Reconcile as Existing Item - Revision history

Alnaucler at 09:30, 18 March 2019

2019-03-18T09:30:23Z

← Older revision		Revision as of 11:30, 18 March 2019
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	{{NavBox HowTo Reconcile and Approve}}		{{NavBox HowTo Reconcile and Approve}}
	[[Category:~~COO~~]]		[[Category:NAA]]

Alnaucler at 17:15, 17 June 2017

2017-06-17T17:15:43Z

← Older revision		Revision as of 19:15, 17 June 2017
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	</ol>		</ol>

	{{Warning \| The updating 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 is based on Date of Information. When the date is earlier or the same, ~~no change of~~ the Summary items ~~occur~~.}}		{{Warning \| The updating 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 is based on Date of Information. When the date is earlier or the same, the Summary items will '''not''' be updated.}}

	For more information on how to do data entry, see [[Use the Data Entry Form Editor Window]].		For more information on how to do data entry, see [[Use the Data Entry Form Editor Window]].

Alnaucler at 19:19, 15 August 2016

2016-08-15T19:19:16Z

← Older revision		Revision as of 21:19, 15 August 2016
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	<div align="center">''Pick Item Window''		<div align="center">''Pick Item Window''
	</div></li>		</div></li>
	<li>Select the row for the existing item that you would like to replace or combine the information in the current Data Entry Form with. You may view the Summary window of an item clicking on the [[Image:FieldViewIcon.png]] ~~icon~~.		<li>Select the row for the existing item that you would like to replace or combine the information in the current Data Entry Form with. You may view the Summary window of an item clicking on the [[Image:FieldViewIcon.png]] button.
	{{Warning\| [[Image:Recon tab Wrong ID.png\|600px\|center]]It is very important that you select the correct existing item. E.g. if you have received new information about the existing Victim ''Vic-125'' (Jane Doe) or would like to correct some information about the existing Victim ''Vic-125'', you '''must''' select the Victim item ''Vic-125'' in the list. If you select another Victim item e.g. ''Vic-126'' (James Smith), the information in the current Data Entry Form will replace or combine existing information about '''Vic-126'''.		{{Warning\| [[Image:Recon tab Wrong ID.png\|600px\|center]]It is very important that you select the correct existing item. E.g. if you have received new information about the existing Victim ''Vic-125'' (Jane Doe) or would like to correct some information about the existing Victim ''Vic-125'', you '''must''' select the Victim item ''Vic-125'' in the list. If you select another Victim item e.g. ''Vic-126'' (James Smith), the information in the current Data Entry Form will replace or combine existing information about '''Vic-126'''.
	}}</li>		}}</li>

Alnaucler at 09:43, 2 February 2016

2016-02-02T09:43:59Z

← Older revision		Revision as of 11:43, 2 February 2016
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	'' Reconciliation Tab Combine Action''		'' Reconciliation Tab Combine Action''
	</div></li>		</div></li>
	<li>If appropriate, '''[[~~Reconcile by Linking~~ to an Existing Item ~~Record~~ \| Link]]''' to other items.</li>		<li>If appropriate, '''[[Link to Existing Item \| Link]]''' to other items.</li>
	<li>Save, Submit or Approve the Data Entry Form.</li>		<li>Save, Submit or Approve the Data Entry Form.</li>
	</ol>		</ol>

Dionysia at 17:10, 23 March 2015

2015-03-23T17:10:29Z

← Older revision		Revision as of 19:10, 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. }}

			<ol><li>From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item you would like to reconcile.
	[[Image:Recon tab.png\|600px\|center]]		[[Image:Recon tab.png\|600px\|center]]
	<div align="center">		<div align="center">
	'' Reconciliation Tab''		'' Reconciliation Tab''
	</div>		</div></li>
			<li>Click the [[Image:ReconItemRecIcon.png]] button. The Data Entry Form Reconciliation window displays.
	~~<ol>~~
	~~<li>From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item you would like to reconcile.~~</li>
	<li>Click the [[Image:ReconItemRecIcon.png]] button.~~</li>~~
	[[Image:Recon options2.png\|500px\|center]]		[[Image:Recon options2.png\|500px\|center]]
	<div align="center">		<div align="center">
	'' Reconciliation Options''		'' Reconciliation Options''
	</div>		</div></li>
	~~:The Data Entry Form Reconciliation window displays.~~
	<li>Select the '''Reconcile as Existing Item''' option.</li>		<li>Select the '''Reconcile as Existing Item''' option.</li>
	<li>Click the '''OK''' button.</li>		<li>Click the '''OK''' button.</li>
			<li>The Pick Item window displays. The table is not populated with any rows until you have applied a [[Filter Lists\| filter]].
	[[Image:fig61.png\|center\|500px\|''Pick Item Window'']]		[[Image:fig61.png\|center\|500px\|''Pick Item Window'']]
	<div align="center">''Pick Item Window''		<div align="center">''Pick Item Window''
	</div>		</div></li>
	<li>~~The Pick Item window displays. The table is not populated with any rows until you have applied a [[Filter Lists\| filter]].~~		<li>Select the row for the existing item that you would like to replace or combine the information in the current Data Entry Form with. You may view the Summary window of an item clicking on the [[Image:FieldViewIcon.png]] icon.
	<li>Select the row for the existing item that you would like to replace or combine the information in the current Data Entry Form with. You may view the Summary window of an item clicking on the [[Image:FieldViewIcon.png]] icon. ~~</li>~~

