Update from Summary Window: Difference between revisions

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The Update feature lets you revise data that has already been approved (and displays in the item's Summary). It opens a copy of the item's most-recent data entry form, which you can edit and submit for approval. Once approved, both the original and revised data entry forms are stored in the Summary.
The Update feature lets you revise data that has already been approved (and included in the Data Entry Form template that you choose to use). It opens a fully populate Data Entry Form with the Approved data, which provides an overview of the current approved data for the item.
 
To update data in the Summary window:


<ol>
<ol>
<li>Open the item's Summary window.</li>
<li>Open the Summary window of the item that you would like to Update.</li>
<li>Click the [[Image:FieldViewIcon.png | Edit]] button.</li>
<li>Click the [[Image:FieldViewIcon.png | Edit]] button.</li>
:The Template for Update Data Entry Form: window displays only the data entry form template used to create the original item.
<li>Open the Summary window of the item that you would like to Unlink another item from.</li>
<li>Select the data entry form template, and click the '''OK''' button.</li>
[[Image:Wizard template selection.png|500px|center]]
:The Data Entry Form Editor window displays, with the '''Date of Information''', the '''Form ID''', and the '''<''Item''>ID''' fields prepopulated. The Reconciliation tab is also prepopulated with a state of ''Update''.
<div align="center">
'' Template for Update Data Entry Form window''
</div>
<li>The Template for Update Data Entry Form window displays. 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>
<li>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.
[[Image:Recon tab Update.png|600px|center]]
<div align="center">
'' Reconciliation Tab Reassign Action''
</div>
 
 
<li>Add, edit, or delete the necessary data.</li>
<li>Add, edit, or delete the necessary data.</li>
<li>When finished, click the '''Submit''' button.</li>
<li>Save, Submit or Approve the Data Entry Form.</li>
:When this form is approved, the Summary window will display your updated data.
<li>When the Data Entry Form is approved, the Summary window will display the updated data.
</ol>  
</ol>  


Revision as of 13:01, 10 March 2015

File:Summary window toolbar.png

Summary window toolbar

The Update feature lets you revise data that has already been approved (and included in the Data Entry Form template that you choose to use). It opens a fully populate Data Entry Form with the Approved data, which provides an overview of the current approved data for the item.

  1. Open the Summary window of the item that you would like to Update.
  2. Click the Edit button.
  3. Open the Summary window of the item that you would like to Unlink another item from.

    4. Template for Update Data Entry Form window

  4. The Template for Update Data Entry Form window displays. The list of possible templates are filtered to only included templates for the current item type.
  5. Select the Data Entry Form template that you would like to use
  6. Click OK.
  7. 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


  8. Add, edit, or delete the necessary data.
  9. Save, Submit or Approve the Data Entry Form.
  10. When the Data Entry Form is approved, the Summary window will display the updated data.

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