Reassign Item to another Location - Revision history

Alnaucler at 09:27, 18 March 2019

2019-03-18T09:27:31Z

← Older revision		Revision as of 11:27, 18 March 2019
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	{{NavBox HowTo Reconcile and Approve}}		{{NavBox HowTo Reconcile and Approve}}

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

Alnaucler at 17:16, 17 June 2017

2017-06-17T17:16:34Z

← Older revision		Revision as of 19:16, 17 June 2017
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	'' Reconciliation Tab Reassign Action''		'' Reconciliation Tab Reassign Action''
	</div>		</div>
	{{Warning \| The Reassigning Data Entry Form's Date of information must be a later date than the Data Entry Form that assigned the Location since the calculation of the Summary item is based on Date of Information. When the date is earlier or the same, ~~no change of~~ the Summary ~~items occur~~.}}</li>		{{Warning \| The Reassigning Data Entry Form's Date of information must be a later date than the Data Entry Form that assigned the Location since the calculation of the Summary item is based on Date of Information. When the date is earlier or the same, the Summary item will '''not''' be updated.}}</li>

	<li>Save, Submit or Approve the Data Entry Form.</li>		<li>Save, Submit or Approve the Data Entry Form.</li>

Dionysia at 18:32, 23 March 2015

2015-03-23T18:32:43Z

← Older revision		Revision as of 20:32, 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>~~

	<ol>		<ol>
	<li>Open the Location window of the item that requires location reassignment by clicking on the [[Image:YellowManIcon.png]] in the Summary window toolbar.</li>		<li>Open the Location window of the item that requires location reassignment by clicking on the [[Image:YellowManIcon.png]] in the Summary window toolbar.</li>
			<li>Select the item in the Location window, and then click the [[Image:YellowManIcon.png \| Location Reassignment]] button.
	[[Image:Location reassign.png\|600px\|center]]		[[Image:Location reassign.png\|600px\|center]]
	<div align="center">		<div align="center">
	'' Location Summary window''		'' Location Summary window''
	</div>		</div></li>
	<li>~~Select~~ the item ~~in the Location window, and then click~~ the [[~~Image:YellowManIcon.png~~ \| ~~Location Reassignment~~]] ~~button~~.</li>		<li>The Pick Location window displays. </li>
			<li>Filter the item list to display the desired location. Click '''[[Filter Lists \| here]]''' for help on how to filter lists. </li>
			<li>Select a Location from the list, and then click '''Assign'''.

	[[Image:Location reassign2.png\|600px\|center]]		[[Image:Location reassign2.png\|600px\|center]]
	<div align="center">		<div align="center">
	'' Pick Location window''		'' Pick Location window''
	</div>		</div></li>
	<li>The ~~Pick Location~~ window displays.		<li>The template selection window displays.
	~~<li>Filter the item~~ list to ~~display the desired location. Click '''[[Filter Lists \| here]]'''~~ for ~~help on how to filter lists.~~		{{New_6.0 \| The list of possible templates are filtered to only included templates for the current item type.}}
	~~<li>Select a Location from~~ the ~~list, and then click '''Assign'''~~.~~</li>~~
	[[Image:Wizard template selection.png\|500px\|center]]		[[Image:Wizard template selection.png\|500px\|center]]
	<div align="center">		<div align="center">
	'' Select Template window''		'' Select Template window''
	</div>		</div></li>

	<li>~~The template selection window displays.~~
	~~{{New_6.0 \| 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 Reassign.png\|600px\|center]]		[[Image:Recon tab Reassign.png\|600px\|center]]
	<div align="center">		<div align="center">
	'' Reconciliation Tab Reassign Action''		'' Reconciliation Tab Reassign Action''
	</div>		</div>
	{{Warning \| The Reassigning Data Entry Form's Date of information must be a later date than the Data Entry Form that assigned the Location since the calculation of the Summary item is based on Date of Information. When the date is earlier or the same, no change of the Summary items occur.}}		{{Warning \| The Reassigning Data Entry Form's Date of information must be a later date than the Data Entry Form that assigned the Location since the calculation of the Summary item is based on Date of Information. When the date is earlier or the same, no change of the Summary items occur.}}</li>

	<li>Save, Submit or Approve the Data Entry Form.</li>		<li>Save, Submit or Approve the Data Entry Form.</li>
	<li>The items is reassigned to another Location when the Data Entry Form is approved.		<li>The items is reassigned to another Location when the Data Entry Form is approved.</li></ol>
	</ol>
	{{NavBox HowTo Reconcile and Approve}}		{{NavBox HowTo Reconcile and Approve}}

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

Dionysia: Dionysia moved page Reassign an Item Location to Reassign Item to another Location without leaving a redirect

2015-03-23T18:28:54Z

Dionysia moved page Reassign an Item Location to Reassign Item to another Location without leaving a redirect

← Older revision	Revision as of 20:28, 23 March 2015
(No difference)

Alnaucler at 21:58, 18 March 2015

2015-03-18T21:58:43Z

← Older revision		Revision as of 23:58, 18 March 2015
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	'' Reconciliation Tab Reassign Action''		'' Reconciliation Tab Reassign Action''
	</div>		</div>
	{{Warning \| The Reassigning Data Entry Form's Date of information must be a later date than the Data Entry Form that assigned the Location 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 Reassigning Data Entry Form's Date of information must be a later date than the Data Entry Form that assigned the Location since the calculation of the Summary item is based on Date of Information. When the date is earlier or the same, no change of the Summary items occur.}}

	<li>Save, Submit or Approve the Data Entry Form.</li>		<li>Save, Submit or Approve the Data Entry Form.</li>

