Difference between revisions of "Use the Data Entry Form Editor Window"
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! Button || Description | ! Button || Description | ||
|- ! style="background-color: | |- ! style="background-color: | ||
| − | | [[Image:Save button.png]] || [[Save Data Entry Forms to the Workbench | + | | [[Image:Save button.png]] || [[Save Data Entry Forms to the Workbench | Saves]] the Data Entry Form information to the Workbench with a Saved status so that you can update the Data Entry Form information at a later time. |
|- ! style="background-color: | |- ! style="background-color: | ||
| − | | [[Image:Submit button.png]] || Saves the Data Entry Form information to the Workbench with a [[ | + | | [[Image:Submit button.png]] || Saves the Data Entry Form information to the Workbench with a [[Submit Data Entry Forms | Submitted]] status. |
|- ! style="background-color: | |- ! style="background-color: | ||
| − | | [[Image:Reject button.png]] || Saves the Data Entry Form to the Workbench with a Rejected status. | + | | [[Image:Reject button.png]] || Saves the Data Entry Form to the Workbench with a [[Reject Data Entry Forms | Rejected]] status. |
|- ! style="background-color: | |- ! style="background-color: | ||
| − | | [[Image:Approve button.png]] || After a Data Entry Form has been [[ | + | | [[Image:Approve button.png]] || After a Data Entry Form has been [[Approve Data Entry Forms | Approved]], it can no longer be changed. An approved Data Entry Form can be viewed from the Summary windows. In order to approve a Data Entry Form, it must have a Location assigned to it. The Data Entry Form may no longer be found in the Workbench. |
|-! style="background-color: | |-! style="background-color: | ||
| [[Image:Cancel button.png]] || Closes the Data Entry Form Editor window without saving the information. The user is given a warning message if there is unsaved data prior to closing the editor. | | [[Image:Cancel button.png]] || Closes the Data Entry Form Editor window without saving the information. The user is given a warning message if there is unsaved data prior to closing the editor. | ||
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{{note| When entering values into a numeric field, be sure to enter numbers that are less than 10 digits long only.}} | {{note| When entering values into a numeric field, be sure to enter numbers that are less than 10 digits long only.}} | ||
| + | |||
{{NavBox HowTo Enter Data}} | {{NavBox HowTo Enter Data}} | ||
[[Category:CRI]] | [[Category:CRI]] | ||
Revision as of 21:30, 13 March 2015
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Save, Submit, Reject and Approve require permission to do so. Contact your IMSMANG Administrator if you have questions on permissions. |
After you select a Data Entry Form template, you will need to enter data for the Data Entry Form in the Data Entry Form Editor window. The information requested in the Data Entry Form will differ depending on the Data Entry Form template that you selected. Regardless of the Data Entry Form template that you select, the buttons in the Data Entry Form Editor window are identical.
Data Entry Form Editor Window
Data Entry Form Editor Window General Information
| Field | Description |
|---|---|
| Report Name | The name of the Data Entry Form template that was used to create the Data Entry Form. |
| Report Owner | The name of the Organisation that the Data Entry Form template is developed for. |
| Version | The version number that was assigned to the Data Entry Form template when it was published. |
| Data Entry Date | The date on which the Data Entry Form was first Saved. |
| Submitted Date | The date on which the Data Entry Form was first Submitted for approval. |
| Approved Date | The date on which the Data Entry Form was Approved. |
| Approved by | The user ID of the person who approved the Data Entry Form. |
| Data Entry Form Tab | Contains the data input field specified in the Data Entry Form template. |
| Reconciliation Tab | Contains information on which Action were chosen and if there are any links specified. If the Data Entry Form is creating a new item then the Location to it will be assigned to is also specifice. |
| Comments Tab | Allows you to enter optional remarks concerning the Data Entry Form. |
| Import Issues Tab | Lists any problems that may have occurred when the Data Entry Form was imported. This tab does not display if there are no import issues. |
| Button | Description |
|---|---|
 |
Allows you to attach a file to the Data Entry Form. |
 |
Exports the Data Entry Form. |
 |
Prints the Data Entry Form. |
Approve
Data Entry Form Statuses / Approval workflow
The buttons at the bottom of the Data Entry Form Editor window are used during the next phase of Data Entry proccess, Approve. The Data Enterer uses Save and/or Submit and the Data Verifier Reject or Approve.
| Button | Description |
|---|---|
 |
Saves the Data Entry Form information to the Workbench with a Saved status so that you can update the Data Entry Form information at a later time. |
 |
Saves the Data Entry Form information to the Workbench with a Submitted status. |
 |
Saves the Data Entry Form to the Workbench with a Rejected status. |
 |
After a Data Entry Form has been Approved, it can no longer be changed. An approved Data Entry Form can be viewed from the Summary windows. In order to approve a Data Entry Form, it must have a Location assigned to it. The Data Entry Form may no longer be found in the Workbench. |
 |
Closes the Data Entry Form Editor window without saving the information. The user is given a warning message if there is unsaved data prior to closing the editor. |
| |
When entering values into a numeric field, be sure to enter numbers that are less than 10 digits long only. |
