Difference between revisions of "Approve Data Entry Forms from the Workbench"

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{{Note | To approve Data Entry Forms, your {{IMSMANG}} user account must belong to a User Role that has ''Data Entry Form Approval'' permission. Contact your {{IMSMANG}} Administrator if you have questions on permissions. }}
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{{Note | To Approve Data Entry Forms, your {{IMSMANG}} user account must belong to a User Role that has ''Data Entry Form Approval'' permission. Contact your {{IMSMANG}} Administrator if you have questions on permissions. }}
  
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<p>From the Workbench window, you can approve a single Data Entry Form or multiple Data Entry Forms at one time.   
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<p>From the Workbench window, you can Approve a single Data Entry Form or multiple Data Entry Forms at one time.   
  
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To approve Data Entry Forms from the Workbench:  
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To Approve Data Entry Forms from the Workbench:  
 
<ol>
 
<ol>
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<li>Locate the row associated with the Data Entry Form you want to approve and determine if the report is ready to be approved. See the following table for additional information.</li>
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<li>Locate the row associated with the Data Entry Form you want to Approve and determine if the report is ready to be Approved . See the following table for additional information.</li>
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</ol>
 
  
 
{{note|The Import Issues column is not being updated in version 6.0. It may be added again in version 6.1}}
 
{{note|The Import Issues column is not being updated in version 6.0. It may be added again in version 6.1}}
  
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{| class="wikitable" width="600"
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{| class="wikitable" width="900"
 
|-
 
|-
 
| align="center" colspan="2" | '''Determining if a Data Entry Form Can Be Approved'''
 
| align="center" colspan="2" | '''Determining if a Data Entry Form Can Be Approved'''
 
|-
 
|-
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| width="200pt" | '''If you see this…'''
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| width="150pt" | '''If you see this…'''
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| width="400pt" | '''It means…'''
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| width="750pt" | '''It means…'''
 
|-
 
|-
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| align="center" | [[Image:t29i01.png]] || '''The Data Entry Form can be approved.'''
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| align="center" | [[Image:t29i01.png]] || '''The Data Entry Form can be Approved.'''
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#Continue to step 4 to approve the Data Entry Form.
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#Continue to next step to Approve the Data Entry Form.
 
|-
 
|-
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| align="center" | [[Image:t29i02.png]]  || '''The Data Entry Form cannot be approved.'''
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| align="center" | [[Image:t29i02.png]]  || '''The Data Entry Form cannot be Approved.'''
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#Resolve the incomplete reconciliation on the Reconciliation tab of the Data Entry Form Editor window. See the ''Data Entry Forms – [[Reconcile]]'' for instructions.
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#The reconciliation information is incomplete on the Reconciliation tab of the Data Entry Form Editor window. See the ''Data Entry Forms – [[Reconcile]]'' for which Actions there are to chose from.
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#Continue to step 4 to approve the Data Entry Form.
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#Continue to next step to Approve the Data Entry Form.
 
|-
 
|-
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|  align="center" | [[Image:t29i03.png]] || '''The Data Entry Form cannot be approved.'''
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|  align="center" | [[Image:t29i03.png]] || '''The Data Entry Form cannot be Approved.'''
 
#Resolve the import issue on the Import Issues tab of the Data Entry Form Editor window.
 
#Resolve the import issue on the Import Issues tab of the Data Entry Form Editor window.
 
#Check the ''All Import Issues'' have been resolved checkbox on the Import Issues tab and click the Save button.
 
#Check the ''All Import Issues'' have been resolved checkbox on the Import Issues tab and click the Save button.
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#Continue to step 4 in to approve the Data Entry Form.
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#Continue to next step in to Approve the Data Entry Form.
 
|-
 
|-
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|  align="center" | [[Image:t29i04.png]] || '''The Data Entry Form cannot be approved.'''
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|  align="center" | [[Image:t29i04.png]] || '''The Data Entry Form cannot be Spproved.'''
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#Resolve the incomplete reconciliation on the Reconciliation tab of the Data Entry Form Editor window. See the ''Data Entry Forms – [[Reconcile]]'' for instructions.
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#The reconciliation information is incomplete on the Reconciliation tab of the Data Entry Form Editor window. See the ''Data Entry Forms – [[Reconcile]]'' for which Actions there are to chose from.
 
#Resolve the import issue on the Import Issues tab of the Data Entry Form Editor window.
 
#Resolve the import issue on the Import Issues tab of the Data Entry Form Editor window.
 
#Check the ''All Import Issues'' have been resolved checkbox on the Import Issues tab and click the Save button.
 
