Difference between revisions of "Summary Window"

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{{HowTo's
 
{{HowTo's
|[[HowTo:Export a Data Entry Form from the Summary View|Export a Data Entry Form]]
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|[[Export a Data Entry Form from the Summary View|Export a Data Entry Form]]
|[[HowTo:Add a Data Entry Form from the Summary View|Add a Data Entry Form]]
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|[[Add a Data Entry Form from the Summary View|Add a Data Entry Form]]
|[[HowTo:View a Data Entry Form from the Summary View|View a Data Entry Form]]
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|[[View a Data Entry Form from the Summary View|View a Data Entry Form]]
|[[HowTo:Print an Item from the Summary View|Print an Item]]
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|[[Print an Item from the Summary View|Print an Item]]
|[[HowTo:Unapprove a Data Entry Form from the Summary View|Unapprove a Data Entry Form]]
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|[[Unapprove a Data Entry Form from the Summary View|Unapprove a Data Entry Form]]
|[[HowTo:Remove a Link Between Items|Remove a Link Between Items]]
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|[[Remove a Link Between Items|Remove a Link Between Items]]
|[[HowTo:Customise Views | Customise Summaries]]
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|[[Customise Views | Customise Summaries]]
 
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Revision as of 16:12, 6 June 2013

All users will have permission to view the summary windows.

The summary window display the most recent set of attribute data for an item. This includes data entry forms, geospatial data, associated attachments, and related item records.

Example of a Summary

There are several different ways to access the summary windows:

  • Select the icon on the map so that the blue circle displays on the icon. Once the blue circle is displayed on the icon, double-click the icon on the IMSMA Navigation window’s map pane.
  • Double-click the item record’s row from the IMSMA Navigation window’s items pane.
  • Select the icon on the map or the item record’s row from the items pane and click the Identify Selection button. From the Identify Selection window, select the item record and click the Summary button.

The attributes displayed in the summary window for each item will vary and are listed in the item-specific sections that follow. Most of the buttons for the summary window are located in the top, right corner of the window. In addition to these buttons, the Done button in the bottom, right corner of the window closes the summary window.

Summary Buttons
Button Description
Add Allows you to add a new item reconciled to the existing item's location.
Edit Allows you to edit the existing data in the item summary window.
Delete Allows you to delete the item summary from the system. Note that any data entry forms associated with the item are not unapproved, but they can only be located by searching for "deleted" type data entry forms.
Data Entry Form Lists the data entry forms that are related to the item.
Print Displays a printable view of the item.
View On Map Displays the item icon on the map.
Attachments Allows you to manage attached files.
Locatin Summary Displays the location associated with the item. This button is not available from the Location Summary window.
Unlink Allows you to remove the link between two or more items.