Difference between revisions of "Add a Local ID Generator"

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To add a local ID type:
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Local ID generators are used when generating a Local ID in a Data Entry Form. The Local ID of a Data Entry Template is built up five parts:
<ol>
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# ''Prefix'' from the Local ID generator
<li>From the '''Customisation''' menu, select ''Field Reports''.</li>
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# divider (usually hyphen) i.e. -
<li>From the '''Field Reports''' menu, select '''Local ID Type'''.</li>
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# ''System Name'' set in IMSMA Client Configuration Tool (optional)
::The Local ID Type window displays.
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# divider (usually hyphen) i.e. -
<li>Click the [[File:Add.png|20px|<span title=""></span>]] button.</li>
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# ''Next Number'' from the Local ID generator
::The Local ID Type window displays (Figure 166).
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which for an Activity may look like ''CR-MAG HQ-1'' or for a Victim ''Vic-MACC3-4581''.
  
[[File:ADD Local ID Type Window.png|440px|''Figure 166. ADD Local ID Type Window Filter'']]
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{| class="wikitable"
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|-
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| '''Prefix''' || A text string that represents the item category or subcategory. For example, a completion report could be represented by “CR.”
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|-
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| '''System Name''' || A value specified in the Client Configuration Tool of the {{IMSMANG}} [[Starting and Stopping IMSMANG | TrayLauncher]] where system administrators can set a separate system name for each computer where {{IMSMANG}} is installed. For example, the MAG Head quarter's computer could have “MAG HQ” as a system name while a regional installation could have “ MAG R1.
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|-
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| '''Next Number''' || A value that increases with 1 each time a new ID is generated. Information managers can specify the next number to be generated when the local ID generator button is clicked. For example, a new local ID starting with CR-MAG HQ-1 and proceeding to CR-MAG HQ-2 and so on will be generated each time the Completion Report local ID generator is clicked.
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|}
  
<li>Enter the name for the new local ID type in the '''Name''' field.</li>
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To add a local ID generator:
::The figure below provides an example naming convention for local IDs.
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<ol>
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<li>In the '''Customisation''' menu &rarr;  '''Data Entry Form Templates''' &rarr;  '''Local ID Generator'''.</li>
  
[[File:Example Local ID Naming Convention.png|440px|''Figure 167. Example Local ID Naming Convention '']]
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<li>Click the [[File:FieldTemplateIcon.png|20px | Add]] button.</li>
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The Local ID Generator window displays.
  
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[[File:AddLocalIDGeneratorWindow.png|240px|''Add a local ID generator'']]
  
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<li>Enter the name for the new local ID generator in the '''Prefix''' field.</li>
 
<li>In the '''Next Number''' field, enter the number you want to assign to the next object of that type that is added to IMSMA.  
 
<li>In the '''Next Number''' field, enter the number you want to assign to the next object of that type that is added to IMSMA.  
IMSMA will automatically assign the next sequential number to each subsequent object of the same type that is added to IMSMA. See Table 49 for an example of how local IDs are assigned.</li>  
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IMSMA will automatically assign the next sequential number to each subsequent object of the same type that is added to IMSMA. </li>  
 
 
[[File:Example Assignment of a Local ID.png|440px|''Table 49.Example Assignment of a Local ID'']]
 
  
 
<li> Click the '''Save''' button.
 
<li> Click the '''Save''' button.
::If you do not want to save the local ID type, click the '''Cancel''' button.</li>
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<li> Click the '''Done''' button to close the Local ID Generator window.</li>
<li> Click the '''Done''' button to close the Local ID Type window and return to the IMSMA Navigation window.</li>
 
 
</ol>
 
</ol>
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Now is the new Local ID number series ready to be used in Data Entry Form template designer, see [[Apply a Local ID Generator]].
  
 
{{NavBox HowTo ID Generator}}
 
{{NavBox HowTo ID Generator}}
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[[Category:NAA]]

Latest revision as of 22:27, 17 June 2017

Local ID generators are used when generating a Local ID in a Data Entry Form. The Local ID of a Data Entry Template is built up five parts:

  1. Prefix from the Local ID generator
  2. divider (usually hyphen) i.e. -
  3. System Name set in IMSMA Client Configuration Tool (optional)
  4. divider (usually hyphen) i.e. -
  5. Next Number from the Local ID generator

which for an Activity may look like CR-MAG HQ-1 or for a Victim Vic-MACC3-4581.

Prefix A text string that represents the item category or subcategory. For example, a completion report could be represented by “CR.”
System Name A value specified in the Client Configuration Tool of the IMSMANG TrayLauncher where system administrators can set a separate system name for each computer where IMSMANG is installed. For example, the MAG Head quarter's computer could have “MAG HQ” as a system name while a regional installation could have “ MAG R1.”
Next Number A value that increases with 1 each time a new ID is generated. Information managers can specify the next number to be generated when the local ID generator button is clicked. For example, a new local ID starting with CR-MAG HQ-1 and proceeding to CR-MAG HQ-2 and so on will be generated each time the Completion Report local ID generator is clicked.

To add a local ID generator:

  1. In the Customisation menu → Data Entry Form TemplatesLocal ID Generator.
  2. Click the Add button.
  3. The Local ID Generator window displays.

    Add a local ID generator

  4. Enter the name for the new local ID generator in the Prefix field.
  5. In the Next Number field, enter the number you want to assign to the next object of that type that is added to IMSMA. IMSMA will automatically assign the next sequential number to each subsequent object of the same type that is added to IMSMA.
  6. Click the Save button.
  7. Click the Done button to close the Local ID Generator window.

Now is the new Local ID number series ready to be used in Data Entry Form template designer, see Apply a Local ID Generator.