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Update from Summary Window

209 bytes added, 12:21, 18 March 2019
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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. }}
The Update Action lets you revise data that has already been approved (and included in the Data Entry Form template that you choose to use). It opens a fully populate populated Data Entry Form with the Approved data, which provides an overview of the current approved data for the item.
Example scenario: the status of a Land should be changed. <ol><li>Open Start data entry from the Land [[Summary window of the item Window]] that you would like to Update.</li>
<li>Click the [[Image:FieldViewIcon.png | Edit]] button.</li>
<li>The Template for Update Data Entry Form window displays. The list of possible templates are filtered to only included templates for the current item type.
'' Reconciliation Tab Update Action''
</div>
<li>All the other data fields in the template are also automatically populated with the Approved information.</li><li>If appropriate, '''[[Reconcile by Linking Link to an Existing Item Record | Link]]''' to other items.</li><li>Enter the data into the Data Entry Form. For more information on how to do data entry, see [[Use the Data Entry Form Editor Window]]. </li><li>Verify that the Date of Information is correct. It should reflect the '''age''' of the information (not the date of data entry).</li>
<li>Save, Submit or Approve the Data Entry Form.</li>
<li>When the Data Entry Form is approved, the Summary window will display the updated data.</li>
</ol>
{{Warning | The updating Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created the data since the calculation of the Summary item is based on Date of Information. When the date is earlier or the same, no change of the Summary items occuritem will '''not''' be updated.}}
{{New_6.0 | This Action was introduced in version 6.0.}}
When you would like to add one more Education Detail to an existing Education then you need to use ''double reconciliation''.
{{note|The Data Entry Form template may '''notNOT''' contain any data fields from Education(not even Education ID).}}
<ol><li>Open the Education Summary window which you would like to add an Education Details. </li>
</div>
<li>If appropriate, '''[[Reconcile by Linking Link to an Existing Item Record | Link]]''' to other items too.
<li>Save, Submit or Approve the Data Entry Form.</li>
</ol>
{{Note | The Inspiration Data Entry Form template for Education details have been corrected and is available for [[Downloads | download]] here.}}
 
{{NavBox HowTo Reconcile and Approve}}
 [[Category:COONAA]]
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