Unlink Items: Difference between revisions

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Revision as of 21:25, 9 March 2015

File:Summary window toolbar.png

Summary window toolbar

Open the Summary window of the item that you would like to Unlink another item from.
Click the button.

Unlink window

The Unlink window displays.
Select one or more linked items, and then click OK.

Select Template window

The template selection window displays.

The list of possible templates are filtered to only included templates for the current item type.
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 Unlink Action
Save, Submit or Approve the Data Entry Form.

The items are Unlinked when the Data Entry Form is approved.

	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.

Reconciliation Tab Unlink + Link Action

	It is possible to Link to the correct item with the same Data Entry Form as you are Unlinking with.

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@@ Line 13: / Line 13: @@
 <li>The Unlink window displays.
 <li>Select one or more linked items, and then click '''OK'''.</li>
-:The template selection window displays.
+[[Image:Wizard template selection.png|500px|center]]
-<li>Select the same Data Entry Form template used for the item you opened in step 1.</li>
+<div align="center">
+'' Select Template window''
+</div>
+<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>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 information field, the form ID field, the item ID field, and the Reconciliation tab are automatically populated with the unlink information.
+<li>The Data Entry Form Editor displays a new Data Entry Form. The following information are automatically populated:
-<li>Approve, submit, or save the Data Entry Form.</li>
+:* Form ID
-:The items are unlinked when the Data Entry Form is approved.
+:* Item ID
+:* Date of information
+:* Reconciliation tab.
+[[Image:Recon tab Unlink.png|600px|center]]
+<div align="center">
+'' Reconciliation Tab Unlink Action''
+</div>
+<li>Save, Submit or Approve the Data Entry Form.</li>
+:The items are Unlinked when the Data Entry Form is approved.
 </ol>
-{{warning|The unlink's date of the data entry form must be a later date than the data entry form that created the link. When the dates are the same, no change occurs.}}
+{{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| Data entered in the Data Entry Form can overwrite existing item data.}}
-{{note| You can restore the link between the items by unapproving the unlink Data Entry Form.}}
+[[Image:Recon tab Unlink2.png|600px|center]]
+<div align="center">
+'' Reconciliation Tab Unlink + Link Action''
+</div>
+{{Note | It is possible to Link to the correct item with the same Data Entry Form as you are Unlinking with.}}
 {{NavBox HowTo Reconcile and Approve}}
 [[Category:COO]]

	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}}}

Unlink Items: Difference between revisions

Revision as of 21:25, 9 March 2015

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