Difference between revisions of "Reconcile as New"
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'' Reconciliation Tab'' | '' Reconciliation Tab'' | ||
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| − | <li>If appropriate, '''[[ | + | <li>If appropriate, '''[[Link to Existing Item | Link]]''' to other items.</li> |
| + | <li>Verify that the Date of Information is correct. It should reflect the '''age''' of the information (not the date of data entry).</li> | ||
<li>Save, Submit or Approve the Data Entry Form.</li></ol> | <li>Save, Submit or Approve the Data Entry Form.</li></ol> | ||
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{{NavBox HowTo Reconcile and Approve}} | {{NavBox HowTo Reconcile and Approve}} | ||
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Latest revision as of 10:30, 18 March 2019
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This page ONLY applies when the Data Entry Form has been created via the Data Entry menu or the Add Data Entry Forms button in the Main Navigation toolbar. |
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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. |
- From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item you would like to assign to a Location.
Reconciliation Tab
- Click the
. - When the Data Entry Form Reconciliation window displays, select the Reconcile as New option. Click the OK button.
Reconciliation Options
- The Pick Location window displays.
Pick Location Window
- Filter the item list to display the desired location. Click here for help on how to filter lists.
- Select the row for the location that you would like to assign to the item to.
- Click the Assign button.
- The location name displays in the Data Entry Form Editor window under Action/Object under the Reconciliation tab.
Reconciliation Tab
- If appropriate, Link to other items.
- Verify that the Date of Information is correct. It should reflect the age of the information (not the date of data entry).
- Save, Submit or Approve the Data Entry Form.
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When reconciling an Education item, a new item will always be created. An Education item cannot be combined with existing Education items. |
For more information on how to do data entry, see Use the Data Entry Form Editor Window.
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