Link to Existing Item: Difference between revisions

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{{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 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. }}
This section provides instructions for linking item records of different types.
This section provides instructions for linking item records of different types.
To link an item record to another item record without using the map:
 
[[Image:Recon tab.png|600px|center]]
<div align="center">
'' Reconciliation Tab''
</div>
To link an item to another item:
<ol>
<ol>
<li>From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item record you would like to reconcile.</li>
<li>From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item record you would like to reconcile.</li>
<li>Click the [[Image:ReconItemRecIcon.png]] button.</li>
<li>Click the [[Image:ReconItemRecIcon.png]] button.</li>
[[Image:Recon options3.png|500px|center]]
<div align="center">
'' Reconciliation Options''
</div>
<li>Select the '''Link to Existing Item''' option.</li>
<li>Select the '''Link to Existing Item''' option.</li>
<li>Click the '''OK''' button.</li>
<li>Click the '''OK''' button.</li>
[[Image:Pick Object Type.png|500px|center]]
<div align="center">
'' Pick Object Type Window''
</div>
:The Pick Object Type window displays.
:The Pick Object Type window displays.
<li>Select the type of the existing item record from the Type of Object to Link to drop-down menu.</li>
<li>Select the type of the existing item record from the Type of Object to Link to drop-down menu.</li>
Line 13: Line 26:
<li>Click the row for the item record that you would like to reconcile.</li>
<li>Click the row for the item record that you would like to reconcile.</li>
<li>Click the '''Assign''' button.</li>  
<li>Click the '''Assign''' button.</li>  
[[Image:Recon tab Link.png|600px|center]]
<div align="center">
'' Reconciliation Tab Replace''
</div>
:The Link Items window displays.
:The Link Items window displays.
<li>If desired, click the [[Image:ShadesIcon.png]] button to view the item record on the map.</li>
<li>If desired, click the [[Image:ShadesIcon.png]] button to view the item record on the map.</li>
<li>Select the '''Link Existing Item with Data Entry Form Item''' option to associate item records.</li>
 
</ol>
</ol>
<ol start="11">
<ol start="11">

Revision as of 00:28, 2 March 2015

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.

This section provides instructions for linking item records of different types.

Reconciliation Tab

To link an item to another item:

  1. From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item record you would like to reconcile.
  2. Click the button.

    3. Reconciliation Options

  3. Select the Link to Existing Item option.
  4. Click the OK button.

    5. Pick Object Type Window

    The Pick Object Type window displays.
  5. Select the type of the existing item record from the Type of Object to Link to drop-down menu.
  6. Click the OK button.
    7. The Pick Item window displays.
  7. Click the row for the item record that you would like to reconcile.
  8. Click the Assign button.

    9. Reconciliation Tab Replace

    The Link Items window displays.
  9. If desired, click the button to view the item record on the map.
  1. Click the OK button.
If you would like to remove the link before you have approved, select the row and click the Unlink button.
Item are not normally Linked to Locations. Items are assigned to Locations.

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