Difference between revisions of "Reconcile as New"

Latest revision as of 10:30, 18 March 2019

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.

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.
   

   Reconciliation Tab

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

   Reconciliation Options

4. The Pick Location window displays.
   

   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.
   

   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.

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.