Difference between revisions of "Data Entry Form Templates"
From IMSMA Wiki
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{{ReaderHelp-SystemAdministrators}} | {{ReaderHelp-SystemAdministrators}} | ||
| − | ''' | + | '''Data Entry Form templates''' are the data entry forms that are available from the [[Field Report Templates window | Data Entry Form Templates window]] and are what you use to add a Data Entry Form to IMSMA. IMSMA includes default form templates for Accident and Victim, Land, Activity, Location, Education, and QM. If the default form templates do not include the information you need on the Data Entry Form or are in a format that is different from what you need, you can create and publish a new Data Entry Form template. |
| − | There are several steps to creating a | + | There are several steps to creating a Data Entry Form template. |
| − | #Determine the layout of the | + | #Determine the layout of the Data Entry Form template. This includes the Data Entry Form template’s paper size, paper orientation, and margin sizes. |
| − | #Add report data fields to the | + | #Add report data fields to the Data Entry Form template. Report data fields include Date of Report, Report ID, and Reported By. |
| − | #Add item attributes for which you would like to capture data to the | + | #Add item attributes for which you would like to capture data to the Data Entry Form template. You can also add images, lines, text areas, and scribe panels to the Data Entry Form template. |
| − | #Arrange the elements on the | + | #Arrange the elements on the Data Entry Form template. You can change the data element labels, move the data elements, and align the elements. |
| − | #Save the | + | #Save the Data Entry Form template so that you can access it later to make additional changes. |
| − | #Publish the | + | #Publish the Data Entry Form template so that users can access the template. |
| − | You can repeat these steps as necessary if you find that the | + | You can repeat these steps as necessary if you find that the Data Entry Form template needs to be updated. |
| − | ==Adding elements to the | + | ==Adding elements to the Data Entry Form template== |
| − | All objects on the | + | All objects on the Data Entry Form template are considered elements. Elements include, but are not limited to, labels, text fields, tables, option values, lines, text areas, and date selection tools. The following sections describe the procedures for adding elements to the Data Entry Form template. |
===How to add report elements === | ===How to add report elements === | ||
| − | There are several data elements that can be used across all | + | There are several data elements that can be used across all Data Entry Form templates. These data elements can be found in the UNCATEGORIZED folder immediately below the Available IMSMA Data Elements folder: |
| − | *Date of Report – Used to determine whether data in the | + | *Date of Report – Used to determine whether data in the Data Entry Form should overwrite the existing data for the item. Data in the Data Entry Form will overwrite data in Data Entry Forms that have an older Date of Report. |
| − | *Report ID – If your site has a method for identifying | + | *Report ID – If your site has a method for identifying Data Entry Forms, you can use this field to enter the report identifier. |
| − | *Reported By – This field can be used to capture information about the person entering the | + | *Reported By – This field can be used to capture information about the person entering the Data Entry Form. |
| − | *Reported By Position – This field can be used to indicate the position of the person entering the | + | *Reported By Position – This field can be used to indicate the position of the person entering the Data Entry Form. |
===How to add item attributes === | ===How to add item attributes === | ||
| − | After you have specified the page setup for the | + | After you have specified the page setup for the Data Entry Form template, you can begin adding item attributes. |
| − | To add individual item attributes to the | + | To add individual item attributes to the Data Entry Form: |
#Expand the item folder that contains the attribute by double-clicking the folder name in the elements pane. | #Expand the item folder that contains the attribute by double-clicking the folder name in the elements pane. | ||
#Expand the data category that contains the item attribute. | #Expand the data category that contains the item attribute. | ||
| − | #Click the name of the attribute you would like to add to the | + | #Click the name of the attribute you would like to add to the Data Entry Form. |
#While holding down the left mouse button, drag the attribute to the form design pane. | #While holding down the left mouse button, drag the attribute to the form design pane. | ||
#When the item attribute’s elements are in the desired position, release the mouse button. | #When the item attribute’s elements are in the desired position, release the mouse button. | ||
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| [[File:Warning.jpg | 40px]]|| If you drag an item attribute to the design pane which has previously been added, the following message displays: | | [[File:Warning.jpg | 40px]]|| If you drag an item attribute to the design pane which has previously been added, the following message displays: | ||
:''At least one of the components you dragged onto the form already exists. Do you want to create a new entity?'' | :''At least one of the components you dragged onto the form already exists. Do you want to create a new entity?'' | ||
| − | Click the Yes button if you would like your | + | Click the Yes button if you would like your Data Entry Form template to capture data for another item record and add the item attribute to the Data Entry Form template. Otherwise, click the No button; the item attribute will not be added to the Data Entry Form template. |
|} | |} | ||
