2,186
edits
Changes
no edit summary
To view or change a field report data entry form from the Workbench:
<ol>
<li>From the '''Data Entry''' menu, select '''Field ReportsData Entry Forms'''.</li><li>From the '''Field ReportsData Entry Forms''' menu, select '''Workbench'''.</li>
:The Workbench window displays.
<li>Click the row associated with the field report data entry form you would like to view or change.</li>
<li>Click the [[Image:FieldViewIcon.png]] button.</li>
:The Field Report Data Entry Form Editor window displays the selected field reportdata entry form. For information on using the Field Report Data Entry Form Editor window, refer to ''[[Field Reports Editor Window]]''.<li>After you have entered data into the field reportdata entry form, do one of the following:</li>
</ol>
{| class="wikitable" width="600"
|-
| align="center" colspan="2" | '''Table 28. Field Report Data Entry Form Actions'''
|-
| width="200pt" | '''If…'''
| If you want to add, download, or remove attachments || Click the [[Image:AttachIcon.png]] button and refer to [[Field Report Attachments]] for more information.
|-
| If you want to export the field report Data Entry Form to an MaXML file || Click the [[Image:EditorWinIcon.png]] button and refer to [[HowTo:Export a Field Report to an MaXML File]] for more information.
|-
| You want to print the field report Data Entry Form || Click the [[Image:PrinterIcon.png]] button.
|-
| You are a manager and would like to approve the field report data entry form || Click the '''Approve''' button. After the field report data entry form is approved, it can no longer be changed and becomes an item in IMSMA. The approved field report data entry form can be viewed from the Location View window. You must have access to the Field Report Data Entry Form Approve permission.
|-
| You are a manager and find that the field report data entry form is missing information || Click the '''Reject''' button. This sets the field report’s data entry form’s status in the Workbench to Needs Revision. You must have access to the Field Report Data Entry Form Reject permission.
|-
| You want to save the field report data entry form and continue updating its information later || Click the '''Save''' button. This sets the field report’s data entry form’s status in the Workbench to Needs Completion. You must have access to the Field Report Data Entry Form permission.
|-
| You have completed entering the field report’s data entry form’s information and would like a manager to review the field report data entry form || Click the '''Submit''' button. This sets the field report’s data entry form’s status in the Workbench to Needs Approval. You must have access to the Field Report Data Entry Form permission.
|-
| You would like to discard any changes to the field report data entry form || Click the '''Cancel''' button.
|}
{{NavBox HowTo Workbench}}
