with "{{Under construction| This page is under construction.}} {{Note | To do Data Entry and/or Submit/Approve Data Entry Forms, your {{IMSMANG}} user account must belong to a User...")
 
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{{Under construction| This page is under construction.}}
 
 
{{Note | To do Data Entry and/or Submit/Approve Data Entry Forms, your {{IMSMANG}} user account must belong to a User Role that has permissions to do so. There are several different permissions e.g. ''Data Entry Form'' and ''Link''. Contact your {{IMSMANG}} Administrator if you have questions on permissions. }}
 
{{Note | To do Data Entry and/or Submit/Approve Data Entry Forms, your {{IMSMANG}} user account must belong to a User Role that has permissions to do so. There are several different permissions e.g. ''Data Entry Form'' and ''Link''. Contact your {{IMSMANG}} Administrator if you have questions on permissions. }}
  
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The Delete Action lets you delete data that has already been approved. It opens a fully populate Data Entry Form with the Approved data, which provides an overview of the current approved data for the item which facilitate to confirm that it is the right item to Delete.
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The Delete Action lets you delete data that has already been approved.  
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<ol>
 
<ol>
 
<li>Open the Summary window of the item that you would like to Delete.</li>
 
<li>Open the Summary window of the item that you would like to Delete.</li>
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<li>Click the [[Image:FieldViewIcon.png | Edit]] button.</li>
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<li>Click the [[Image:Ecks.png | Delete]] button.</li>
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[[Image:Wizard template selection.png|500px|center]]
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[[Image:Select template Delete.png|500px|center]]
 
<div align="center">
 
<div align="center">
 
'' Template for Delete Data Entry Form window''
 
'' Template for Delete Data Entry Form window''
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'' Reconciliation Tab Delete Action''
 
'' Reconciliation Tab Delete Action''
 
</div>
 
</div>
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<li>All the other data fields in the template are also automatically populated with the Approved information.
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<li>'''No''' the other data fields in the template are also automatically populated.
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[[Image:Error msg Delete with Links.png|500px|center]]
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<div align="center">
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'' Error message when there are linked items'
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</div>
 
<li>No other items may be linked to the item that you would like to Delete.
 
<li>No other items may be linked to the item that you would like to Delete.
 
<li>Save, Submit or Approve the Data Entry Form.</li>
 
<li>Save, Submit or Approve the Data Entry Form.</li>
 
<li>When the Data Entry Form is approved, the Summary window will be deleted.
 
<li>When the Data Entry Form is approved, the Summary window will be deleted.
 
</ol>  
 
</ol>  
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{{Warning | The deleting Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created the data since the calculation of the Summary item(s) are based on Date of Information. When the date is earlier or the same, no change of the Summary items occur.}}
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{{Warning | The deleting Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created/updated the data since the calculation of the Summary item(s) are based on Date of Information. When the date is earlier or the same, no delete of the Summary items occur.}}
 
{{New_6.0 | This Action was introduced in version 6.0.}}
 
{{New_6.0 | This Action was introduced in version 6.0.}}
 
{{NavBox HowTo Reconcile and Approve}}
 
{{NavBox HowTo Reconcile and Approve}}
  
 
[[Category:COO]]
 
[[Category:COO]]

Revision as of 23:15, 11 March 2015

Note.jpg To do Data Entry and/or Submit/Approve Data Entry Forms, your IMSMANG user account must belong to a User Role that has permissions to do so. There are several different permissions e.g. Data Entry Form and Link. Contact your IMSMANG Administrator if you have questions on permissions.
350px

Summary window toolbar

The Delete Action lets you delete data that has already been approved.

  1. Open the Summary window of the item that you would like to Delete.
  2. Click the Delete button.
    3. 500px

    Template for Delete Data Entry Form window

  3. The Template for Delete Data Entry Form window displays. The list of possible templates are filtered to only included templates for the current item type.
  4. Select the Data Entry Form template that you would like to use
  5. Click OK.
  6. The Data Entry Form Editor displays a new Data Entry Form. The following information are automatically populated:
    • Form ID
    • Item ID
    • Date of information
    • Reconciliation tab.
    Recon tab Delete.png

    Reconciliation Tab Delete Action

  7. No the other data fields in the template are also automatically populated.
    Error msg Delete with Links.png

    Error message when there are linked items'

  8. No other items may be linked to the item that you would like to Delete.
  9. Save, Submit or Approve the Data Entry Form.
  10. When the Data Entry Form is approved, the Summary window will be deleted.
Warning.jpg The deleting Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created/updated the data since the calculation of the Summary item(s) are based on Date of Information. When the date is earlier or the same, no delete of the Summary items occur.
New 6.0.png This Action was introduced in version 6.0.
Reconciling and Approving Data in IMSMANG
Add from Summary Window · Update from Summary Window · Delete from Summary Window
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