Difference between revisions of "Reconcile as Existing Item"
From IMSMA Wiki
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<li>The [[Use the Pick Linking Item Window|Pick Item Window]] displays. | <li>The [[Use the Pick Linking Item Window|Pick Item Window]] displays. | ||
<li>Select the row for the existing item that you would like to replace or combine the information in the current Data Entry Form with.</li> | <li>Select the row for the existing item that you would like to replace or combine the information in the current Data Entry Form with.</li> | ||
| − | {{Warning| It is very important that you select the correct existing item. E.g. if you have received new information about the existing Victim ''Vic-125'' (Jane Doe) or would like to correct some information about the existing Victim ''Vic-125'', you '''must''' select the Victim item ''Vic-125'' in the list. If you select another Victim item e.g. ''Vic-126'' (James Smith), the information in the current Data Entry Form will replace or combine existing information about '''Vic-126'''.}} | + | {{Warning| [[Image:Recon tab Wrong ID.png|600px|center]]It is very important that you select the correct existing item. E.g. if you have received new information about the existing Victim ''Vic-125'' (Jane Doe) or would like to correct some information about the existing Victim ''Vic-125'', you '''must''' select the Victim item ''Vic-125'' in the list. If you select another Victim item e.g. ''Vic-126'' (James Smith), the information in the current Data Entry Form will replace or combine existing information about '''Vic-126'''. |
| + | }} | ||
<li>Click the Assign button.</li> | <li>Click the Assign button.</li> | ||
<li>The Replace/Combine Item window displays. | <li>The Replace/Combine Item window displays. | ||
Revision as of 14:59, 9 March 2015
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This page ONLY applies when the Data Entry Form has been created via the Data Entry menu or the Add Data Entry Forms button in the Main Navigation toolbar. |
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To reconcile 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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Links to the description of the difference between Replace and Combine are missing |
This page provides information on the two different options of Reconcile as Existing Item,
- Replace and Combine.
Reconciliation Tab
- From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item you would like to reconcile.
- Click the
button. - The Data Entry Form Reconciliation window displays.
- Select the Reconcile as Existing Item option.
- Click the OK button.
- The Pick Item Window displays.
- Select the row for the existing item that you would like to replace or combine the information in the current Data Entry Form with.
- Click the Assign button.
- The Replace/Combine Item window displays.
Replace/Combine Item Window - If it is appropriate to verify that it is the correct existing item that you are replacing or combining information to by using map preview, click the
button to activate the Map preview. - Decide if you would like to replace or combine.
- Click the OK button.
- The Reconciliation Tab in the Data Entry Form is updated.
Reconciliation Options
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Replace/Combine Item Window with the Map View Selected
Reconciliation Tab Replace Action
Reconciliation Tab Combine Action
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