Difference between revisions of "Use the Data Entry Form Editor Window"

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==Field Report Editor window==
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{{Note | Save, Submit, Reject and Approve require permission to do so. Contact your {{IMSMANG}} Administrator if you have questions on permissions. }}
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After you select a field report template, you will need to enter data for the field report in the Field Report Editor window. The information requested in the field report will differ depending on the field report template that you selected. Regardless of the field report template that you select, the buttons in the Field Report Editor window are identical.  
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After you select a Data Entry Form template, you will need to enter data for the Data Entry Form in the Data Entry Form Editor window. The information requested in the Data Entry Form will differ depending on the Data Entry Form template that you selected. Regardless of the Data Entry Form template that you select, the buttons in the Data Entry Form Editor window are identical.  
  
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[[Image:fig42.png|center|500px|''Figure 42. Field Report Editor Window '']]
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[[Image:fig42.png|center|500px|''Data Entry Form Editor Window '']]
 
<div align="center">
 
<div align="center">
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''Figure 42. Field Report Editor Window ''
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''Data Entry Form Editor Window ''
 
</div>
 
</div>
  
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==Field Report Editor Window General Information==
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==General Information==__NOEDITSECTION__
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{| border="1" cellpadding="4" cellspacing="0" style="margin: 1em 1em 1em 0; background: #f9f9f9; border: 1px #aaa solid; border-collapse: collapse; font-size: 95%;"
 
{| border="1" cellpadding="4" cellspacing="0" style="margin: 1em 1em 1em 0; background: #f9f9f9; border: 1px #aaa solid; border-collapse: collapse; font-size: 95%;"
 
! Field || Description
 
! Field || Description
 
|- ! style="background-color:
 
|- ! style="background-color:
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| Report Name || The name of the field report template that was used to create the field report.
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| Report Name || The name of the Data Entry Form template that was used to create the Data Entry Form.
 
|- ! style="background-color: #CCCCCC"
 
|- ! style="background-color: #CCCCCC"
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| Report Owner || The name of the organisation that published the field report.
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| Report Owner || The name of the Organisation that the Data Entry Form template is developed for.
 
|- ! style="background-color:
 
|- ! style="background-color:
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| Version || The version number that was assigned to the field report when it was saved
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| Version || The version number that was assigned to the Data Entry Form template when it was published.
 
|- ! style="background-color: #CCCCCC"
 
|- ! style="background-color: #CCCCCC"
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| Initiated || The date on which the field report was first saved.
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| Data Entry Date || The date on which the Data Entry Form was first Saved.
 
|- ! style="background-color:  
 
|- ! style="background-color:  
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| Submitted || The date on which the field report was first submitted for approval.
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| Submitted Date || The date on which the Data Entry Form was first Submitted for approval.
 
|- ! style="background-color: #CCCCCC"
 
|- ! style="background-color: #CCCCCC"
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| Approved || The date on which the field report was approved.
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| Approved Date || The date on which the Data Entry Form was Approved.
 
|- ! style="background-color:
 
|- ! style="background-color:
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| Approved by || The user ID of the person who approved the field report.
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| Approved by || The user ID of the person who approved the Data Entry Form.
 
|- ! style="background-color: #CCCCCC"
 
|- ! style="background-color: #CCCCCC"
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| Field Report Tab || Contains the data input field specified in the field report template.
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| Data Entry Form Tab || Contains the data input field specified in the Data Entry Form template.
 
|- ! style="background-color:  
 
|- ! style="background-color:  
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| Reconciliation Tab || Contains the location to which the field report is associated, the items associated with that location, and the item in the current field report.
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| Reconciliation Tab || Contains information on which Action were chosen and if there are any links specified. If the Data Entry Form is creating a new item then the Location to it will be assigned to is also specifice.
 
|- ! style="background-color: #CCCCCC"
 
|- ! style="background-color: #CCCCCC"
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| Comments Tab || Allows you to enter optional remarks concerning the field report.
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| Comments Tab || Allows you to enter optional remarks concerning the Data Entry Form.
 
|- ! style="background-color:  
 
|- ! style="background-color:  
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| Import Issues Tab || Lists any problems that may have occurred when the field report was imported. This tab does not display if there are no import issues.
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| Import Issues Tab || Lists any problems that may have occurred when the Data Entry Form was imported. This tab does not display if there are no import issues.
 
