Difference between revisions of "Unapprove a Data Entry Form from the Summary Window"

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If you find that a Data Entry Form was incorrectly reconciled, you can unapprove the Data Entry Form. Unapproving a Data Entry Form removes data contained in the Data Entry Form from the summary.  
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{{Warning| The Unapprove feature should '''NOT''' be used to correct or delete data because if you use Unapprove Action then all traceability and transparency are lost.
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If you need to correct data, you should create a new Data Entry Form using the '''[[Update from Summary Window | Update]]''' action.
  
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{{note| The unapprove feature should not be used to correct data. If you need to correct data, you should create a new Data Entry Form to update the item.}}
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If you need to delete an item, you should create a new Data Entry Form using the '''[[Delete from the Summary Window | Delete]]''' action.
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}}
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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. }}
  
 
A few considerations before you attempt to unapprove a Data Entry Form:
 
A few considerations before you attempt to unapprove a Data Entry Form:
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*If you unapprove a Data Entry Form that removes the item record from IMSMA, the warning, “The object displayed in this summary has been deleted from the system, and now represents data no longer in the system.” displays. The icon associated with the item record will no longer display in the IMSMA Navigation window. 
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*If the Summary of the item is comprised of multiple Data Entry Forms, then you can only Unapprove the latest Data Entry Form.   
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*If the summary of the item record is comprised of multiple Data Entry Forms and one of those Data Entry Forms is unapproved, the message, “The item displayed in this summary has been updated. To see changes, reopen the summary from the main navigation.” displays. The next time that the summary of the item is displayed, data from the unapproved Data Entry Form will not be included.   
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*If the item has links from/to other items, then the other items must first be Unapproved.  
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*If the Data Entry Form is linked to other item records, the link is removed.  
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*If the Location has items assigned to it, then the items must first be Unapproved.
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*If the Data Entry Form you are trying to unapprove removes the item record from IMSMA and is linked to other item records, the links in those item records are also removed.  
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*If the Education has Education details assigned to it, the Education details must first be Unapproved.  
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*You cannot unapprove a Data Entry Form if unapproving that Data Entry Form would remove the item from IMSMA and there are item records associated with that location. This applies to location Data Entry Forms that have other item Data Entry Forms associated to it, or Education Data Entry Forms that have Education details. If you would like to unapprove the parent item, you will need to first unapprove any child items that it may have associated with it.
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*You cannot unapprove a location Data Entry Form if the remaining Data Entry Forms do not contain required data. For example, you cannot unapprove a location Data Entry Form if the remaining Data Entry Forms for that location do not contain country structure data.  
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If you Unapprove a Data Entry Form, it will be moved to the Workbench. You will see this message, “Data Entry Form <Item> has been unapproved, and can now be found in the workbench.”, displayed.
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*It is currently not possible to unapprove a Data Entry Form if that Data Entry Form created multiple items. For example, you cannot unapprove a Data Entry Form that created an accident, victim, and location.  
 
  
 
To unapprove a Data Entry Form:
 
To unapprove a Data Entry Form:
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<ol>
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<ol><li>Open the item Summary window containing the Data Entry Form to unapprove.</li>
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<li>Open the item summary containing the Data Entry Form to unapprove.</li>
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<li>Click the [[Image:FieldReportIcon.png | Data Entry Form]] button.</li>
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<li>Click the [[Image:uAFRBtn01.png | Data Entry Form]] button.</li>
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<li>The Data Entry Forms window displays.
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:The Data Entry Forms window displays.
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[[Image:DEF pick window.png|500px|center]]
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<div align="center">
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'' Data Entry Forms window''
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</div></li>
 
<li>Select the Data Entry Form from the list, and then click the [[Image:OpenButton.png | Open Selected Data Entry Form]] button.</li>
 
<li>Select the Data Entry Form from the list, and then click the [[Image:OpenButton.png | Open Selected Data Entry Form]] button.</li>
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:The Data Entry Form Editor window displays.
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<li>The Data Entry Form Editor window displays.
 
<li>Click '''Unapprove'''.</li>
 
<li>Click '''Unapprove'''.</li>
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:The Information window displays confirming that the Data Entry Form is unapproved and available in the Workbench.
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<li>The Information window displays confirming that the Data Entry Form is unapproved and available in the Workbench.
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</ol>
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[[Image:UnapprovedForm.png|center|500px|''Unapproving a Data Entry Form'']]
 
[[Image:UnapprovedForm.png|center|500px|''Unapproving a Data Entry Form'']]
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</div>
 
</div>
  
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<ol start="5">
 
 
<li>Click the Close button to close the Information window.</li>  
 
<li>Click the Close button to close the Information window.</li>  
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:The Data Entry Form is unapproved and returned to the Workbench. Item data added by that Data Entry Form no longer display in the item summary. Any reconciliation that existed prior to the Data Entry Form being unapproved can be viewed in the Reconciliation tab.
 
 
</ol>
 
</ol>
  
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{{Summaries}}
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The Data Entry Form is Unapproved and may be found in the Workbench. Item data added by that Data Entry Form is no longer included in the calculation of the item's Summary. The reconciliation information that existed prior to the Data Entry Form was Unapproved is still included on the Reconciliation tab of the unapproved Data Entry Form.
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{{NavBox HowTo Reconcile and Approve}}
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[[Category:NAA]]

Latest revision as of 09:04, 18 March 2019

Warning.jpg The Unapprove feature should NOT be used to correct or delete data because if you use Unapprove Action then all traceability and transparency are lost.

If you need to correct data, you should create a new Data Entry Form using the Update action.

If you need to delete an item, you should create a new Data Entry Form using the Delete action.

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.

A few considerations before you attempt to unapprove a Data Entry Form:

  • If the Summary of the item is comprised of multiple Data Entry Forms, then you can only Unapprove the latest Data Entry Form.
  • If the item has links from/to other items, then the other items must first be Unapproved.
  • If the Location has items assigned to it, then the items must first be Unapproved.
  • If the Education has Education details assigned to it, the Education details must first be Unapproved.

If you Unapprove a Data Entry Form, it will be moved to the Workbench. You will see this message, “Data Entry Form <Item> has been unapproved, and can now be found in the workbench.”, displayed.

To unapprove a Data Entry Form:

  1. Open the item Summary window containing the Data Entry Form to unapprove.
  2. Click the Data Entry Form button.
  3. The Data Entry Forms window displays.
    DEF pick window.png

    Data Entry Forms window

  4. Select the Data Entry Form from the list, and then click the Open Selected Data Entry Form button.
  5. The Data Entry Form Editor window displays.
  6. Click Unapprove.
  7. The Information window displays confirming that the Data Entry Form is unapproved and available in the Workbench.
    Unapproving a Data Entry Form

    Unapproving a Data Entry Form

  8. Click the Close button to close the Information window.

The Data Entry Form is Unapproved and may be found in the Workbench. Item data added by that Data Entry Form is no longer included in the calculation of the item's Summary. The reconciliation information that existed prior to the Data Entry Form was Unapproved is still included on the Reconciliation tab of the unapproved Data Entry Form.

Reconciling and Approving Data in IMSMANG
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