Difference between revisions of "View or Change Data Entry Form from Workbench"
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| width="400pt" | '''Do this…''' | | width="400pt" | '''Do this…''' | ||
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| − | | | + | | You want to add, download, or remove attachments || Click the [[Image:AttachIcon.png]] button and refer to [[Manage Data Entry Form Attachments|Data Entry Form Attachments]] for more information. |
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| − | | | + | | You want to export the Data Entry Form to an MaXML file || Click the [[Image:EditorWinIcon.png]] button and refer to [[Export a Data Entry Form to an MaXML File from the Workbench|Export a Data Entry Form to an MaXML File]] for more information. |
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| You want to print the Data Entry Form || Click the [[Image:PrinterIcon.png]] button. | | You want to print the Data Entry Form || Click the [[Image:PrinterIcon.png]] button. | ||
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| You are a manager and would like to approve the data entry form || Click the '''Approve''' button. After the data entry form is approved, it can no longer be changed and becomes an item in IMSMA. The approved data entry form can be viewed from the Location View window. You must have access to the Data Entry Form Approve permission. | | You are a manager and would like to approve the data entry form || Click the '''Approve''' button. After the data entry form is approved, it can no longer be changed and becomes an item in IMSMA. The approved data entry form can be viewed from the Location View window. You must have access to the Data Entry Form Approve permission. | ||
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| − | | You are a manager and find that the data entry form is missing information || Click the '''Reject''' button. This sets the data entry form’s status in the Workbench to | + | | You are a manager and find that the data entry form is missing information || Click the '''Reject''' button. This sets the data entry form’s status in the Workbench to Rejected. You must have access to the Data Entry Form Reject permission. |
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| − | | You want to save the data entry form and continue updating its information later || Click the '''Save''' button. This sets the data entry form’s status in the Workbench to | + | | You want to save the data entry form and continue updating its information later || Click the '''Save''' button. This sets the data entry form’s status in the Workbench to Saved. You must have access to the Data Entry Form permission. |
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| − | | You have completed entering the data entry form’s information and would like a manager to review the data entry form || Click the '''Submit''' button. This sets the data entry form’s status in the Workbench to | + | | You have completed entering the data entry form’s information and would like a manager to review the data entry form || Click the '''Submit''' button. This sets the data entry form’s status in the Workbench to Submitted. You must have access to the Data Entry Form permission. |
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| You would like to discard any changes to the data entry form || Click the '''Cancel''' button. | | You would like to discard any changes to the data entry form || Click the '''Cancel''' button. | ||
Revision as of 21:55, 15 January 2014
To view or change a data entry form from the Workbench:
- From the Data Entry menu, select Data Entry Forms.
- From the Data Entry Forms menu, select Workbench.
- The Workbench window displays.
- Click the row associated with the data entry form you would like to view or change.
- Click the
button. - The Data Entry Form Editor window displays the selected data entry form. For information on using the Data Entry Form Editor window, refer to Data Entry Forms Editor Window.
- After you have entered data into the data entry form, do one of the following:
| Data Entry Form Actions | |
| If… | Do this… |
| You want to add, download, or remove attachments | Click the File:AttachIcon.png button and refer to Data Entry Form Attachments for more information. |
| You want to export the Data Entry Form to an MaXML file | Click the File:EditorWinIcon.png button and refer to Export a Data Entry Form to an MaXML File for more information. |
| You want to print the Data Entry Form | Click the  button.
|
| You are a manager and would like to approve the data entry form | Click the Approve button. After the data entry form is approved, it can no longer be changed and becomes an item in IMSMA. The approved data entry form can be viewed from the Location View window. You must have access to the Data Entry Form Approve permission. |
| You are a manager and find that the data entry form is missing information | Click the Reject button. This sets the data entry form’s status in the Workbench to Rejected. You must have access to the Data Entry Form Reject permission. |
| You want to save the data entry form and continue updating its information later | Click the Save button. This sets the data entry form’s status in the Workbench to Saved. You must have access to the Data Entry Form permission. |
| You have completed entering the data entry form’s information and would like a manager to review the data entry form | Click the Submit button. This sets the data entry form’s status in the Workbench to Submitted. You must have access to the Data Entry Form permission. |
| You would like to discard any changes to the data entry form | Click the Cancel button. |
