Delete from the Summary Window - Revision history

Alnaucler at 09:26, 18 March 2019

2019-03-18T09:26:21Z

← Older revision		Revision as of 11:26, 18 March 2019
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	{{NavBox HowTo Reconcile and Approve}}		{{NavBox HowTo Reconcile and Approve}}

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

Dionysia at 17:28, 23 March 2015

2015-03-23T17:28:59Z

← Older revision		Revision as of 19:28, 23 March 2015
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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. }}		{{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. }}

	~~[[Image:Summary window toolbar.png\|350px\|center]]~~
	~~<div align="center">~~
	~~'' Summary window toolbar''~~
	~~</div>~~

	{{Note \| The Delete Action lets you delete data that has already been approved. However, the Data Entry Forms are not physically deleted from the the database, they get status ''deleted'' and are possible to retrieve back later if needed.}}		{{Note \| The Delete Action lets you delete data that has already been approved. However, the Data Entry Forms are not physically deleted from the the database, they get status ''deleted'' and are possible to retrieve back later if needed.}}
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	<li>Open the Summary window of the item that you would like to Delete.</li>		<li>Open the Summary window of the item that you would like to Delete.</li>
	<li>Click the [[Image:EcksButton.png \| Delete]] button.</li>		<li>Click the [[Image:EcksButton.png \| Delete]] button.</li>
			<li>The Template for Delete Data Entry Form window displays. The list of possible templates are filtered to only included templates for the current item type.
	[[Image:Select Template Delete.png\|500px\|center]]		[[Image:Select Template Delete.png\|500px\|center]]
	<div align="center">		<div align="center">
	'' Template for Delete Data Entry Form window''		'' Template for Delete Data Entry Form window''
	</div>		</div></li>
	<li>~~The Template for Delete Data Entry Form window displays. The list of possible templates are filtered to only included templates for the current item type.~~
	<li>Select the Data Entry Form template that you would like to use</li>		<li>Select the Data Entry Form template that you would like to use</li>
	<li>Click '''OK'''.</li>		<li>Click '''OK'''.</li>
	<li>The Data Entry Form Editor displays a new Data Entry Form. The following information are automatically populated:		<li>The Data Entry Form Editor displays a new Data Entry Form. The following information are automatically populated:
	:* Form ID		* Form ID
	:* Item ID		* Item ID
	:* Date of information		* Date of information
	:* Reconciliation tab.		* Reconciliation tab.
	[[Image:Recon tab Delete.png\|600px\|center]]		[[Image:Recon tab Delete.png\|600px\|center]]
	<div align="center">		<div align="center">
	'' Reconciliation Tab Delete Action''		'' Reconciliation Tab Delete Action''
	</div>		</div></li>
	<li>'''No''' the other data fields in the template are also automatically populated.		<li>'''No''' the other data fields in the template are also automatically populated.
	[[Image:Error msg Delete with Links.png\|500px\|center]]		[[Image:Error msg Delete with Links.png\|500px\|center]]
	<div align="center">		<div align="center">
	'' Error message when there are linked items''		'' Error message when there are linked items''
	</div>		</div></li>
	<li>No other items may be linked to the item that you would like to Delete.		<li>No other items may be linked to the item that you would like to Delete.</li>
	<li>Save, Submit or Approve the Data Entry Form.</li>		<li>Save, Submit or Approve the Data Entry Form.</li>
	<li>When the Data Entry Form is approved, the Summary window will be deleted.		<li>When the Data Entry Form is approved, the Summary window will be deleted.</li></ol>
	</ol>
	{{Warning \| The deleting Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created/updated the data since the calculation of the Summary item is based on Date of Information. When the date is earlier or the same, no delete of the Summary items occur.}}		{{Warning \| The deleting Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created/updated the data since the calculation of the Summary item is based on Date of Information. When the date is earlier or the same, no delete of the Summary items occur.}}

Alnaucler at 19:22, 19 March 2015

2015-03-19T19:22:30Z

← Older revision		Revision as of 21:22, 19 March 2015
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	{{Warning \| The deleting Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created/updated the data since the calculation of the Summary item is based on Date of Information. When the date is earlier or the same, no delete of the Summary items occur.}}		{{Warning \| The deleting Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created/updated the data since the calculation of the Summary item is based on Date of Information. When the date is earlier or the same, no delete of the Summary items occur.}}

