Difference between revisions of "Delete from the Summary Window"

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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. }}
 
{{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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[[Image:Summary window toolbar.png|350px|center]]
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{{Note | The Delete Action lets you delete data that has already been approved. However, the Data Entry Forms are not physically deleted from the the database, they get status ''deleted'' and are possible to retrieve back later if needed.}}
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<div align="center">
 
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'' Summary window toolbar''
 
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</div>
 
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{{Note | The Delete Action lets you delete data that has already been approved. However, the Data Entry Forms are not physically deleted from the the database, they get status "deleted" and are possible to retrieve back later if needed.}}
 
 
<ol>
 
<ol>
 
<li>Open the Summary window of the item that you would like to Delete.</li>
 
<li>Open the Summary window of the item that you would like to Delete.</li>
 
<li>Click the [[Image:EcksButton.png | Delete]] button.</li>
 
<li>Click the [[Image:EcksButton.png | Delete]] button.</li>
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<li>The Template for Delete Data Entry Form window displays. The list of possible templates are filtered to only included templates for the current item type.
 
[[Image:Select Template Delete.png|500px|center]]
 
[[Image:Select Template Delete.png|500px|center]]
 
<div align="center">
 
<div align="center">
 
'' Template for Delete Data Entry Form window''
 
'' Template for Delete Data Entry Form window''
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</div>
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</div></li>
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<li>The Template for Delete Data Entry Form window displays. The list of possible templates are filtered to only included templates for the current item type.
 
 
<li>Select the Data Entry Form template that you would like to use</li>
 
<li>Select the Data Entry Form template that you would like to use</li>
 
<li>Click '''OK'''.</li>
 
<li>Click '''OK'''.</li>
 
<li>The Data Entry Form Editor displays a new Data Entry Form. The following information are automatically populated:  
 
<li>The Data Entry Form Editor displays a new Data Entry Form. The following information are automatically populated:  
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:* Form ID
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* Form ID
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:* Item ID
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* Item ID
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:* Date of information
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* Date of information
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:* Reconciliation tab.
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* Reconciliation tab.
 
[[Image:Recon tab Delete.png|600px|center]]
 
[[Image:Recon tab Delete.png|600px|center]]
 
<div align="center">
 
<div align="center">
 
'' Reconciliation Tab Delete Action''
 
'' Reconciliation Tab Delete Action''
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</div>
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</div></li>
 
<li>'''No''' the other data fields in the template are also automatically populated.
 
<li>'''No''' the other data fields in the template are also automatically populated.
 
[[Image:Error msg Delete with Links.png|500px|center]]
 
[[Image:Error msg Delete with Links.png|500px|center]]
 
<div align="center">
 
<div align="center">
 
'' Error message when there are linked items''
 
'' Error message when there are linked items''
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</div>
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</div></li>
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<li>No other items may be linked to the item that you would like to Delete.
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<li>No other items may be linked to the item that you would like to Delete.</li>
 
<li>Save, Submit or Approve the Data Entry Form.</li>
 
<li>Save, Submit or Approve the Data Entry Form.</li>
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<li>When the Data Entry Form is approved, the Summary window will be deleted.
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<li>When the Data Entry Form is approved, the Summary window will be deleted.</li></ol>
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</ol>  
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{{Warning | The deleting Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created/updated the data since the calculation of the Summary item(s) are based on Date of Information. When the date is earlier or the same, no delete of the Summary items occur.}}
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{{Warning | The deleting Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created/updated the data since the calculation of the Summary item is based on Date of Information. When the date is earlier or the same, no delete of the Summary items occur.}}
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{{Note | When Data Entry Forms with ''Delete'' Action are imported as maXML they will '''not''' automatically be Approved so the importing organisation have full control of what is being deleted from {{IMSMANG}} .}}
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{{New_6.0 | This Action was introduced in version 6.0.}}
 
{{New_6.0 | This Action was introduced in version 6.0.}}
 
{{NavBox HowTo Reconcile and Approve}}
 
{{NavBox HowTo Reconcile and Approve}}
  
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[[Category:COO]]
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[[Category:NAA]]

Latest revision as of 10:26, 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.
Note.jpg The Delete Action lets you delete data that has already been approved. However, the Data Entry Forms are not physically deleted from the the database, they get status deleted and are possible to retrieve back later if needed.
  1. Open the Summary window of the item that you would like to Delete.
  2. Click the Delete button.
  3. The Template for Delete Data Entry Form window displays. The list of possible templates are filtered to only included templates for the current item type.
    Select Template Delete.png

    Template for Delete Data Entry Form window

  4. Select the Data Entry Form template that you would like to use
  5. Click OK.
  6. 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 Delete.png

    Reconciliation Tab Delete Action

  7. No the other data fields in the template are also automatically populated.
    Error msg Delete with Links.png

    Error message when there are linked items

  8. No other items may be linked to the item that you would like to Delete.
  9. Save, Submit or Approve the Data Entry Form.
  10. When the Data Entry Form is approved, the Summary window will be deleted.
Warning.jpg The deleting Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created/updated the data since the calculation of the Summary item is based on Date of Information. When the date is earlier or the same, no delete of the Summary items occur.
Note.jpg When Data Entry Forms with Delete Action are imported as maXML they will not automatically be Approved so the importing organisation have full control of what is being deleted from IMSMANG .
New 6.0.png This Action was introduced in version 6.0.
Reconciling and Approving Data in IMSMANG
Add from Summary Window · Update from Summary Window · Delete from Summary Window
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