Unlink Items

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Summary window toolbar

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


Unlink window

3. The Unlink window displays.
4. Select one or more linked items, and then click OK.
5. Open the Summary window of the item that you would like to Unlink another item from.
6. The template selection window displays.

   The list of possible templates are filtered to only included templates for the current item type.

7. Select the Data Entry Form template that you would like to use
8. Click OK.
9. 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 Unlink Action

   The Unlinking Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created the link(s) since the calculation of the Summary item(s) are based on Date of Information. When the dates are the same, no change of the Summary items occur.

10. Save, Submit or Approve the Data Entry Form.
11. The items are Unlinked when the Data Entry Form is approved.

Reconciliation Tab Unlink + Link Action

It is possible to Link to the correct item with the same Data Entry Form as you are Unlinking with.