Changes

Jump to: navigation, search

Approve Data Entry Forms from the Workbench

2,200 bytes removed, 11:25, 18 March 2019
no edit summary
<table cellspacing="5" cellpadding="0" style="float: right; clear: right; color: black; background: #f9f9f9; border: 1px solid #aaa; width: 22em; margin: 0 0 1.0em 1.0em; padding: 0.2em; border-spacing: 0.4em 0; text-align: center; line-height: 1.4em; font-size: 88%; background-color: #f5faff; font-size: 90%; width: auto; line-height: 1.6em; width:150px;" class="vertical-navbox nowraplinks"><th style="padding: 0.2em 0.4em 0.2em; font-size: 145%; line-height: 1.2em; font-weight: bold; background-color: #9aa8b5; font-size: 125%" class="">Related Topics</th><tr><td style="padding-top: 0.2em; font-weight: bold; background-color: #cee0f2" class="">Using IMSMA</td></tr><tr><td style="padding-bottom: 0.2em; text-align: left">[[Current View Windows{{Note |Current View]]<br />[[Field Reports]]<br />[[Geospatial To Approve Data]]<br />[[Search]]<br />[[Reports]]<br /></td></tr><tr><td style="padding-top: 0.2em; font-weight: bold; background-color: #cee0f2" class="">Field Reports</td></tr><tr><td style="padding-bottom: 0.2em; text-align: left">[[Adding and Entering Entry Forms, your {{IMSMANG}} user account must belong to a User Role that has ''Data|Adding/Entering Data]]<br />[[Assigning Locations]]<br />[[Reconciling Items]]<br /></td></tr><tr><td style="padding-top: 0Entry Form Approval'' permission.2em; font-weight: bold; background-color: #cee0f2" class="">Reconciling Items</td></tr><tr><td style="padding-bottom: 0Contact your {{IMSMANG}} Administrator if you have questions on permissions.2em; text-align: left">[[HowTo:Add a Field Report from the Workbench|Add Report from Workbench]]<br />[[HowTo:View or Change a Field Report from the Workbench|View/Change Report from Workbench]]<br />[[HowTo:Remove a Field Report from the Workbench|Remove Field Report from Workbench]]<br />[[HowTo:Display Workbench Items on the Map|Display Items on Map]]<br />[[HowTo:Approve Field Reports from the Workbench|Approve Reports from Workbench]]<br /></td></tr></table>}}
<p>From the Workbench window, you can approve Approve a single field report Data Entry Form or multiple field reports Data Entry Forms at one time. You must have access to the Field Report Approval permission to approve field reports.</p>
{| style="border-topTo Approve Data Entry Forms from the Workbench:2px solid lightgray; border-bottom:2px solid lightgray; margin:10px;"|align="left" style="padding: 5px 10px 5px 10px"| IMSMA currently allows <ol><li>Locate the row associated with the Data Entry Form you want to approve a field Approve and determine if the report that contains no datais ready to be Approved . Be sure to enter at least one value into your field report before you approve itSee the following table for additional information. |}</li>
To approve field reports from the Workbench: <ol><li>From the '''Data Entry''' menu, select '''Field Reports'''.</li><li>From the '''Field Reports''' menu, select '''View Workbench'''.</li>:{{note|The Workbench window displays.<li>Locate the row associated with the field report you want to approve and determine if the report Import Issues column is ready to be approvednot being updated in version 6. See Table 29 for additional information0.</li></ol>}}
{| class="wikitable" width="600900"
|-
| align="center" colspan="2" | '''Table 29. Determining if a Field Report Data Entry Form Can Be Approved'''
|-
| width="200pt150pt" | '''If you see this…'''| width="400pt750pt" | '''It means…'''
|-
| align="center" | [[Image:t29i01.png]] || '''The field report Data Entry Form can be approvedApproved.'''#Continue to next step 4 in this section to approve Approve the field reportData Entry Form.
|-
| align="center" | [[Image:t29i02.png]] || '''The field report Data Entry Form cannot be approvedApproved.'''#Resolve the The reconciliation information is incomplete reconciliation on the Reconciliation tab of the Field Report Data Entry Form Editor window. See the ''Field Reports Data Entry Forms – [[Reconciling ItemsReconcile]]'' for instructionswhich Actions there are to chose from.#Continue to next step 4 in this section to approve Approve the field reportData Entry Form.
