Reassign Item to another Location: Difference between revisions

Latest revision as of 10:27, 18 March 2019

	To do Data Entry and/or Submit/Approve Data Entry Forms, your IMSMA^NG 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 IMSMA^NG Administrator if you have questions on permissions.

Open the Location window of the item that requires location reassignment by clicking on the in the Summary window toolbar.
Select the item in the Location window, and then click the button.

Location Summary window
The Pick Location window displays.
Filter the item list to display the desired location. Click here for help on how to filter lists.
Select a Location from the list, and then click Assign.

Pick Location window
The template selection window displays.

The list of possible templates are filtered to only included templates for the current item type.

Select Template window
Select the Data Entry Form template that you would like to use
Click OK.

The Data Entry Form Editor displays a new Data Entry Form. The following information are automatically populated:

Form ID
Item ID
Date of information
Reconciliation tab.

Reconciliation Tab Reassign Action

	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.

Save, Submit or Approve the Data Entry Form.
The items is reassigned to another Location when the Data Entry Form is approved.

{{#switch:|subgroup|child=|none=|#default=

{{#if:|<th scope="col" style="border-left:2px solid #fdfdfd;width:100%;|}}{{#if:|{{#if:Using IMSMA^NG|}}}}{{#if:{{#switch:{{#if:|{{{border}}}|child}}|subgroup|child=|none=|#default=}}{{#if:|}}{{#if:{{#if:Reconcile|

Reconcile

}}|<td style="text-align:left;border-left-width:2px;border-left-style:solid;|{{#if:|}}}}{{#if:|{{#if:{{#switch:{{#if:|{{{border}}}|child}}|subgroup|child=|none=|#default=

}}{{#ifeq:|Template|{{#ifeq:{{#if:|{{{border}}}|child}}|child||{{#ifeq:{{#if:|{{{border}}}|child}}|subgroup||{{#switch:reassign item to another location

|doc
|sandbox
|testcases =
|#default = {{#switch:
 |plainlist
 |hlist
 |hlist hnum
 |hlist vcard
 |vcard hlist = 
 |#default = 
 }}
}}

}}}}}}|}}{{#if:{{#if:|

{{{group2}}}

}}|{{#if:|

{{{group2}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#switch:{{#if:|{{{border}}}|child}}|subgroup|child=|none=|#default=

}}{{#ifeq:|Template|{{#ifeq:{{#if:|{{{border}}}|child}}|child||{{#ifeq:{{#if:|{{{border}}}|child}}|subgroup||{{#switch:reassign item to another location

|doc
|sandbox
|testcases =
|#default = {{#switch:
 |plainlist
 |hlist
 |hlist hnum
 |hlist vcard
 |vcard hlist = 
 |#default = 
 }}
}}

}}}}}}|}}{{#if:{{#if:|

{{{group3}}}

}}|{{#if:|

{{{group3}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group4}}}

}}|{{#if:|

{{{group4}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:Save Data Entry Forms · Submit Data Entry Forms · Reject Data Entry Forms · Approve Data Entry Forms · Approve Data Entry Forms from the Workbench|{{#if:{{#if:Approve|

Approve

}}|{{#if:Approve|

Approve

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

Save Data Entry Forms · Submit Data Entry Forms · Reject Data Entry Forms · Approve Data Entry Forms · Approve Data Entry Forms from the Workbench

}}{{#if:Filter Data Entry Forms Displayed in Workbench · GIS Preview from Workbench · Export Data Entry Form from Workbench · Delete Data Entry Form from Workbench · View or Change Data Entry Form from Workbench|{{#if:{{#if: Workbench|

Workbench

}}|{{#if: Workbench|

Workbench

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

Filter Data Entry Forms Displayed in Workbench · GIS Preview from Workbench · Export Data Entry Form from Workbench · Delete Data Entry Form from Workbench · View or Change Data Entry Form from Workbench

