Difference between revisions of "Add a Data Entry Form"

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{| style="border-top:2px solid lightgray; border-bottom:2px solid lightgray; margin:10px;"
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{{Note | To add data entry forms, your {{IMSMANG}} user account must belong to a User Role that has permission ''Data Entry Form''. Contact your {{IMSMANG}} Administrator if you have questions on permissions. }}
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|align="left" style="padding: 5px 10px 5px 10px"| To add field reports, you must have access to the Field Report permission.  
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{{HowTo's
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|[[Add a Data Entry Form from the Summary Window|Add a Data Entry Form from the Summary Window]]
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|[[Add a Data Entry Form from the Workbench|Add a Data Entry Form from the Workbench]]
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}}
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There are different methods to Add a Data Entry Form and the '''recommended''' method for Data Entry of all items except a new Location is to use the '''[[Add a Data Entry Form from the Summary Window | Add]]''' function in the Summary window.
  
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To add a field report:
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For a '''new Location''' there are different methods to start from:
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# the [[Image:MapToolbarAddDataEntryForm.png|Add Data Entry Forms]] in the Main Navigation window
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# the '''Data Entry''' menu → '''Data Entry Forms''' → '''Add Data Entry Forms'''
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# the [[Image:FieldTemplateIcon.png]] button in the ''Workbench'' window.
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Updates of existing Locations should as well be [[Add a Data Entry Form from the Summary Window|started from buttons]] in the Summary window.
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==Steps==__NOEDITSECTION__
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Independent of which method you will use, follow these steps:
 
<ol>
 
<ol>
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<li>From the '''Data Entry''' menu, select '''Field Reports'''.</li>
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<li>Click on the relevant button.</li>
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<li>From the '''Field Reports''' menu, select '''Add Field Report'''.</li>
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:The Field Report Templates window displays.
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[[Image:Select Template2.png|600px|center]]
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</ol>
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<div align="center">
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'' Data Entry Form Templates''
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</div>
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<li>Select which template that you would like to use by selecting the row in the Data Entry Form Templates window. </li>
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<li>
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* Click the '''OK''' button OR
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* Double-click the row associated with the template you would like to use.</li>
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<li>The [[Use the Data Entry Form Editor Window|Data Entry Form Editor Window]] displays the selected template.</li></ol>
  
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{| style="border:2px solid lightgray; float:center; margin:10px;"
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{{NavBox HowTo Enter Data}}
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|align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA Mobile.]]
 
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|align="left" style="padding: 5px 10px 5px 10px"| You can also add field reports by clicking the [[Image:FieldTemplateIcon.png]] button on the Workbench window or the Field Reports window.
 
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|}
 
  
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<ol start="3">
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[[Category:CRI]]
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<li>Click the row in the Field Report Templates window associated with the template that you would like to use. For more information, see the ''Field Report Templates window'' section on page 53.<!-- need to add link --></li>
 
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<li>Do one of the following:</li>
 
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<ul>
 
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<li>Click the '''Select''' button.</li>
 
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<li>Double-click the row associated with the template you would like to use.</li>
 
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:The Field Report Editor window displays the selected template.
 
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</ul>
 
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<li>For information on using the Field Report Editor window, refer to the ''Field Report Editor window'' section on page 54.<!-- need link --></li>
 
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</ol>
 

Latest revision as of 17:18, 15 June 2017

Note.jpg To add data entry forms, your IMSMANG user account must belong to a User Role that has permission Data Entry Form. Contact your IMSMANG Administrator if you have questions on permissions.
How To

There are different methods to Add a Data Entry Form and the recommended method for Data Entry of all items except a new Location is to use the Add function in the Summary window.

For a new Location there are different methods to start from:

  1. the Add Data Entry Forms in the Main Navigation window
  2. the Data Entry menu → Data Entry Forms → Add Data Entry Forms
  3. the FieldTemplateIcon.png button in the Workbench window.

Updates of existing Locations should as well be started from buttons in the Summary window.

Steps

Independent of which method you will use, follow these steps:

  1. Click on the relevant button.
    2. Select Template2.png

    Data Entry Form Templates

  2. Select which template that you would like to use by selecting the row in the Data Entry Form Templates window.
    • Click the OK button OR
    • Double-click the row associated with the template you would like to use.
  4. The Data Entry Form Editor Window displays the selected template.
Using Data Entry Forms
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