Approve Data Entry Forms from the Workbench - Revision history

Alnaucler at 09:25, 18 March 2019

2019-03-18T09:25:28Z

← Older revision		Revision as of 11:25, 18 March 2019
Line 69:		Line 69:
	{{NavBox HowTo Reconcile and Approve}}		{{NavBox HowTo Reconcile and Approve}}

	[[Category:~~COO~~]]		[[Category:NAA]]

Dionysia at 19:19, 23 March 2015

2015-03-23T19:19:01Z

← Older revision		Revision as of 21:19, 23 March 2015
Line 41:		Line 41:

	To deselect a Data Entry Form, hold down the ['''Ctrl'''] key and click the row that you would like to deselect.}}		To deselect a Data Entry Form, hold down the ['''Ctrl'''] key and click the row that you would like to deselect.}}


	<li>Click the '''Approve''' button.</li>		<li>Click the '''Approve''' button.</li>

Dionysia at 19:18, 23 March 2015

2015-03-23T19:18:30Z

← Older revision		Revision as of 21:18, 23 March 2015
Line 34:		Line 34:
	#Continue to next step to Approve the Data Entry Form.		#Continue to next step to Approve the Data Entry Form.
	\|}		\|}


	<li>Click the row(s) associated with the Data Entry Form(s) you want to approve.</li>		<li>Click the row(s) associated with the Data Entry Form(s) you want to approve.</li>


	{{note\|To select multiple Data Entry Forms that are listed one after another, hold down the ['''Shift'''] key and click the range of rows for the Data Entry Forms that you would like to select.		{{note\|To select multiple Data Entry Forms that are listed one after another, hold down the ['''Shift'''] key and click the range of rows for the Data Entry Forms that you would like to select.

Dionysia at 19:17, 23 March 2015

2015-03-23T19:17:56Z

← Older revision		Revision as of 21:17, 23 March 2015
Line 7:		Line 7:
	<li>Locate the row associated with the Data Entry Form you want to Approve and determine if the report is ready to be Approved . See the following table for additional information.</li>		<li>Locate the row associated with the Data Entry Form you want to Approve and determine if the report is ready to be Approved . See the following table for additional information.</li>

	{{note\|The Import Issues column is not being updated in version 6.0. ~~It may be added again in version 6.1~~}}		{{note\|The Import Issues column is not being updated in version 6.0.}}

	{\| class="wikitable" width="900"		{\| class="wikitable" width="900"

Alnaucler at 17:28, 13 March 2015

2015-03-13T17:28:33Z

← Older revision		Revision as of 19:28, 13 March 2015
Line 39:		Line 39:


	{{note\|To select multiple ~~item records~~ that are listed one after another, hold down the ['''Shift'''] key and click the range of rows for the ~~records~~ that you would like to select.~~</p>~~		{{note\|To select multiple Data Entry Forms that are listed one after another, hold down the ['''Shift'''] key and click the range of rows for the Data Entry Forms that you would like to select.
	~~<p>~~To select multiple ~~item records~~ that are not listed after another, hold down the ['''Ctrl'''] key and click the rows for the ~~records~~ that you would like to select.~~</p>~~		To select multiple Data Entry Forms that are not listed after another, hold down the ['''Ctrl'''] key and click the rows for the Data Entry Forms that you would like to select.
	~~<p>~~To deselect ~~an item record’s row~~, hold down the ['''Ctrl'''] key and click the row that you would like to deselect.~~</p>~~}}
			To deselect a Data Entry Form, hold down the ['''Ctrl'''] key and click the row that you would like to deselect.}}


	<li>Click the '''Approve''' button.</li>		<li>Click the '''Approve''' button.</li>
	:The Approval Results window displays.		<li>The Approval Results window displays.</li>
	</ol>

	[[Image:fig63.png\|center\|500px\|''Approval Results Window'']]		[[Image:fig63.png\|center\|500px\|''Approval Results Window'']]
Line 53:		Line 53:
	</div>		</div>

