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Reconcile as New

815 bytes added, 11:30, 18 March 2019
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To create a new item record:{{HowToNote | This page '''ONLY'''s|[[Use applies when the Pick Location Window|Use Data Entry Form has been created via the Pick Location Window]]|[[Filter Locations from ''Data Entry'' menu or the Pick Location Window|Filter Locations from ''Add Data Entry Forms'' button in the Pick Location Window]]Main Navigation toolbar.}} {{Note |[[View To do Data Entry and/or Submit/Approve Data Entry Forms, your {{IMSMANG}} user account must belong to a Location from the Pick Location Window|View a Location from the Pick Location Window]]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 reconcileassign to a Location.[[Image:Recon tab.png|600px|center]]<div align="center">'' Reconciliation Tab''</div></li>
<li>Click the [[Image:ReconItemRecIcon.png]].</li>
<li>When the Data Entry Form Reconciliation window displays, select the Reconcile as New option. Click the '''OK''' button.[[Image:Recon options.png|500px|center]]<div align="center">'' Reconciliation Options''</div></li> :<li>The ''Pick Location '' window displays.[[Image:fig55.png|center|500px|''Pick Location Window'']]<div align="center">''Pick Location Window''</div></li><li>Filter the item list to display the desired location. Click '''[[Filter Lists | here]]''' for help on how to filter lists. <li>Select the row for the location that you would like to assign to the item recordto.</li>
<li>Click the '''Assign''' button.</li>
:<li>The location name displays in the Data Entry Form Editor window under Action/Object under the Reconciliation tab.[[Image:Recon tab Assigned Location.png|600px|center]]<lidiv align="center">Click the ''Reconciliation Tab'Save''' button on the Data Entry Form Editor window.</div></li>:<pli>The Information window displays confirming the Data Entry Form was savedIf appropriate, '''[[Link to Existing Item | Link]]''' to other items.</pli><li>Click Verify that the Date of Information is correct. It should reflect the '''Closeage''' buttonof the information (not the date of data entry).</li><li>Save, Submit or Approve the Data Entry Form.</li></ol> {{note| When reconciling an Education item, a new item will always be created. An Education item cannot be combined with existing Education items.}}
{{note| When reconciling an Education Details item recordFor more information on how to do data entry, a new record will always be createdsee [[Use the Data Entry Form Editor Window]]. An Education Details item record cannot be combined with existing Education Details item records.}}
{{NavBox HowTo Reconcile and Approve}}
[[Category:COONAA]]
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