Alnaucler at 10:54, 11 March 2015

2015-03-11T10:54:31Z

← Older revision		Revision as of 12:54, 11 March 2015
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	{{Note \| To do ~~data entry~~ and/or ~~Reconcile~~ 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]]		[[Image:Summary window toolbar.png\|350px\|center]]

Alnaucler at 14:11, 10 March 2015

2015-03-10T14:11:16Z

← Older revision		Revision as of 16:11, 10 March 2015
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	'' Reconciliation Tab Reassign Action''		'' Reconciliation Tab Reassign Action''
	</div>		</div>
	{{Warning \| The Reassigning Data Entry Form's Date of information must be a later date than the Data Entry Form that assigned the Location since the calculation of the Summary item(s) are based on Date of Information. When the ~~dates are~~ the same, no change of the Summary items occur.}}		{{Warning \| The Reassigning Data Entry Form's Date of information must be a later date than the Data Entry Form that assigned the Location 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.}}

	<li>Save, Submit or Approve the Data Entry Form.</li>		<li>Save, Submit or Approve the Data Entry Form.</li>

Alnaucler at 12:20, 10 March 2015

2015-03-10T12:20:09Z

← Older revision		Revision as of 14:20, 10 March 2015
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			{{Note \| To do data entry and/or Reconcile 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]]		[[Image:Summary window toolbar.png\|350px\|center]]
	<div align="center">		<div align="center">

Alnaucler at 20:58, 9 March 2015

2015-03-09T20:58:36Z

← Older revision		Revision as of 22:58, 9 March 2015
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	<li>Filter the item list to display the desired location. Click '''[[Filter Lists \| here]]''' for help on how to filter lists.		<li>Filter the item list to display the desired location. Click '''[[Filter Lists \| here]]''' for help on how to filter lists.
	<li>Select a Location from the list, and then click '''Assign'''.</li>		<li>Select a Location from the list, and then click '''Assign'''.</li>
	<li>~~The~~ Template ~~For~~ ''<~~Item~~>~~'' : ''~~<~~Item~~>'' window displays.~~</li>~~		[[Image:Wizard template selection.png\|500px\|center]]
	<li>Select the Data Entry Form template ~~used for the item~~ you ~~opened in step 1.~~</li>		<div align="center">
			'' Select Template window''
			</div>

			<li>The template selection window displays.
			{{New_6.0 \| 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>Click '''OK'''.</li>		<li>Click '''OK'''.</li>
	:The Data Entry Form Editor displays a new Data Entry Form. The ~~date of~~ information ~~field, the item ID field, and the Reconciliation tab~~ are automatically populated ~~with the location reassignment~~ information.		<li>The Data Entry Form Editor displays a new Data Entry Form. The following information are automatically populated:
	<li>~~Verify that the location reassignment information displays on the '~~''Reconciliation''~~' and '''Comments''' tabs.~~</li>		:* Form ID
	<li>~~Approve, submit~~, or ~~save~~ the Data Entry Form.</li>		:* Item ID
	:The ~~location~~ is reassigned when the Data Entry Form is approved.		:* Date of information
			:* Reconciliation tab.
			[[Image:Recon tab Reassign.png\|600px\|center]]
			<div align="center">
			'' Reconciliation Tab Reassign Action''
			</div>
			{{Warning \| The Reassigning Data Entry Form's Date of information must be a later date than the Data Entry Form that assigned the Location since the calculation of the Summary item(s) are based on Date of Information. When the dates are the same, no change of the Summary items occur.}}

			<li>Save, Submit or Approve the Data Entry Form.</li>
			<li>The items is reassigned to another Location when the Data Entry Form is approved.
	</ol>		</ol>

	~~{{warning\| Data entered in the Data Entry Form can overwrite existing item data.}}~~

	~~{{note\| You can restore the previous location by unapproving the location reassignment Data Entry Form.}}~~

	{{NavBox HowTo Reconcile and Approve}}		{{NavBox HowTo Reconcile and Approve}}

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

Alnaucler at 20:51, 9 March 2015

2015-03-09T20:51:39Z

← Older revision		Revision as of 22:51, 9 March 2015
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	<ol>		<ol>
	<li>Open the Location window of the item that requires location reassignment.</li>		<li>Open the Location window of the item that requires location reassignment by clicking on the [[Image:YellowManIcon.png]] in the Summary window toolbar.</li>
			[[Image:Location reassign.png\|600px\|center]]
			<div align="center">
			'' Location Summary window''
			</div>
	<li>Select the item in the Location window, and then click the [[Image:YellowManIcon.png \| Location Reassignment]] button.</li>		<li>Select the item in the Location window, and then click the [[Image:YellowManIcon.png \| Location Reassignment]] button.</li>
	:The Pick Location window displays.		[[Image:Location reassign2.png\|600px\|center]]
	<~~/ol~~>		<div align="center">
			'' Pick Location window''
	~~{{note\|~~ Click '''~~Show All~~''' ~~or use the~~ filter ~~to find a location~~.}}		</div>
			<li>The Pick Location window displays.
	~~<ol start="3">~~		<li>Filter the item list to display the desired location. Click '''[[Filter Lists \| here]]''' for help on how to filter lists.
	<li>Select a ~~location~~ from the list, and then click '''Assign'''.</li>		<li>Select a Location from the list, and then click '''Assign'''.</li>
	<li>The Template For ''<Item>'' : ''<Item>'' window displays.</li>		<li>The Template For ''<Item>'' : ''<Item>'' window displays.</li>
	<li>Select the Data Entry Form template used for the item you opened in step 1.</li>		<li>Select the Data Entry Form template used for the item you opened in step 1.</li>