	~~<p>Reports~~ that were not ~~approved~~ appear in the Non-Approved Data Entry Forms section of the Approval Results window. The Non-Approval column lists the reasons they were not approved. Possible reasons include ''Reconciliation Incomplete'', ''Import Error'', and ''Unknown Error''.~~</p>~~		Data Entry Forms that were not Approved appear in the Non-Approved Data Entry Forms section of the Approval Results window. The Non-Approval column lists the reasons they were not approved. Possible reasons include ''Reconciliation Incomplete'', ''Required fields Incomplete'', ''Import Error'', and ''Unknown Error''.

			{{note\| In order to Approve a Data Entry Form, you should fill in the required fields.}}

	~~{{note\| In order to approve a Data Entry Form, you should fill in the mandatory fields, which in case of Inspiration templates are Form ID, Object ID and Date of information}}~~		Data Entry Forms that were approved appear in the Approved Data Entry Forms section of window. The Approval Date column lists the date and time the Data Entry Forms were Approved.
	~~<p>~~Data Entry Forms that were approved appear in the Approved Data Entry Forms section of window. The Approval Date column lists the date and time the ~~reports~~ were ~~approved~~.~~</p>~~

	~~<ol start="6">~~
	<li>Click the '''Done''' button.</li>		<li>Click the '''Done''' button.</li>
	<li>If a Data Entry Form was not approved,</li>		<li>If a Data Entry Form was not approved,</li>
	<ol type="a">		<ol type="a">
	<li>Double-click the row associated with the ~~unapproved~~ Data Entry Form in the Workbench window.</li>		<li>Double-click the row associated with the non-approved Data Entry Form in the Workbench window.</li>
	:The Data Entry Form Editor window displays.		:The Data Entry Form Editor window displays.
	<li>Resolve the error on the Reconciliation tab if applicable. See ''Data Entry Forms – [[Reconcile]]'' for additional information.</li>		<li>Resolve the error on the Reconciliation tab if applicable. See ''Data Entry Forms – [[Reconcile]]'' for additional information.</li>
	<li>Resolve the error on the Import Issues tab if applicable. When complete, check the '''All Import Issues have been resolved''' checkbox.</li>		<li>Resolve the error on the Import Issues tab if applicable. When complete, check the '''All Import Issues have been resolved''' checkbox.</li>
	<li>Click the '''Approve''' button.</li>		<li>Click the '''Approve''' button.</li>
	:The Information window displays confirming the Data Entry Form was approved.		<li>The Information window displays confirming the Data Entry Form was approved.</li>
	</ol>		</ol>
	</ol>		</ol>

Alnaucler at 17:19, 13 March 2015

2015-03-13T17:19:05Z

← Older revision		Revision as of 19:19, 13 March 2015
Line 1:		Line 1:
	{{Note \| To ~~approve~~ Data Entry Forms, your {{IMSMANG}} user account must belong to a User Role that has ''Data Entry Form Approval'' permission. Contact your {{IMSMANG}} Administrator if you have questions on permissions. }}		{{Note \| To Approve Data Entry Forms, your {{IMSMANG}} user account must belong to a User Role that has ''Data Entry Form Approval'' permission. Contact your {{IMSMANG}} Administrator if you have questions on permissions. }}

	<p>From the Workbench window, you can ~~approve~~ a single Data Entry Form or multiple Data Entry Forms at one time.		<p>From the Workbench window, you can Approve a single Data Entry Form or multiple Data Entry Forms at one time.

