Difference between revisions of "Link to Existing Item"

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{{Note | To reconcile Data Entry Forms, your {{IMSMANG}} user account must belong to a User Role that has permissions to do so. There are several different permissions e.g. ''Data Entry Form'' and ''Link''. Contact your {{IMSMANG}} Administrator if you have questions on permissions. }}
 
This section provides instructions for linking item records of different types.
 
This section provides instructions for linking item records of different types.
 
To link an item record to another item record without using the map:
 
To link an item record to another item record without using the map:
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{{Note | If you would like to remove the link '''before''' you have approved, select the row and click the [[Image:uAIBtn01.png | Unlink]] button.}}
 
{{Note | If you would like to remove the link '''before''' you have approved, select the row and click the [[Image:uAIBtn01.png | Unlink]] button.}}
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{{Note | Item are '''not''' normally ''Linked'' to Locations. Items are assigned to Locations.}}
 
{{NavBox HowTo Reconcile and Approve}}
 
{{NavBox HowTo Reconcile and Approve}}
  
 
[[Category:COO]]
 
[[Category:COO]]

Revision as of 00:13, 2 March 2015

Note.jpg To reconcile Data Entry Forms, your IMSMANG user account must belong to a User Role that has permissions to do so. There are several different permissions e.g. Data Entry Form and Link. Contact your IMSMANG Administrator if you have questions on permissions.

This section provides instructions for linking item records of different types. To link an item record to another item record without using the map:

  1. From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item record you would like to reconcile.
  2. Click the ReconItemRecIcon.png button.
  3. Select the Link to Existing Item option.
  4. Click the OK button.
  5. The Pick Object Type window displays.
  6. Select the type of the existing item record from the Type of Object to Link to drop-down menu.
  7. Click the OK button.
  8. The Pick Item window displays.
  9. Click the row for the item record that you would like to reconcile.
  10. Click the Assign button.
  11. The Link Items window displays.
  12. If desired, click the ShadesIcon.png button to view the item record on the map.
  13. Select the Link Existing Item with Data Entry Form Item option to associate item records.
  1. Click the OK button.
Note.jpg If you would like to remove the link before you have approved, select the row and click the Unlink button.
Note.jpg Item are not normally Linked to Locations. Items are assigned to Locations.