Difference between revisions of "Add a Data Entry Form"

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|[[Add a Data Entry Form from the Summary Window|Add a Data Entry Form from the Summary Window]]
 
|[[Add a Data Entry Form from the Summary Window|Add a Data Entry Form from the Summary Window]]
 
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}}
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There are different methods to Add a Data Entry Form and the '''recommended''' method for Data Entry of all items except a new Location is to use the [[Add a Data Entry Form from the Summary Window | Add]] function in the Summary window.
  
To add a data entry form:
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For a '''new''' Location the recommended method is to start from:
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* the [[Image:MapToolbarAddDataEntryForm.png|Add Data Entry Forms]] in the Main Navigation window '''OR''
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* the ''Data Entry''' menu, select ''Data Entry Forms''.
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: the ''Data Entry Forms'' menu, select '''Add Data Entry Forms''. '''OR'''
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* the [[Image:FieldTemplateIcon.png]] button in the ''Workbench'' window.
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Updates of existing Locations should as well be started from buttons in the Summary window.
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Independent of which of the above starting points:
 
<ol>
 
<ol>
<li>From the '''Data Entry''' menu, select '''Data Entry Forms'''.</li>
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<li>Click on the button.
<li>From the '''Data Entry Forms''' menu, select '''Add Data Entry Forms'''. The Data Entry Form Templates window displays.</li>
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[[Image:Select Template2.png|600px|center]]
<li>Click the row in the Data Entry Form Templates window associated with the template that you would like to use. </li>
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<div align="center">
<li>Do one of the following:</li>
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'' Data Entry Form Templates''
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</div>
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<li>The Data Entry Form Templates window displays.</li>
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<li>Select which template that you would like to use by selecting the row in the Data Entry Form Templates window. </li>
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<li>Do then one of the following:</li>
 
<ul>
 
<ul>
 
<li>Click the '''OK''' button.</li>
 
<li>Click the '''OK''' button.</li>
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<li>The [[Use the Data Entry Form Editor Window|Data Entry Form Editor Window]] displays the selected template.</li>
 
<li>The [[Use the Data Entry Form Editor Window|Data Entry Form Editor Window]] displays the selected template.</li>
 
</ol>
 
</ol>
 
{{note| You can also add data entry forms by clicking the [[Image:FieldTemplateIcon.png]] button on the Workbench window or the Data Entry Forms window from a Summary Window.}}
 
  
 
{{NavBox HowTo Enter Data}}
 
{{NavBox HowTo Enter Data}}
  
 
[[Category:CRI]]
 
[[Category:CRI]]

Revision as of 12:35, 10 March 2015

Note.jpg To add data entry forms, your IMSMANG user account must belong to a User Role that has permission Data Entry Form. Contact your IMSMANG Administrator if you have questions on permissions.

There are different methods to Add a Data Entry Form and the recommended method for Data Entry of all items except a new Location is to use the Add function in the Summary window.

For a new Location the recommended method is to start from:

  • the Add Data Entry Forms in the Main Navigation window 'OR
  • the Data Entry' menu, select Data Entry Forms.
the Data Entry Forms menu, select Add Data Entry Forms. OR'
  • the FieldTemplateIcon.png button in the Workbench window.

Updates of existing Locations should as well be started from buttons in the Summary window.

Independent of which of the above starting points:

  1. Click on the button.
    Select Template2.png

    Data Entry Form Templates

  2. The Data Entry Form Templates window displays.
  3. Select which template that you would like to use by selecting the row in the Data Entry Form Templates window.
  4. Do then one of the following:
    • Click the OK button.
    • Double-click the row associated with the template you would like to use.
  5. The Data Entry Form Editor Window displays the selected template.