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Reassign Item to another Location

391 bytes added, 11:27, 18 March 2019
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{{Note | To do Data Entry and/or Submit/Approve 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. }}
 
<ol>
<li>Open the Location window of the item that requires location reassignmentby clicking on the [[Image:YellowManIcon.png]] in the Summary window toolbar.</li><li>Select the item in the Location window, and then click the [[Image:YellowManIcon.png| Location Reassignment]]button.[[Image:Location reassign.png|600px|center]]<div align="center">'' Location Summary window''</div></li>:<li>The Pick Location window displays.</li><li>Filter the item list to display the desired location. Click '''[[Filter Lists | here]]''' for help on how to filter lists. </olli><li>Select a Location from the list, and then click '''Assign'''.
{[[Image:Location reassign2.png|600px| stylecenter]]<div align="border:2px solid lightgray; float:center; margin:10px;">'' Pick Location window''</div></li><li>The template selection window displays. {{New_6.0 | The list of possible templates are filtered to only included templates for the current item type.}}[[Image:Wizard template selection.png|500px|center]]<div align="leftcenter" style="padding>'' Select Template window''</div></li><li>Select the Data Entry Form template that you would like to use</li><li>Click '''OK'''.</li><li>The Data Entry Form Editor displays a new Data Entry Form. The following information are automatically populated: 5px 10px 5px 10px"|* Form ID* Item ID* Date of information* Reconciliation tab.[[Image:bulb2Recon tab Reassign.png|25px600px|Represents a tip or note for using IMSMA Mobile.center]]|<div align="left" style="padding: 5px 10px 5px 10pxcenter">'' Reconciliation Tab Reassign Action''</div>{{Warning | Click The Reassigning Data Entry Form's Date of information must be a later date than the Data Entry Form that assigned the Location since the calculation of the Summary item is based on Date of Information. When the date is earlier or the same, the Summary item will '''Show Allnot''' or use the filter to find a locationbe updated.|}}</li>
<ol start="3"><li>Select a location from the listSave, and then click Assign.</li><li>The Template For ''<Item>'' : ''<Item>'' window displays.</li><li>Select the field report template used for the item you opened in step 1.</li><li>Click '''OK'''.</li>:The Field Report Editor displays a new field report. The date of report field, the item ID field, and the Reconciliation tab are automatically populated with the location reassignment information.<li>Verify that Submit or Approve the location reassignment information displays on the '''Reconciliation''' and '''Comments''' tabsData Entry Form.</li><li>Approve, submit, or save the field report.</li>:The location items is reassigned to another Location when the field report Data Entry Form is approved.</li></ol>
{| style="border:2px solid lightgray; float:center; margin:10px;"|align="left" style="padding: 5px 10px 5px 10px"|[[Image:StopSign2.png|25px|Represents a tip or note for using IMSMA Mobile.]]|align="left" style="padding: 5px 10px 5px 10px"| Data entered in the field report can overwrite existing item data.|-|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"| You can restore the previous location by unapproving the location reassignment field report.|{NavBox HowTo Reconcile and Approve}}
[[Category:IMSMANG]][[Category:How ToNAA]]
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