	{{Warning\| [[Image:Recon tab Wrong ID.png\|600px\|center]]It is very important that you select the correct existing item. E.g. if you have received new information about the existing Victim ''Vic-125'' (Jane Doe) or would like to correct some information about the existing Victim ''Vic-125'', you '''must''' select the Victim item ''Vic-125'' in the list. If you select another Victim item e.g. ''Vic-126'' (James Smith), the information in the current Data Entry Form will replace or combine existing information about '''Vic-126'''.		{{Warning\| [[Image:Recon tab Wrong ID.png\|600px\|center]]It is very important that you select the correct existing item. E.g. if you have received new information about the existing Victim ''Vic-125'' (Jane Doe) or would like to correct some information about the existing Victim ''Vic-125'', you '''must''' select the Victim item ''Vic-125'' in the list. If you select another Victim item e.g. ''Vic-126'' (James Smith), the information in the current Data Entry Form will replace or combine existing information about '''Vic-126'''.
	}}		}}</li>
	<li>Click the Assign button.</li>		<li>Click the Assign button.</li>
	<li>The Replace/Combine Item window displays.		<li>The Replace/Combine Item window displays.
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	[[Image:fig59.png\|center\|500px\|''Replace/Combine Item Window'']]		[[Image:fig59.png\|center\|500px\|''Replace/Combine Item Window'']]
	<div align="center">''Replace/Combine Item Window''		<div align="center">''Replace/Combine Item Window''
	</div>		</div></li>
	<li>If it is appropriate to verify that it is the correct existing item that you are replacing or combining information to by using map preview, click the [[Image:ShadesIcon.png]] button to activate the Map preview.~~</li>~~		<li>If it is appropriate to verify that it is the correct existing item that you are replacing or combining information to by using map preview, click the [[Image:ShadesIcon.png]] button to activate the Map preview.

	[[Image:fig60.png\|center\|500px\|''Replace/Combine Item Window with the Map View Selected'']]		[[Image:fig60.png\|center\|500px\|''Replace/Combine Item Window with the Map View Selected'']]
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	</div>		</div>

	{{New_6.0 \| More functions have been added to the Preview window. It amongst other things possible to add labels. It is also possible to change the order of the themes.}}		{{New_6.0 \| More functions have been added to the Preview window. It amongst other things possible to add labels. It is also possible to change the order of the themes.}}</li>

	<li>Decide if you would like to [[Reconcile started from Data Entry Menu#Replace \| replace]] or [[Reconcile started from Data Entry Menu#Combine \| combine]].</li>		<li>Decide if you would like to [[Reconcile started from Data Entry Menu#Replace \| replace]] or [[Reconcile started from Data Entry Menu#Combine \| combine]].</li>
	<li>Click the '''OK''' button.</li>		<li>Click the '''OK''' button.</li>
			<li>The Reconciliation Tab in the Data Entry Form is updated.
	[[Image:Recon tab Replace.png\|600px\|center]]		[[Image:Recon tab Replace.png\|600px\|center]]
	<div align="center">		<div align="center">
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	<div align="center">		<div align="center">
	'' Reconciliation Tab Combine Action''		'' Reconciliation Tab Combine Action''
	</div>		</div></li>
			<li>If appropriate, '''[[Reconcile by Linking to an Existing Item Record \| Link]]''' to other items.</li>
	<li>~~The Reconciliation Tab in the Data Entry Form is updated.~~
	<li>If appropriate, '''[[Reconcile by Linking to an Existing Item Record \| Link]]''' to other items.
	<li>Save, Submit or Approve the Data Entry Form.</li>		<li>Save, Submit or Approve the Data Entry Form.</li>
	</ol>		</ol>
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	For more information on how to do data entry, see [[Use the Data Entry Form Editor Window]].		For more information on how to do data entry, see [[Use the Data Entry Form Editor Window]].