#Check the ''All Import Issues'' have been resolved checkbox on the Import Issues tab and click the Save button.
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#Continue to step 4 to approve the Data Entry Form.
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#Continue to next step to Approve the Data Entry Form.
 
|}
 
|}
  
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<ol start="4">
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<li>Click the row associated with the Data Entry Form you want to approve.</li>
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<li>Click the row(s) associated with the Data Entry Form(s) you want to approve.</li>
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</ol>
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{{note|To select multiple item records that are listed one after another, hold down the ['''Shift'''] key and click the range of rows for the records that you would like to select.</p>
 
{{note|To select multiple item records that are listed one after another, hold down the ['''Shift'''] key and click the range of rows for the records that you would like to select.</p>
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<p>To deselect an item record’s row, hold down the ['''Ctrl'''] key and click the row that you would like to deselect.</p>}}
 
<p>To deselect an item record’s row, hold down the ['''Ctrl'''] key and click the row that you would like to deselect.</p>}}
  
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<ol start="5">
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<li>Click the '''Approve''' button.</li>
 
<li>Click the '''Approve''' button.</li>
 
:The Approval Results window displays.
 
:The Approval Results window displays.

Revision as of 18:19, 13 March 2015

Note.jpg To Approve Data Entry Forms, your IMSMANG user account must belong to a User Role that has Data Entry Form Approval permission. Contact your IMSMANG Administrator if you have questions on permissions.

From the Workbench window, you can Approve a single Data Entry Form or multiple Data Entry Forms at one time. To Approve Data Entry Forms from the Workbench:

  1. Locate the row associated with the Data Entry Form you want to Approve and determine if the report is ready to be Approved . See the following table for additional information.
    2. Note.jpg The Import Issues column is not being updated in version 6.0. It may be added again in version 6.1
    Determining if a Data Entry Form Can Be Approved
    If you see this… It means…
    T29i01.png The Data Entry Form can be Approved.
    1. Continue to next step to Approve the Data Entry Form.
    T29i02.png The Data Entry Form cannot be Approved.
    1. The reconciliation information is incomplete on the Reconciliation tab of the Data Entry Form Editor window. See the Data Entry Forms – Reconcile for which Actions there are to chose from.
    2. Continue to next step to Approve the Data Entry Form.
    T29i03.png The Data Entry Form cannot be Approved.
    1. Resolve the import issue on the Import Issues tab of the Data Entry Form Editor window.
    2. Check the All Import Issues have been resolved checkbox on the Import Issues tab and click the Save button.
    3. Continue to next step in to Approve the Data Entry Form.
    T29i04.png The Data Entry Form cannot be Spproved.
    1. The reconciliation information is incomplete on the Reconciliation tab of the Data Entry Form Editor window. See the Data Entry Forms – Reconcile for which Actions there are to chose from.
    2. Resolve the import issue on the Import Issues tab of the Data Entry Form Editor window.
    3. Check the All Import Issues have been resolved checkbox on the Import Issues tab and click the Save button.
    4. Continue to next step to Approve the Data Entry Form.


  2. Click the row(s) associated with the Data Entry Form(s) you want to approve.


    3. Note.jpg To select multiple item records that are listed one after another, hold down the [Shift] key and click the range of rows for the records that you would like to select.</p>

    <p>To select multiple item records that are not listed after another, hold down the [Ctrl] key and click the rows for the records that you would like to select.</p> <p>To deselect an item record’s row, hold down the [Ctrl] key and click the row that you would like to deselect.</p>


  3. Click the Approve button.
    4. The Approval Results window displays.
Approval Results Window

Approval Results Window

<p>Reports that were not approved appear in the Non-Approved Data Entry Forms section of the Approval Results window. The Non-Approval column lists the reasons they were not approved. Possible reasons include Reconciliation Incomplete, Import Error, and Unknown Error.

Note.jpg In order to approve a Data Entry Form, you should fill in the mandatory fields, which in case of Inspiration templates are Form ID, Object ID and Date of information

Data Entry Forms that were approved appear in the Approved Data Entry Forms section of window. The Approval Date column lists the date and time the reports were approved.

  1. Click the Done button.
  2. If a Data Entry Form was not approved,
    1. Double-click the row associated with the unapproved Data Entry Form in the Workbench window.
      2. The Data Entry Form Editor window displays.
    2. Resolve the error on the Reconciliation tab if applicable. See Data Entry Forms – Reconcile for additional information.
    3. Resolve the error on the Import Issues tab if applicable. When complete, check the All Import Issues have been resolved checkbox.
    4. Click the Approve button.
      5. The Information window displays confirming the Data Entry Form was approved.
Reconciling and Approving Data in IMSMANG
Save Data Entry Forms · Submit Data Entry Forms · Reject Data Entry Forms · Approve Data Entry Forms · Approve Data Entry Forms from the Workbench
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