	To ~~approve~~ Data Entry Forms from the Workbench:		To Approve Data Entry Forms from the Workbench:
	<ol>		<ol>
	<li>Locate the row associated with the Data Entry Form you want to ~~approve~~ and determine if the report is ready to be ~~approved~~. See the following table for additional information.</li>		<li>Locate the row associated with the Data Entry Form you want to Approve and determine if the report is ready to be Approved . See the following table for additional information.</li>
	~~</ol~~>

	{{note\|The Import Issues column is not being updated in version 6.0. It may be added again in version 6.1}}		{{note\|The Import Issues column is not being updated in version 6.0. It may be added again in version 6.1}}

	{\| class="wikitable" width="~~600~~"		{\| class="wikitable" width="900"
	\|-		\|-
	\| align="center" colspan="2" \| '''Determining if a Data Entry Form Can Be Approved'''		\| align="center" colspan="2" \| '''Determining if a Data Entry Form Can Be Approved'''
	\|-		\|-
	\| width="~~200pt~~" \| '''If you see this…'''		\| width="150pt" \| '''If you see this…'''
	\| width="~~400pt~~" \| '''It means…'''		\| width="750pt" \| '''It means…'''
	\|-		\|-
	\| align="center" \| [[Image:t29i01.png]] \|\| '''The Data Entry Form can be ~~approved~~.'''		\| align="center" \| [[Image:t29i01.png]] \|\| '''The Data Entry Form can be Approved.'''
	#Continue to step 4 to ~~approve~~ the Data Entry Form.		#Continue to next step to Approve the Data Entry Form.
	\|-		\|-
	\| align="center" \| [[Image:t29i02.png]] \|\| '''The Data Entry Form cannot be ~~approved~~.'''		\| align="center" \| [[Image:t29i02.png]] \|\| '''The Data Entry Form cannot be Approved.'''
	#~~Resolve the~~ incomplete ~~reconciliation~~ on the Reconciliation tab of the Data Entry Form Editor window. See the ''Data Entry Forms – [[Reconcile]]'' for ~~instructions~~.		#The reconciliation information is incomplete on the Reconciliation tab of the Data Entry Form Editor window. See the ''Data Entry Forms – [[Reconcile]]'' for which Actions there are to chose from.
	#Continue to step 4 to ~~approve~~ the Data Entry Form.		#Continue to next step to Approve the Data Entry Form.
	\|-		\|-
	\| align="center" \| [[Image:t29i03.png]] \|\| '''The Data Entry Form cannot be ~~approved~~.'''		\| align="center" \| [[Image:t29i03.png]] \|\| '''The Data Entry Form cannot be Approved.'''
	#Resolve the import issue on the Import Issues tab of the Data Entry Form Editor window.		#Resolve the import issue on the Import Issues tab of the Data Entry Form Editor window.
	#Check the ''All Import Issues'' have been resolved checkbox on the Import Issues tab and click the Save button.		#Check the ''All Import Issues'' have been resolved checkbox on the Import Issues tab and click the Save button.
	#Continue to step 4 in to ~~approve~~ the Data Entry Form.		#Continue to next step in to Approve the Data Entry Form.
	\|-		\|-
	\| align="center" \| [[Image:t29i04.png]] \|\| '''The Data Entry Form cannot be ~~approved~~.'''		\| align="center" \| [[Image:t29i04.png]] \|\| '''The Data Entry Form cannot be Spproved.'''
	#~~Resolve the~~ incomplete ~~reconciliation~~ on the Reconciliation tab of the Data Entry Form Editor window. See the ''Data Entry Forms – [[Reconcile]]'' for ~~instructions~~.		#The reconciliation information is incomplete on the Reconciliation tab of the Data Entry Form Editor window. See the ''Data Entry Forms – [[Reconcile]]'' for which Actions there are to chose from.
	#Resolve the import issue on the Import Issues tab of the Data Entry Form Editor window.		#Resolve the import issue on the Import Issues tab of the Data Entry Form Editor window.
	#Check the ''All Import Issues'' have been resolved checkbox on the Import Issues tab and click the Save button.		#Check the ''All Import Issues'' have been resolved checkbox on the Import Issues tab and click the Save button.
	#Continue to step 4 to ~~approve~~ the Data Entry Form.		#Continue to next step to Approve the Data Entry Form.
	\|}		\|}

