Reconcile started from Summary Window - Revision history

Alnaucler at 09:31, 18 March 2019

2019-03-18T09:31:14Z

← Older revision		Revision as of 11:31, 18 March 2019
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	{{NavBox HowTo Reconcile and Approve}}		{{NavBox HowTo Reconcile and Approve}}
	[[Category:~~COO~~]]		[[Category:NAA]]

Dionysia at 17:19, 23 March 2015

2015-03-23T17:19:21Z

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

	~~== Overview==__NOEDITSECTION__~~
	When data entry is started from the Summary window the possible Actions on the Reconciliation tab are different than when data entry is started from the ''Data Entry'' menu.		When data entry is started from the Summary window the possible Actions on the Reconciliation tab are different than when data entry is started from the ''Data Entry'' menu.

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	* Reconciliation tab.		* Reconciliation tab.

	===Add===__NOEDITSECTION__		==Add==__NOEDITSECTION__
	Adding a Data Entry Form from a Location Summary window automatically assigns the '''same''' Location to the new Data Entry Form.		Adding a Data Entry Form from a Location Summary window automatically assigns the '''same''' Location to the new Data Entry Form.
	[[Image:Recon tab Add from Location.png\|600px\|center]]		[[Image:Recon tab Add from Location.png\|600px\|center]]

Dionysia at 17:18, 23 March 2015

2015-03-23T17:18:52Z

← Older revision		Revision as of 19:18, 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__
	~~[[Image:Summary window toolbar2.png\|350px\|center]]~~
	~~<div align="center">~~
	~~'' Data Entry''~~
	~~</div>~~

	When data entry is started from the Summary window the possible Actions on the Reconciliation tab are different than when data entry is started from the ''Data Entry'' menu.		When data entry is started from the Summary window the possible Actions on the Reconciliation tab are different than when data entry is started from the ''Data Entry'' menu.

	{{New_6.0 \| The three Actions; Add, Update and Delete; that are started from the Summary window were added in {{IMSMANG}} version 6.0.}}		{{New_6.0 \| The three Actions; Add, Update and Delete; that are started from the Summary window were added in {{IMSMANG}} version 6.0.}}

	The big difference of ~~between~~ these three Actions and the Actions started from the ''Data Entry'' menu is the automatic population of		The big difference of these three Actions and the Actions started from the ''Data Entry'' menu is the automatic population of
	:* Form ID		* Form ID
	:* Item ID		* Item ID
	:* Date of information		* Date of information
	:* Reconciliation tab.		* Reconciliation tab.

	~~==Add==__NOEDITSECTION__~~
	~~{{Warning \| This Action should '''not''' be used for a '''new''' Location. The recommended method is to start from:~~
	* the [[Image:MapToolbarAddDataEntryForm.png\|Add Data Entry Forms]] in the Main Navigation window '''OR'''
	* the ''Data Entry''' menu, select ''Data Entry Forms''.
	~~: the ''Data Entry Forms'' menu, select '''Add Data Entry Forms''. }}~~

			===Add===__NOEDITSECTION__
			Adding a Data Entry Form from a Location Summary window automatically assigns the '''same''' Location to the new Data Entry Form.
	[[Image:Recon tab Add from Location.png\|600px\|center]]		[[Image:Recon tab Add from Location.png\|600px\|center]]
	<div align="center">		<div align="center">
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	</div>		</div>

	Adding a Data Entry Form from ~~a Location~~ Summary ~~window~~ automatically assigns the '''same''' Location to the new Data Entry Form.		Adding a Data Entry Form from the other Summary windows automatically assigns the '''same''' Location to the new Data Entry Form and '''Links''' the new Data Entry Form to current the Summary item.


	[[Image:Recon tab Add from non-Location.png\|600px\|center]]		[[Image:Recon tab Add from non-Location.png\|600px\|center]]
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	'' Reconciliation Tab Add Method from other Summary window''		'' Reconciliation Tab Add Method from other Summary window''
	</div>		</div>

	~~Adding a Data Entry Form from the other Summary windows automatically assigns the '''same''' Location to the new Data Entry Form and '''Links''' the new Data Entry Form to current the Summary item.~~

	==Update==__NOEDITSECTION__		==Update==__NOEDITSECTION__
	For Update the list of possible templates are filtered to only included templates for the current item type.		For Update the list of possible templates are filtered to only included templates for the current item type. All the other data fields in the template are also automatically populated with the Approved information.

	[[Image:Recon tab Update.png\|600px\|center]]		[[Image:Recon tab Update.png\|600px\|center]]
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	'' Reconciliation Tab Update Action''		'' Reconciliation Tab Update Action''
	</div>		</div>
	~~All the other data fields in the template are also automatically populated with the Approved information.~~

	{{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.}}
	==Delete==__NOEDITSECTION__		==Delete==__NOEDITSECTION__
	For Delete the list of possible templates are also filtered to only included templates for the current item type.		For Delete the list of possible templates are also filtered to only included templates for the current item type.
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	'' Reconciliation Tab Delete Action''		'' Reconciliation Tab Delete Action''
	</div>		</div>
	~~'''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>~~
	~~No other items may be linked to the item that you would like to Delete.~~

	~~[[Image:Recon tab.png\|600px\|center]]~~
	~~<div align="center">~~
	~~'' Reconciliation Tab''~~
	~~</div>~~

	{{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.}}

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

Alnaucler at 12:01, 13 March 2015

2015-03-13T12:01:16Z

← Older revision		Revision as of 14:01, 13 March 2015
Line 10:		Line 10:
	When data entry is started from the Summary window the possible Actions on the Reconciliation tab are different than when data entry is started from the ''Data Entry'' menu.		When data entry is started from the Summary window the possible Actions on the Reconciliation tab are different than when data entry is started from the ''Data Entry'' menu.