}}{{#if:|{{#if:{{#if:|

{{{group7}}}

}}|{{#if:|

{{{group7}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group8}}}

}}|{{#if:|

{{{group8}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group9}}}

}}|{{#if:|

{{{group9}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group10}}}

}}|{{#if:|

{{{group10}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group11}}}

}}|{{#if:|

{{{group11}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group12}}}

}}|{{#if:|

{{{group12}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group13}}}

}}|{{#if:|

{{{group13}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group14}}}

}}|{{#if:|

{{{group14}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group15}}}

}}|{{#if:|

{{{group15}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group16}}}

}}|{{#if:|

{{{group16}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group17}}}

}}|{{#if:|

{{{group17}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group18}}}

}}|{{#if:|

{{{group18}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group19}}}

}}|{{#if:|

{{{group19}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group20}}}

}}|{{#if:|

{{{group20}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#switch:{{#if:|{{{border}}}|child}}|subgroup|child=|none=|#default=

}}{{#ifeq:|Template|{{#ifeq:{{#if:|{{{border}}}|child}}|child||{{#ifeq:{{#if:|{{{border}}}|child}}|subgroup||{{#switch:reassign item to another location

|doc
|sandbox
|testcases =
|#default = {{#switch:
 |plainlist
 |hlist
 |hlist hnum
 |hlist vcard
 |vcard hlist = 
 |#default = 
 }}
}}

}}}}}}|}}

}}{{#switch:{{#if:|{{{border}}}|child}}|subgroup|child=

|none=|#default=}}{{#ifeq:|Template|{{#ifeq:{{#if:|{{{border}}}|child}}|child||{{#ifeq:{{#if:|{{{border}}}|child}}|subgroup||{{#switch:reassign item to another location

|doc
|sandbox
|testcases =
|#default = {{#switch:
 |plainlist
 |hlist
 |hlist hnum
 |hlist vcard
 |vcard hlist = 
 |#default = 
 }}
}}

}}}}}}|{{#if:Using IMSMA^NG|}}{{#if:|

{{{imageleft}}}

}}{{#if: Reconciling and Approving Data in IMSMA^NG| Reconciling and Approving Data in IMSMA^NG<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

{{#switch:{{#if:|{{{border}}}|child}}|subgroup|child=

|none=|#default=}}{{#if:|}}{{#if:{{#if:Reconcile|

Reconcile

}}|<td style="text-align:left;border-left-width:2px;border-left-style:solid;|{{#if:|}}}}{{#if:|{{#if:{{#switch:{{#if:|{{{border}}}|child}}|subgroup|child=|none=|#default=}}{{#ifeq:|Template|{{#ifeq:{{#if:|{{{border}}}|child}}|child||{{#ifeq:{{#if:|{{{border}}}|child}}|subgroup||{{#switch:reassign item to another location

|doc
|sandbox
|testcases =
|#default = {{#switch:
 |plainlist
 |hlist
 |hlist hnum
 |hlist vcard
 |vcard hlist = 
 |#default = 
 }}
}}

}}}}}}|}}{{#if:{{#if:|

{{{group2}}}

}}|{{#if:|

{{{group2}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#switch:{{#if:|{{{border}}}|child}}|subgroup|child=

|none=|#default=

}}{{#ifeq:|Template|{{#ifeq:{{#if:|{{{border}}}|child}}|child||{{#ifeq:{{#if:|{{{border}}}|child}}|subgroup||{{#switch:reassign item to another location

|doc
|sandbox
|testcases =
|#default = {{#switch:
 |plainlist
 |hlist
 |hlist hnum
 |hlist vcard
 |vcard hlist = 
 |#default = 
 }}
}}

}}}}}}|}}{{#if:{{#if:|

{{{group3}}}

}}|{{#if:|

{{{group3}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group4}}}

}}|{{#if:|

{{{group4}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:Save Data Entry Forms · Submit Data Entry Forms · Reject Data Entry Forms · Approve Data Entry Forms · Approve Data Entry Forms from the Workbench|{{#if:{{#if:Approve|

Approve

}}|{{#if:Approve|

Approve

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

Save Data Entry Forms · Submit Data Entry Forms · Reject Data Entry Forms · Approve Data Entry Forms · Approve Data Entry Forms from the Workbench

}}{{#if:Filter Data Entry Forms Displayed in Workbench · GIS Preview from Workbench · Export Data Entry Form from Workbench · Delete Data Entry Form from Workbench · View or Change Data Entry Form from Workbench|{{#if:{{#if: Workbench|

