Difference between revisions of "Reconcile as Existing Item"

Revision as of 13:40, 9 March 2015

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 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.

Information about Ordnance needs update + better explaination of the difference between Replace and Combine

This page provides information on the two different options of Reconcile as Existing Item,

Replace and Combine.

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 button.


Reconciliation Options

The Data Entry Form Reconciliation window displays.

3. Select the Reconcile as Existing Item option.
4. Click the OK button.
5. The Pick Item Window displays.
6. Select the row for the existing item that you would like to replace or combine the information in the current Data Entry Form with.

It is very important that you select the correct existing item. E.g. if you have received new information about the existing Victim Vic-125 (Jane Doe) or would like to correct some information about the existing Victim Vic-125, you must select the Victim item Vic-125 in the list. If you select another Victim item e.g. Vic-126 (James Smith), the information in the current Data Entry Form will replace or combine existing information about Vic-126.

7. Click the Assign button.
8. The Replace/Combine Item window displays.
   
   Replace/Combine Item Window

   Verify it is the correct existing item that you are replacing or combining information to by Map preview

9. If appropriate, click the button to view the item record on the map.

Replace/Combine Item Window with the Map View Selected
10. Do one of the following:
• Select the Replace Existing Item with Data Entry Form Item option to completely replace all information on the existing item record with the information on the item record being reconciled.
• Select the Combine Existing Item with Data Entry Form Item option to replace only certain attributes of the existing item record with those of the item record being reconciled.
11. Click the OK button.


Reconciliation Tab Replace

The Combine Existing Item with Data Entry Form Item option from the Replace/Combine Item window and the Define Association window merge the item attribute data from the two selected item records together. For some item attributes, the values are appended together. For other item attributes such as Hours Spent, the values are added. The table below lists the item attributes that are combined for each item type. All other item attributes are overwritten by the item record being reconciled.