Reconcile started from Data Entry Menu - Revision history

Alnaucler at 09:30, 18 March 2019

2019-03-18T09:30:59Z

← Older revision		Revision as of 11:30, 18 March 2019
Line 63:		Line 63:

	{{NavBox HowTo Reconcile and Approve}}		{{NavBox HowTo Reconcile and Approve}}
	[[Category:~~COO~~]]		[[Category:NAA]]

Dionysia at 12:57, 16 April 2015

2015-04-16T12:57:11Z

← Older revision		Revision as of 14:57, 16 April 2015
Line 16:		Line 16:
	* [[Reconcile started from Data Entry Menu#Replace \| Replace]]		* [[Reconcile started from Data Entry Menu#Replace \| Replace]]
	* [[Reconcile started from Data Entry Menu#Combine \| Combine]]. </li>		* [[Reconcile started from Data Entry Menu#Combine \| Combine]]. </li>
	<li>'''[[~~Reconcile by Linking to an Existing Item Record \|~~ Link to Existing Item]]''' - allows you to link the item to an existing object of any type.</li></ol>		<li>'''[[Link to Existing Item]]''' - allows you to link the item to an existing object of any type.</li></ol>

	{{note\| Items are '''not''' normally ''Linked'' to Locations.}}		{{note\| Items are '''not''' normally ''Linked'' to Locations.}}

Dionysia at 17:12, 23 March 2015

2015-03-23T17:12:51Z

← Older revision		Revision as of 19:12, 23 March 2015
Line 12:		Line 12:
	==Options==		==Options==
	When you click the [[Image:ReconItemRecIcon.png]] button, you will be given three different options.		When you click the [[Image:ReconItemRecIcon.png]] button, you will be given three different options.
	<ol><li>'''[[~~Reconcile by Creating a New Item Record \|~~ Reconcile as New]]''' – allows you to assign the item record to a Location. </li>		<ol><li>'''[[Reconcile as New]]''' – allows you to assign the item record to a Location. </li>
	<li>'''[[~~Reconcile by Updating an Existing Item Record \|~~ Reconcile as Existing Item]]''' – allows you to update an existing item with the information in this Data Entry Form. There are two different methods:		<li>'''[[Reconcile as Existing Item]]''' – allows you to update an existing item with the information in this Data Entry Form. There are two different methods:
	* [[Reconcile started from Data Entry Menu#Replace \| Replace]]		* [[Reconcile started from Data Entry Menu#Replace \| Replace]]
	* [[Reconcile started from Data Entry Menu#Combine \| Combine]]. </li>		* [[Reconcile started from Data Entry Menu#Combine \| Combine]]. </li>

Dionysia at 17:00, 23 March 2015

2015-03-23T17:00:42Z

← Older revision		Revision as of 19:00, 23 March 2015
Line 12:		Line 12:
	==Options==		==Options==
	When you click the [[Image:ReconItemRecIcon.png]] button, you will be given three different options.		When you click the [[Image:ReconItemRecIcon.png]] button, you will be given three different options.
	*'''[[Reconcile by Creating a New Item Record \| Reconcile as New]]''' – allows you to assign the item record to a Location.		<ol><li>'''[[Reconcile by Creating a New Item Record \| Reconcile as New]]''' – allows you to assign the item record to a Location. </li>
	*'''[[Reconcile by Updating an Existing Item Record \| Reconcile as Existing Item]]''' – allows you to update an existing item with the information in this Data Entry Form. There are two different methods:		<li>'''[[Reconcile by Updating an Existing Item Record \| Reconcile as Existing Item]]''' – allows you to update an existing item with the information in this Data Entry Form. There are two different methods:
	** [[Reconcile started from Data Entry Menu#Replace \| Replace]]		* [[Reconcile started from Data Entry Menu#Replace \| Replace]]
	** [[Reconcile started from Data Entry Menu#Combine \| Combine]].		* [[Reconcile started from Data Entry Menu#Combine \| Combine]]. </li>
	*'''[[Reconcile by Linking to an Existing Item Record \| Link to Existing Item]]''' - allows you to link the item to an existing object of any type.		<li>'''[[Reconcile by Linking to an Existing Item Record \| Link to Existing Item]]''' - allows you to link the item to an existing object of any type.</li></ol>

