Difference between revisions of "Add a Data Entry Form from the Workbench"

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To add a Data Entry Form from the Workbench:
 
To add a Data Entry Form from the Workbench:
 
<ol>
 
<ol>
<li>From the '''Data Entry''' menu, select '''Data Entry Forms'''.</li>
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<li>Select one or more Data Entry Forms and click the [[Image:FieldTemplateIcon.png]] button.
<li>From the '''Data Entry Forms''' menu, select '''View Workbench'''.</li>
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[[Image:WB_Add.png|600px|center]]
:The Workbench window displays.
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<div align="center"> '' Workbench window''</div></li>
<li>Click the [[Image:FieldTemplateIcon.png]] button.</li>
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<li>The Data Entry Form Templates window displays.</li>
:The Data Entry Form Template Selection window displays. For more information, see ''[[Access the Data Entry Form Template Designer Window|Data Entry Form Templates Window]]''.
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<li>Select the appropriate template.</li>
<li>Click the row in the Data Entry Form Template Selection window associated with the template that you would like to use.</li>
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<li>Click on the '''OK''' button or double-click on the selected row.</li>
<li>Click the '''OK''' button.</li>
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<li>The template opens for Data Entry.</li>
:The Data Entry Form Editor window displays the selected template.
 
<li>For information on using the Data Entry Form Editor window, see ''[[Use the Data Entry Form Editor Window|Data Entry Form Editor Window]]''.</li>
 
 
</ol>
 
</ol>
  
{{NavBox HowTo Add Field Reports}}
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{{NavBox HowTo Reconcile and Approve}}
  
[[Category:CRI]]
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[[Category:NAA]]

Latest revision as of 08:10, 18 March 2019

To add a Data Entry Form from the Workbench:

  1. Select one or more Data Entry Forms and click the FieldTemplateIcon.png button.
    WB Add.png
    Workbench window
  2. The Data Entry Form Templates window displays.
  3. Select the appropriate template.
  4. Click on the OK button or double-click on the selected row.
  5. The template opens for Data Entry.