|}
 
|}
  
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! Button || Description
 
! Button || Description
 
|- ! style="background-color:
 
|- ! style="background-color:
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| [[File:Attach.jpg]] || Allows you to attach a file to the field report.
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| [[File:MFRABtn01.png]] || Allows you to [[Manage Data Entry Form Attachments|attach]] a file to the Data Entry Form.
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|- ! style="background-color:
 
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| [[File:Manage.jpg]] || Allows you to manage locations added to the field report.
 
 
|- ! style="background-color:
 
|- ! style="background-color:
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| [[File:Export.jpg]] || Exports the field report.
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| [[File:ExportUnappIcon.png]] || Exports the Data Entry Form.
 
|- ! style="background-color:  
 
|- ! style="background-color:  
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| [[File:Print.jpg]] || Prints the field report.
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| [[File:Print.png]] || Prints the Data Entry Form.
 
|- ! style="background-color:  
 
|- ! style="background-color:  
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| [[File:ObjectID.jpg]] || This button displays if IMSMA is set to automatically generate an object ID.
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| [[File:Generate ID Number.png]] || This button is used for automatically generate an [[Using the ID Generator|object ID]].
 
|- ! style="background-color:  
 
|- ! style="background-color:  
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| [[File:Date.jpg]] || This button displays if the field report requests date information.  
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| [[File:Select a Date.png]] || This button is used for entering [[Enter Date Information in the Data Entry Form|date information]].  
 
|- ! style="background-color:
 
|- ! style="background-color:
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| [[File:Country.jpg]] || This button displays if the field report requests country structure information.
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| [[File:CSA.png]] || This button displays is used for entering [[Enter Country Structure Data in the Data Entry Form|Country Structure information]].  
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|- ! style="background-color:
 
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| [[File:Organisation.jpg]] || This button displays if the field report requests organisation information.  
 
 
|- ! style="background-color:  
 
|- ! style="background-color:  
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| [[File:Place.jpg]] || This button displays if the field report requests place information.  
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| [[File:Pencil_for_points.png]] || This button is used for entering [[Enter Geospatial Data in the Data Entry Form|geospatial information]].  
 
|- ! style="background-color:  
 
|- ! style="background-color:  
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| '''Approve''' || Removes the field report from the Workbench. After a field report has been approved, it can no longer be changed. An approved field report can be viewed from the Location View and Item View windows. Note that you must have access to the Field
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| [[File:Select and Organisation.png]] || This button is used for entering [[Enter Organisation Data in the Data Entry Form|Organisation information]].  
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Report Approve permission. In order to approve a field report, it must have a location assigned to it and all items in the field report must be reconciled.
 
 
|- ! style="background-color:  
 
|- ! style="background-color:  
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| '''Reject''' || Saves the field report to the Workbench with a Needs Revision status. Note that you must have access to the Field Report Reject permission.
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| [[File:Select a Place.png]] || This button is used for entering [[Enter Place Data in the Data Entry Form|Place information]].  
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|- ! style="background-color:  
 
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| '''Save''' || Saves the field report information to the Workbench with a Needs Completion status so that you can update the field report information at a later time.
 
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|- ! style="background-color:
 
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| '''Submit''' || Saves the field report information to the Workbench with a Needs Approval status.
 
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|-! style="background-color:
 
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| '''Cancel''' || Closes the Field Report Editor window without saving the information.  
 
 
|}
 
|}
  
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==Actions==__NOEDITSECTION__
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The buttons at the bottom of the Data Entry Form Editor window are used during the next phase of Data Entry process, the [[Reconciling_and_Approving_Data_in_IMSMANG|Approve phase]]. The '''Data Enterer''' uses ''Save'' and/or ''Submit'' and the '''Data Verifier''' ''Reject'' or ''Approve''.
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{|
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|- valign="top"
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|-
 
{| class="wikitable"
 
