Difference between revisions of "Reassign Item to another Location"

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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 Location window of the item that requires location reassignment.</li>
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<li>Open the Location window of the item that requires location reassignment by clicking on the [[Image:YellowManIcon.png]] in the Summary window toolbar.</li>
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<li>Select the item in the Location window, and then click the [[Image:YellowManIcon.png | Location Reassignment]] button.</li>
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<li>Select the item in the Location window, and then click the [[Image:YellowManIcon.png | Location Reassignment]] button.
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:The Pick Location window displays.
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[[Image:Location reassign.png|600px|center]]
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</ol>
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<div align="center">
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'' Location Summary window''
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</div></li>
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<li>The Pick Location window displays. </li>
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<li>Filter the item list to display the desired location. Click '''[[Filter Lists | here]]''' for help on how to filter lists. </li>
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<li>Select a Location from the list, and then click '''Assign'''.
  
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{| style="border:2px solid lightgray; float:center; margin:10px;"
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[[Image:Location reassign2.png|600px|center]]
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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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<div align="center">
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|align="left" style="padding: 5px 10px 5px 10px"| Click '''Show All''' or use the filter to find a location.
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'' Pick Location window''
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|}
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</div></li>
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<li>The template selection window displays.
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<ol start="3">
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{{New_6.0 | The list of possible templates are filtered to only included templates for the current item type.}}
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<li>Select a location from the list, and then click '''Assign'''.</li>
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[[Image:Wizard template selection.png|500px|center]]
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<li>The Template For ''<Item>'' : ''<Item>'' window displays.</li>
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<div align="center">
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<li>Select the field report template used for the item you opened in step 1.</li>
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'' Select Template window''
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</div></li>
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<li>Select the Data Entry Form template that you would like to use</li>
 
<li>Click '''OK'''.</li>
 
<li>Click '''OK'''.</li>
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:The Field Report Editor displays a new field report. The date of report field, the item ID field, and the Reconciliation tab are automatically populated with the location reassignment information.
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<li>The Data Entry Form Editor displays a new Data Entry Form. The following information are automatically populated:
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<li>Verify that the location reassignment information displays on the '''Reconciliation''' and '''Comments''' tabs.</li>
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* Form ID
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<li>Approve, submit, or save the field report.</li>
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* Item ID
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:The location is reassigned when the field report is approved.
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* Date of information
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</ol>
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* Reconciliation tab.
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[[Image:Recon tab Reassign.png|600px|center]]
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<div align="center">
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'' Reconciliation Tab Reassign Action''
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</div>
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{{Warning | 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 is based on Date of Information. When the date is earlier or the same, the Summary item will '''not''' be updated.}}</li>
  
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{| style="border:2px solid lightgray; float:center; margin:10px;"
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<li>Save, Submit or Approve the Data Entry Form.</li>
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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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<li>The items is reassigned to another Location when the Data Entry Form is approved.</li></ol>
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|align="left" style="padding: 5px 10px 5px 10px"| Data entered in the field report 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 previous location by unapproving the location reassignment field report.
 
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|}
 
  
 
{{NavBox HowTo Reconcile and Approve}}
 
{{NavBox HowTo Reconcile and Approve}}
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[[Category:NAA]]

Latest revision as of 10:27, 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 Location window of the item that requires location reassignment by clicking on the YellowManIcon.png in the Summary window toolbar.
  2. Select the item in the Location window, and then click the Location Reassignment button.
    Location reassign.png

    Location Summary 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.
    Location reassign2.png

    Pick Location window

  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.
    Wizard template selection.png

    Select Template window

  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.
    Recon tab Reassign.png

    Reconciliation Tab Reassign Action

    Warning.jpg 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 is based on Date of Information. When the date is earlier or the same, the Summary item will not be updated.
  10. Save, Submit or Approve the Data Entry Form.
  11. The items is reassigned to another Location when the Data Entry Form is approved.
Reconciling and Approving Data in IMSMANG
Link to Existing Item · Reassign Item to another Location · Unlink Items · Unapprove a Data Entry Form
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