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<table cellspacing="5" cellpadding="0" style="float: right; clear: right; color: black; background: #f9f9f9; border: 1px solid #aaa; width: 22em; margin: 0 0 1.0em 1.0em; padding: 0.2em; border-spacing: 0.4em 0; text-align: center; line-height: 1.4em; font-size: 88%; background-color: #f5faff; font-size: 90%; width: auto; line-height: 1.6em; width:150px;" class="vertical-navbox nowraplinks">
<th style="padding: 0.2em 0.4em 0.2em; font-size: 145%; line-height: 1.2em; font-weight: bold; background-color: #9aa8b5; font-size: 125%" class="">Related Topics</th>
<tr>
<td style="padding-top: 0.2em; font-weight: bold; background-color: #cee0f2" class="">Using IMSMA</td>
</tr>
<tr>
<td style="padding-bottom: 0.2em; text-align: left">
[[Current View Windows|Current View]]<br />
[[Field Reports]]<br />
[[Geospatial Data]]<br />
[[Search]]<br />
[[Reports]]<br />
</td>
</tr>
<tr>
<td style="padding-top: 0.2em; font-weight: bold; background-color: #cee0f2" class="">Field Reports</td>
</tr>
<tr>
<td style="padding-bottom: 0.2em; text-align: left">
[[Adding and Entering Data|Adding/Entering Data]]<br />
[[Assigning Locations]]<br />
[[Reconciling Items]]<br />
</td>
</tr>
<tr>
<td style="padding-top: 0.2em; font-weight: bold; background-color: #cee0f2" class="">Reconciling Items</td>
</tr>
<tr>
<td style="padding-bottom: 0.2em; text-align: left">
[[HowTo:Export a Field Report to an MaXML File|Export Report to MaXML]]<br />
[[HowTo:Add a Field Report from the Workbench|Add Report from Workbench]]<br />
[[HowTo:View or Change a Field Report from the Workbench|View/Change Report from Workbench]]<br />
[[HowTo:Remove a Field Report from the Workbench|Remove Field Report from Workbench]]<br />
[[HowTo:Display Workbench Items on the Map|Display Items on Map]]<br />
</td>
</tr>
</table>
To view or change a field report from the Workbench:
<ol>
<li>From the '''Data Entry''' menu, select '''Field Reports'''.</li>
<li>From the '''Field Reports''' menu, select '''View Workbench'''.</li>
:The Workbench window displays.
<li>Click the row associated with the field report you would like to view or change.</li>
<li>Click the [[Image:FieldTemplateIcon.png]] button.</li>
:The Field Report Editor window displays the selected field report. For information on using the Field Report Editor window, refer to ''[[Field Report Editor Window]]''.
<li>After you have entered data into the field report, do one of the following:</li>
</ol>
{| class="wikitable" width="600"
|-
| align="center" colspan="2" | '''Table 28. Field Report Actions'''
|-
| width="125pt" | '''If…'''
| width="475pt" | '''Do this…'''
|-
| If you want to add, download, or remove attachments || Click the [[Image:AttachIcon.png]] button and refer to page 63 for more information.
|-
| If you want to export the field report to an MaXML file which can be imported into the handheld device || Click the [[Image:EditorWinIcon.png]] button and refer to the How to export a field report to an MaXML file on page 91 for more information.
|-
| You want to print the field report || Click the [[Image:PrinterIcon.png]] button.
|-
| You are a manager and would like to approve the field report || Click the '''Approve''' button. After the field report is approved, it can no longer be changed and becomes an item in IMSMA. The approved field report can be viewed from the Location View window. You must have access to the Field Report Approve permission.
|-
| You are a manager and find that the field report is missing information || Click the '''Reject''' button. This sets the field report’s status in the Workbench to Needs Revision. You must have access to the Field Report Reject permission.
|-
| You want to save the field report and continue updating its information later || Click the '''Save''' button. This sets the field report’s status in the Workbench to Needs Completion. You must have access to the Field Report permission.
|-
| You have completed entering the field report’s information and would like a manager to review the field report || Click the '''Submit''' button. This sets the field report’s status in the Workbench to Needs Approval. You must have access to the Field Report permission.