Workbench

}}|{{#if: Workbench|

Workbench

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

Filter Data Entry Forms Displayed in Workbench · GIS Preview from Workbench · Export Data Entry Form from Workbench · Delete Data Entry Form from Workbench · View or Change Data Entry Form from Workbench

}}{{#if:|{{#if:{{#if:|

{{{group7}}}

}}|{{#if:|

{{{group7}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group8}}}

}}|{{#if:|

{{{group8}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group9}}}

}}|{{#if:|

{{{group9}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group10}}}

}}|{{#if:|

{{{group10}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group11}}}

}}|{{#if:|

{{{group11}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group12}}}

}}|{{#if:|

{{{group12}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group13}}}

}}|{{#if:|

{{{group13}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group14}}}

}}|{{#if:|

{{{group14}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group15}}}

}}|{{#if:|

{{{group15}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group16}}}

}}|{{#if:|

{{{group16}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group17}}}

}}|{{#if:|

{{{group17}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group18}}}

}}|{{#if:|

{{{group18}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group19}}}

}}|{{#if:|

{{{group19}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group20}}}

}}|{{#if:|

{{{group20}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#switch:{{#if:|{{{border}}}|child}}|subgroup|child=|none=|#default=

}}{{#ifeq:|Template|{{#ifeq:{{#if:|{{{border}}}|child}}|child||{{#ifeq:{{#if:|{{{border}}}|child}}|subgroup||{{#switch:reassign item to another location

|doc
|sandbox
|testcases =
|#default = {{#switch:
 |plainlist
 |hlist
 |hlist hnum
 |hlist vcard
 |vcard hlist = 
 |#default = 
 }}
}}

}}}}}}|}}

}}{{#switch:{{#if:|{{{border}}}|child}}|subgroup|child=

|none=|#default=}}{{#ifeq:|Template|{{#ifeq:{{#if:|{{{border}}}|child}}|child||{{#ifeq:{{#if:|{{{border}}}|child}}|subgroup||{{#switch:reassign item to another location

|doc
|sandbox
|testcases =
|#default = {{#switch:
 |plainlist
 |hlist
 |hlist hnum
 |hlist vcard
 |vcard hlist = 
 |#default = 
 }}
}}

}}}}}}

{{#if:|

{{{image}}}

}}}}{{#if:|{{#if:Using IMSMA^NG{{#switch:{{#if:|{{{border}}}|child}}|subgroup|child=|none=|#default=

}}{{#if:|}}{{#if:{{#if:Reconcile|

Reconcile

}}|<td style="text-align:left;border-left-width:2px;border-left-style:solid;|{{#if:|}}}}{{#if:|{{#if:{{#switch:{{#if:|{{{border}}}|child}}|subgroup|child=|none=|#default=

}}{{#ifeq:|Template|{{#ifeq:{{#if:|{{{border}}}|child}}|child||{{#ifeq:{{#if:|{{{border}}}|child}}|subgroup||{{#switch:reassign item to another location

|doc
|sandbox
|testcases =
|#default = {{#switch:
 |plainlist
 |hlist
 |hlist hnum
 |hlist vcard
 |vcard hlist = 
 |#default = 
 }}
}}

}}}}}}|}}{{#if:{{#if:|

{{{group2}}}

}}|{{#if:|

{{{group2}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#switch:{{#if:|{{{border}}}|child}}|subgroup|child=|none=|#default=

}}{{#ifeq:|Template|{{#ifeq:{{#if:|{{{border}}}|child}}|child||{{#ifeq:{{#if:|{{{border}}}|child}}|subgroup||{{#switch:reassign item to another location

|doc
|sandbox
|testcases =
|#default = {{#switch:
 |plainlist
 |hlist
 |hlist hnum
 |hlist vcard
 |vcard hlist = 
 |#default = 
 }}
}}

}}}}}}|}}{{#if:{{#if:|

{{{group3}}}

}}|{{#if:|

{{{group3}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group4}}}

}}|{{#if:|

{{{group4}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:Save Data Entry Forms · Submit Data Entry Forms · Reject Data Entry Forms · Approve Data Entry Forms · Approve Data Entry Forms from the Workbench|{{#if:{{#if:Approve|

