Difference between revisions of "Reconcile started from 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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=== Overview===__NOEDITSECTION__
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When data entry is started from the Summary window the possible Actions on the Reconciliation tab are different than when data entry is started from the ''Data Entry'' menu.
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[[Image:Summary window toolbar2.png|350px|center]]
 
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<div align="center">
 
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'' Data Entry''
 
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</div>
 
  
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When data entry is started from the Summary window the possible Actions on the Reconciliation tab are different than when data entry is started from the ''Data Entry'' menu. The three Actions; Add, Update and Delete; that are started from the Summary menu were added in {{IMSMANG}} version 6.0.
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{{New_6.0 | The three Actions; Add, Update and Delete; that are started from the Summary window were added in {{IMSMANG}} version 6.0.}}
  
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The big difference of between these three Actions and the Actions started from the ''Data Entry'' menu is the automatic population of  
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The big difference of these three Actions and the Actions started from the ''Data Entry'' menu is the automatic population of  
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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.
  
 
==Add==__NOEDITSECTION__  
 
==Add==__NOEDITSECTION__  
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{{Warning | This Action should '''not''' be used for a '''new''' Location. The recommended method is to start from:
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Adding a Data Entry Form from a Location Summary window automatically assigns the '''same''' Location to the new Data Entry Form.
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* the [[Image:MapToolbarAddDataEntryForm.png|Add Data Entry Forms]] in the Main Navigation window '''OR'''
 
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* the ''Data Entry''' menu, select ''Data Entry Forms''.
 
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: the ''Data Entry Forms'' menu, select '''Add Data Entry Forms''. }}
 
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[[Image:Recon tab Add from Location.png|600px|center]]
 
[[Image:Recon tab Add from Location.png|600px|center]]
 
<div align="center">
 
<div align="center">
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</div>
 
</div>
  
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Adding a Data Entry Form from a Location Summary window automatically assigns the Location to the Data Entry Form.
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Adding a Data Entry Form from the other Summary windows automatically assigns the '''same''' Location to the new Data Entry Form and '''Links''' the new Data Entry Form to current the Summary item.
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[[Image:Recon tab Add from non-Location.png|600px|center]]
 
[[Image:Recon tab Add from non-Location.png|600px|center]]
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'' Reconciliation Tab Add Method from other Summary window''
 
'' Reconciliation Tab Add Method from other Summary window''
 
</div>
 
</div>
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Adding a Data Entry Form from the other Summary windows automatically assigns the Location to the new Data Entry Form and Links the new Data Entry Form to current the Summary item.
 
  
 
==Update==__NOEDITSECTION__  
 
==Update==__NOEDITSECTION__  
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For Update the list of possible templates are filtered to only included templates for the current item type.
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For Update the list of possible templates are filtered to only included templates for the current item type. All the other data fields in the template are also automatically populated with the Approved information.
  
 
[[Image:Recon tab Update.png|600px|center]]
 
[[Image:Recon tab Update.png|600px|center]]
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'' Reconciliation Tab Update Action''
 
'' Reconciliation Tab Update Action''
 
</div>
 
</div>
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All the other data fields in the template are also automatically populated with the Approved information.
 
  
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{{Warning | The updating Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created 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 change of the Summary items occur.}}
 
 
==Delete==__NOEDITSECTION__  
 
==Delete==__NOEDITSECTION__  
 
For Delete the list of possible templates are also filtered to only included templates for the current item type.
 
For Delete the list of possible templates are also filtered to only included templates for the current item type.
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'' Reconciliation Tab Delete Action''
 
'' Reconciliation Tab Delete Action''
 
</div>
 
</div>
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'''No''' the other data fields in the template are also automatically populated.
 
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[[Image:Error msg Delete with Links.png|500px|center]]
 
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<div align="center">
 
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'' Error message when there are linked items''
 
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</div>
 
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No other items may be linked to the item that you would like to Delete.
 
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[[Image:Recon tab.png|600px|center]]
 
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<div align="center">
 
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'' Reconciliation Tab''
 
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</div>
 
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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.}}
 
  
 
{{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 10:31, 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.

When data entry is started from the Summary window the possible Actions on the Reconciliation tab are different than when data entry is started from the Data Entry menu.

New 6.0.png The three Actions; Add, Update and Delete; that are started from the Summary window were added in IMSMANG version 6.0.

The big difference of these three Actions and the Actions started from the Data Entry menu is the automatic population of

  • Form ID
  • Item ID
  • Date of information
  • Reconciliation tab.

Add

Adding a Data Entry Form from a Location Summary window automatically assigns the same Location to the new Data Entry Form.

Recon tab Add from Location.png

Reconciliation Tab Add Method from Location Summary window

Adding a Data Entry Form from the other Summary windows automatically assigns the same Location to the new Data Entry Form and Links the new Data Entry Form to current the Summary item.

Recon tab Add from non-Location.png

Reconciliation Tab Add Method from other Summary window

Update

For Update the list of possible templates are filtered to only included templates for the current item type. All the other data fields in the template are also automatically populated with the Approved information.

Recon tab Update.png

Reconciliation Tab Update Action

Delete

For Delete the list of possible templates are also filtered to only included templates for the current item type.

Recon tab Delete.png

Reconciliation Tab Delete Action

Reconciling and Approving Data in IMSMANG
Reconcile started from Summary Window
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