Reconcile as Existing Item: Difference between revisions
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[[ | This section provides instructions for replacing item records and combining item records using the Reconcile without Map button. This method allows you to select items from a list but also locate items on the map if needed. | ||
[[ | |||
[[ | To update an existing item record: | ||
<ol> | |||
<li>From the Reconciliation tab of the Field Report Editor window, select the row associated with the item record you would like to reconcile.</li> | |||
<li>Click the [[Image:ReconItemRecIcon.png]] button.</li> | |||
:The Field Report Reconciliation window displays. | |||
<li>Select the Reconcile as Existing Item option.</li> | |||
<li>Click the OK button.</li> | |||
:The Pick <''Item''> window displays. See the [[Pick Item Window]] for additional information. | |||
<li>Click the row for the item record that you would like to reconcile.</li> | |||
<li>Click the Assign button.</li> | |||
:The Replace/Combine Item window displays. | |||
[[Image:fig59.png|center|500px|''Figure 59. Replace/Combine Item Window'']] | |||
<div align="center">''Figure 59. Replace/Combine Item Window'' | |||
</div> | |||
<li>If desired, click the [[Image:ShadesIcon.png]] button to view the item record on the map.</li> | |||
[[Image:fig60.png|center|500px|''Figure 60. Replace/Combine Item Window with the Map View Selected'']] | |||
<div align="center">''Figure 60. Replace/Combine Item Window with the Map View Selected'' | |||
</div> | |||
<li>Do one of the following:</li> | |||
*Select the '''Replace Existing Item with Field Report Item''' option to completely replace all information on the existing item record with the information on the item record being reconciled. | |||
*Select the '''Combine Existing Item with Field Report Item''' option to replace only certain attributes of the existing item record with those of the item record being reconciled. See [[HowTo:Combine Item Records]] for additional information. | |||
<li>Click the '''OK''' button.</li> | |||
<li>Click the '''Save''' button on the Field Report Editor window.</li> | |||
:The Information window displays confirming the field report was saved. | |||
<li>Click the '''Close''' button on the Information window.</li> | |||
</ol> | |||
Revision as of 15:46, 4 September 2012
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{{#if:Reconcile by Replacing an Existing Item Record | |}}{{#if:Reconcile by Combining an Existing Item Record | |}}{{#if:|
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This section provides instructions for replacing item records and combining item records using the Reconcile without Map button. This method allows you to select items from a list but also locate items on the map if needed.
To update an existing item record:
- From the Reconciliation tab of the Field Report Editor window, select the row associated with the item record you would like to reconcile.
- Click the
button. - The Field Report Reconciliation window displays.
- Select the Reconcile as Existing Item option.
- Click the OK button.
- The Pick <Item> window displays. See the Pick Item Window for additional information.
- Click the row for the item record that you would like to reconcile.
- Click the Assign button.
- The Replace/Combine Item window displays.
- If desired, click the
button to view the item record on the map. - Do one of the following:
- Select the Replace Existing Item with Field Report Item option to completely replace all information on the existing item record with the information on the item record being reconciled.
- Select the Combine Existing Item with Field Report Item option to replace only certain attributes of the existing item record with those of the item record being reconciled. See HowTo:Combine Item Records for additional information.
- Click the OK button.
- Click the Save button on the Field Report Editor window.
- The Information window displays confirming the field report was saved.
- Click the Close button on the Information window.

Figure 59. Replace/Combine Item Window

Figure 60. Replace/Combine Item Window with the Map View Selected