Difference between revisions of "Reassign Item to another Location"

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<li>Filter the item list to display the desired location. Click '''[[Filter Lists | here]]''' for help on how to filter lists.
 
<li>Filter the item list to display the desired location. Click '''[[Filter Lists | here]]''' for help on how to filter lists.
 
<li>Select a Location from the list, and then click '''Assign'''.</li>
 
<li>Select a Location from the list, and then click '''Assign'''.</li>
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<li>The Template For ''<Item>'' : ''<Item>'' window displays.</li>
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[[Image:Wizard template selection.png|500px|center]]
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<li>Select the Data Entry Form template used for the item you opened in step 1.</li>
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<div align="center">
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'' Select Template window''
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</div>
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<li>The template selection window displays.  
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{{New_6.0 | The list of possible templates are filtered to only included templates for the current item type.}}
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<li>Select the Data Entry Form template that you would like to use</li>
 
<li>Click '''OK'''.</li>
 
<li>Click '''OK'''.</li>
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:The Data Entry Form Editor displays a new Data Entry Form. The date of information field, the item ID field, and the Reconciliation tab are automatically populated with the location reassignment information.
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<li>The Data Entry Form Editor displays a new Data Entry Form. The following information are automatically populated:
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<li>Verify that the location reassignment information displays on the '''Reconciliation''' and '''Comments''' tabs.</li>
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:* Form ID
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<li>Approve, submit, or save the Data Entry Form.</li>
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:* Item ID
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:The location is reassigned when the Data Entry Form is approved.
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:* Date of information
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:* Reconciliation tab.
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[[Image:Recon tab Reassign.png|600px|center]]
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<div align="center">
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'' Reconciliation Tab Reassign Action''
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</div>
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{{Warning | The Reassigning Data Entry Form's Date of information must be a later date than the Data Entry Form that assigned the Location 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.}}
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<li>Save, Submit or Approve the Data Entry Form.</li>
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<li>The items is reassigned to another Location when the Data Entry Form is approved.
 
</ol>
 
</ol>
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{{warning| Data entered in the Data Entry Form can overwrite existing item data.}}
 
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{{note| You can restore the previous location by unapproving the location reassignment Data Entry Form.}}
 
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{{NavBox HowTo Reconcile and Approve}}
 
{{NavBox HowTo Reconcile and Approve}}
  
 
[[Category:COO]]
 
[[Category:COO]]

Revision as of 21:58, 9 March 2015

350px

Summary window toolbar

  1. Open the Location window of the item that requires location reassignment by clicking on the YellowManIcon.png in the Summary window toolbar.
    2. Location reassign.png

    Location Summary window

  2. Select the item in the Location window, and then click the Location Reassignment button.
    3. Location reassign2.png

    Pick Location window

  3. The Pick Location window displays.
  4. Filter the item list to display the desired location. Click here for help on how to filter lists.
  5. Select a Location from the list, and then click Assign.
    6. Wizard template selection.png

    Select Template window

  6. The template selection window displays.
    New 6.0.png The list of possible templates are filtered to only included templates for the current item type.
  7. Select the Data Entry Form template that you would like to use
  8. Click OK.
  9. 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.
    Recon tab Reassign.png

    Reconciliation Tab Reassign Action

    Warning.jpg The Reassigning Data Entry Form's Date of information must be a later date than the Data Entry Form that assigned the Location 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.
  10. Save, Submit or Approve the Data Entry Form.
  11. The items is reassigned to another Location when the Data Entry Form is approved.
Reconciling and Approving Data in IMSMANG
Link to Existing Item · Reassign Item to another Location · Unlink Items · Unapprove a Data Entry Form
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