|-
| align="center" | [[Image:t29i03.png]] || '''The field report Data Entry Form cannot be approvedApproved.'''#Resolve the import issue on the Import Issues tab of the Field Report Data Entry Form Editor window.
#Check the ''All Import Issues'' have been resolved checkbox on the Import Issues tab and click the Save button.
#Continue to next step 4 in this section to approve Approve the field reportData Entry Form.
|-
| align="center" | [[Image:t29i04.png]] || '''The field report Data Entry Form cannot be approvedSpproved.'''#Resolve the The reconciliation information is incomplete reconciliation on the Reconciliation tab of the Field Report Data Entry Form Editor window. See the ''Field Reports Data Entry Forms – [[Reconciling ItemsReconcile]]'' for instructionswhich Actions there are to chose from.#Resolve the import issue on the Import Issues tab of the Field Report Data Entry Form Editor window.
#Check the ''All Import Issues'' have been resolved checkbox on the Import Issues tab and click the Save button.
#Continue to next step 4 in this section to approve Approve the field reportData Entry Form.
|}
<ol start="4"><li>Click the row (s) associated with the field report Data Entry Form(s) you want to approve.</li></ol>{{note|To select multiple Data Entry Forms that are listed one after another, hold down the ['''Shift'''] key and click the range of rows for the Data Entry Forms that you would like to select.To select multiple Data Entry Forms that are not listed after another, hold down the ['''Ctrl'''] key and click the rows for the Data Entry Forms that you would like to select.
{| style="border:2px solid lightgray; float:center; margin:10px;"|align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA Mobile.]]|align="left" style="padding: 5px 10px 5px 10px"| <p>To select multiple item records that are listed one after another, hold down the ['''Shift'''] key and click the range of rows for the records that you would like to select.</p><p>To select multiple item records that are not listed after another, hold down the ['''Ctrl'''] key and click the rows for the records that you would like to select.</p><p>To deselect an item record’s rowa Data Entry Form, hold down the ['''Ctrl'''] key and click the row that you would like to deselect.</p>|}}
<ol start="5">
<li>Click the '''Approve''' button.</li>
:<li>The Approval Results window displays.</olli>
[[Image:fig63.png|center|500px|''Figure 63. Approval Results Window'']]
<div align="center">
''Figure 63. Approval Results Window''
</div>
<p>Reports Data Entry Forms that were not approved Approved appear in the Non-Approved Field Reports Data Entry Forms section of the Approval Results window. The Non-Approval column lists the reasons they were not approved. Possible reasons include ''Reconciliation Incomplete'', ''Required fields Incomplete'', ''Import Error'', and ''Unknown Error''.</p><p>Field reports {{note| In order to Approve a Data Entry Form, you should fill in the required fields.}} Data Entry Forms that were approved appear in the Approved Field Reports Data Entry Forms section of window. The Approval Date column lists the date and time the reports Data Entry Forms were approvedApproved.</p>
<ol start="6">
<li>Click the '''Done''' button.</li>
<li>If a field report Data Entry Form was not approved,</li>
<ol type="a">
<li>Double-click the row associated with the unapproved field report non-approved Data Entry Form in the Workbench window.</li>:The Field Report Data Entry Form Editor window displays.<li>Resolve the error on the Reconciliation tab if applicable. See ''Field Reports Data Entry Forms – [[Reconciling ItemsReconcile]]'' for additional information.</li>
<li>Resolve the error on the Import Issues tab if applicable. When complete, check the '''All Import Issues have been resolved''' checkbox.</li>
<li>Click the '''Approve''' button.</li>
:<li>The Information window displays confirming the field report Data Entry Form was approved.</li></ol></ol>{{NavBox HowTo Reconcile and Approve}}
[[Category:Using IMSMA]][[Category:Field Reports]][[Category:Reconciling Items]][[Category:How ToNAA]]
6,632
edits

Navigation menu