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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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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To create a new item record:
 
To create a new item record:
 
<ol>
 
<ol>
 
<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>
 
<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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*If you want to go directly to selecting the location to assign the item record to, continue to step 2.
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<li>Click the [[Image:ReconItemRecIcon.png]].</li>
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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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<li>When the Field Report Reconciliation window displays, select the Reconcile as New option. Click the '''OK''' button.</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>From the Assign <Item> to Location window, select one of the following options.</li>
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<li>Click the [[Image:AssignLocIcon.png]] button.</li>
 
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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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:<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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<li>From the Assign ''<Item>'' to Location window, select one of the following options:</li>
 
 
*''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.  
 
*''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.  
 
*''Other Location'' – allows you to assign the selected item record to an existing location.
 
*''Other Location'' – allows you to assign the selected item record to an existing location.
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<li>Do one of the following:</li>
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<li>Do one of the following.</li>
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*If you selected the ''Reported Location'' option, select the location from the Reported Location list.  
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*If you selected the Reported Location option, select the location from the Reported Location list.  
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*If you selected the ''Other Location'' option:  
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*If you selected the Other Location option:  
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<ol type="a">
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<li>Click the [[Image:YellowManIcon.png|Location]] button.</li>
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<li>Click the [[Image:YellowManIcon.png]] button.</li>
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:The Pick Location window displays. For more information on the Pick Location window, see Pick Location Window.
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<p>The ''Pick Location window'' displays. For more information on the Pick Location window, see [[Pick Location Window]].</p>
 
 
<li>Click the row for the location that you would like to assign to the item record.</li>
 
<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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:The location name displays in the Assign <Item> to Location window.
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</ol>
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<li>From the Assign <Item> to Location window, click the '''OK''' button.</li>
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<li>From the Assign <''Item''> to Location window, click the '''OK''' button.</li>
 
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*If you are working from the IMSMA Navigation window, click the [[Image:ReturnReconIcon.png]] button.
 
 
<li>Click the '''Save''' button on the Field Report Editor window.</li>
 
<li>Click the '''Save''' button on the Field Report Editor window.</li>
 
:<p>The Information window displays confirming the field report was saved.</p>
 
:<p>The Information window displays confirming the field report was saved.</p>

Revision as of 21:55, 10 April 2013

To create a new 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.
  3. When the Field Report Reconciliation window displays, select the Reconcile as New option. Click the OK button.
  4. From the Assign <Item> to Location window, select one of the following options.
    • 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.
    • Other Location – allows you to assign the selected item record to an existing location.
  5. Do one of the following.
    • If you selected the Reported Location option, select the location from the Reported Location list.
    • If you selected the Other Location option:
  6. Click the Location button.
    7. The Pick Location window displays. For more information on the Pick Location window, see Pick Location Window.
  7. Click the row for the location that you would like to assign to the item record.
  8. Click the Assign button.
    9. The location name displays in the Assign <Item> to Location window.
  9. From the Assign <Item> to Location window, click the OK button.
  10. Click the Save button on the Field Report Editor window.

    11. The Information window displays confirming the field report was saved.

  11. Click the Close button.
Represents a tip or note for using IMSMA Mobile. 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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