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Difference between revisions of "Add a Data Entry Form"
 
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{{Note | To add data entry forms, your {{IMSMANG}} user account must belong to a User Role that has permission ''Data Entry Form''. Contact your {{IMSMANG}} Administrator if you have questions on permissions. }}  
 
{{Note | To add data entry forms, your {{IMSMANG}} user account must belong to a User Role that has permission ''Data Entry Form''. Contact your {{IMSMANG}} Administrator if you have questions on permissions. }}  
 
{{HowTo's
 
{{HowTo's
 +
|[[Add a Data Entry Form from the Summary Window|Add a Data Entry Form from the Summary Window]]
 
|[[Add a Data Entry Form from the Workbench|Add a Data Entry Form from the Workbench]]
 
|[[Add a Data Entry Form from the Workbench|Add a Data Entry Form from the Workbench]]
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|[[Add a Data Entry Form from the Summary Window|Add a Data Entry Form from the Summary Window]]
 
 
}}
 
}}
 
There are different methods to Add a Data Entry Form and the '''recommended''' method for Data Entry of all items except a new Location is to use the '''[[Add a Data Entry Form from the Summary Window | Add]]''' function in the Summary window.
 
There are different methods to Add a Data Entry Form and the '''recommended''' method for Data Entry of all items except a new Location is to use the '''[[Add a Data Entry Form from the Summary Window | Add]]''' function in the Summary window.
  
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For a '''new''' Location there are different methods to start from:
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For a '''new Location''' there are different methods to start from:
 
# the [[Image:MapToolbarAddDataEntryForm.png|Add Data Entry Forms]] in the Main Navigation window  
 
# the [[Image:MapToolbarAddDataEntryForm.png|Add Data Entry Forms]] in the Main Navigation window  
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# the ''Data Entry'' menu: select ''Data Entry Forms''
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# the '''Data Entry''' menu → '''Data Entry Forms''' → '''Add Data Entry Forms'''
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: the ''Data Entry Forms'' menu, select ''Add Data Entry Forms''.
 
 
# the [[Image:FieldTemplateIcon.png]] button in the ''Workbench'' window.  
 
# the [[Image:FieldTemplateIcon.png]] button in the ''Workbench'' window.  
  
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Updates of existing Locations should as well be started from buttons in the Summary window.
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Updates of existing Locations should as well be [[Add a Data Entry Form from the Summary Window|started from buttons]] in the Summary window.
  
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Independent of which of the above starting points:
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==Steps==__NOEDITSECTION__
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Independent of which method you will use, follow these steps:
 
<ol>
 
<ol>
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<li>Click on the button.
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<li>Click on the relevant button.</li>
 +
 
 
[[Image:Select Template2.png|600px|center]]
 
[[Image:Select Template2.png|600px|center]]
 
<div align="center">
 
<div align="center">
 
'' Data Entry Form Templates''
 
'' Data Entry Form Templates''
 
</div>
 
</div>
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<li>The Data Entry Form Templates window displays.</li>
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<li>Select which template that you would like to use by selecting the row in the Data Entry Form Templates window. </li>
 
<li>Select which template that you would like to use by selecting the row in the Data Entry Form Templates window. </li>
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<li>Do then one of the following:</li>
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<li>
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<ul>
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* Click the '''OK''' button OR
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<li>Click the '''OK''' button.</li>
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* Double-click the row associated with the template you would like to use.</li>
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<li>Double-click the row associated with the template you would like to use.</li>
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<li>The [[Use the Data Entry Form Editor Window|Data Entry Form Editor Window]] displays the selected template.</li></ol>
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</ul>
 
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<li>The [[Use the Data Entry Form Editor Window|Data Entry Form Editor Window]] displays the selected template.</li>
 
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</ol>
 
  
 
{{NavBox HowTo Enter Data}}
 
{{NavBox HowTo Enter Data}}
  
 
[[Category:CRI]]
 
[[Category:CRI]]

Latest revision as of 18:18, 15 June 2017

Note.jpg To add data entry forms, your IMSMANG user account must belong to a User Role that has permission Data Entry Form. Contact your IMSMANG Administrator if you have questions on permissions.
How To

There are different methods to Add a Data Entry Form and the recommended method for Data Entry of all items except a new Location is to use the Add function in the Summary window.

For a new Location there are different methods to start from:

  1. the Add Data Entry Forms in the Main Navigation window
  2. the Data Entry menu → Data Entry Forms → Add Data Entry Forms
  3. the FieldTemplateIcon.png button in the Workbench window.

Updates of existing Locations should as well be started from buttons in the Summary window.

Steps

Independent of which method you will use, follow these steps:

  1. Click on the relevant button.
    2. Select Template2.png

    Data Entry Form Templates

  2. Select which template that you would like to use by selecting the row in the Data Entry Form Templates window.
    • Click the OK button OR
    • Double-click the row associated with the template you would like to use.
  4. The Data Entry Form Editor Window displays the selected template.
Using Data Entry Forms
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