Changes

Jump to: navigation, search

Reconcile as New

1,143 bytes removed, 11:30, 18 March 2019
no edit summary
{{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.}}
This section provides instructions for creating a new item record three different ways{{Note | To do Data Entry and/or Submit/Approve Data Entry Forms, by using the Reconcile as New button your {{IMSMANG}} user account must belong to select items from a list in the fewest number of steps, the Reconcile without Map button User Role that has permissions to select items from a list, do so. There are several different permissions e.g. ''Data Entry Form'' and the Reconcile on the Map button to locate items ''Link''. Contact your {{IMSMANG}} Administrator if you have questions on the mappermissions.}}
To create a new item record:<ol><li>From the Reconciliation tab of the Field Report 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>*If you want to go directly to selecting the location to assign the item record to, continue to step 2.*If you want to reconcile the item record without using the map, click <li>Click the [[Image:ReconItemRecIcon.png]] button and, when .</li><li>When the Field Report Data Entry Form Reconciliation window displays, select the '''Reconcile as New''' option. Click the '''OK''' button, and then continue to step 3.*If you want to reconcile the item record using the map, click the [[Image:ShadesIconRecon options.png|500px|center]] 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.<li>Click the [[Image:AssignLocIcon.png]] button.</lidiv align="center">:<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.'' Reconciliation Options''</pdiv>:<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.</pli><li>From the Assign The ''<Item>Pick Location'' to Location window, select one of the following optionsdisplays.[[Image:</li>*fig55.png|center|500px|''Reported Pick LocationWindow'' – 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. ]]<div align="center">*''Other Pick LocationWindow'' – allows you to assign the selected item record to an existing location.<li/div>Do one of the following:</li>*If you selected <li>Filter the ''Reported Location'' option, select item list to display the desired location from the Reported Location list. *If you selected the Click ''Other Location'' option: <ol type="a"><li>Click the [[Image:YellowManIcon.pngFilter Lists | here]] button.</li><p>The ''Pick Location window'' displays. For more information for help on the Pick Location window, see [[Pick Location Window]]how to filter lists.</p><li>Click Select the row for the location that you would like to assign to the item recordto.</li>
<li>Click the '''Assign''' button.</li>
<pli>The location name displays in the Assign <Item> to Data Entry Form Editor window under Action/Object under the Reconciliation tab.[[Image:Recon tab Assigned Location window.png|600px|center]]</pdiv align="center">'' Reconciliation Tab''</oldiv></li>From the Assign <''Item''li> to Location windowIf appropriate, click the '''OK[[Link to Existing Item | Link]]''' buttonto other items.</li>*If you are working from the IMSMA Navigation window, click the [[Image:ReturnReconIcon.png]] button.<li>Click Verify that the Date of Information is correct. It should reflect the '''Saveage''' button on of the Field Report Editor windowinformation (not the date of data entry).</li>:<p>The Information window displays confirming the field report was saved.</p><li>Click Save, Submit or Approve the '''Close''' buttonData Entry Form.</li></ol>
{| style="border:2px solid lightgray; float:center; margin:10px;"|align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or {note for using IMSMA Mobile.]]|align="left" style="padding: 5px 10px 5px 10px"| When reconciling an MRE Details Education item record, a new record item will always be created. An MRE Details Education item record cannot be combined with existing MRE Details item recordsEducation items.}} For more information on how to do data entry, see [[Use the Data Entry Form Editor Window]]. |{{NavBox HowTo Reconcile and Approve}[[Category:NAA]]
6,632
edits

Navigation menu