Add a Data Entry Form from the Summary Window

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Warning.jpg This method should not be used for a new Location. The recommended method is to start from:
  • the Add Data Entry Forms in the Main Navigation window OR
  • the Data Entry' menu, select Data Entry Forms.
the Data Entry Forms menu, select 'Add Data Entry Forms.

Summary window toolbar

  1. Click the FieldTemplateIcon.png button.
    Select Template New.png

    Select Template for New Data Entry Form window

  2. The Template for New Data Entry Form window displays.
  3. Select the Data Entry Form template that you would like to use
  4. Click OK.
  5. 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.
    Recon tab Add from Location.png

    Reconciliation Tab Add Method from Location Summary window

    Adding a Data Entry Form from a Location Summary window automatically assigns the Location to the Data Entry Form.


    Recon tab Add from non-Location.png

    Reconciliation Tab Add Method from other Summary window

    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.

  6. Enter the data into the Data Entry. For more information on how to do data entry, see Use the Data Entry Form Editor Window.
  7. Save, Submit or Approve the Data Entry Form.


Note.jpg 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.