Difference between revisions of "Reconcile as Existing Item"

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[[Category:Using IMSMA]]
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[[Category:Field Reports]]
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This section provides instructions for replacing item records and combining item records using the Reconcile without Map button. This method allows you to select items from a list but also locate items on the map if needed.
[[Category:Reconciling Items]]
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[[Category:How To]]
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To update an existing item record:
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<ol>
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<li>From the Reconciliation tab of the Field Report Editor window, select the row associated with the item record you would like to reconcile.</li>
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<li>Click the [[Image:ReconItemRecIcon.png]] button.</li>
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:The Field Report Reconciliation window displays.
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<li>Select the Reconcile as Existing Item option.</li>
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<li>Click the OK button.</li>
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:The Pick <''Item''> window displays. See the [[Pick Item Window]] for additional information.
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<li>Click the row for the item record that you would like to reconcile.</li>
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<li>Click the Assign button.</li>
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:The Replace/Combine Item window displays.
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[[Image:fig59.png|center|500px|''Figure 59. Replace/Combine Item Window'']]
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<div align="center">''Figure 59. Replace/Combine Item Window''
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</div>
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<li>If desired, click the [[Image:ShadesIcon.png]] button to view the item record on the map.</li>
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[[Image:fig60.png|center|500px|''Figure 60. Replace/Combine Item Window with the Map View Selected'']]
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<div align="center">''Figure 60. Replace/Combine Item Window with the Map View Selected''
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</div>
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<li>Do one of the following:</li>
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*Select the '''Replace Existing Item with Field Report Item''' option to completely replace all information on the existing item record with the information on the item record being reconciled.
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*Select the '''Combine Existing Item with Field Report Item''' option to replace only certain attributes of the existing item record with those of the item record being reconciled. See [[HowTo:Combine Item Records]] for additional information.
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<li>Click the '''OK''' button.</li>
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<li>Click the '''Save''' button on the Field Report Editor window.</li>
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:The Information window displays confirming the field report was saved.
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<li>Click the '''Close''' button on the Information window.</li>
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</ol>

Revision as of 15:46, 4 September 2012


This section provides instructions for replacing item records and combining item records using the Reconcile without Map button. This method allows you to select items from a list but also locate items on the map if needed.

To update an existing item record:

  1. From the Reconciliation tab of the Field Report Editor window, select the row associated with the item record you would like to reconcile.
  2. Click the ReconItemRecIcon.png button.
  3. The Field Report Reconciliation window displays.
  4. Select the Reconcile as Existing Item option.
  5. Click the OK button.
  6. The Pick <Item> window displays. See the Pick Item Window for additional information.
  7. Click the row for the item record that you would like to reconcile.
  8. Click the Assign button.
  9. The Replace/Combine Item window displays.
    Figure 59. Replace/Combine Item Window
    Figure 59. Replace/Combine Item Window
  10. If desired, click the ShadesIcon.png button to view the item record on the map.
  11. Figure 60. Replace/Combine Item Window with the Map View Selected
    Figure 60. Replace/Combine Item Window with the Map View Selected
  12. Do one of the following:
    • Select the Replace Existing Item with Field Report Item option to completely replace all information on the existing item record with the information on the item record being reconciled.
    • Select the Combine Existing Item with Field Report Item option to replace only certain attributes of the existing item record with those of the item record being reconciled. See HowTo:Combine Item Records for additional information.
  13. Click the OK button.
  14. Click the Save button on the Field Report Editor window.
  15. The Information window displays confirming the field report was saved.
  16. Click the Close button on the Information window.