Difference between revisions of "Reassign Item to another Location"
From IMSMA Wiki
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<li>Select a location from the list, and then click '''Assign'''.</li> | <li>Select a location from the list, and then click '''Assign'''.</li> | ||
<li>The Template For ''<Item>'' : ''<Item>'' window displays.</li> | <li>The Template For ''<Item>'' : ''<Item>'' window displays.</li> | ||
| − | <li>Select the | + | <li>Select the Data Entry Form template used for the item you opened in step 1.</li> |
<li>Click '''OK'''.</li> | <li>Click '''OK'''.</li> | ||
| − | :The | + | :The Data Entry Form Editor displays a new Data Entry Form. The date of report field, the item ID field, and the Reconciliation tab are automatically populated with the location reassignment information. |
<li>Verify that the location reassignment information displays on the '''Reconciliation''' and '''Comments''' tabs.</li> | <li>Verify that the location reassignment information displays on the '''Reconciliation''' and '''Comments''' tabs.</li> | ||
| − | <li>Approve, submit, or save the | + | <li>Approve, submit, or save the Data Entry Form.</li> |
| − | :The location is reassigned when the | + | :The location is reassigned when the Data Entry Form is approved. |
</ol> | </ol> | ||
{| style="border:2px solid lightgray; float:center; margin:10px;" | {| style="border:2px solid lightgray; float:center; margin:10px;" | ||
|align="left" style="padding: 5px 10px 5px 10px"|[[Image:StopSign2.png|25px|Represents a tip or note for using IMSMA.]] | |align="left" style="padding: 5px 10px 5px 10px"|[[Image:StopSign2.png|25px|Represents a tip or note for using IMSMA.]] | ||
| − | |align="left" style="padding: 5px 10px 5px 10px"| Data entered in the | + | |align="left" style="padding: 5px 10px 5px 10px"| Data entered in the Data Entry Form can overwrite existing item data. |
|- | |- | ||
|align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA.]] | |align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA.]] | ||
| − | |align="left" style="padding: 5px 10px 5px 10px"| You can restore the previous location by unapproving the location reassignment | + | |align="left" style="padding: 5px 10px 5px 10px"| You can restore the previous location by unapproving the location reassignment Data Entry Form. |
|} | |} | ||
{{NavBox HowTo Reconcile and Approve}} | {{NavBox HowTo Reconcile and Approve}} | ||
Revision as of 20:23, 21 May 2013
- Open the Location window of the item that requires location reassignment.
- Select the item in the Location window, and then click the
button. - The Pick Location window displays.
| Represents a tip or note for using IMSMA. | Click Show All or use the filter to find a location. |
- Select a location from the list, and then click Assign.
- The Template For <Item> : <Item> window displays.
- Select the Data Entry Form template used for the item you opened in step 1.
- Click OK.
- The Data Entry Form Editor displays a new Data Entry Form. The date of report field, the item ID field, and the Reconciliation tab are automatically populated with the location reassignment information.
- Verify that the location reassignment information displays on the Reconciliation and Comments tabs.
- Approve, submit, or save the Data Entry Form.
- The location is reassigned when the Data Entry Form is approved.
| Represents a tip or note for using IMSMA. | Data entered in the Data Entry Form can overwrite existing item data. |
| Represents a tip or note for using IMSMA. | You can restore the previous location by unapproving the location reassignment Data Entry Form. |
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