	{{note\| Items are '''not''' normally ''Linked'' to Locations.}}		{{note\| Items are '''not''' normally ''Linked'' to Locations.}}

Dionysia at 16:59, 23 March 2015

2015-03-23T16:59:53Z

← Older revision		Revision as of 18:59, 23 March 2015
Line 17:		Line 17:
	** [[Reconcile started from Data Entry Menu#Combine \| Combine]].		** [[Reconcile started from Data Entry Menu#Combine \| Combine]].
	*'''[[Reconcile by Linking to an Existing Item Record \| Link to Existing Item]]''' - allows you to link the item to an existing object of any type.		*'''[[Reconcile by Linking to an Existing Item Record \| Link to Existing Item]]''' - allows you to link the item to an existing object of any type.

			{{note\| Items are '''not''' normally ''Linked'' to Locations.}}

	[[Image:Recon options.png\|500px\|center]]		[[Image:Recon options.png\|500px\|center]]
Line 22:		Line 24:
	'' Reconciliation Options''		'' Reconciliation Options''
	</div>		</div>

	~~{{Note \| Item are '''not''' normally ''Linked'' to Locations.}}~~

	==Replace or Combine==__NOEDITSECTION__		==Replace or Combine==__NOEDITSECTION__

Dionysia at 16:59, 23 March 2015

2015-03-23T16:59:17Z

← Older revision		Revision as of 18:59, 23 March 2015
Line 25:		Line 25:
	{{Note \| Item are '''not''' normally ''Linked'' to Locations.}}		{{Note \| Item are '''not''' normally ''Linked'' to Locations.}}

	==~~The difference between~~ Replace ~~and combine~~==__NOEDITSECTION__		==Replace or Combine==__NOEDITSECTION__
	These fields/subobjects are calculated differently depending on if Replace or Combine are chosen as action:		These fields/subobjects are calculated differently depending on if Replace or Combine are chosen as action:
	{\| class="wikitable" width="500"		{\| class="wikitable" width="500"
Line 53:		Line 53:
	\| Accident, Activity, Land		\| Accident, Activity, Land
	\|}		\|}
	~~=== Scenario===__NOEDITSECTION__~~
	~~If you for example would like to:~~
	* change an existing reference point to benchmark
	* no changes to the polygon
	* add one more ordnance
	* correct Hours spent.

	To be able to update as above you must make '''two''' Data Entry forms and retype a lot of information which takes time and increases the probability for data errors hence we '''strongly''' recommend to start form the Summary window instead and use the '''[[Update the Data in the Summary Window \| Update]]''' action when '''more than one field''' needs to be changed for an existing item. The Update action also provides a better overview of existing information than the Replace and Combine actions do.

	=== Replace===__NOEDITSECTION__		=== Replace===__NOEDITSECTION__
	If the above listed fields/subobjects are '''filled in''' on the current Data Entry Form the information will replace the existing information.		If the above listed fields/subobjects are '''filled in''' on the current Data Entry Form the information will replace the existing information (e.g if the existing item has 15 Unknown AP mines and the Data Entry form has 3 Unknown AP mines the end result with the action Replace is 3 Unknown AP mines, if the existing item has one reference point and one polygon and the Data Entry form has one benchmark the end result with the action Replace is only one benchmark).

	~~==== Examples of end result - Replace====__NOEDITSECTION__~~
	If the existing item has 15 Unknown AP mines and the Data Entry form has 3 Unknown AP mines the end result with the action Replace is 3 Unknown AP mines.

	If the existing item has one reference point and one polygon and the Data Entry form has one benchmark the end result with the action Replace is only one benchmark.

	=== Combine===__NOEDITSECTION__		=== Combine===__NOEDITSECTION__
	If the above listed fields/subobjects are '''filled in''' on the current Data Entry Form the information will be aggregated/added to the existing information.		If the above listed fields/subobjects are '''filled in''' on the current Data Entry Form the information will be aggregated/added to the existing information (e.g. if the existing item has 15 Unknown AP mines and the Data Entry form has 3 Unknown AP mines the end result with the action Combine is 18 Unknown AP mines, if the existing item has one reference point and one polygon and the Data Entry form has one benchmark and one polygon the end result with the action Combine one reference point, one benchmark and two polygons).