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{| class="wikitable" | {| class="wikitable" | ||
|- | |- | ||
| − | | [[File:Note.jpg | 40px]]|| You can also add all item attributes to the | + | | [[File:Note.jpg | 40px]]|| You can also add all item attributes to the Data Entry Form by dragging the folder of the item to the design pane. |
|} | |} | ||
<ol> | <ol> | ||
| − | <li value="6">Repeat the above steps to add additional item attributes to the | + | <li value="6">Repeat the above steps to add additional item attributes to the Data Entry Form.</li></ol> |
When item attributes are dragged to the design pane, they typically include both a text label and the data entry field. The data entry field and label should be kept together to ensure the integrity of the data. Although you can change the label text, be sure to provide a meaningful label so that it is clear to users what data they should enter in the field. | When item attributes are dragged to the design pane, they typically include both a text label and the data entry field. The data entry field and label should be kept together to ensure the integrity of the data. Although you can change the label text, be sure to provide a meaningful label so that it is clear to users what data they should enter in the field. | ||
Revision as of 21:33, 9 May 2013
Template:ReaderHelp-SystemAdministrators Data Entry Form templates are the data entry forms that are available from the Data Entry Form Templates window and are what you use to add a Data Entry Form to IMSMA. IMSMA includes default form templates for Accident and Victim, Land, Activity, Location, Education, and QM. If the default form templates do not include the information you need on the Data Entry Form or are in a format that is different from what you need, you can create and publish a new Data Entry Form template.
There are several steps to creating a Data Entry Form template.
- Determine the layout of the Data Entry Form template. This includes the Data Entry Form template’s paper size, paper orientation, and margin sizes.
- Add report data fields to the Data Entry Form template. Report data fields include Date of Report, Report ID, and Reported By.
- Add item attributes for which you would like to capture data to the Data Entry Form template. You can also add images, lines, text areas, and scribe panels to the Data Entry Form template.
- Arrange the elements on the Data Entry Form template. You can change the data element labels, move the data elements, and align the elements.
- Save the Data Entry Form template so that you can access it later to make additional changes.
- Publish the Data Entry Form template so that users can access the template.
You can repeat these steps as necessary if you find that the Data Entry Form template needs to be updated.
Adding elements to the Data Entry Form template
All objects on the Data Entry Form template are considered elements. Elements include, but are not limited to, labels, text fields, tables, option values, lines, text areas, and date selection tools. The following sections describe the procedures for adding elements to the Data Entry Form template.
How to add report elements
There are several data elements that can be used across all Data Entry Form templates. These data elements can be found in the UNCATEGORIZED folder immediately below the Available IMSMA Data Elements folder:
- Date of Report – Used to determine whether data in the Data Entry Form should overwrite the existing data for the item. Data in the Data Entry Form will overwrite data in Data Entry Forms that have an older Date of Report.
- Report ID – If your site has a method for identifying Data Entry Forms, you can use this field to enter the report identifier.
- Reported By – This field can be used to capture information about the person entering the Data Entry Form.
- Reported By Position – This field can be used to indicate the position of the person entering the Data Entry Form.
How to add item attributes
After you have specified the page setup for the Data Entry Form template, you can begin adding item attributes. To add individual item attributes to the Data Entry Form:
- Expand the item folder that contains the attribute by double-clicking the folder name in the elements pane.
- Expand the data category that contains the item attribute.
- Click the name of the attribute you would like to add to the Data Entry Form.
- While holding down the left mouse button, drag the attribute to the form design pane.
- When the item attribute’s elements are in the desired position, release the mouse button.
 |
If you drag an item attribute to the design pane which has previously been added, the following message displays:
Click the Yes button if you would like your Data Entry Form template to capture data for another item record and add the item attribute to the Data Entry Form template. Otherwise, click the No button; the item attribute will not be added to the Data Entry Form template. |
The element and its label are placed in the form design pane.
 |
You can also add all item attributes to the Data Entry Form by dragging the folder of the item to the design pane. |
- Repeat the above steps to add additional item attributes to the Data Entry Form.
When item attributes are dragged to the design pane, they typically include both a text label and the data entry field. The data entry field and label should be kept together to ensure the integrity of the data. Although you can change the label text, be sure to provide a meaningful label so that it is clear to users what data they should enter in the field.
In addition to the text label and data entry field, certain item attributes such as date fields, country structure, and geospatial data will also include an icon. You should keep these elements together to ensure the integrity of the data. If any one of the elements is removed, you should remove all related elements.
As you add and remove item attributes to the form design pane, the Logical Tree pane is updated.
