Difference between revisions of "Update from Summary Window"

Revision as of 14:40, 13 March 2015

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.

The Update Action lets you revise data that has already been approved (and included in the Data Entry Form template that you choose to use). It opens a fully populate Data Entry Form with the Approved data, which provides an overview of the current approved data for the item.

1. Open the Summary window of the item that you would like to Update.
2. Click the button.


Template for Update Data Entry Form window

3. The Template for Update Data Entry Form window displays. The list of possible templates are filtered to only included templates for the current item type.
4. Select the Data Entry Form template that you would like to use
5. Click OK.
6. The Data Entry Form Editor displays a new Data Entry Form. The following information are automatically populated:

   • Form ID
   • Item ID
   • Date of information
   • Reconciliation tab.

   

   Reconciliation Tab Update Action

7. All the other data fields in the template are also automatically populated with the Approved information.
8. If appropriate, Link to other items.
9. Enter the data into the Data Entry Form. For more information on how to do data entry, see Use the Data Entry Form Editor Window.
10. Save, Submit or Approve the Data Entry Form.
11. When the Data Entry Form is approved, the Summary window will display the updated data.

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.

This Action was introduced in version 6.0.

Special case - Double reconciliation Education Details

When you would like to add one more Education Detail to an existing Eduction then then you need to use double reconciliation.

The Data Entry Form template may not contain any data fields from Education.

1. Open the Education Summary window which you would like to add an Education Details to.
2. Enter the data in for the Data Entry Form template.
   

   Reconciliation Tab - Reconcile Education Details

3. The Reconciliation tab should not have an Education row.
4. Select the Education Detail row.
5. Click on .
6. Choose Reconcile as New.
7. Click OK.
   

   Reconciliation Tab - Select another Education

8. Click on the button.
   

   Select the Education you would like to reconcile the Education Details to

9. Select the Education you would like to reconcile the Education Details to.
10. Click Assign.
    

    The Education is selected

11. Click OK.
    

    Reconciliation Tab is populated

12. If appropriate, Link to other items too.
13. Save, Submit or Approve the Data Entry Form.