	{{Note \| When Data Entry Forms with ''Delete'' Action are imported as ~~MAxml~~ they will '''not''' automatically be Approved so the importing organisation have full control of what is being deleted from {{IMSMANG}} .}}		{{Note \| When Data Entry Forms with ''Delete'' Action are imported as maXML they will '''not''' automatically be Approved so the importing organisation have full control of what is being deleted from {{IMSMANG}} .}}

	{{New_6.0 \| This Action was introduced in version 6.0.}}		{{New_6.0 \| This Action was introduced in version 6.0.}}

Alnaucler at 21:57, 18 March 2015

2015-03-18T21:57:57Z

← Older revision		Revision as of 23:57, 18 March 2015
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	<li>When the Data Entry Form is approved, the Summary window will be deleted.		<li>When the Data Entry Form is approved, the Summary window will be deleted.
	</ol>		</ol>
	{{Warning \| The deleting Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created/updated the data since the calculation of the Summary item~~(s) are~~ based on Date of Information. When the date is earlier or the same, no delete of the Summary items occur.}}		{{Warning \| The deleting Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created/updated the data since the calculation of the Summary item is based on Date of Information. When the date is earlier or the same, no delete of the Summary items occur.}}

	{{Note \| When Data Entry Forms with ''Delete'' Action are imported as MAxml they will '''not''' automatically be Approved so the importing organisation have full control of what is being deleted from {{IMSMANG}} .}}		{{Note \| When Data Entry Forms with ''Delete'' Action are imported as MAxml they will '''not''' automatically be Approved so the importing organisation have full control of what is being deleted from {{IMSMANG}} .}}

Alnaucler at 11:34, 12 March 2015

2015-03-12T11:34:33Z

← Older revision		Revision as of 13:34, 12 March 2015
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	</ol>		</ol>
	{{Warning \| The deleting Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created/updated the data since the calculation of the Summary item(s) are based on Date of Information. When the date is earlier or the same, no delete of the Summary items occur.}}		{{Warning \| The deleting Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created/updated the data since the calculation of the Summary item(s) are based on Date of Information. When the date is earlier or the same, no delete of the Summary items occur.}}

			{{Note \| When Data Entry Forms with ''Delete'' Action are imported as MAxml they will '''not''' automatically be Approved so the importing organisation have full control of what is being deleted from {{IMSMANG}} .}}

	{{New_6.0 \| This Action was introduced in version 6.0.}}		{{New_6.0 \| This Action was introduced in version 6.0.}}
	{{NavBox HowTo Reconcile and Approve}}		{{NavBox HowTo Reconcile and Approve}}

	[[Category:COO]]		[[Category:COO]]

Alnaucler at 09:39, 12 March 2015

2015-03-12T09:39:38Z

← Older revision		Revision as of 11:39, 12 March 2015
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	</div>		</div>

	{{Note \| The Delete Action lets you delete data that has already been approved. However, the Data Entry Forms are not physically deleted from the the database, they get status "deleted" and are possible to retrieve back later if needed.}}		{{Note \| The Delete Action lets you delete data that has already been approved. However, the Data Entry Forms are not physically deleted from the the database, they get status ''deleted'' and are possible to retrieve back later if needed.}}
	<ol>		<ol>
	<li>Open the Summary window of the item that you would like to Delete.</li>		<li>Open the Summary window of the item that you would like to Delete.</li>

Alnaucler at 09:39, 12 March 2015

2015-03-12T09:39:12Z

← Older revision		Revision as of 11:39, 12 March 2015
Line 6:		Line 6:
	</div>		</div>

	The Delete Action lets you delete data that has already been approved.		{{Note \| The Delete Action lets you delete data that has already been approved. However, the Data Entry Forms are not physically deleted from the the database, they get status "deleted" and are possible to retrieve back later if needed.}}
	<ol>		<ol>
	<li>Open the Summary window of the item that you would like to Delete.</li>		<li>Open the Summary window of the item that you would like to Delete.</li>

Alnaucler at 22:19, 11 March 2015

2015-03-11T22:19:02Z

← Older revision		Revision as of 00:19, 12 March 2015
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	<ol>		<ol>
	<li>Open the Summary window of the item that you would like to Delete.</li>		<li>Open the Summary window of the item that you would like to Delete.</li>
	<li>Click the [[Image:~~Ecks~~.png \| Delete]] button.</li>		<li>Click the [[Image:EcksButton.png \| Delete]] button.</li>
	[[Image:Select ~~template~~ Delete.png\|500px\|center]]		[[Image:Select Template Delete.png\|500px\|center]]
	<div align="center">		<div align="center">
	'' Template for Delete Data Entry Form window''		'' Template for Delete Data Entry Form window''