	{{New_6.0 \| The three Actions; Add, Update and Delete; that are started from the Summary ~~menu~~ were added in {{IMSMANG}} version 6.0.}}		{{New_6.0 \| The three Actions; Add, Update and Delete; that are started from the Summary window were added in {{IMSMANG}} version 6.0.}}

	The big difference of between these three Actions and the Actions started from the ''Data Entry'' menu is the automatic population of		The big difference of between these three Actions and the Actions started from the ''Data Entry'' menu is the automatic population of

Alnaucler at 11:52, 13 March 2015

2015-03-13T11:52:20Z

← Older revision		Revision as of 13:52, 13 March 2015
Line 8:		Line 8:
	</div>		</div>

	When data entry is started from the Summary window the possible Actions on the Reconciliation tab are different than when data entry is started from the ''Data Entry'' menu. The three Actions; Add, Update and Delete; that are started from the Summary menu were added in {{IMSMANG}} version 6.0.		When data entry is started from the Summary window the possible Actions on the Reconciliation tab are different than when data entry is started from the ''Data Entry'' menu.

			{{New_6.0 \| The three Actions; Add, Update and Delete; that are started from the Summary menu were added in {{IMSMANG}} version 6.0.}}

	The big difference of between these three Actions and the Actions started from the ''Data Entry'' menu is the automatic population of		The big difference of between these three Actions and the Actions started from the ''Data Entry'' menu is the automatic population of

Alnaucler at 11:28, 13 March 2015

2015-03-13T11:28:39Z

← Older revision		Revision as of 13:28, 13 March 2015
Line 27:		Line 27:
	</div>		</div>

	Adding a Data Entry Form from a Location Summary window automatically assigns the Location to the Data Entry Form.		Adding a Data Entry Form from a Location Summary window automatically assigns the '''same''' Location to the new Data Entry Form.


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	</div>		</div>

	Adding a Data Entry Form from the other Summary windows automatically assigns the Location to the new Data Entry Form and Links the new Data Entry Form to current the Summary item.		Adding a Data Entry Form from the other Summary windows automatically assigns the '''same''' Location to the new Data Entry Form and '''Links''' the new Data Entry Form to current the Summary item.

	==Update==__NOEDITSECTION__		==Update==__NOEDITSECTION__

Alnaucler at 22:55, 11 March 2015

2015-03-11T22:55:02Z

← Older revision		Revision as of 00:55, 12 March 2015
Line 10:		Line 10:
	When data entry is started from the Summary window the possible Actions on the Reconciliation tab are different than when data entry is started from the ''Data Entry'' menu. The three Actions; Add, Update and Delete; that are started from the Summary menu were added in {{IMSMANG}} version 6.0.		When data entry is started from the Summary window the possible Actions on the Reconciliation tab are different than when data entry is started from the ''Data Entry'' menu. The three Actions; Add, Update and Delete; that are started from the Summary menu were added in {{IMSMANG}} version 6.0.

	The big difference of between these three Actions and the Actions started from the ''Data Entry'' menu is the automatic population of :* Form ID		The big difference of between these three Actions and the Actions started from the ''Data Entry'' menu is the automatic population of
			:* Form ID
	:* Item ID		:* Item ID
	:* Date of information		:* Date of information

Alnaucler at 22:53, 11 March 2015

2015-03-11T22:53:57Z

@@ Line 3: / Line 3: @@
 === Overview===__NOEDITSECTION__
-[[Image:Summary window toolbar2.png|3500px|center]]
+[[Image:Summary window toolbar2.png|350px|center]]
 <div align="center">
 '' Data Entry''
@@ Line 9: / Line 9: @@
 When data entry is started from the Summary window the possible Actions on the Reconciliation tab are different than when data entry is started from the ''Data Entry'' menu. The three Actions; Add, Update and Delete; that are started from the Summary menu were added in {{IMSMANG}} version 6.0.
 [[Image:Recon tab.png|600px|center]]
@@ Line 15: / Line 65: @@
 </div>
 {{NavBox HowTo Reconcile and Approve}}
 [[Category:COO]]

Alnaucler: Created page with "{{TOC right}} {{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 a..."

2015-03-11T22:40:42Z

Created page with "{{TOC right}} {{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 a..."

New page

{{TOC right}}
{{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__
[[Image:Summary window toolbar2.png|3500px|center]]
<div align="center">
'' Data Entry''
</div>

When data entry is started from the Summary window the possible Actions on the Reconciliation tab are different than when data entry is started from the ''Data Entry'' menu. The three Actions; Add, Update and Delete; that are started from the Summary menu were added in {{IMSMANG}} version 6.0.

[[Image:Recon tab.png|600px|center]]
<div align="center">
'' Reconciliation Tab''
</div>

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