Approve

}}|{{#if:Approve|

Approve

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

Save Data Entry Forms · Submit Data Entry Forms · Reject Data Entry Forms · Approve Data Entry Forms · Approve Data Entry Forms from the Workbench

}}{{#if:Filter Data Entry Forms Displayed in Workbench · GIS Preview from Workbench · Export Data Entry Form from Workbench · Delete Data Entry Form from Workbench · View or Change Data Entry Form from Workbench|{{#if:{{#if: Workbench|

Workbench

}}|{{#if: Workbench|

Workbench

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

Filter Data Entry Forms Displayed in Workbench · GIS Preview from Workbench · Export Data Entry Form from Workbench · Delete Data Entry Form from Workbench · View or Change Data Entry Form from Workbench

}}{{#if:|{{#if:{{#if:|

{{{group7}}}

}}|{{#if:|

{{{group7}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group8}}}

}}|{{#if:|

{{{group8}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group9}}}

}}|{{#if:|

{{{group9}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group10}}}

}}|{{#if:|

{{{group10}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group11}}}

}}|{{#if:|

{{{group11}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group12}}}

}}|{{#if:|

{{{group12}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group13}}}

}}|{{#if:|

{{{group13}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group14}}}

}}|{{#if:|

{{{group14}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group15}}}

}}|{{#if:|

{{{group15}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group16}}}

}}|{{#if:|

{{{group16}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group17}}}

}}|{{#if:|

{{{group17}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group18}}}

}}|{{#if:|

{{{group18}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group19}}}

}}|{{#if:|

{{{group19}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group20}}}

}}|{{#if:|

{{{group20}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#switch:{{#if:|{{{border}}}|child}}|subgroup|child=|none=|#default=

}}{{#ifeq:|Template|{{#ifeq:{{#if:|{{{border}}}|child}}|child||{{#ifeq:{{#if:|{{{border}}}|child}}|subgroup||{{#switch:reassign item to another location

|doc
|sandbox
|testcases =
|#default = {{#switch:
 |plainlist
 |hlist
 |hlist hnum
 |hlist vcard
 |vcard hlist = 
 |#default = 
 }}
}}

}}}}}}|}}

}}{{#switch:{{#if:|{{{border}}}|child}}|subgroup|child=

|none=|#default=}}{{#ifeq:|Template|{{#ifeq:{{#if:|{{{border}}}|child}}|child||{{#ifeq:{{#if:|{{{border}}}|child}}|subgroup||{{#switch:reassign item to another location

|doc
|sandbox
|testcases =
|#default = {{#switch:
 |plainlist
 |hlist
 |hlist hnum
 |hlist vcard
 |vcard hlist = 
 |#default = 
 }}
}}

}}}}}}|}}{{#if:|{{{group2}}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

{{{list2}}}

}}{{#if:|{{#if:Using IMSMA^NG{{#switch:{{#if:|{{{border}}}|child}}|subgroup|child=

|none=|#default=

}}{{#if:|}}{{#if:{{#if:Reconcile|

Reconcile

}}|<td style="text-align:left;border-left-width:2px;border-left-style:solid;|{{#if:|}}}}{{#if:|{{#if:{{#switch:{{#if:|{{{border}}}|child}}|subgroup|child=|none=|#default=

}}{{#ifeq:|Template|{{#ifeq:{{#if:|{{{border}}}|child}}|child||{{#ifeq:{{#if:|{{{border}}}|child}}|subgroup||{{#switch:reassign item to another location

|doc
|sandbox
|testcases =
|#default = {{#switch:
 |plainlist
 |hlist
 |hlist hnum
 |hlist vcard
 |vcard hlist = 
 |#default = 
 }}
}}

}}}}}}|}}{{#if:{{#if:|

{{{group2}}}

}}|{{#if:|

{{{group2}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#switch:{{#if:|{{{border}}}|child}}|subgroup|child=|none=|#default=