Alnaucler at 22:16, 11 March 2015

2015-03-11T22:16:09Z

← Older revision		Revision as of 00:16, 12 March 2015
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	[[Image:Error msg Delete with Links.png\|500px\|center]]		[[Image:Error msg Delete with Links.png\|500px\|center]]
	<div align="center">		<div align="center">
	'' Error message when there are linked items'		'' Error message when there are linked items''
	</div>		</div>
	<li>No other items may be linked to the item that you would like to Delete.		<li>No other items may be linked to the item that you would like to Delete.

Alnaucler at 22:15, 11 March 2015

2015-03-11T22:15:39Z

← Older revision		Revision as of 00:15, 12 March 2015
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	~~{{Under construction\| This page is under construction.}}~~
	{{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. }}		{{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. }}

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	</div>		</div>

	The Delete Action lets you delete data that has already been approved. ~~It opens a fully populate Data Entry Form with the Approved data, which provides an overview of the current approved data for the item which facilitate to confirm that it is the right item to Delete.~~		The Delete Action lets you delete data that has already been approved.

	<ol>		<ol>
	<li>Open the Summary window of the item that you would like to Delete.</li>		<li>Open the Summary window of the item that you would like to Delete.</li>
	<li>Click the [[Image:~~FieldViewIcon~~.png \| ~~Edit~~]] button.</li>		<li>Click the [[Image:Ecks.png \| Delete]] button.</li>
	[[Image:~~Wizard~~ template ~~selection~~.png\|500px\|center]]		[[Image:Select template Delete.png\|500px\|center]]
	<div align="center">		<div align="center">
	'' Template for Delete Data Entry Form window''		'' Template for Delete Data Entry Form window''
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	'' Reconciliation Tab Delete Action''		'' Reconciliation Tab Delete Action''
	</div>		</div>
	<li>~~All~~ the other data fields in the template are also automatically populated with ~~the Approved information~~.		<li>'''No''' the other data fields in the template are also automatically populated.
			[[Image:Error msg Delete with Links.png\|500px\|center]]
			<div align="center">
			'' Error message when there are linked items'
			</div>
	<li>No other items may be linked to the item that you would like to Delete.		<li>No other items may be linked to the item that you would like to Delete.
	<li>Save, Submit or Approve the Data Entry Form.</li>		<li>Save, Submit or Approve the Data Entry Form.</li>
	<li>When the Data Entry Form is approved, the Summary window will be deleted.		<li>When the Data Entry Form is approved, the Summary window will be deleted.
	</ol>		</ol>
	{{Warning \| The deleting 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(s) are based on Date of Information. When the date is earlier or the same, no ~~change~~ of the Summary items occur.}}		{{Warning \| The deleting Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created/updated the data since the calculation of the Summary item(s) are based on Date of Information. When the date is earlier or the same, no delete of the Summary items occur.}}
	{{New_6.0 \| This Action was introduced in version 6.0.}}		{{New_6.0 \| This Action was introduced in version 6.0.}}
	{{NavBox HowTo Reconcile and Approve}}		{{NavBox HowTo Reconcile and Approve}}

	[[Category:COO]]		[[Category:COO]]

← Older revision		Revision as of 21:22, 19 March 2015
Line 37:		Line 37:
	{{Warning \| The deleting Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created/updated the data since the calculation of the Summary item is based on Date of Information. When the date is earlier or the same, no delete of the Summary items occur.}}		{{Warning \| The deleting Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created/updated the data since the calculation of the Summary item is based on Date of Information. When the date is earlier or the same, no delete of the Summary items occur.}}

	{{Note \| When Data Entry Forms with ''Delete'' Action are imported as ~~MAxml~~ they will '''not''' automatically be Approved so the importing organisation have full control of what is being deleted from {{IMSMANG}} .}}		{{Note \| When Data Entry Forms with ''Delete'' Action are imported as maXML they will '''not''' automatically be Approved so the importing organisation have full control of what is being deleted from {{IMSMANG}} .}}

	{{New_6.0 \| This Action was introduced in version 6.0.}}		{{New_6.0 \| This Action was introduced in version 6.0.}}