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Reconcile

268 bytes added, 14:17, 11 March 2015

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{| class="wikitable" width="~~650~~950"

! colspan="3" align="center"| Data Entry Actions

|-

! Type

! Name

! When to use

|-

| rowspan="2"| '''From Data Entry menu'''

| [[Reconcile by Creating a New Item Record|Reconcile as New]]

| '''Only ''' for New Locations

|-

| [[Reconcile by Updating an Existing Item Record|Reconcile as Existing Item]]

| Is '''not ''' recommended anymore(Replace/Combine)

|-

| rowspan="3"| '''From Summary window'''

| rowspan="4"| '''From Summary window'''

| [[Reconcile by Linking to an Existing Item Record|Link to Existing Item]]

| Link~~(s)~~ may be used in combination which several of the other Actions

|-

| [[Reassign an Item Location | Reassign Item to another Location]]

|}

</center>

[[Image:Understanding_IMSMA_Information_Model_-_Updating_CVs ver2.png|center|400px|''Example of Updating Summaries'']]

''Example of Updating Summaries''

</div>

{{Warning | When updating information the updating Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created the information since the calculation of the Summary item(s) are based on Date of Information. If the date is earlier or the same, no change of the Summary items occur.}}

Read more about Summary item and Data Entry Forms '''[Understanding IMSMA Information Model#Data Entry Forms and Summaries | here]]'''.

form can be approved, you must decide whether the item records in the data entry form create new item records, update existing item records, or are associated with existing item records of different item types. This process is called ''reconciliation''.

~~New item records will create a new accident, land, activity, location, education, QM, assistance, or victim in IMSMA. [[New item records will need to be assigned to a location]].~~

Data entry form item records can also update existing item records. Updates to existing item records can either replace an existing item record or combine certain item record attributes. When an existing item record is replaced, the summary of the existing item record is replaced with the data from the new item record. When an item record in a data entry form is combined with an existing item record, certain item record attributes are overwritten with the data from the new item record while other item record attributes are combined. Refer to the [[Reconcile by Updating an Existing Item Record]] for more details on which item attributes are combined for each item.

Alnaucler

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