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Reconcile as Existing Item

505 bytes added, 11:30, 18 March 2019
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{{Note | This page '''ONLY''' applies when the Data Entry Form has been created via the ''Data Entry '' menu or the ''Add Data Entry Forms '' buttonin the Main Navigation toolbar.}}{{Outdated| Information about Ordnance needs update + better explaination of the difference between Replace and Combine}} This section provides instructions for replacing item records and combining item records using the Reconcile button. This method allows you to select items from a list but also locate items on the map if needed.
{{Note | To update an existing item record: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>From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item record you would like to reconcile.[[Image:Recon tab.png|600px|center]]<div align="center">'' Reconciliation Tab''</div></li> <li>Click the [[Image:ReconItemRecIcon.png]] button.</li>:The Data Entry Form Reconciliation window displays.[[Image:Recon options2.png|500px|center]]<div align="center">'' Reconciliation Options''</div></li>
<li>Select the '''Reconcile as Existing Item''' option.</li>
<li>Click the '''OK''' button.</li>
:<li>The Pick Item window displays. The table is not populated with any rows until you have applied a [[Filter Lists| filter]].[[Use the Image:fig61.png|center|500px|''Pick Linking Item Window|'']]<div align="center">''Pick Item Window]] displays. ''</div></li><li>Click Select the row for the existing item record that you would like to reconcilereplace or combine the information in the current Data Entry Form with.You may view the Summary window of an item clicking on the [[Image:FieldViewIcon.png]] button. {{Warning| [[Image:Recon tab Wrong ID.png|600px|center]]It is very important that you select the correct existing item. E.g. if you have received new information about the existing Victim ''Vic-125'' (Jane Doe) or would like to correct some information about the existing Victim ''Vic-125'', you '''must''' select the Victim item ''Vic-125'' in the list. If you select another Victim item e.g. ''Vic-126'' (James Smith), the information in the current Data Entry Form will replace or combine existing information about '''Vic-126'''.}}</li>
<li>Click the Assign button.</li>
:<li>The Replace/Combine Item window displays.
[[Image:fig59.png|center|500px|''Replace/Combine Item Window'']]
<div align="center">''Replace/Combine Item Window''
</div></li><li>If desiredit is appropriate to verify that it is the correct existing item that you are replacing or combining information to by using map preview, click the [[Image:ShadesIcon.png]] button to view the item record on activate the mapMap preview.</li>
[[Image:fig60.png|center|500px|''Replace/Combine Item Window with the Map View Selected'']]
</div>
<li>Do one {{New_6.0 | More functions have been added to the Preview window. It amongst other things possible to add labels. It is also possible to change the order of the following:themes.}}</li>*Select the '''Replace Existing Item with <li>Decide if you would like to [[Reconcile started from Data Entry Form Item''' option to completely Menu#Replace | replace all information on the existing item record with the information on the item record being reconciled.*Select the '''Combine Existing Item with ]] or [[Reconcile started from Data Entry Form Item''' option to replace only certain attributes of the existing item record with those of the item record being reconciledMenu#Combine | combine]].</li>
<li>Click the '''OK''' button.</li>
<li>Click The Reconciliation Tab in the Data Entry Form is updated.[[Image:Recon tab Replace.png|600px|center]]<div align="center">''Reconciliation Tab Replace Action''</div>[[Image:Recon tab Combine.png|600px|center]]<div align="center">'Save'Reconciliation Tab Combine Action'' button on the Data Entry Form Editor window.</div></li>:The Information window displays confirming the Data Entry Form was saved.<li>Click the If appropriate, '''Close[[Link to Existing Item | Link]]''' button on to other items.</li><li>Save, Submit or Approve the Information windowData Entry Form.</li>
</ol>
{{noteWarning |The ''Combine Existing Item with updating Data Entry Form Item'' option from s Date of information must be a later date than the Replace/Combine Item window and Data Entry Form(s) that created the Define Association window merge data since the item attribute data from calculation of the two selected Summary item records togetheris based on Date of Information. For some item attributes, When the date is earlier or the values are appended together. For other item attributes such as Hours Spentsame, the values are added. The table below lists the item attributes that are combined for each item type. All other item attributes are overwritten by the item record being reconciledSummary items will '''not''' be updated.}}
{| class="wikitable" width="500"|-| align="center" colspan="2" | '''Reconciliation of Combined Item Attributes'''|-| width="100pt" | '''Item'''| width="400pt" | '''Item attributes combined'''|-| Accident || *Ordnance (counts of similar ordnance are added together)*Geospatial|-| Land || *Area size (area size from the two item records are added together) *Ordnance (counts of similar ordnance are added together)*Geospatial For more information on how to do data|-| Activity || *Hours spent (hours spent values from entry, see [[Use the two item records are added together) *Ordnance (counts of similar ordnance are added together)*Geospatial data |-| Location || *Geospatial data |}Data Entry Form Editor Window]].
{{NavBox HowTo Reconcile and Approve}}
 [[Category:COONAA]]
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