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Reconcile as Existing Item

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<table cellspacing="5" cellpadding="0" style="float: right; clear: right; color: black; background: #f9f9f9; border: 1px solid #aaa; width: 22em; margin: 0 0 1.0em 1.0em; padding: 0.2em; border-spacing: 0.4em 0; text-align: center; line-height: 1.4em; font-size: 88%; background-color: #f5faff; font-size: 90%; width: auto; line-height: 1.6em; width:150px;" class="vertical-navbox nowraplinks"><th style="padding: 0.2em 0.4em 0.2em; font-size: 145%; line-height: 1.2em; font-weight: bold; background-color: #9aa8b5; font-size: 125%" class="">Related Topics</th><tr><td style="padding-top: 0.2em; font-weight: bold; background-color: #cee0f2" class="">Using IMSMA</td></tr><tr><td style="padding-bottom: 0.2em; text-align: left">[[Current View Windows{{Note |Current View]]<br />[[Field Reports]]<br />[[Geospatial This page '''ONLY''' applies when the Data]]<br />[[Search]]<br />[[Reports]]<br /></td></tr><tr><td style="padding-top: 0.2em; font-weight: bold; background-color: #cee0f2" class="">Field Reports</td></tr><tr><td style="padding-bottom: 0.2em; text-align: left">[[Adding and Entering Entry Form has been created via the ''Data|Adding/Entering Entry'' menu or the ''Add Data]]<br />[[Assigning Locations]]<br />[[Reconciling Items]]<br /></td></tr><tr><td style="padding-top: 0Entry Forms'' button in the Main Navigation toolbar.2em; font-weight: bold; background-color: #cee0f2" class="">Reconciling Items</td></tr><tr><td style="padding-bottom: 0.2em; text-align: left">[[HowTo:Reconcile by Creating a New Item Thread|Create New Item Thread]]<br />[[HowTo:Reconcile by Updating an Existing Item Record|Update Existing Item Record]]<br />[[HowTo:Reconcile by Linking to an Existing Item Record|Link to Existing Item Record]]<br />[[Pike Item Window]]<br />[[Combining Item Record]]<br /></td></tr></table>}}
This section provides instructions for replacing item records {{Note | To do Data Entry and combining item records using the Reconcile without Map button/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. This method allows g. ''Data Entry Form'' and ''Link''. Contact your {{IMSMANG}} Administrator if you to select items from a list but also locate items have questions on the map if neededpermissions.}}
To update an existing item record:<ol><li>From the Reconciliation tab of the Field Report Data Entry Form Editor window, select the row associated with the item record you would like to reconcile.[[Image:Recon tab.png|600px|center]]<div align="center">'' Reconciliation Tab''</div></li> <li>Click the [[Image:ReconItemRecIcon.png]] button.</li>:The Field Report Data Entry Form Reconciliation window displays.[[Image:Recon options2.png|500px|center]]<div align="center">'' Reconciliation Options''</div></li><li>Select the '''Reconcile as Existing Item ''' option.</li><li>Click the '''OK ''' button.</li><li>The Pick Item window displays. The table is not populated with any rows until you have applied a [[Filter Lists| filter]].[[Image:The fig61.png|center|500px|''Pick Item Window'']]<div align="center">''Pick ItemWindow''</div> window displays. See the Pick <Item/li> window section on page 85 for additional information.<li>Click Select the row for the existing item that you would like to replace or combine the information in the current Data Entry Form with. You may view the Summary window of an item record clicking on the [[Image:FieldViewIcon.png]] button. {{Warning| [[Image:Recon tab Wrong ID.png|600px|center]]It is very important that you select the correct existing item. E.g. if you have received new information about the existing Victim ''Vic-125'' (Jane Doe) or would like to reconcilecorrect some information about the existing Victim ''Vic-125'', you '''must''' select the Victim item ''Vic-125'' in the list. If you select another Victim item e.g. ''Vic-126'' (James Smith), the information in the current Data Entry Form will replace or combine existing information about '''Vic-126'''.}}</li>
<li>Click the Assign button.</li>
:<li>The Replace/Combine Item window displays. [[Image:fig59.png|center|500px|''Replace/Combine Item Window'']]<div align="center">''Replace/Combine Item Window''</div></li><li>If it is appropriate to verify that it is the correct existing item that you are replacing or combining information to by using map preview, click the [[Image:ShadesIcon.png]] button to activate the Map preview.
[[Image:fig59fig60.png|center|600px500px|''Figure 59. Replace/Combine Item Windowwith the Map View Selected'']]<div align="center">''Figure 59. Replace/Combine Item Windowwith the Map View Selected''
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<li>If desired, click {{New_6.0 | More functions have been added to the [[Image:ShadesIconPreview window. It amongst other things possible to add labels.png]] button It is also possible to view change the item record on order of the mapthemes.}}</li>
<li>Decide if you would like to [[Reconcile started from Data Entry Menu#Replace | replace]] or [[Reconcile started from Data Entry Menu#Combine | combine]].</li><li>Click the '''OK''' button.</li><li>The Reconciliation Tab in the Data Entry Form is updated.[[Image:fig60Recon tab Replace.png|center|600px|''Figure 60. Replace/Combine Item Window with the Map View Selected''center]]<div align="center">''Figure 60. Reconciliation Tab Replace/Combine Item Window with the Map View SelectedAction''
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[[Image:Recon tab Combine.png|600px|center]]
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'' Reconciliation Tab Combine Action''
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<li>If appropriate, '''[[Link to Existing Item | Link]]''' to other items.</li>
<li>Save, Submit or Approve the Data Entry Form.</li>
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<li>Do one {{Warning | The updating Data Entry Form's Date of the following:</li>*Select the '''Replace Existing Item with Field Report Item''' option to completely replace all information on must be a later date than the existing item record with Data Entry Form(s) that created the information on data since the item record being reconciled.*Select the '''Combine Existing Item with Field Report Item''' option to replace only certain attributes calculation of the existing Summary item record with those is based on Date of Information. When the item record being reconciled. See [[HowTo:Combine Item Records]] for additional information.<li>Click date is earlier or the '''OK''' button.</li><li>Click same, the Summary items will '''Savenot''' button on the Field Report Editor windowbe updated.</li>}}:The Information window displays confirming the field report was saved.<li>Click the '''Close''' button For more information on how to do data entry, see [[Use the Information windowData Entry Form Editor Window]].</li></ol>
[[Category:Using IMSMA]][[Category:Field Reports]][[Category:Reconciling Items]]{{NavBox HowTo Reconcile and Approve}}[[Category:How ToNAA]]
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