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Unapprove a Data Entry Form from the Summary Window

774 bytes removed, 09:04, 18 March 2019
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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. If you find that a Data Entry Form was incorrectly reconciledneed to correct data, you can unapprove the Data Entry Form. Unapproving should create a new Data Entry Form removes data contained in using the Data Entry Form '''[[Update from the summarySummary Window | Update]]''' action.
{{note| The unapprove feature should not be used to correct data. If you need to correct datadelete an item, you should create a new Data Entry Form using the '''[[Delete from the Summary Window | Delete]]''' action.}} {{Note | To do Data Entry and/or Submit/Approve Data Entry Forms, your {{IMSMANG}} user account must belong to update the itema 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 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. *If the summary Summary of the item record is comprised of multiple Data Entry Forms and one of those Data Entry Forms is unapproved, then you can only Unapprove 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 latest Data Entry Form will not be included. *If the Data Entry Form is linked item has links from/to other item recordsitems, then the link is removedother items must first be Unapproved. *If the Data Entry Form you are trying Location has items assigned to unapprove removes the item record from IMSMA and is linked to other item recordsit, then the links in those item records are also removeditems must first be Unapproved. *You cannot unapprove a Data Entry Form if unapproving that Data Entry Form would remove If 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 Education has Education details assigned to it, or Education Data Entry Forms that have the Education detailsmust first be Unapproved.  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. *You cannot unapprove 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 it will be moved to the remaining Data Entry Forms for that location do not contain country structure dataWorkbench. *It is currently not possible to unapprove a Data Entry Form if that Data Entry Form created multiple items. For exampleYou will see this message, you cannot unapprove a Data “Data Entry Form that created an accident, victim<Item> has been unapproved, and location. *You can only unapprove the latest Data Entry Form now be found in a series of [[Update the Data in the Summary View|Updates]]workbench.”, displayed.
To unapprove a Data Entry Form:
<ol><li>Open the item summary Summary window containing the Data Entry Form to unapprove.</li><li>Click the [[Image:uAFRBtn01FieldReportIcon.png | Data Entry Form]] button.</li>:<li>The Data Entry Forms window displays.[[Image:DEF pick window.png|500px|center]]<div align="center">'' Data Entry Forms window''</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>The Data Entry Form Editor window displays.
<li>Click '''Unapprove'''.</li>
:<li>The Information window displays confirming that the Data Entry Form is unapproved and available in the Workbench.</ol>
[[Image:UnapprovedForm.png|center|500px|''Unapproving a Data Entry Form'']]
</div>
<ol start="5">
<li>Click the Close button to close the Information window.</li>
: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>
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. {{SummariesNavBox HowTo Reconcile and Approve}} [[Category:NAA]]
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