Difference between revisions of "Reconcile as New"

From IMSMA Wiki
Jump to: navigation, search
 
(26 intermediate revisions by 4 users not shown)
Line 1: Line 1:
−
To create a new item record:
+
{{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.}}
−
<ol>
+
 
−
<li>From the Reconciliation tab of the Field Report Editor window, select the row associated with the item record you would like to reconcile.</li>
+
{{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. }}
 +
 
 +
<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.
 +
[[Image:Recon tab.png|600px|center]]
 +
<div align="center">
 +
'' Reconciliation Tab''
 +
</div></li>
 
<li>Click the [[Image:ReconItemRecIcon.png]].</li>
 
<li>Click the [[Image:ReconItemRecIcon.png]].</li>
−
<li>When the Field Report Reconciliation window displays, select the Reconcile as New option. Click the '''OK''' button.</li>
+
<li>When the Data Entry Form Reconciliation window displays, select the Reconcile as New option. Click the '''OK''' button.
−
<li>From the Assign <Item> to Location window, select one of the following options.</li>
+
[[Image:Recon options.png|500px|center]]
−
*''Reported Location'' – allows you to assign the selected item record to any location that you created for this field report. This includes locations on the field report form and locations created via the New Locations Manager window.
+
<div align="center">
−
*''Other Location'' – allows you to assign the selected item record to an existing location.
+
'' Reconciliation Options''
−
<li>Do one of the following.</li>
+
</div></li>  
−
*If you selected the Reported Location option, select the location from the Reported Location list.  
+
<li>The ''Pick Location'' window displays.
−
*If you selected the Other Location option:
+
[[Image:fig55.png|center|500px|''Pick Location Window'']]
−
<li>Click the [[Image:YellowManIcon.png|Location]] button.</li>
+
<div align="center">
−
:The Pick Location window displays.
+
''Pick Location Window''
−
<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>
+
</div></li>
 +
<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>
−
:The location name displays in the Assign <Item> to Location window.
+
<li>The location name displays in the Data Entry Form Editor window under Action/Object under the Reconciliation tab.
−
<li>From the Assign <Item> to Location window, click the '''OK''' button.</li>
+
[[Image:Recon tab Assigned Location.png|600px|center]]
−
<li>Click the '''Save''' button on the Field Report Editor window.</li>
+
<div align="center">
−
:<p>The Information window displays confirming the field report was saved.</p>
+
'' Reconciliation Tab''
−
<li>Click the '''Close''' button.</li>
+
</div></li>
−
</ol>
+
<li>If appropriate, '''[[Link to Existing Item | Link]]''' to other items.</li>
 +
<li>Verify that the Date of Information is correct. It should reflect the '''age''' of the information (not the date of data entry).</li>
 +
<li>Save, Submit or Approve the Data Entry Form.</li></ol>
 +
 
 +
{{note| When reconciling an Education item, a new item will always be created. An Education item cannot be combined with existing Education items.}}
  
−
{| style="border:2px solid lightgray; float:center; margin:10px;"
+
For more information on how to do data entry, see [[Use the Data Entry Form Editor Window]].  
−
|align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA Mobile.]]
 
−
|align="left" style="padding: 5px 10px 5px 10px"| When reconciling an MRE Details item record, a new record will always be created. An MRE Details item record cannot be combined with existing MRE Details item records.  
 
−
|}
 
  
 
{{NavBox HowTo Reconcile and Approve}}
 
{{NavBox HowTo Reconcile and Approve}}
 +
 +
[[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
Retrieved from "http://mwiki.gichd.org:8090/mediawiki/index.php?title=Reconcile_as_New&oldid=24246"