Difference between revisions of "Reconcile as New"

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To create a new item record:
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{{Note | 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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{{HowTo's
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|[[Use the Pick Location Window|Use the Pick Location 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. }}
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|[[Filter Locations from the Pick Location Window|Filter Locations from the Pick Location Window]]
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|[[View a Location from the Pick Location Window|View a Location from the Pick Location Window]]
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<ol><li>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.
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[[Image:Recon tab.png|600px|center]]
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<ol>
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<div align="center">
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<li>From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item record you would like to reconcile.</li>
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'' Reconciliation Tab''
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</div></li>
 
<li>Click the [[Image:ReconItemRecIcon.png]].</li>
 
<li>Click the [[Image:ReconItemRecIcon.png]].</li>
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<li>When the Data Entry Form Reconciliation window displays, select the Reconcile as New option. Click the '''OK''' button.</li>  
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<li>When the Data Entry Form Reconciliation window displays, select the Reconcile as New option. Click the '''OK''' button.
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:The Pick Location window displays.
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[[Image:Recon options.png|500px|center]]
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<li>Filter the item list to display the desired location. Click the row for the location that you would like to assign to the item record.</li>
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<div align="center">
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'' Reconciliation Options''
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</div></li>  
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<li>The ''Pick Location'' window displays.
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[[Image:fig55.png|center|500px|''Pick Location Window'']]
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<div align="center">
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''Pick Location Window''
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</div></li>
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<li>Filter the item list to display the desired location. Click '''[[Filter Lists | here]]''' for help on how to filter lists. <li>Select the row for the location that you would like to assign to the item to.</li>
 
<li>Click the '''Assign''' button.</li>
 
<li>Click the '''Assign''' button.</li>
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:The location name displays in the Data Entry Form Editor window under Action/Object under the Reconciliation tab.
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<li>The location name displays in the Data Entry Form Editor window under Action/Object under the Reconciliation tab.
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<li>Click the '''Save''' button on the Data Entry Form Editor window.</li>
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[[Image:Recon tab Assigned Location.png|600px|center]]
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:<p>The Information window displays confirming the Data Entry Form was saved.</p>
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<div align="center">
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<li>Click the '''Close''' button.</li>
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'' Reconciliation Tab''
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</ol>
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</div></li>
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<li>If appropriate, '''[[Link to Existing Item | Link]]''' to other items.</li>
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<li>Verify that the Date of Information is correct. It should reflect the '''age''' of the information (not the date of data entry).</li>
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<li>Save, Submit or Approve the Data Entry Form.</li></ol>
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{{note| When reconciling an Education item, a new item will always be created. An Education item cannot be combined with existing Education items.}}
  
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{{note| When reconciling an Education item record, a new record will always be created. An Education item record cannot be combined with existing Education item records.}}
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For more information on how to do data entry, see [[Use the Data Entry Form Editor Window]].  
  
 
{{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 10:30, 18 March 2019

Note.jpg 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.
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.
  1. 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.
    Recon tab.png

    Reconciliation Tab

  2. Click the ReconItemRecIcon.png.
  3. When the Data Entry Form Reconciliation window displays, select the Reconcile as New option. Click the OK button.
    Recon options.png

    Reconciliation Options

  4. The Pick Location window displays.
    Pick Location Window

    Pick Location Window

  5. Filter the item list to display the desired location. Click here for help on how to filter lists.
  6. Select the row for the location that you would like to assign to the item to.
  7. Click the Assign button.
  8. The location name displays in the Data Entry Form Editor window under Action/Object under the Reconciliation tab.
    Recon tab Assigned Location.png

    Reconciliation Tab

  9. If appropriate, Link to other items.
  10. Verify that the Date of Information is correct. It should reflect the age of the information (not the date of data entry).
  11. Save, Submit or Approve the Data Entry Form.
Note.jpg 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.

Reconciling and Approving Data in IMSMANG
Reconcile as New · Reconcile as Existing Item
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