Difference between revisions of "Reconcile as Existing Item"

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{{HowTo's
<th style="padding: 0.2em 0.4em 0.2em; font-size: 145%; line-height: 1.2em; font-weight: bold; background-color: #9aa8b5; font-size: 125%" class="">Related Topics</th>
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|[[HowTo:Reconcile by Replacing an Existing Item Record|Reconcile by Replacing an Existing Item Record]]
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|[[HowTo:Reconcile by Combining an Existing Item Record|Reconcile by Combining an Existing Item Record]]
<td style="padding-top: 0.2em; font-weight: bold; background-color: #cee0f2" class="">Using IMSMA</td>
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[[Current View Windows|Current View]]<br />
 
[[Field Reports]]<br />
 
[[Geospatial Data]]<br />
 
[[Search]]<br />
 
[[Reports]]<br />
 
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<td style="padding-top: 0.2em; font-weight: bold; background-color: #cee0f2" class="">Field Reports</td>
 
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<td style="padding-bottom: 0.2em; text-align: left">
 
[[Adding and Entering Data|Adding/Entering Data]]<br />
 
[[Assigning Locations]]<br />
 
[[Reconciling Items]]<br />
 
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<td style="padding-top: 0.2em; font-weight: bold; background-color: #cee0f2" class="">Reconciling Items</td>
 
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<td style="padding-bottom: 0.2em; text-align: left">
 
[[HowTo:Reconcile by Creating a New Item Thread|Create New Item Thread]]<br />
 
[[HowTo:Reconcile by Updating an Existing Item Record|Update Existing Item Record]]<br />
 
[[HowTo:Reconcile by Linking to an Existing Item Record|Link to Existing Item Record]]<br />
 
[[Pick Item Window]]<br />
 
[[Combining Item Record]]<br />
 
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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.
 
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.

Revision as of 10:56, 8 August 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.