Difference between revisions of "Unlink Items"

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<li>The Unlink window displays.
 
<li>The Unlink window displays.
 
<li>Select one or more linked items, and then click '''OK'''.</li>
 
<li>Select one or more linked items, and then click '''OK'''.</li>
:The template selection window displays.
+
[[Image:Wizard template selection.png|500px|center]]
<li>Select the same Data Entry Form template used for the item you opened in step 1.</li>
+
<div align="center">
 +
'' Select Template window''
 +
</div>
 +
 
 +
<li>The template selection window displays.  
 +
{{New_6.0 | The list of possible templates are filtered to only included templates for the current item type.}}
 +
<li>Select the Data Entry Form template that you would like to use</li>
 
<li>Click '''OK'''.</li>
 
<li>Click '''OK'''.</li>
:The Data Entry Form Editor displays a new Data Entry Form. The date of information field, the form ID field, the item ID field, and the Reconciliation tab are automatically populated with the unlink information.
+
<li>The Data Entry Form Editor displays a new Data Entry Form. The following information are automatically populated:
<li>Approve, submit, or save the Data Entry Form.</li>
+
:* Form ID
:The items are unlinked when the Data Entry Form is approved.
+
:* Item ID
 +
:* Date of information
 +
:* Reconciliation tab.
 +
[[Image:Recon tab Unlink.png|600px|center]]
 +
<div align="center">
 +
'' Reconciliation Tab Unlink Action''
 +
</div>
 +
<li>Save, Submit or Approve the Data Entry Form.</li>
 +
:The items are Unlinked when the Data Entry Form is approved.
 
</ol>
 
</ol>
  
{{warning|The unlink's date of the data entry form must be a later date than the data entry form that created the link. When the dates are the same, no change occurs.}}
+
{{Warning | 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.}}
 
 
{{warning| Data entered in the Data Entry Form can overwrite existing item data.}}
 
 
 
{{note| You can restore the link between the items by unapproving the unlink Data Entry Form.}}
 
  
 +
[[Image:Recon tab Unlink2.png|600px|center]]
 +
<div align="center">
 +
'' Reconciliation Tab Unlink + Link Action''
 +
</div>
 +
{{Note | It is possible to Link to the correct item with the same Data Entry Form as you are Unlinking with.}}
 
{{NavBox HowTo Reconcile and Approve}}
 
{{NavBox HowTo Reconcile and Approve}}
  
 
[[Category:COO]]
 
[[Category:COO]]

Revision as of 21:25, 9 March 2015

Summary window toolbar

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

    Unlink window

  4. The Unlink window displays.
  5. Select one or more linked items, and then click OK.
  6. Wizard template selection.png

    Select Template window

  7. The template selection window displays.
    New 6.0.png The list of possible templates are filtered to only included templates for the current item type.
  8. Select the Data Entry Form template that you would like to use
  9. Click OK.
  10. 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.
    Recon tab Unlink.png

    Reconciliation Tab Unlink Action

  11. Save, Submit or Approve the Data Entry Form.
  12. The items are Unlinked when the Data Entry Form is approved.
Warning.jpg 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.
Recon tab Unlink2.png

Reconciliation Tab Unlink + Link Action

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