	~~<ol start="4">~~
	<li>Click the row associated with the Data Entry Form you want to approve.</li>		<li>Click the row(s) associated with the Data Entry Form(s) you want to approve.</li>
	~~</ol>~~

	{{note\|To select multiple item records that are listed one after another, hold down the ['''Shift'''] key and click the range of rows for the records that you would like to select.</p>		{{note\|To select multiple item records that are listed one after another, hold down the ['''Shift'''] key and click the range of rows for the records that you would like to select.</p>
Line 44:		Line 43:
	<p>To deselect an item record’s row, hold down the ['''Ctrl'''] key and click the row that you would like to deselect.</p>}}		<p>To deselect an item record’s row, hold down the ['''Ctrl'''] key and click the row that you would like to deselect.</p>}}

	~~<ol start="5">~~
	<li>Click the '''Approve''' button.</li>		<li>Click the '''Approve''' button.</li>
	:The Approval Results window displays.		:The Approval Results window displays.

Alnaucler at 16:44, 13 March 2015

2015-03-13T16:44:41Z

← Older revision		Revision as of 18:44, 13 March 2015
Line 5:		Line 5:
	To approve Data Entry Forms from the Workbench:		To approve Data Entry Forms from the Workbench:
	<ol>		<ol>
	~~<li>From the '''Data Entry''' menu, select '''Data Entry Forms'''.</li>~~
	~~<li>From the '''Data Entry Forms''' menu, select '''Workbench'''.</li>~~
	~~:The Workbench window displays.~~
	<li>Locate the row associated with the Data Entry Form you want to approve and determine if the report is ready to be approved. See the following table for additional information.</li>		<li>Locate the row associated with the Data Entry Form you want to approve and determine if the report is ready to be approved. See the following table for additional information.</li>
	</ol>		</ol>

Alnaucler at 12:01, 9 March 2015

2015-03-09T12:01:15Z

← Older revision		Revision as of 14:01, 9 March 2015
Line 21:		Line 21:
	\|-		\|-
	\| align="center" \| [[Image:t29i01.png]] \|\| '''The Data Entry Form can be approved.'''		\| align="center" \| [[Image:t29i01.png]] \|\| '''The Data Entry Form can be approved.'''
	#Continue to step 4 ~~in this section~~ to approve the Data Entry Form.		#Continue to step 4 to approve the Data Entry Form.
	\|-		\|-
	\| align="center" \| [[Image:t29i02.png]] \|\| '''The Data Entry Form cannot be approved.'''		\| align="center" \| [[Image:t29i02.png]] \|\| '''The Data Entry Form cannot be approved.'''
	#Resolve the incomplete reconciliation on the Reconciliation tab of the Data Entry Form Editor window. See the ''Data Entry Forms – [[Reconcile]]'' for instructions.		#Resolve the incomplete reconciliation on the Reconciliation tab of the Data Entry Form Editor window. See the ''Data Entry Forms – [[Reconcile]]'' for instructions.
	#Continue to step 4 ~~in this section~~ to approve the Data Entry Form.		#Continue to step 4 to approve the Data Entry Form.
	\|-		\|-
	\| align="center" \| [[Image:t29i03.png]] \|\| '''The Data Entry Form cannot be approved.'''		\| align="center" \| [[Image:t29i03.png]] \|\| '''The Data Entry Form cannot be approved.'''
	#Resolve the import issue on the Import Issues tab of the Data Entry Form Editor window.		#Resolve the import issue on the Import Issues tab of the Data Entry Form Editor window.
	#Check the ''All Import Issues'' have been resolved checkbox on the Import Issues tab and click the Save button.		#Check the ''All Import Issues'' have been resolved checkbox on the Import Issues tab and click the Save button.
	#Continue to step 4 in ~~this section~~ to approve the Data Entry Form.		#Continue to step 4 in to approve the Data Entry Form.
	\|-		\|-
	\| align="center" \| [[Image:t29i04.png]] \|\| '''The Data Entry Form cannot be approved.'''		\| align="center" \| [[Image:t29i04.png]] \|\| '''The Data Entry Form cannot be approved.'''
Line 36:		Line 36:
	#Resolve the import issue on the Import Issues tab of the Data Entry Form Editor window.		#Resolve the import issue on the Import Issues tab of the Data Entry Form Editor window.
	#Check the ''All Import Issues'' have been resolved checkbox on the Import Issues tab and click the Save button.		#Check the ''All Import Issues'' have been resolved checkbox on the Import Issues tab and click the Save button.
	#Continue to step 4 ~~in this section~~ to approve the Data Entry Form.		#Continue to step 4 to approve the Data Entry Form.
	\|}		\|}