|-
| You would like to discard any changes to the field report || Click the '''Cancel''' button.
|}
[[Category:Using IMSMA]]
[[Category:Field Reports]]
[[Category:Reconciling Items]]
[[Category:How To]]
<th style="padding: 0.2em 0.4em 0.2em; font-size: 145%; line-height: 1.2em; font-weight: bold; background-color: #9aa8b5; font-size: 125%" class="">Related Topics</th>
<tr>
<td style="padding-top: 0.2em; font-weight: bold; background-color: #cee0f2" class="">Using IMSMA</td>
</tr>
<tr>
<td style="padding-bottom: 0.2em; text-align: left">
[[Current View Windows|Current View]]<br />
[[Field Reports]]<br />
[[Geospatial Data]]<br />
[[Search]]<br />
[[Reports]]<br />
</td>
</tr>
<tr>
<td style="padding-top: 0.2em; font-weight: bold; background-color: #cee0f2" class="">Field Reports</td>
</tr>
<tr>
<td style="padding-bottom: 0.2em; text-align: left">
[[Adding and Entering Data|Adding/Entering Data]]<br />
[[Assigning Locations]]<br />
[[Reconciling Items]]<br />
</td>
</tr>
<tr>
<td style="padding-top: 0.2em; font-weight: bold; background-color: #cee0f2" class="">Reconciling Items</td>
</tr>
<tr>
<td style="padding-bottom: 0.2em; text-align: left">
[[HowTo:Export a Field Report to an MaXML File|Export Report to MaXML]]<br />
[[HowTo:Add a Field Report from the Workbench|Add Report from Workbench]]<br />
[[HowTo:View or Change a Field Report from the Workbench|View/Change Report from Workbench]]<br />
[[HowTo:Remove a Field Report from the Workbench|Remove Field Report from Workbench]]<br />
[[HowTo:Display Workbench Items on the Map|Display Items on Map]]<br />
</td>
</tr>
</table>
To view or change a field report from the Workbench:
<ol>
<li>From the '''Data Entry''' menu, select '''Field Reports'''.</li>
<li>From the '''Field Reports''' menu, select '''View Workbench'''.</li>
:The Workbench window displays.
<li>Click the row associated with the field report you would like to view or change.</li>
<li>Click the [[Image:FieldTemplateIcon.png]] button.</li>
:The Field Report Editor window displays the selected field report. For information on using the Field Report Editor window, refer to ''[[Field Report Editor Window]]''.
<li>After you have entered data into the field report, do one of the following:</li>
</ol>
{| class="wikitable" width="600"
|-
| align="center" colspan="2" | '''Table 28. Field Report Actions'''
|-
| width="125pt" | '''If…'''
| width="475pt" | '''Do this…'''
|-
| If you want to add, download, or remove attachments || Click the [[Image:AttachIcon.png]] button and refer to page 63 for more information.
|-
| If you want to export the field report to an MaXML file which can be imported into the handheld device || Click the [[Image:EditorWinIcon.png]] button and refer to the How to export a field report to an MaXML file on page 91 for more information.
|-
| You want to print the field report || Click the [[Image:PrinterIcon.png]] button.
|-
| You are a manager and would like to approve the field report || Click the '''Approve''' button. After the field report is approved, it can no longer be changed and becomes an item in IMSMA. The approved field report can be viewed from the Location View window. You must have access to the Field Report Approve permission.
|-
| You are a manager and find that the field report is missing information || Click the '''Reject''' button. This sets the field report’s status in the Workbench to Needs Revision. You must have access to the Field Report Reject permission.
|-
| You want to save the field report and continue updating its information later || Click the '''Save''' button. This sets the field report’s status in the Workbench to Needs Completion. You must have access to the Field Report permission.
|-
| You have completed entering the field report’s information and would like a manager to review the field report || Click the '''Submit''' button. This sets the field report’s status in the Workbench to Needs Approval. You must have access to the Field Report permission.
|-
| You would like to discard any changes to the field report || Click the '''Cancel''' button.
|}
[[Category:Using IMSMA]]
[[Category:Field Reports]]
[[Category:Reconciling Items]]
[[Category:How To]]