	~~==== Examples of end result - Combine ====__NOEDITSECTION__~~		{{note\|For Ordnance in Activity item ''Action on item'' is also taken into consideration when calculating which rows should be combined.}}
	~~If the existing~~ item ~~has 15 Unknown AP mines and the Data Entry form has 3 Unknown AP mines the end result with the action Combine~~ is ~~18 Unknown AP mines~~.

	If the existing item has one reference point and one polygon and the Data Entry form has one benchmark and one polygon the end result with the action Combine one reference point, one benchmark and two polygons.

	~~{{Note \| For Ordnance in Activity also ''Action on item'' is taken in consideration when calculating which rows should be combined.}}~~
	{{NavBox HowTo Reconcile and Approve}}		{{NavBox HowTo Reconcile and Approve}}

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

Dionysia at 16:55, 23 March 2015

2015-03-23T16:55:45Z

← Older revision		Revision as of 18:55, 23 March 2015
Line 2:		Line 2:
	{{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. }}

	=== Overview===__NOEDITSECTION__		== Overview==__NOEDITSECTION__
			When data entry is started from either the ''Data Entry'' menu or from the ''Add Data Entry Forms'' button in the toolbar the possible Actions on the Reconciliation tab are different than when data entry is started from the Summary window.

	[[Image:Data entry old option.png\|700px\|center]]		[[Image:Data entry old option.png\|700px\|center]]
	<div align="center">		<div align="center">
Line 8:		Line 10:
	</div>		</div>

	When ~~data entry is started from either~~ the ''~~Data Entry~~'' ~~menu or from~~ the ''~~Add Data Entry Forms~~'' ~~button~~ in ~~the toolbar the possible Actions on the Reconciliation tab~~ are different ~~than when data entry is~~ started from ~~the Summary window. The Actions that are~~ started from ~~the ''~~Data Entry'' ~~menu existed in {{IMSMANG}} version 5.x.~~		==Options==
			When you click the [[Image:ReconItemRecIcon.png]] button, you will be given three different options.
	[[~~Image:Recon tab.png\|600px~~\|~~center~~]]		*'''[[Reconcile by Creating a New Item Record \| Reconcile as New]]''' – allows you to assign the item record to a Location.
	~~<div align="center">~~		*'''[[Reconcile by Updating an Existing Item Record \| Reconcile as Existing Item]]''' – allows you to update an existing item with the information in this Data Entry Form. There are two different methods:
	'' ~~Reconciliation Tab~~''		** [[Reconcile started from Data Entry Menu#Replace \| Replace]]
	~~</div>~~		** [[Reconcile started from Data Entry Menu#Combine \| Combine]].
			*'''[[Reconcile by Linking to an Existing Item Record \| Link to Existing Item]]''' - allows you to link the item to an existing object of any type.

	~~When you click the [[Image:ReconItemRecIcon.png]] button, you will be given three different options.~~
	[[Image:Recon options.png\|500px\|center]]		[[Image:Recon options.png\|500px\|center]]
	<div align="center">		<div align="center">
	'' Reconciliation Options''		'' Reconciliation Options''
	</div>		</div>
	*'''[[Reconcile by Creating a New Item Record \| Reconcile as New]]''' – allows you to assign the item record to a Location.
	*'''[[Reconcile by Updating an Existing Item Record \| Reconcile as Existing Item]]''' – allows you to update an existing item with the information in this Data Entry Form.
	~~: There are two different methods:~~
	~~:* [[Reconcile started from Data Entry Menu#Replace \| Replace]]~~
	~~:* [[Reconcile started from Data Entry Menu#Combine \| Combine]].~~
	*'''[[Reconcile by Linking to an Existing Item Record \| Link to Existing Item]]''' - allows you to link the item to an existing object of any type.

