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| | | [[Image:uAIBtn01.png | Unlink]] || Allows you to remove the link between two or more items. | | | [[Image:uAIBtn01.png | Unlink]] || Allows you to remove the link between two or more items. |
| | |} | | |} |
| − |
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| − | ==Exporting a Data Entry Form==
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| − |
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| − | <p>To export a data entry form:</p>
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| − | <ol>
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| − | <li>Click the [[Image:FieldReportIcon.png | Data Entry Form]] button.</li>
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| − | :The Data Entry Forms window lists the data entry forms associated with the item.
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| − | <li>Select the row associated with the data entry form that you would like to export.</li>
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| − | <li>Click the [[Image:FieldReportExportIcon.png | Export Data Entry Forms]] button.</li>
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| − | :The Data Entry Form Export window displays.
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| − | <li>Enter your name in the '''Exported by''' field or leave it blank.</li>
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| − | <li>Click the '''Browse''' button and navigate to the directory where you would like to save the file.</li>
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| − | <li>In the Select window, enter the name of the file in the '''File Name''' field.</li>
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| − | <li>Click the '''Select''' button.</li>
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| − | <li>If you want to export the data entry form without its attachments, check the '''Exclude Data Entry Form Attachment data''' checkbox.</li>
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| − | <li>In the Data Entry Form Export window, click the '''Export''' button.</li>
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| − | :The Export Complete window displays.
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| − | <li>Click the '''OK''' button.</li>
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| − | </ol>
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| − |
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| − | ==Adding a Data Entry Form==
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| − |
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| − | #Click the [[Image:FieldReportIcon.png]] button.
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| − | #:The Data Entry Forms window lists the Data Entry Forms associated with the item.
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| − | #Click the [[Image:FieldTemplateIcon.png]] button.
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| − | #:The Data Entry Form Templates window displays. For more information on adding a Data Entry Form, see the ''Data Entry Form Templates'' window section on page 53.
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| − | #Click the row in the Data Entry Form Templates window corresponding to the template that you would like to use.
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| − | #Click the '''OK''' button.
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| − | #:The Data Entry Form Editor window displays the selected template.
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| − | #Enter the Data Entry Form data. For information on using the Data Entry Form Editor window, refer to the ''Data Entry Form Editor window'' section on page 54.
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| − |
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| − | {| class="wikitable"
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| − | |-
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| − | | [[File:Note.jpg | 40px]] || <p>Adding a Data Entry Form from within the Location Summary window automatically assigns the location to the Data Entry Form.</p>
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| − | <p>Adding a Data Entry Form from within the Land Summary, Activity Summary, Accident Summary, Victim Summary, Education Summary, or QM Summary windows automatically assigns the location of the item to the new Data Entry Form.</p>
| |
| − | |}
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| − |
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| − | After the Data Entry Form is approved, you must close and reopen the summary window for the Data Entry Form count to increase, and for the Data Entry Form to display in the Data Entry Forms window.
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| − |
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| − | ==Viewing a Data Entry Form==
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| − |
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| − | To view data entry forms associated with an item:
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| − | <ol>
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| − | <li>Click the [[Image:FieldReportIcon.png | Data Entry Form]] button.</li>
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| − | :The Data Entry Forms window lists the data entry forms associated with the item.
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| − | <li>Select the row associated with the data entry forms that you would like to view.</li>
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| − | <li>Click the [[Image:OpenButton.png | Open Selected Data Entry Form]] button.</li>
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| − | :The Data Entry Form View window displays a read-only view of the data entry form.
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| − | </ol>
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| − |
| |
| − | ==Printing an Item==
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| − |
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| − |
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| − |
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| − | The [[Image:PrinterIcon.png | Print]] button displays a printable view of the item in the Print View window.
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| − |
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| − | [[Image:fig29.png|center|500px|''Print View Window'']]
| |
| − | <div align="center">
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| − | ''Print View Window''
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| − | </div>
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| − |
| |
| − | Across the top of the Print View window is a toolbar that allows you to perform various functions. Table 19 lists the buttons on this toolbar and their descriptions.
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| − |
| |
| − | {| class="wikitable" width="600"
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| − | |-
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| − | | align="center" colspan="2" | '''Print View Window Buttons'''
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| − | |-
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| − | | width="125pt" | '''Button'''
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| − | | width="475pt" | '''Description'''
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| − | |-
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| − | | [[Image:Table19Img01.png]] || Allows you to save a copy of the report to your computer in one of the following formats: .csv, .html, .pdf, .rtf, or .xls.
| |
| − | |-
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| − | | [[Image:Table19Img02.png]] || Prints the report to a printer that you have configured.
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| − | |-
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| − | | [[Image:Table19Img03.png]] || This button is not functional.
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| − | |-
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| − | | [[Image:Table19Img04.png]] || Displays the first page of the report. Note that this button is not available if the first page of the report is currently displayed.
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| − | |-
| |
| − | | [[Image:Table19Img05.png]] || Displays the previous page of the report. Note that this button is not available if the first page of the report is currently displayed.
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| − | |-
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| − | | [[Image:Table19Img06.png]] || Displays the next page of the report. Note that this button is not available if the last page of the report is currently displayed.
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| − | |-
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| − | | [[Image:Table19Img07.png]] || Displays the last page of the report. Note that this button is not available if the last page of the report is currently displayed.
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| − | |-
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| − | | [[Image:Table19Img08.png]] || Allows you to enter the page number that you would like to display. After entering the page number, press the [Enter] key on your keyboard.
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| − | |-
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| − | | [[Image:Table19Img09.png]] || Displays the report in the actual size.
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| − | |-
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| − | | [[Image:Table19Img10.png]] || Displays the entire page of the report.
