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Reconcile as New

399 bytes added, 11:30, 18 March 2019
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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.}} {{Note | To create do Data Entry and/or Submit/Approve Data Entry Forms, your {{IMSMANG}} user account must belong to a new item record: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.</li> <li>From the Assign <Item> to Location window, select one of the following [[Image:Recon options.png|500px|center]]</lidiv align="center">*''Reported LocationReconciliation Options'' – allows you to assign the selected item record to any location that you created for this Data Entry Form. This includes locations on the Data Entry Form form and locations created via the New Locations Manager window. *''Other Location'' – allows you to assign the selected item record to an existing location.<li/div>Do one of the following.</li>*If you selected the Reported <li>The ''Pick Location option, select the location from the Reported Location list'' window displays. *If you selected the Other Location option: <li>Click the [[Image:YellowManIconfig55.png|center|500px|''Pick LocationWindow'']] button.</lidiv align="center">:The ''Pick Location window displays.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 Assign Data Entry Form Editor window under Action/Object under the Reconciliation tab.[[Image:Recon tab Assigned Location.png|600px|center]]<Itemdiv align="center"> to Location window.'' Reconciliation Tab''</div></li>From the Assign <Itemli> to Location windowIf appropriate, click the '''OK[[Link to Existing Item | Link]]''' buttonto other items.</li><li>Click Verify that the Date of Information is correct. It should reflect the '''Saveage''' button on of the information (not the Data Entry Form Editor windowdate of data entry).</li>:<pli>The Information window displays confirming Save, Submit or Approve the Data Entry Form was saved.</p><li>Click the '''Close''' button.</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}}
 
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