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Reassign Item to another Location

961 bytes added, 10:27, 18 March 2019

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{{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. }}

 

<ol>

<li>Open the Location window of the item that requires location reassignmentby clicking on the [[Image:YellowManIcon.png]] in the Summary window toolbar.</li><li>Select the item in the Location window, and then click the [[Image:YellowManIcon.png | Location Reassignment]] button.[[Image:Location reassign.png|600px|center]]<div align="center">'' Location Summary window''</div></li>:<li>The Pick Location window displays.</olli> {{note| <li>Filter the item list to display the desired location. Click '''Show All[[Filter Lists | here]]''' or use the for help on how to filter to find lists. </li><li>Select a locationLocation from the list, and then click '''Assign'''.}}

[[Image:Location reassign2.png|600px|center]]<ol startdiv align="3center"><li>Select a location from the list, and then click ''Pick Location window'Assign'''.</div></li><li>The Template For ''template selection window displays. {{New_6.0 | The list of possible templates are filtered to only included templates for the current item type.}}[[Image:Wizard template selection.png|500px|center]]<Itemdiv align="center">'' : Select Template window''<Item/div>'' window displays.</li><li>Select the Data Entry Form template used for the item that you opened in step 1.would like to use</li>

<li>Click '''OK'''.</li>

:<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 following information are automatically populated with the location reassignment : * Form ID* Item ID* Date of information* Reconciliation tab.[[Image:Recon tab Reassign.png|600px|center]]<lidiv align="center">Verify that the location reassignment information displays on the '''ReconciliationTab Reassign Action''' and '''Comments''' tabs.</lidiv><li>Approve, submit, or save the {{Warning | The Reassigning Data Entry Form.</li>:The location is reassigned when 's Date of information must be a later date than the Data Entry Form that assigned the Location since the calculation of the Summary item is based on Date of Information. When the date is approvedearlier or the same, the Summary item will '''not''' be updated.}}</olli>

{{warning| <li>Save, Submit or Approve the Data entered in Entry Form.</li><li>The items is reassigned to another Location when the Data Entry Form can overwrite existing item datais approved.}}</li></ol>

{{note| You can restore the previous location by unapproving the location reassignment Data Entry Form.NavBox HowTo Reconcile and Approve}}

{{NavBox HowTo Reconcile and Approve}}[[Category:NAA]]

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Alnaucler

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