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Add a Data Entry Form from the Summary Window

1,951 bytes added, 23:27, 17 June 2017

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This is the recommended action for adding new items to {{~~Warning | This Action~~ IMSMANG}} but it should '''not''' be used for ~~a '''~~adding new~~''' Location~~Locations. ~~The recommended method is to start from:~~* For new Locations, the action [[~~Image:MapToolbarAddDataEntryForm.png|Add Data Entry Forms~~Reconcile as New]] ~~in the Main Navigation window '''OR'''~~* the ''Data Entry''' menu, select ''Data Entry Forms''.~~: the ''Data Entry Forms'' menu, select '''Add Data Entry Forms''~~should be used. }}

~~{{Note | To do Data Entry and/or Submit/Approve Data Entry Forms, your {{IMSMANG}} user account must belong to~~ Example scenario: 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. }}~~ ~~[[Image:Summary window toolbar~~new Completion report should be added.~~png|350px|center]]<div align="center">'' Summary window toolbar''</div>~~

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<li>~~Click~~ Start data entry from the Land [[Summary Window]] and click the [[Image:FieldTemplateIcon.png]] button. </li><li>The Template for New Data Entry Form window displays. </li><li>Select the Data Entry Form template that you would like to use:

[[Image:Select Template New.png|500px|center]]

'' Select ~~Template for New Data Entry Form window~~in this scenario Inspiration Activity Completion template''

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~~<li>The Template for New Data Entry Form window displays.~~ ~~<li>Select the Data Entry Form template that you would like to use~~</li>

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

<li>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:* Adding a Data Entry Form from a Location Summary window automatically assigns the Location to the Data Entry Form. :* Adding a Data Entry Form from the other Summary windows automatically assigns the Location to the new Data Entry Form and Links the new Data Entry Form to current the Summary item.(see the examples below)

[[Image:Recon tab Add from Location.png|600px|center]]

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~~Adding a~~ [[Image:Recon tab Add from non-Location.png|600px|center]]<div align="center">'' Reconciliation Tab Add Method from other Summary window''</div></li><li>If appropriate, '''[[Link to Existing Item | Link]]''' to other items too.<li>Enter the data into the Data Entry Form. For more information on how to do data entry, see [[Use the Data Entry Form Editor Window]].</li> <li>Verify that the Date of Information is correct. It should reflect the '''age''' of the information (not the date of data entry).</li>[[Image:add data id.png|500px|center]]<div align="center">'' The Activity ID will be changed from ~~a Location Summary window automatically assigns~~ Activity-14 to e.g. CR-152''</div></li><li>If your Mine Action Programme is using special number series for Completion reports (e.g. CR-xx) then click on the ~~Location~~ [[Image:Generate_ID_Number.png]] to get the next number in that number series. <li>Save, Submit or Approve the Data Entry Form.</li></ol> The next step in this scenario would be to consider if the Land status should be changed. If the Land status should be changed then the recommended action to use is '''[[Update from Summary Window]]'''.

{{Note| After the Data Entry Form is Approved it may take a few seconds for the Summary window to refresh. If it does not then reopen the Summary window.}}

{{ New_6.0 | This Action was introduced in version 6.0.}} ==Special Case==__NOEDITSECTION__ When the Data Entry Form template contains data fields from both Education and Education detail then you need to use ''double reconciliation''. <ol><li>Open the Location Summary window where you would like to add an Education.</li><li>Enter the data in both parts for the Data Entry Form template.</li><li>The Reconciliation tab has now two rows.[[Image:~~Recon tab~~ Double recon Main1.png|600px|center]]<div align="center">'' Reconciliation Tab - Add ~~from non~~Action Education with Education Details ''</div></li><li>Select the Education Detail row.[[Image:Double recon Main2.png|600px|center]]<div align="center">'' Reconciliation Tab - Reconcile Education Details to the Education ''</div></li><li>Click on [[Image:ReconItemRecIcon.png]].<li>Choose ''Reconcile as New''.<li>Click '''OK'''. [[Image:Double recon Main3.png|500px|center]]<div align="center">'' Reconciliation Tab -~~Location~~Reconcile to the current Education ''</div> <li>Click '''OK'''. [[Image:Double recon Main4.png|600px|center]]

'' Reconciliation Tab ~~Add Method from other Summary window~~is populated ''

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~~Adding a Data Entry Form from the other Summary windows automatically assigns the Location to the new Data Entry Form and Links the new Data Entry Form to current the Summary item.~~<li>If appropriate, '''[[~~Reconcile by Linking~~ Link to an Existing Item ~~Record~~ | Link]]''' to other items too.~~<li>Enter the data into the Data Entry Form. For more information on how to do data entry, see [[Use the Data Entry Form Editor Window]]~~.

<li>Save, Submit or Approve the Data Entry Form.</li>

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{{Note | The Inspiration Data Entry Form template for Education details have been corrected and is available for [[Downloads | download]] here.}}

{{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| After the Data Entry Form is Approved it may take a few seconds for the Summary window to refresh. If it does not then reopen the Summary window.}}~~

~~{{New_6.0 | This Action was introduced in version 6.0.}}~~

[[Category:CRI]]