Difference between revisions of "Reconcile as Existing Item"
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<li>The Pick Item window displays. The table is not populated with any rows until you have applied a [[Filter Lists| filter]]. | <li>The Pick Item window displays. The table is not populated with any rows until you have applied a [[Filter Lists| filter]]. | ||
<li>Select the row for the existing item that you would like to replace or combine the information in the current Data Entry Form with. You may view the Summary window of an item clicking on the [[Image:FieldViewIcon.png]] icon. </li> | <li>Select the row for the existing item that you would like to replace or combine the information in the current Data Entry Form with. You may view the Summary window of an item clicking on the [[Image:FieldViewIcon.png]] icon. </li> | ||
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{{Warning| [[Image:Recon tab Wrong ID.png|600px|center]]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'''. | {{Warning| [[Image:Recon tab Wrong ID.png|600px|center]]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'''. | ||
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<li>Save, Submit or Approve the Data Entry Form.</li> | <li>Save, Submit or Approve the Data Entry Form.</li> | ||
</ol> | </ol> | ||
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{{Warning | The updating Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created the data since the calculation of the Summary item(s) are based on Date of Information. When the date is earlier or the same, no change of the Summary items occur.}} | {{Warning | The updating Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created the data since the calculation of the Summary item(s) are based on Date of Information. When the date is earlier or the same, no change of the Summary items occur.}} | ||
Revision as of 12:01, 11 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. |
Reconciliation Tab
- From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item you would like to reconcile.
- Click the button.
- The Data Entry Form Reconciliation window displays.
- Select the Reconcile as Existing Item option.
- Click the OK button.
- The Pick Item window displays. The table is not populated with any rows until you have applied a filter.
- Select the row for the existing item that you would like to replace or combine the information in the current Data Entry Form with. You may view the Summary window of an item clicking on the icon.
- Click the Assign button.
- The Replace/Combine Item window displays.
Replace/Combine Item Window
- 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 button to activate the Map preview.
- Decide if you would like to replace or combine.
- Click the OK button.
- The Reconciliation Tab in the Data Entry Form is updated.
- If appropriate, Link to other items.
- Save, Submit or Approve the Data Entry Form.
Reconciliation Options
Pick Item Window
Replace/Combine Item Window with the Map View Selected
Reconciliation Tab Replace Action
Reconciliation Tab Combine Action
For more information on how to do data entry, see Use the Data Entry Form Editor Window.
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