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Import a Data Entry Form from a xml File

54 bytes added, 21:04, 14 May 2013
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<p>To import a field report data entry form from an MaXML file to the Workbench:</p>
<ol>
<li>From the Workbench window, click the [[Image:ImportIcon.png | Import]] button.</li>
<li>Select the file name.</li>
<li>Click the '''Open''' button.</li>
:In the Field Report Data Entry Form Import window, the number of field reports data entry forms and the number of objects associated with the reports are displayed in the XML Summary section of the window. The contents of the file are displayed in the Raw XML View section([[:Image:fig182.png|Field Report Data Entry Form Import window]]).
</ol>
[[Image:fig182.png|center|500px|''Figure 182. Field Report Data Entry Form Import window'']]
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''Field Report Data Entry Form Import window''
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<li>Click the '''Import''' button.</li>
:The Field Report Data Entry Form Import Options window displays ([[:Image:FieldReportImportOptions2.png|Field Report Data Entry Form Import Options]]).
[[Image:FieldReportImportOptions2.png|center|''Field Report Data Entry Form Import Options window'']]
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''Field Report Data Entry Form Import Options window''
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<li>In the Field Report Data Entry Form Import Options window, select one of the options listed in Table 52.</li>:If you do not want to import the field reportsdata entry forms, click the '''Cancel''' button.
</ol>
|-
| width="125pt" | '''If you choose to…'''
| width="375pt" | '''The field reportsdata entry forms...'''
|-
| Approve all field reports data entry forms || <p>With no import errors and complete reconciliation are imported and marked as ''Approved''.</p>
<p>With import errors and/or incomplete reconciliation are imported, marked as ''Needs Approval'', and added to the Workbench.</p>
|-
| Use approval data in the Field Reports Data Entry Forms || <p>That have been previously approved and unapproved are imported and marked as ''Approved''.</p>
<p>That have not been approved are imported, marked as ''Needs Approval'', and are added to the Workbench.</p>
|-
<ol start="8">
<li>Click the '''OK''' button.</li>
:The Information window displays a message stating that the field report data entry form import is complete.
<li>Click the '''Close''' button.</li>
<li>If you chose the '''Approve all field reportsdata entry forms''' option or the '''Use approval data in the Field ReportsData Entry Forms''' option, the Approval Results window displays ([[:Image:ApprovalResults.png|Approval Results]]). </li>
</ol>
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<p>Field reports Data entry forms that were approved appear in the Approved Field Reports Data Entry Forms section of the Approval Results window. The Approval Date column lists the date and time the reports were approved.</p><p>Reports that were not approved appear in the Non-Approved Field Reports Data Entry Forms section. The Non-Approval column lists the reasons they were not approved. Possible reasons include ''Reconciliation Incomplete'', ''Import Error'', and ''Unknown Error''. </p>
<ol>
<ol type="a">
<li>Click the '''Done''' button.</li>
<li>If a field report data entry form was not approved, open the Workbench window and double-click the row associated with the unapproved field reportdata entry form.</li>:The Field Report Data Entry Form Editor window displays.<li>Resolve the error on the Reconciliation tab if applicable. See the ''Field reports Data Entry Forms – [[Reconciling Items]]'' section 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>
:The Information window displays confirming the field report data entry form was approved.
</ol>
</ol>
<ol start="11">
<li>If you chose the '''Import Only''' option, the Field Report Data Entry Form Import Results window displays ([[:Image:fig184.png|Field Report Data Entry Form Import Results]]). </li>
</ol>
[[Image:fig184.png|center|500px|''Figure 184. Field Report Data Entry Form Import Results Window'']]
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''Figure 184. Field Report Data Entry Form Import Results Window''
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