Update from Summary Window: Difference between revisions

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'' Reconciliation Tab Update Action''
'' Reconciliation Tab Update Action''
</div>
</div>
 
<li>All the other data fields in the template are also automatically populated with the Approved information.
 
<li>Add, edit, or delete the necessary data.</li>
<li>Save, Submit or Approve the Data Entry Form.</li>
<li>Save, Submit or Approve the Data Entry Form.</li>
<li>When the Data Entry Form is approved, the Summary window will display the updated data.
<li>When the Data Entry Form is approved, the Summary window will display the updated data.

Revision as of 13:08, 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 Update Action

  8. All the other data fields in the template are also automatically populated with the Approved information.
  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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