Dionysia at 16:21, 2 March 2015

2015-03-02T16:21:31Z

← Older revision		Revision as of 18:21, 2 March 2015
Line 68:		Line 68:
	<li>Double-click the row associated with the unapproved Data Entry Form in the Workbench window.</li>		<li>Double-click the row associated with the unapproved Data Entry Form in the Workbench window.</li>
	:The Data Entry Form Editor window displays.		:The Data Entry Form Editor window displays.
	<li>Resolve the error on the Reconciliation tab if applicable. See ''Data Entry Forms – [[~~Reconciling Items~~]]'' for additional information.</li>		<li>Resolve the error on the Reconciliation tab if applicable. See ''Data Entry Forms – [[Reconcile]]'' for additional information.</li>
	<li>Resolve the error on the Import Issues tab if applicable. When complete, check the '''All Import Issues have been resolved''' checkbox.</li>		<li>Resolve the error on the Import Issues tab if applicable. When complete, check the '''All Import Issues have been resolved''' checkbox.</li>
	<li>Click the '''Approve''' button.</li>		<li>Click the '''Approve''' button.</li>

Dionysia at 16:21, 2 March 2015

2015-03-02T16:21:00Z

← Older revision		Revision as of 18:21, 2 March 2015
Line 24:		Line 24:
	\|-		\|-
	\| align="center" \| [[Image:t29i02.png]] \|\| '''The Data Entry Form cannot be approved.'''		\| align="center" \| [[Image:t29i02.png]] \|\| '''The Data Entry Form cannot be approved.'''
	#Resolve the incomplete reconciliation on the Reconciliation tab of the Data Entry Form Editor window. See the ''Data Entry Forms – [[~~Reconciling Items~~]]'' for instructions.		#Resolve the incomplete reconciliation on the Reconciliation tab of the Data Entry Form Editor window. See the ''Data Entry Forms – [[Reconcile]]'' for instructions.
	#Continue to step 4 in this section to approve the Data Entry Form.		#Continue to step 4 in this section to approve the Data Entry Form.
	\|-		\|-
Line 33:		Line 33:
	\|-		\|-
	\| align="center" \| [[Image:t29i04.png]] \|\| '''The Data Entry Form cannot be approved.'''		\| align="center" \| [[Image:t29i04.png]] \|\| '''The Data Entry Form cannot be approved.'''
	#Resolve the incomplete reconciliation on the Reconciliation tab of the Data Entry Form Editor window. See the ''Data Entry Forms – [[~~Reconciling Items~~]]'' for instructions.		#Resolve the incomplete reconciliation on the Reconciliation tab of the Data Entry Form Editor window. See the ''Data Entry Forms – [[Reconcile]]'' for instructions.
	#Resolve the import issue on the Import Issues tab of the Data Entry Form Editor window.		#Resolve the import issue on the Import Issues tab of the Data Entry Form Editor window.
	#Check the ''All Import Issues'' have been resolved checkbox on the Import Issues tab and click the Save button.		#Check the ''All Import Issues'' have been resolved checkbox on the Import Issues tab and click the Save button.