Difference between revisions of "Unlink Items"

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{{Note | To do Data Entry and/or Submit/Approve 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. }}
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<ol>
 
<ol>
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<li>Open the item summary window of the item to unlink.</li>
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<li>Open the Summary window of the item that you would like to Unlink another item from.</li>
 
<li>Click the [[Image:uAIBtn01.png | Unlink]] button.</li>
 
<li>Click the [[Image:uAIBtn01.png | Unlink]] button.</li>
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:The Unlink window displays.
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<li>The Unlink window displays.</li>
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<li>Select one or more linked items, and then click '''OK'''.</li>
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<li>Select one or more linked items, and then click '''OK'''.
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:The template selection window displays.
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[[Image:Unlink window.png|350px|center]]
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<li>Select the same 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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<li>Click '''OK'''.</li>
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'' Unlink window''
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:The Data Entry Form Editor displays a new Data Entry Form. The date of report field, the item ID field, and the Reconciliation tab are automatically populated with the unlink information.
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</div></li>
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<li>Approve, submit, or save the Data Entry Form.</li>
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<li>Open the Summary window of the item that you would like to Unlink another item from.</li>
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:The items are unlinked when the Data Entry Form is approved.
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<li>The template selection window displays.  
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</ol>
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{{New_6.0 | The list of possible templates are filtered to only included templates for the current item type.}}</li>
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<li>Select the Data Entry Form template that you would like to use</li>
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<li>Click '''OK'''.
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[[Image:Wizard template selection.png|500px|center]]
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<div align="center">
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'' Select Template window''
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</div></li>
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<li>The Data Entry Form Editor displays a new Data Entry Form. The following information is automatically populated:
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* Form ID
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* Item ID
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* Date of information
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* Reconciliation tab.
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[[Image:Recon tab Unlink.png|600px|center]]
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<div align="center">
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'' Reconciliation Tab Unlink Action''
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</div>
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{{Warning | The Unlinking Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created the link(s) since the calculation of the Summary item is based on Date of Information. If the date is earlier or the same, the Summary items will '''not''' be updated.}}</li>
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<li>Save, Submit or Approve the Data Entry Form.</li>
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<li>The items are Unlinked when the Data Entry Form is approved.
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[[Image:Recon tab Unlink2.png|600px|center]]
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<div align="center">
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'' Reconciliation Tab Unlink + Link Action''
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</div>
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{{Note | It is possible to Link to the correct item with the same Data Entry Form as you are Unlinking with.}}</li></ol>
  
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{| style="border:2px solid lightgray; float:center; margin:10px;"
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{{NavBox HowTo Reconcile and Approve}}
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|align="left" style="padding: 5px 10px 5px 10px"|[[Image:StopSign2.png|25px|Represents a tip or note for using IMSMA.]]
 
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|align="left" style="padding: 5px 10px 5px 10px"| Data entered in the Data Entry Form can overwrite existing item data.
 
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|-
 
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|align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA.]]
 
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|align="left" style="padding: 5px 10px 5px 10px"| You can restore the link between the items by unapproving the unlink Data Entry Form.
 
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|}
 
  
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{{Summaries}}
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[[Category:NAA]]

Latest revision as of 08:05, 18 March 2019

Note.jpg To do Data Entry and/or Submit/Approve 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 Summary window of the item that you would like to Unlink another item from.
  2. Click the Unlink button.
  3. The Unlink window displays.
  4. Select one or more linked items, and then click OK.
    Unlink window.png

    Unlink window

  5. Open the Summary window of the item that you would like to Unlink another item from.
  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.
    Wizard template selection.png

    Select Template window

  9. The Data Entry Form Editor displays a new Data Entry Form. The following information is automatically populated:
    • Form ID
    • Item ID
    • Date of information
    • Reconciliation tab.
    Recon tab Unlink.png

    Reconciliation Tab Unlink Action

    Warning.jpg The Unlinking Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created the link(s) since the calculation of the Summary item is based on Date of Information. If the date is earlier or the same, the Summary items will not be updated.
  10. Save, Submit or Approve the Data Entry Form.
  11. The items are Unlinked when the Data Entry Form is approved.
    Recon tab Unlink2.png

    Reconciliation Tab Unlink + Link Action

    Note.jpg It is possible to Link to the correct item with the same Data Entry Form as you are Unlinking with.
Reconciling and Approving Data in IMSMANG
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