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Unlink Items

783 bytes added, 09:05, 18 March 2019
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[[Image:Summary window toolbar{{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.png|350px|center]]<div align="center">There are several different permissions e.g. ''Data Entry Form'' and '' Summary window toolbarLink''</div>. Contact your {{IMSMANG}} Administrator if you have questions on permissions. }}
<ol>
<li>Open the Summary window of the item that you would like to Unlink another item from.</li>
<li>Click the [[Image:uAIBtn01.png | Unlink]] button.</li>
<li>The Unlink window displays.</li>
<li>Select one or more linked items, and then click '''OK'''.
[[Image:Unlink window.png|350px|center]]
<div align="center">
'' Unlink window''
</div></li>
<li>Open the Summary window of the item that you would like to Unlink another item from.</li>
<li>The template selection window displays.
{{New_6.0 | The list of possible templates are filtered to only included templates for the current item type.}}</li>
<li>Select the Data Entry Form template that you would like to use</li>
<li>Click '''OK'''.
[[Image:Wizard template selection.png|500px|center]]
<div align="center">
'' Select Template window''
</div></li>
<li>The Data Entry Form Editor displays a new Data Entry Form. The following information is automatically populated:
* Form ID
* Item ID
* Date of information
* Reconciliation tab.
[[Image:Recon tab Unlink.png|600px|center]]
<div align="center">
'' Reconciliation Tab Unlink Action''
</div>
<li>{{Warning | The Unlink window displays.<li>Select one or more linked items, and then click Unlinking Data Entry Form'''OK'''.</li>:The template selection window displays.<li>Select s Date of information must be a later date than the same Data Entry Form template used for (s) that created the link(s) since the calculation of the Summary item you opened in step 1is based on Date of Information.</li><li>Click If the date is earlier or the same, the Summary items will '''OKnot'''be updated.}}</li>:The Data Entry Form Editor displays a new Data Entry Form. The date of information field, the form ID field, the item ID field, and the Reconciliation tab are automatically populated with the unlink information.<li>Approve, submitSave, Submit or save Approve the Data Entry Form.</li>:<li>The items are unlinked Unlinked when the Data Entry Form is approved.</ol>
{{warning[[Image:Recon tab Unlink2.png|600px|The unlinkcenter]]<div align="center">'' Reconciliation Tab Unlink + Link Action''s date of the data entry form must be a later date than the data entry form that created the link. When the dates are the same, no change occurs.}}</div>{{warningNote | Data entered in It is possible to Link to the Data Entry Form can overwrite existing correct item data.}} {{note| You can restore with the link between the items by unapproving the unlink same Data Entry Formas you are Unlinking with.}}</li></ol>
{{NavBox HowTo Reconcile and Approve}}
[[Category:COONAA]]
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