}}{{#ifeq:|Template|{{#ifeq:{{#if:|{{{border}}}|child}}|child||{{#ifeq:{{#if:|{{{border}}}|child}}|subgroup||{{#switch:reassign item to another location

|doc
|sandbox
|testcases =
|#default = {{#switch:
 |plainlist
 |hlist
 |hlist hnum
 |hlist vcard
 |vcard hlist = 
 |#default = 
 }}
}}

}}}}}}|}}{{#if:{{#if:|

{{{group3}}}

}}|{{#if:|

{{{group3}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group4}}}

}}|{{#if:|

{{{group4}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:Save Data Entry Forms · Submit Data Entry Forms · Reject Data Entry Forms · Approve Data Entry Forms · Approve Data Entry Forms from the Workbench|{{#if:{{#if:Approve|

Approve

}}|{{#if:Approve|

Approve

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

Save Data Entry Forms · Submit Data Entry Forms · Reject Data Entry Forms · Approve Data Entry Forms · Approve Data Entry Forms from the Workbench

}}{{#if:Filter Data Entry Forms Displayed in Workbench · GIS Preview from Workbench · Export Data Entry Form from Workbench · Delete Data Entry Form from Workbench · View or Change Data Entry Form from Workbench|{{#if:{{#if: Workbench|

Workbench

}}|{{#if: Workbench|

Workbench

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

Filter Data Entry Forms Displayed in Workbench · GIS Preview from Workbench · Export Data Entry Form from Workbench · Delete Data Entry Form from Workbench · View or Change Data Entry Form from Workbench

}}{{#if:|{{#if:{{#if:|

{{{group7}}}

}}|{{#if:|

{{{group7}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group8}}}

}}|{{#if:|

{{{group8}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group9}}}

}}|{{#if:|

{{{group9}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group10}}}

}}|{{#if:|

{{{group10}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group11}}}

}}|{{#if:|

{{{group11}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group12}}}

}}|{{#if:|

{{{group12}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group13}}}

}}|{{#if:|

{{{group13}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group14}}}

}}|{{#if:|

{{{group14}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group15}}}

}}|{{#if:|

{{{group15}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group16}}}

}}|{{#if:|

{{{group16}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group17}}}

}}|{{#if:|

{{{group17}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group18}}}

}}|{{#if:|

{{{group18}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group19}}}

}}|{{#if:|

{{{group19}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group20}}}

}}|{{#if:|

{{{group20}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#switch:{{#if:|{{{border}}}|child}}|subgroup|child=|none=|#default=

}}{{#ifeq:|Template|{{#ifeq:{{#if:|{{{border}}}|child}}|child||{{#ifeq:{{#if:|{{{border}}}|child}}|subgroup||{{#switch:reassign item to another location

|doc
|sandbox
|testcases =
|#default = {{#switch:
 |plainlist
 |hlist
 |hlist hnum
 |hlist vcard
 |vcard hlist = 
 |#default = 
 }}
}}

}}}}}}|}}

}}{{#switch:{{#if:|{{{border}}}|child}}|subgroup|child=

|none=|#default=}}{{#ifeq:|Template|{{#ifeq:{{#if:|{{{border}}}|child}}|child||{{#ifeq:{{#if:|{{{border}}}|child}}|subgroup||{{#switch:reassign item to another location

|doc
|sandbox
|testcases =
|#default = {{#switch:
 |plainlist
 |hlist
 |hlist hnum
 |hlist vcard
 |vcard hlist = 
 |#default = 
 }}
}}

}}}}}}|}}{{#if:|{{{group3}}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

{{{list3}}}

}}{{#if:|{{#if:|{{{group4}}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

{{{list4}}}

}}{{#if:|{{#if:|{{{group5}}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

{{{list5}}}

}}{{#if:|{{#if:|{{{group6}}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

{{{list6}}}

}}{{#if:|{{#if:|{{{group7}}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

{{{list7}}}

}}{{#if:|{{#if:|{{{group8}}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

{{{list8}}}

}}{{#if:|{{#if:|{{{group9}}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

{{{list9}}}

}}{{#if:|{{#if:|{{{group10}}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

{{{list10}}}

}}{{#if:|{{#if:|{{{group11}}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

