Difference between revisions of "Reconcile as Existing Item"

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{{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.}}
 
{{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.}}
 
{{Note | 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. }}
 
{{Note | 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. }}
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{{Outdated| Information about Ordnance needs update + better explaination of the difference between Replace and Combine}}  
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{{Outdated| Links to the description of the difference between Replace and Combine are missing}}  
 
This page provides information on the two different options of ''Reconcile as Existing Item'',  
 
This page provides information on the two different options of ''Reconcile as Existing Item'',  
 
: Replace and Combine.  
 
: Replace and Combine.  
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</div>
 
</div>
  
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<li>Decide if you would like to replace or combine</li>
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<li>Decide if you would like to [[replace]] or [[combine]].</li>
 
<li>Click the '''OK''' button.</li>
 
<li>Click the '''OK''' button.</li>
 
[[Image:Recon tab Replace.png|600px|center]]
 
[[Image:Recon tab Replace.png|600px|center]]
 
<div align="center">
 
<div align="center">
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'' Reconciliation Tab Replace''
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'' Reconciliation Tab Replace Action''
 
</div>
 
</div>
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[[Image:Recon tab Combine.png|600px|center]]
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<div align="center">
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'' Reconciliation Tab Combine Action''
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</div>
 +
 
<li>The Reconciliation Tab in the Data Entry Form is updated.
 
<li>The Reconciliation Tab in the Data Entry Form is updated.
 
</ol>
 
</ol>
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{{note|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.}}
 
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{| class="wikitable" width="500"
 
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|-
 
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| align="center" colspan="2" | '''Reconciliation of Combined Item Attributes'''
 
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|-
 
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| width="100pt" | '''Item'''
 
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| width="400pt" | '''Item attributes combined'''
 
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|-
 
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| Accident ||
 
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*Ordnance (counts of similar ordnance are added together)
 
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*Geospatial
 
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|-
 
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| Land ||
 
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*Area size (area size from the two item records are added together)
 
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*Ordnance (counts of similar ordnance are added together)
 
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*Geospatial data
 
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|-
 
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| Activity ||
 
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*Hours spent (hours spent values from the two item records are added together)
 
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*Ordnance (counts of similar ordnance are added together)
 
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*Geospatial data
 
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|-
 
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| Location ||
 
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*Geospatial data
 
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|}
 
  
 
{{NavBox HowTo Reconcile and Approve}}
 
{{NavBox HowTo Reconcile and Approve}}
  
 
[[Category:COO]]
 
[[Category:COO]]

Revision as of 13:55, 9 March 2015

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 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.
Ambox outdated serious.svg.png Links to the description of the difference between Replace and Combine are missing

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

Replace and Combine.
Recon tab.png

Reconciliation Tab

  1. From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item you would like to reconcile.
  2. Click the ReconItemRecIcon.png button.
    3. Recon options2.png

    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.
    7. Warning.jpg 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
    Replace/Combine Item Window
  9. If it is appropriate to verify that it is the correct existing item that you are replacing or combining information to by using map preview, click the ShadesIcon.png button to activate the Map preview.
    10. Replace/Combine Item Window with the Map View Selected
    Replace/Combine Item Window with the Map View Selected
  10. Decide if you would like to replace or combine.
  11. Click the OK button.
    12. Recon tab Replace.png

    Reconciliation Tab Replace Action

    Recon tab Combine.png

    Reconciliation Tab Combine Action

  12. The Reconciliation Tab in the Data Entry Form is updated.
Reconciling and Approving Data in IMSMANG
Reconcile as New · Reconcile as Existing Item
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