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| − | |-
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| − | | [[Image:Table19Img11.png]] || Displays the width of the report.
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| − | |-
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| − | | [[Image:Table19Img12.png]] || Displays the report at a larger scale.
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| − | |-
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| − | | [[Image:Table19Img13.png]] || Displays the report at a smaller scale.
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| − | |-
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| − | | [[Image:Table19Img14.png]] || Displays the report at the selected ratio.
| |
| − | |}
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| − |
| |
| − | ==Unapproving a Data Entry Form==
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| − |
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| − | If you find that a Data Entry Form was incorrectly reconciled, you can unapprove the Data Entry Form. Unapproving a Data Entry Form removes data contained in the Data Entry Form from the summary.
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| − |
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| − | {| class="wikitable"
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| − | |-
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| − | | [[File:Note.jpg | 40px]] || The unapprove feature should not be used to correct data. If you need to correct data, you should create a new Data Entry Form to update the item.
| |
| − | |}
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| − |
| |
| − | A few considerations before you attempt to unapprove a Data Entry Form:
| |
| − | *If you unapprove a Data Entry Form that removes the item record from IMSMA, the warning, “The object displayed in this summary has been deleted from the system, and now represents data no longer in the system.” displays. The icon associated with the item record will no longer display in the IMSMA Navigation window.
| |
| − | *If the summary of the item record is comprised of multiple Data Entry Forms and one of those Data Entry Forms is unapproved, the message, “The item displayed in this summary has been updated. To see changes, reopen the summary from the main navigation.” displays. The next time that the summary of the item is displayed, data from the unapproved Data Entry Form will not be included.
| |
| − | *If the Data Entry Form is linked to other item records, the link is removed.
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| − | *If the Data Entry Form you are trying to unapprove removes the item record from IMSMA and is linked to other item records, the links in those item records are also removed.
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| − | *You cannot unapprove a Data Entry Form if unapproving that Data Entry Form would remove the item from IMSMA and there are item records associated with that location. This applies to location Data Entry Forms that have other item Data Entry Forms associated to it, or Education Data Entry Forms that have Education details. If you would like to unapprove the parent item, you will need to first unapprove any child items that it may have associated with it.
| |
| − | *You cannot unapprove a location Data Entry Form if the remaining Data Entry Forms do not contain required data. For example, you cannot unapprove a location Data Entry Form if the remaining Data Entry Forms for that location do not contain country structure data.
| |
| − | *It is currently not possible to unapprove a Data Entry Form if that Data Entry Form created multiple items. For example, you cannot unapprove a Data Entry Form that created an accident, victim, and location.
| |
| − |
| |
| − | To unapprove a Data Entry Form:
| |
| − | <ol>
| |
| − | <li>Open the item summary containing the Data Entry Form to unapprove.</li>
| |
| − | <li>Click the [[Image:uAFRBtn01.png | Data Entry Form]] button.</li>
| |
| − | :The Data Entry Forms window displays.
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| − | <li>Select the Data Entry Form from the list, and then click the [[Image:OpenButton.png | Open Selected Data Entry Form]] button.</li>
| |
| − | :The Data Entry Form Editor window displays.
| |
| − | <li>Click '''Unapprove'''.</li>
| |
| − | :The Information window displays confirming that the Data Entry Form is unapproved and available in the Workbench.
| |
| − | </ol>
| |
| − |
| |
| − | [[Image:UnapprovedForm.png|center|500px|''Unapproving a Data Entry Form'']]
| |
| − | <div align="center">
| |
| − | ''Unapproving a Data Entry Form''
| |
| − | </div>
| |
| − |
| |
| − | <ol start="5">
| |
| − | <li>Click the Close button to close the Information window.</li>
| |
| − | :The Data Entry Form is unapproved and returned to the Workbench. Item data added by that Data Entry Form no longer display in the item summary. Any reconciliation that existed prior to the Data Entry Form being unapproved can be viewed in the Reconciliation tab.
| |
| − | </ol>
| |
| − |
| |
| − | ==Removing a Link Between Items==
| |
| − |
| |
| − | <ol>
| |
| − | <li>Open the item summary window of the item to unlink.</li>
| |
| − | <li>Click the [[Image:uAIBtn01.png | Unlink]] button.</li>
| |
| − | :The Unlink window displays.
| |
| − | <li>Select one or more linked items, and then click '''OK'''.</li>
| |
| − | :The template selection window displays.
| |
| − | <li>Select the same Data Entry Form template used for the item you opened in step 1.</li>
| |
| − | <li>Click '''OK'''.</li>
| |
| − | :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 unlink information.
| |
| − | <li>Approve, submit, or save the Data Entry Form.</li>
| |
| − | :The items are unlinked when the Data Entry Form is approved.
| |
| − | </ol>
| |
| − |
| |
| − | {| 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"| 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"| You can restore the link between the items by unapproving the unlink Data Entry Form.
| |
| − | |}
| |
| − |
| |
| − | ==Customizing the Summary==
| |
| − |
| |
| − | For instructions on how to customize the summary window, refer to [[HowTo:Customise Views | How To Customise Summaries]].
| |
| − |
| |
| − | {{NavBox HowTo Viewing and Browsing}}
| |
The summary windows display the most recent set of attribute data for an item. This includes data entry forms, geospatial data, associated attachments, and related item records.
The attributes displayed in the summary window for each item will vary and are listed in the item-specific sections that follow.
Most of the buttons for the summary window are located in the top, right corner of the window. In addition to these buttons, the Done button in the bottom, right corner of the window closes the summary window.
button. From the Identify Selection window, select the item record and click the Summary button.