{{{list11}}}

}}{{#if:|{{#if:|{{{group12}}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

{{{list12}}}

}}{{#if:|{{#if:|{{{group13}}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

{{{list13}}}

}}{{#if:|{{#if:|{{{group14}}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

{{{list14}}}

}}{{#if:|{{#if:|{{{group15}}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

{{{list15}}}

}}{{#if:|{{#if:|{{{group16}}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

{{{list16}}}

}}{{#if:|{{#if:|{{{group17}}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

{{{list17}}}

}}{{#if:|{{#if:|{{{group18}}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

{{{list18}}}

}}{{#if:|{{#if:|{{{group19}}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

{{{list19}}}

}}{{#if:|{{#if:|{{{group20}}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

{{{list20}}}

}}{{#if:|{{#if:Using IMSMA^NG{{#switch:{{#if:|{{{border}}}|child}}|subgroup|child=

|none=|#default=

}}{{#if:|}}{{#if:{{#if:Reconcile|

Reconcile

}}|<td style="text-align:left;border-left-width:2px;border-left-style:solid;|{{#if:|}}}}{{#if:|{{#if:{{#switch:{{#if:|{{{border}}}|child}}|subgroup|child=|none=|#default=

}}{{#ifeq:|Template|{{#ifeq:{{#if:|{{{border}}}|child}}|child||{{#ifeq:{{#if:|{{{border}}}|child}}|subgroup||{{#switch:reassign item to another location

|doc
|sandbox
|testcases =
|#default = {{#switch:
 |plainlist
 |hlist
 |hlist hnum
 |hlist vcard
 |vcard hlist = 
 |#default = 
 }}
}}

}}}}}}|}}{{#if:{{#if:|

{{{group2}}}

}}|{{#if:|

{{{group2}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#switch:{{#if:|{{{border}}}|child}}|subgroup|child=|none=|#default=

}}{{#ifeq:|Template|{{#ifeq:{{#if:|{{{border}}}|child}}|child||{{#ifeq:{{#if:|{{{border}}}|child}}|subgroup||{{#switch:reassign item to another location

|doc
|sandbox
|testcases =
|#default = {{#switch:
 |plainlist
 |hlist
 |hlist hnum
 |hlist vcard
 |vcard hlist = 
 |#default = 
 }}
}}

}}}}}}|}}{{#if:{{#if:|

{{{group3}}}

}}|{{#if:|

{{{group3}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group4}}}

}}|{{#if:|

{{{group4}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:Save Data Entry Forms · Submit Data Entry Forms · Reject Data Entry Forms · Approve Data Entry Forms · Approve Data Entry Forms from the Workbench|{{#if:{{#if:Approve|

Approve

}}|{{#if:Approve|

Approve

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

Save Data Entry Forms · Submit Data Entry Forms · Reject Data Entry Forms · Approve Data Entry Forms · Approve Data Entry Forms from the Workbench

}}{{#if:Filter Data Entry Forms Displayed in Workbench · GIS Preview from Workbench · Export Data Entry Form from Workbench · Delete Data Entry Form from Workbench · View or Change Data Entry Form from Workbench|{{#if:{{#if: Workbench|

Workbench

}}|{{#if: Workbench|

Workbench

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

Filter Data Entry Forms Displayed in Workbench · GIS Preview from Workbench · Export Data Entry Form from Workbench · Delete Data Entry Form from Workbench · View or Change Data Entry Form from Workbench

}}{{#if:|{{#if:{{#if:|

{{{group7}}}

}}|{{#if:|

{{{group7}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group8}}}

}}|{{#if:|

{{{group8}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group9}}}

}}|{{#if:|

{{{group9}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group10}}}

}}|{{#if:|

{{{group10}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group11}}}

}}|{{#if:|

{{{group11}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group12}}}

}}|{{#if:|

{{{group12}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group13}}}

}}|{{#if:|

{{{group13}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group14}}}

}}|{{#if:|

{{{group14}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group15}}}

}}|{{#if:|

{{{group15}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group16}}}

}}|{{#if:|

{{{group16}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group17}}}

}}|{{#if:|

{{{group17}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group18}}}

}}|{{#if:|

{{{group18}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group19}}}

}}|{{#if:|

{{{group19}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#if:|

{{{group20}}}

}}|{{#if:|

{{{group20}}}

}}<td style="text-align:left;border-left-width:2px;border-left-style:solid;|

}}{{#if:|{{#if:{{#switch:{{#if:|{{{border}}}|child}}|subgroup|child=|none=|#default=

