Add a Data Entry Form from the Summary Window

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Summary window toolbar

1. Click the button.
2. The Template for New Data Entry Form window displays.
3. Select the Data Entry Form template that you would like to use
4. Click OK.
5. 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.

6. Enter the data into the Data Entry. For more information on how to do data entry, see Use the Data Entry Form Editor Window.
7. Save, Submit or Approve the Data Entry Form.

Reconciliation Tab Add Action from Location Summary window

Adding a Data Entry Form from a Location Summary window automatically assigns the Location to the Data Entry Form.

Reconciliation Tab Add Action from other Summary window

Adding a Data Entry Form from the other Summary windows automatically assigns the Location to the new Data Entry Form and Links the new Data Entry Form to current the Summary item.

After the Data Entry Form is Approved it may take a few seconds for the Summary window to refresh. If it does not then reopen the Summary window.