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Approve Data Entry Forms from the Workbench

305 bytes removed, 11:25, 18 March 2019
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<p>From the Workbench window{{Note | To Approve Data Entry Forms, you can approve a single field report or multiple field reports at one time. You your {{IMSMANG}} user account must have access belong to the Field Report a User Role that has ''Data Entry Form Approval '' permission to approve field reports.</p>Contact your {{IMSMANG}} Administrator if you have questions on permissions. }}
{| style="border-top:2px solid lightgray; border-bottom:2px solid lightgray; margin:10px;"|align="left" style="padding: 5px 10px 5px 10px"| IMSMA currently allows <p>From the Workbench window, you to approve can Approve a field report that contains no data. Be sure to enter single Data Entry Form or multiple Data Entry Forms at least one value into your field report before you approve ittime. |}
To approve field reports Approve Data Entry Forms from the Workbench:
<ol>
<li>From the '''Data Entry''' menu, select '''Field Reports'''.</li><li>From the '''Field Reports''' menu, select '''Workbench'''.</li>:The Workbench window displays.<li>Locate the row associated with the field report Data Entry Form you want to approve Approve and determine if the report is ready to be approvedApproved . See Table 29 the following table for additional information.</li></ol>{{note|The Import Issues column is not being updated in version 6.0.}}
{| class="wikitable" width="600900"
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| align="center" colspan="2" | '''Table 29. Determining if a Field Report Data Entry Form Can Be Approved'''
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| width="200pt150pt" | '''If you see this…'''| width="400pt750pt" | '''It means…'''
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| 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.]]|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}}
{{NavBox HowTo Workbench}}[[Category:NAA]]
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