Difference between revisions of "Unlink Items"
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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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| − | '' | ||
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<ol> | <ol> | ||
<li>Open the Summary window of the item that you would like to Unlink another item from.</li> | <li>Open the Summary window of the item that you would like to Unlink another item from.</li> | ||
<li>Click the [[Image:uAIBtn01.png | Unlink]] button.</li> | <li>Click the [[Image:uAIBtn01.png | Unlink]] button.</li> | ||
| + | <li>The Unlink window displays.</li> | ||
| + | <li>Select one or more linked items, and then click '''OK'''. | ||
[[Image:Unlink window.png|350px|center]] | [[Image:Unlink window.png|350px|center]] | ||
<div align="center"> | <div align="center"> | ||
'' Unlink window'' | '' Unlink window'' | ||
| − | </div> | + | </div></li> |
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<li>Open the Summary window of the item that you would like to Unlink another item from.</li> | <li>Open the Summary window of the item that you would like to Unlink another item from.</li> | ||
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<li>The template selection window displays. | <li>The template selection window displays. | ||
| − | {{New_6.0 | The list of possible templates are filtered to only included templates for the current item type.}} | + | {{New_6.0 | The list of possible templates are filtered to only included templates for the current item type.}}</li> |
<li>Select the Data Entry Form template that you would like to use</li> | <li>Select the Data Entry Form template that you would like to use</li> | ||
| − | <li>Click '''OK'''.</li> | + | <li>Click '''OK'''. |
| − | <li>The Data Entry Form Editor displays a new Data Entry Form. The following information | + | [[Image:Wizard template selection.png|500px|center]] |
| − | + | <div align="center"> | |
| − | + | '' Select Template window'' | |
| − | + | </div></li> | |
| − | + | <li>The Data Entry Form Editor displays a new Data Entry Form. The following information is automatically populated: | |
| + | * Form ID | ||
| + | * Item ID | ||
| + | * Date of information | ||
| + | * Reconciliation tab. | ||
[[Image:Recon tab Unlink.png|600px|center]] | [[Image:Recon tab Unlink.png|600px|center]] | ||
<div align="center"> | <div align="center"> | ||
'' Reconciliation Tab Unlink Action'' | '' Reconciliation Tab Unlink Action'' | ||
</div> | </div> | ||
| − | {{Warning | The Unlinking Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created the link(s) since the calculation of the Summary item | + | {{Warning | The Unlinking Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created the link(s) since the calculation of the Summary item is based on Date of Information. If the date is earlier or the same, the Summary items will '''not''' be updated.}}</li> |
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<li>Save, Submit or Approve the Data Entry Form.</li> | <li>Save, Submit or Approve the Data Entry Form.</li> | ||
<li>The items are Unlinked when the Data Entry Form is approved. | <li>The items are Unlinked when the Data Entry Form is approved. | ||
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[[Image:Recon tab Unlink2.png|600px|center]] | [[Image:Recon tab Unlink2.png|600px|center]] | ||
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'' Reconciliation Tab Unlink + Link Action'' | '' Reconciliation Tab Unlink + Link Action'' | ||
</div> | </div> | ||
| − | {{Note | It is possible to Link to the correct item with the same Data Entry Form as you are Unlinking with.}} | + | {{Note | It is possible to Link to the correct item with the same Data Entry Form as you are Unlinking with.}}</li></ol> |
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{{NavBox HowTo Reconcile and Approve}} | {{NavBox HowTo Reconcile and Approve}} | ||
| − | [[Category: | + | [[Category:NAA]] |
Latest revision as of 08:05, 18 March 2019
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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. |
- Open the Summary window of the item that you would like to Unlink another item from.
- Click the
button. - The Unlink window displays.
- Select one or more linked items, and then click OK.
Unlink window
- Open the Summary window of the item that you would like to Unlink another item from.
- The template selection window displays.
The list of possible templates are filtered to only included templates for the current item type. - Select the Data Entry Form template that you would like to use
- Click OK.
Select Template window
- The Data Entry Form Editor displays a new Data Entry Form. The following information is automatically populated:
- Form ID
- Item ID
- Date of information
- Reconciliation tab.
Reconciliation Tab Unlink Action
The Unlinking Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created the link(s) since the calculation of the Summary item is based on Date of Information. If the date is earlier or the same, the Summary items will not be updated. - Save, Submit or Approve the Data Entry Form.
- The items are Unlinked when the Data Entry Form is approved.
Reconciliation Tab Unlink + Link Action
It is possible to Link to the correct item with the same Data Entry Form as you are Unlinking with.
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