Unlink Items - Revision history

Alnaucler at 07:05, 18 March 2019

2019-03-18T07:05:31Z

← Older revision		Revision as of 09:05, 18 March 2019
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	{{NavBox HowTo Reconcile and Approve}}		{{NavBox HowTo Reconcile and Approve}}

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

Alnaucler at 17:14, 17 June 2017

2017-06-17T17:14:40Z

← Older revision		Revision as of 19:14, 17 June 2017
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	'' Reconciliation Tab Unlink Action''		'' Reconciliation Tab Unlink Action''
	</div>		</div>
	{{Warning \| The Unlinking Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created the link(s) since the calculation of the Summary item is based on Date of Information. If the date is earlier or the same, '''no''' ~~change of the Summary items will happen~~.}}</li>		{{Warning \| The Unlinking Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created the link(s) since the calculation of the Summary item is based on Date of Information. If the date is earlier or the same, the Summary items 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>
	<li>The items are Unlinked when the Data Entry Form is approved.		<li>The items are Unlinked when the Data Entry Form is approved.

Alnaucler at 17:08, 17 June 2017

2017-06-17T17:08:27Z

← Older revision		Revision as of 19:08, 17 June 2017
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	'' Reconciliation Tab Unlink Action''		'' Reconciliation Tab Unlink Action''
	</div>		</div>
	{{Warning \| The Unlinking Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created the link(s) since the calculation of the Summary item is based on Date of Information. If the date is earlier or the same, no change of the Summary items ~~occur~~.}}</li>		{{Warning \| The Unlinking Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created the link(s) since the calculation of the Summary item is based on Date of Information. If the date is earlier or the same, '''no''' change of the Summary items will happen.}}</li>
	<li>Save, Submit or Approve the Data Entry Form.</li>		<li>Save, Submit or Approve the Data Entry Form.</li>
	<li>The items are Unlinked when the Data Entry Form is approved.		<li>The items are Unlinked when the Data Entry Form is approved.

Dionysia at 18:39, 23 March 2015

2015-03-23T18:39:23Z

← Older revision		Revision as of 20:39, 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 Summary window of the item that you would like to Unlink another item from.</li>		<li>Open the Summary window of the item that you would like to Unlink another item from.</li>
	<li>Click the [[Image:uAIBtn01.png \| Unlink]] button.</li>		<li>Click the [[Image:uAIBtn01.png \| Unlink]] button.</li>
			<li>The Unlink window displays.</li>
			<li>Select one or more linked items, and then click '''OK'''.
	[[Image:Unlink window.png\|350px\|center]]		[[Image:Unlink window.png\|350px\|center]]
	<div align="center">		<div align="center">
	'' Unlink window''		'' Unlink window''
	</div>		</div></li>
	~~<li>The Unlink window displays.~~
	~~<li>Select one or more linked items, and then click '''OK'''.~~</li>
	<li>Open the Summary window of the item that you would like to Unlink another item from.</li>		<li>Open the Summary window of the item that you would like to Unlink another item from.</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>
			<li>Select the Data Entry Form template that you would like to use</li>
			<li>Click '''OK'''.
	[[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.~~		<li>The Data Entry Form Editor displays a new Data Entry Form. The following information is automatically populated:
	~~{{New_6.0 \| The list of possible templates are filtered to only included templates for the current item type.}}~~		* Form ID
	~~<li>Select the Data Entry Form template that you would like to use</li>~~		* Item ID
	~~<li>Click '''OK'''.~~</li>		* Date of information
	<li>The Data Entry Form Editor displays a new Data Entry Form. The following information ~~are~~ automatically populated:		* Reconciliation tab.
	:* Form ID
	:* Item ID
	:* Date of information
	:* Reconciliation tab.
	[[Image:Recon tab Unlink.png\|600px\|center]]		[[Image:Recon tab Unlink.png\|600px\|center]]
	<div align="center">		<div align="center">
	'' Reconciliation Tab Unlink Action''		'' Reconciliation Tab Unlink Action''
	</div>		</div>
	{{Warning \| The Unlinking Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created the link(s) since the calculation of the Summary item is based on Date of Information. If the date is earlier or the same, no change of the Summary items occur.}}		{{Warning \| The Unlinking Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created the link(s) since the calculation of the Summary item is based on Date of Information. If 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 are Unlinked when the Data Entry Form is approved.		<li>The items are Unlinked when the Data Entry Form is approved.
	~~</ol>~~


	[[Image:Recon tab Unlink2.png\|600px\|center]]		[[Image:Recon tab Unlink2.png\|600px\|center]]
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	'' Reconciliation Tab Unlink + Link Action''		'' Reconciliation Tab Unlink + Link Action''
	</div>		</div>
	{{Note \| It is possible to Link to the correct item with the same Data Entry Form as you are Unlinking with.}}		{{Note \| It is possible to Link to the correct item with the same Data Entry Form as you are Unlinking with.}}</li></ol>

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

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

Dionysia: Dionysia moved page Remove a Link Between Items to Unlink Items without leaving a redirect

2015-03-23T18:34:04Z

Dionysia moved page Remove a Link Between Items to Unlink Items without leaving a redirect

← Older revision	Revision as of 20:34, 23 March 2015
(No difference)

Alnaucler at 21:59, 18 March 2015

2015-03-18T21:59:17Z

← Older revision		Revision as of 23:59, 18 March 2015
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	'' Reconciliation Tab Unlink Action''		'' Reconciliation Tab Unlink Action''
	</div>		</div>
	{{Warning \| The Unlinking Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created the link(s) since the calculation of the Summary item~~(s) are~~ based on Date of Information. If the date is earlier or the same, no change of the Summary items occur.}}		{{Warning \| The Unlinking Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created the link(s) since the calculation of the Summary item is based on Date of Information. If 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

2015-03-11T10:54:05Z

← 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 14:09, 10 March 2015

2015-03-10T14:09:33Z

← Older revision		Revision as of 16:09, 10 March 2015
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	'' Reconciliation Tab Unlink Action''		'' Reconciliation Tab Unlink Action''
	</div>		</div>
	{{Warning \| The Unlinking Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created the link(s) 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 Unlinking Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created the link(s) since the calculation of the Summary item(s) are based on Date of Information. If 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

2015-03-10T12:20:29Z

← Older revision		Revision as of 14:20, 10 March 2015
Line 1:		Line 1:
			{{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 12:11, 10 March 2015

2015-03-10T12:11:44Z

← Older revision		Revision as of 14:11, 10 March 2015
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	<li>Select one or more linked items, and then click '''OK'''.</li>		<li>Select one or more linked items, and then click '''OK'''.</li>
	<li>Open the Summary window of the item that you would like to Unlink another item from.</li>		<li>Open the Summary window of the item that you would like to Unlink another item from.</li>
	~~{{Outdated~~\| ~~image missing }}~~		[[Image:Wizard template selection.png\|500px\|center]]
			<div align="center">
			'' Select Template window''
			</div>
	<li>The template selection window displays.		<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.}}		{{New_6.0 \| The list of possible templates are filtered to only included templates for the current item type.}}