Difference between revisions of "Reassign Item to another Location"

Revision as of 13:20, 10 March 2015

To do data entry and/or 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.

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


Location Summary window

2. Select the item in the Location window, and then click the button.


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.


Select Template window

6. The template selection window displays.

   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.

   

   Reconciliation Tab Reassign Action

   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.