Difference between revisions of "Reconcile as New"

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(Created page with " This section provides instructions for creating a new item record three different ways, by using the Reconcile as New button to select items from a list in the fewest number ...")
 
 
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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'' button in the Main Navigation toolbar.}}
  
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This section provides instructions for creating a new item record three different ways, by using the Reconcile as New button to select items from a list in the fewest number of steps, the Reconcile without Map button to select items from a list, and the Reconcile on the Map button to locate items on the map.
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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. }}
  
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To create a new item record:
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<ol><li>From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item you would like to assign to a Location.
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<ol>
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[[Image:Recon tab.png|600px|center]]
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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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<div align="center">
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*If you want to go directly to selecting the location to assign the item record to, continue to step 2.
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'' Reconciliation Tab''
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*If you want to reconcile the item record without using the map, click the [[Image:ReconItemRecIcon.png]] button and, when the Field Report Reconciliation window displays, select the '''Reconcile as New''' option. Click the '''OK''' button, and then continue to step 3.
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</div></li>
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*If you want to reconcile the item record using the map, click the [[Image:ShadesIcon.png]] button and, when the IMSMA Navigation window displays, select the row associated with the item record you would like to reconcile. Continue to step 2.
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<li>Click the [[Image:ReconItemRecIcon.png]].</li>
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<li>Click the [[Image:AssignLocIcon.png]] button.</li>
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<li>When the Data Entry Form Reconciliation window displays, select the Reconcile as New option. Click the '''OK''' button.
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:<p>If the selected item record is a location, “New” displays in the Association/Reconciled column. The item record will be created as a new location when the field report is approved. You will not need to complete the remaining steps.</p>
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[[Image:Recon options.png|500px|center]]
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:<p>If the selected item record is an item other than a location, the Assign <Item> to Location window displays. You will need to complete the following steps.</p>
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<div align="center">
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<li>From the Assign ''<Item>'' to Location window, select one of the following options:</li>
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'' Reconciliation Options''
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*''Reported Location'' – allows you to assign the selected item record to any location that you created for this field report. This includes locations on the field report form and locations created via the New Locations Manager window.
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</div></li>  
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*''Other Location'' – allows you to assign the selected item record to an existing location.
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<li>The ''Pick Location'' window displays.
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<li>Do one of the following:</li>
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[[Image:fig55.png|center|500px|''Pick Location Window'']]
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*If you selected the ''Reported Location'' option, select the location from the Reported Location list.  
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<div align="center">
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*If you selected the ''Other Location'' option:
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''Pick Location Window''
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<ol type="a">
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</div></li>
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<li>Click the [[Image:YellowManIcon.png]] button.</li>
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<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 to.</li>
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<p>The ''Pick Location window'' displays. For more information on the Pick Location window, see [[Pick Location Window]].</p>
 
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<li>Click the row for the location that you would like to assign to the item record.</li>
 
 
<li>Click the '''Assign''' button.</li>
 
<li>Click the '''Assign''' button.</li>
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<p>The location name displays in the Assign <Item> to Location window.</p>
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<li>The location name displays in the Data Entry Form Editor window under Action/Object under the Reconciliation tab.
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</ol>
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[[Image:Recon tab Assigned Location.png|600px|center]]
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<li>From the Assign <''Item''> to Location window, click the '''OK''' button.</li>
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<div align="center">
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*If you are working from the IMSMA Navigation window, click the [[Image:ReturnReconIcon.png]] button.
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'' Reconciliation Tab''
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<li>Click the '''Save''' button on the Field Report Editor window.</li>
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</div></li>
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:<p>The Information window displays confirming the field report was saved.</p>
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<li>If appropriate, '''[[Link to Existing Item | Link]]''' to other items.</li>
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<li>Click the '''Close''' button.</li>
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<li>Verify that the Date of Information is correct. It should reflect the '''age''' of the information (not the date of data entry).</li>
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</ol>
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<li>Save, Submit or Approve the Data Entry Form.</li></ol>
  
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{| style="border:2px solid lightgray; float:center; margin:10px;"
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{{note| When reconciling an Education item, a new item will always be created. An Education item cannot be combined with existing Education items.}}
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|align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA Mobile.]]
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|align="left" style="padding: 5px 10px 5px 10px"| When reconciling an MRE Details item record, a new record will always be created. An MRE Details item record cannot be combined with existing MRE Details item records.  
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For more information on how to do data entry, see [[Use the Data Entry Form Editor Window]].  
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|}
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{{NavBox HowTo Reconcile and Approve}}
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[[Category:NAA]]

Latest revision as of 11:30, 18 March 2019

Note.jpg This page ONLY applies when the Data Entry Form has been created via the Data Entry menu or the Add Data Entry Forms button in the Main Navigation toolbar.
Note.jpg 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.
  1. From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item you would like to assign to a Location.
    Recon tab.png

    Reconciliation Tab

  2. Click the ReconItemRecIcon.png.
  3. When the Data Entry Form Reconciliation window displays, select the Reconcile as New option. Click the OK button.
    Recon options.png

    Reconciliation Options

  4. The Pick Location window displays.
    Pick Location Window

    Pick Location Window

  5. Filter the item list to display the desired location. Click here for help on how to filter lists.
  6. Select the row for the location that you would like to assign to the item to.
  7. Click the Assign button.
  8. The location name displays in the Data Entry Form Editor window under Action/Object under the Reconciliation tab.
    Recon tab Assigned Location.png

    Reconciliation Tab

  9. If appropriate, Link to other items.
  10. Verify that the Date of Information is correct. It should reflect the age of the information (not the date of data entry).
  11. Save, Submit or Approve the Data Entry Form.
Note.jpg When reconciling an Education item, a new item will always be created. An Education item cannot be combined with existing Education items.

For more information on how to do data entry, see Use the Data Entry Form Editor Window.

Reconciling and Approving Data in IMSMANG
Reconcile as New · Reconcile as Existing Item
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