}}{{#ifeq:|Template|{{#ifeq:{{#if:|{{{border}}}|child}}|child||{{#ifeq:{{#if:|{{{border}}}|child}}|subgroup||{{#switch:reassign item to another location

|doc
|sandbox
|testcases =
|#default = {{#switch:
 |plainlist
 |hlist
 |hlist hnum
 |hlist vcard
 |vcard hlist = 
 |#default = 
 }}
}}

}}}}}}|}}

}}{{#switch:{{#if:|{{{border}}}|child}}|subgroup|child=

|none=|#default=}}{{#ifeq:|Template|{{#ifeq:{{#if:|{{{border}}}|child}}|child||{{#ifeq:{{#if:|{{{border}}}|child}}|subgroup||{{#switch:reassign item to another location

|doc
|sandbox
|testcases =
|#default = {{#switch:
 |plainlist
 |hlist
 |hlist hnum
 |hlist vcard
 |vcard hlist = 
 |#default = 
 }}
}}

}}}}}}|}}

{{{below}}}

}}{{#switch:|subgroup|child=

|none=|#default=}}{{#ifeq:|Template|{{#ifeq:|child||{{#ifeq:|subgroup||{{#switch:reassign item to another location

|doc
|sandbox
|testcases =
|#default = {{#switch:hlist
 |plainlist
 |hlist
 |hlist hnum
 |hlist vcard
 |vcard hlist = 
 |#default = 
 }}
}}

}}}}}}

@@ Line 1: / Line 1: @@
+{{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>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>
-<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.
-:The Pick Location window displays.
+[[Image:Location reassign.png|600px|center]]
-</ol>
+<div align="center">
+'' Location Summary window''
+</div></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'''.
-{{note| Click '''Show All''' or use the filter to find a location.}}
+[[Image:Location reassign2.png|600px|center]]
+<div align="center">
-<ol start="3">
+'' Pick Location window''
-<li>Select a location from the list, and then click '''Assign'''.</li>
+</div></li>
-<li>The Template For ''<Item>'' : ''<Item>'' window displays.</li>
+<li>The template selection window displays.
-<li>Select the Data Entry Form template used for the item you opened in step 1.</li>
+{{New_6.0 | The list of possible templates are filtered to only included templates for the current item type.}}
+[[Image:Wizard template selection.png|500px|center]]
+<div align="center">
+'' Select Template window''
+</div></li>
+<li>Select the Data Entry Form template that you would like to use</li>
 <li>Click '''OK'''.</li>
-:The Data Entry Form Editor displays a new Data Entry Form. The date of report 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
-</ol>
+* Reconciliation tab.
+[[Image:Recon tab Reassign.png|600px|center]]
-{{warning| Data entered in the Data Entry Form can overwrite existing item data.}}
+<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 is based on Date of Information. When the date is earlier or the same, the Summary item will '''not''' be updated.}}</li>
-{{note| You can restore the previous location by unapproving the location reassignment Data Entry Form.}}
+<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></ol>
 {{NavBox HowTo Reconcile and Approve}}
-[[Category:COO]]
+[[Category:NAA]]

	Using IMSMA^NG
}}<table cellspacing="0" class="nowraplinks hlist {{#if:Using IMSMA^NG\|{{#switch:autocollapse\|plain\|off=\|#default=collapsible {{#if:autocollapse\|autocollapse\|autocollapse}}}}}} {{#switch:\|subgroup\|child\|none=navbox-subgroup" style="border-spacing:0;;\|#default=navbox-inner" style="border-spacing:0;background:transparent;color:inherit}};;">{{#if:Using IMSMA^NG\|

{{{above}}}

Reassign Item to another Location: Difference between revisions

Latest revision as of 10:27, 18 March 2019

Navigation menu

Search