Difference between revisions of "Link to Existing Item"

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{{Note | If you would like to remove the link '''before''' you have approved, select the row and click the [[Image:uAIBtn01.png | Unlink]] button.}}
 
{{Note | If you would like to remove the link '''before''' you have approved, select the row and click the [[Image:uAIBtn01.png | Unlink]] button.}}
{{Note | Item are '''not''' normally ''Linked'' to Locations. Items are assigned to Locations.}}
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{{Note | Items are '''not''' normally ''Linked'' to Locations. Items are assigned to Locations.}}
 
{{NavBox HowTo Reconcile and Approve}}
 
{{NavBox HowTo Reconcile and Approve}}
  
 
[[Category:COO]]
 
[[Category:COO]]

Revision as of 10:47, 9 March 2015

Note.jpg To reconcile 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.
Recon tab.png

Reconciliation Tab

To link an item to another item:

  1. From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item record you would like to reconcile.
  2. Click the ReconItemRecIcon.png button.
  3. Recon options3.png

    Reconciliation Options

  4. Select the Link to Existing Item option.
  5. Click the OK button.
  6. Pick Object Type.png

    Pick Object Type Window

    The Pick Object Type window displays.
  7. Select the type of the existing item record from the Type of Object to Link to drop-down menu.
  8. Click the OK button.
  9. The Pick Item window displays.
  10. Click the row for the item record that you would like to reconcile.
  11. Click the Assign button.
  12. Recon tab Link.png

    Reconciliation Tab Link

    Link Items Window.png

    Link Items Window

    The Link Items window displays.
  13. If desired, click the ShadesIcon.png button to view the item record on the map.
  1. Click the OK button.
Note.jpg If you would like to remove the link before you have approved, select the row and click the Unlink button.
Note.jpg Items are not normally Linked to Locations. Items are assigned to Locations.