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

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

Dionysia: Dionysia moved page Reconcile by Updating an Existing Item Record to Reconcile as Existing Item without leaving a redirect

2015-03-23T17:05:37Z

Dionysia moved page Reconcile by Updating an Existing Item Record to Reconcile as Existing Item without leaving a redirect

← Older revision	Revision as of 19:05, 23 March 2015
(No difference)

Alnaucler at 21:56, 18 March 2015

2015-03-18T21:56:55Z

← Older revision		Revision as of 23:56, 18 March 2015
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	</ol>		</ol>

	{{Warning \| The updating 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 ~~are~~ based on Date of Information. When the date is earlier or the same, no change of the Summary items occur.}}		{{Warning \| The updating 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 is based on Date of Information. When the date is earlier or the same, no change of the Summary items occur.}}

	For more information on how to do data entry, see [[Use the Data Entry Form Editor Window]].		For more information on how to do data entry, see [[Use the Data Entry Form Editor Window]].

Alnaucler at 21:55, 18 March 2015

2015-03-18T21:55:38Z

← Older revision		Revision as of 23:55, 18 March 2015
Line 56:		Line 56:
	</ol>		</ol>

	{{Warning \| The updating 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 updating 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 are based on Date of Information. When the date is earlier or the same, no change of the Summary items occur.}}

	For more information on how to do data entry, see [[Use the Data Entry Form Editor Window]].		For more information on how to do data entry, see [[Use the Data Entry Form Editor Window]].

Alnaucler at 19:59, 14 March 2015

2015-03-14T19:59:22Z

← Older revision		Revision as of 21:59, 14 March 2015
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	<div align="center">''Replace/Combine Item Window with the Map View Selected''		<div align="center">''Replace/Combine Item Window with the Map View Selected''
	</div>		</div>

			{{New_6.0 \| More functions have been added to the Preview window. It amongst other things possible to add labels. It is also possible to change the order of the themes.}}

	<li>Decide if you would like to [[Reconcile started from Data Entry Menu#Replace \| replace]] or [[Reconcile started from Data Entry Menu#Combine \| combine]].</li>		<li>Decide if you would like to [[Reconcile started from Data Entry Menu#Replace \| replace]] or [[Reconcile started from Data Entry Menu#Combine \| combine]].</li>

Alnaucler at 11:01, 11 March 2015

2015-03-11T11:01:45Z

← Older revision		Revision as of 13:01, 11 March 2015
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	<li>The Pick Item window displays. The table is not populated with any rows until you have applied a [[Filter Lists\| filter]].		<li>The Pick Item window displays. The table is not populated with any rows until you have applied a [[Filter Lists\| filter]].
	<li>Select the row for the existing item that you would like to replace or combine the information in the current Data Entry Form with. You may view the Summary window of an item clicking on the [[Image:FieldViewIcon.png]] icon. </li>		<li>Select the row for the existing item that you would like to replace or combine the information in the current Data Entry Form with. You may view the Summary window of an item clicking on the [[Image:FieldViewIcon.png]] icon. </li>

	{{Warning\| [[Image:Recon tab Wrong ID.png\|600px\|center]]It is very important that you select the correct existing item. E.g. if you have received new information about the existing Victim ''Vic-125'' (Jane Doe) or would like to correct some information about the existing Victim ''Vic-125'', you '''must''' select the Victim item ''Vic-125'' in the list. If you select another Victim item e.g. ''Vic-126'' (James Smith), the information in the current Data Entry Form will replace or combine existing information about '''Vic-126'''.		{{Warning\| [[Image:Recon tab Wrong ID.png\|600px\|center]]It is very important that you select the correct existing item. E.g. if you have received new information about the existing Victim ''Vic-125'' (Jane Doe) or would like to correct some information about the existing Victim ''Vic-125'', you '''must''' select the Victim item ''Vic-125'' in the list. If you select another Victim item e.g. ''Vic-126'' (James Smith), the information in the current Data Entry Form will replace or combine existing information about '''Vic-126'''.
	}}		}}
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	<li>Save, Submit or Approve the Data Entry Form.</li>		<li>Save, Submit or Approve the Data Entry Form.</li>
	</ol>		</ol>

	{{Warning \| The updating 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 updating 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.}}