{| class="wikitable"
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! Button || Description
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|-
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| [[Image:Save button.png]] || [[Save Data Entry Forms| Saves]] the Data Entry Form information to the Workbench with a Saved status so that you can update the Data Entry Form information at a later time.
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|-
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| [[Image:Submit button.png]] || Saves the Data Entry Form information to the Workbench with a [[Submit Data Entry Forms | Submitted]] status.
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|-
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| [[Image:Reject button.png]] || Saves the Data Entry Form to the Workbench with a [[Reject Data Entry Forms | Rejected]] status.
 
|-
 
|-
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| [[File:Note.jpg | 40px]] || When entering values into a numeric field, be sure to enter numbers that are less than 10 digits long only.
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| [[Image:Approve button.png]] || After a Data Entry Form has been [[Approve Data Entry Forms | Approved]], it can no longer be changed. An approved Data Entry Form can be viewed from the Summary windows. In order to approve a Data Entry Form, it must have a Location assigned to it. The Data Entry Form may no longer be found in the Workbench.
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|-
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| [[Image:Cancel button.png]] || Closes the Data Entry Form Editor window without saving the information. The user is given a warning message if there is unsaved data prior to closing the editor.  
 
|}
 
|}
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{{note| When entering values into a numeric field, be sure to enter numbers that are less than 10 digits long only.}}
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{{NavBox HowTo Enter Data}}
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[[Category:CRI]]

Latest revision as of 08:46, 24 March 2015

Note.jpg Save, Submit, Reject and Approve require permission to do so. Contact your IMSMANG Administrator if you have questions on permissions.

After you select a Data Entry Form template, you will need to enter data for the Data Entry Form in the Data Entry Form Editor window. The information requested in the Data Entry Form will differ depending on the Data Entry Form template that you selected. Regardless of the Data Entry Form template that you select, the buttons in the Data Entry Form Editor window are identical.

Data Entry Form Editor Window

Data Entry Form Editor Window

General Information

Field Description
Report Name The name of the Data Entry Form template that was used to create the Data Entry Form.
Report Owner The name of the Organisation that the Data Entry Form template is developed for.
Version The version number that was assigned to the Data Entry Form template when it was published.
Data Entry Date The date on which the Data Entry Form was first Saved.
Submitted Date The date on which the Data Entry Form was first Submitted for approval.
Approved Date The date on which the Data Entry Form was Approved.
Approved by The user ID of the person who approved the Data Entry Form.
Data Entry Form Tab Contains the data input field specified in the Data Entry Form template.
Reconciliation Tab Contains information on which Action were chosen and if there are any links specified. If the Data Entry Form is creating a new item then the Location to it will be assigned to is also specifice.
Comments Tab Allows you to enter optional remarks concerning the Data Entry Form.
Import Issues Tab Lists any problems that may have occurred when the Data Entry Form was imported. This tab does not display if there are no import issues.
Button Description
MFRABtn01.png Allows you to attach a file to the Data Entry Form.
ExportUnappIcon.png Exports the Data Entry Form.
Print.png Prints the Data Entry Form.
Generate ID Number.png This button is used for automatically generate an object ID.
Select a Date.png This button is used for entering date information.
CSA.png This button displays is used for entering Country Structure information.
Pencil for points.png This button is used for entering geospatial information.
Select and Organisation.png This button is used for entering Organisation information.
Select a Place.png This button is used for entering Place information.

Actions

The buttons at the bottom of the Data Entry Form Editor window are used during the next phase of Data Entry process, the Approve phase. The Data Enterer uses Save and/or Submit and the Data Verifier Reject or Approve.

Button Description
Save button.png Saves the Data Entry Form information to the Workbench with a Saved status so that you can update the Data Entry Form information at a later time.
Submit button.png Saves the Data Entry Form information to the Workbench with a Submitted status.
Reject button.png Saves the Data Entry Form to the Workbench with a Rejected status.
Approve button.png After a Data Entry Form has been Approved, it can no longer be changed. An approved Data Entry Form can be viewed from the Summary windows. In order to approve a Data Entry Form, it must have a Location assigned to it. The Data Entry Form may no longer be found in the Workbench.
Cancel button.png Closes the Data Entry Form Editor window without saving the information. The user is given a warning message if there is unsaved data prior to closing the editor.
Note.jpg When entering values into a numeric field, be sure to enter numbers that are less than 10 digits long only.
Using Data Entry Forms
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