	{{Note \| Item are '''not''' normally ''Linked'' to Locations.}}		{{Note \| Item are '''not''' normally ''Linked'' to Locations.}}

Alnaucler at 22:28, 11 March 2015

2015-03-11T22:28:53Z

← Older revision		Revision as of 00:28, 12 March 2015
Line 8:		Line 8:
	</div>		</div>

	When data entry is started from either the ''Data Entry'' menu or from the ''Add Data Entry Forms'' button in the toolbar the possible Actions on the Reconciliation tab are different than when data entry is started from the Summary window.		When data entry is started from either the ''Data Entry'' menu or from the ''Add Data Entry Forms'' button in the toolbar the possible Actions on the Reconciliation tab are different than when data entry is started from the Summary window. The Actions that are started from the ''Data Entry'' menu existed in {{IMSMANG}} version 5.x.

	[[Image:Recon tab.png\|600px\|center]]		[[Image:Recon tab.png\|600px\|center]]

Alnaucler at 10:58, 11 March 2015

2015-03-11T10:58:05Z

← Older revision		Revision as of 12:58, 11 March 2015
Line 1:		Line 1:
	{{TOC right}}		{{TOC right}}
	{{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. }}

	=== Overview===__NOEDITSECTION__		=== Overview===__NOEDITSECTION__

Alnaucler at 12:21, 10 March 2015

2015-03-10T12:21:40Z

← Older revision		Revision as of 14:21, 10 March 2015
Line 1:		Line 1:
	{{TOC right}}		{{TOC right}}
	{{Note \| To ~~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 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. }}

	=== Overview===__NOEDITSECTION__		=== Overview===__NOEDITSECTION__
	[[Image:Data entry old option.png\|700px\|center]]		[[Image:Data entry old option.png\|700px\|center]]

← Older revision		Revision as of 14:57, 16 April 2015
Line 16:		Line 16:
	* [[Reconcile started from Data Entry Menu#Replace \| Replace]]		* [[Reconcile started from Data Entry Menu#Replace \| Replace]]
	* [[Reconcile started from Data Entry Menu#Combine \| Combine]]. </li>		* [[Reconcile started from Data Entry Menu#Combine \| Combine]]. </li>
	<li>'''[[~~Reconcile by Linking to an Existing Item Record \|~~ Link to Existing Item]]''' - allows you to link the item to an existing object of any type.</li></ol>		<li>'''[[Link to Existing Item]]''' - allows you to link the item to an existing object of any type.</li></ol>

	{{note\| Items are '''not''' normally ''Linked'' to Locations.}}		{{note\| Items are '''not''' normally ''Linked'' to Locations.}}

← Older revision		Revision as of 19:00, 23 March 2015
Line 12:		Line 12:
	==Options==		==Options==
	When you click the [[Image:ReconItemRecIcon.png]] button, you will be given three different options.		When you click the [[Image:ReconItemRecIcon.png]] button, you will be given three different options.
	*'''[[Reconcile by Creating a New Item Record \| Reconcile as New]]''' – allows you to assign the item record to a Location.		<ol><li>'''[[Reconcile by Creating a New Item Record \| Reconcile as New]]''' – allows you to assign the item record to a Location. </li>
	*'''[[Reconcile by Updating an Existing Item Record \| Reconcile as Existing Item]]''' – allows you to update an existing item with the information in this Data Entry Form. There are two different methods:		<li>'''[[Reconcile by Updating an Existing Item Record \| Reconcile as Existing Item]]''' – allows you to update an existing item with the information in this Data Entry Form. There are two different methods:
	** [[Reconcile started from Data Entry Menu#Replace \| Replace]]		* [[Reconcile started from Data Entry Menu#Replace \| Replace]]
	** [[Reconcile started from Data Entry Menu#Combine \| Combine]].		* [[Reconcile started from Data Entry Menu#Combine \| Combine]]. </li>
	*'''[[Reconcile by Linking to an Existing Item Record \| Link to Existing Item]]''' - allows you to link the item to an existing object of any type.		<li>'''[[Reconcile by Linking to an Existing Item Record \| Link to Existing Item]]''' - allows you to link the item to an existing object of any type.</li></ol>

	{{note\| Items are '''not''' normally ''Linked'' to Locations.}}		{{note\| Items are '''not''' normally ''Linked'' to Locations.}}