Manual Data Entry Templates

Manual Data Entry Templates

When entering data with Manual Data Entry, templates can replicate your field datasheets, and be saved so data records can be keyed in quickly. These are called Manual Data Entry templates.

 

Save a Manual Data Entry Template

  1. To save the current Manual Data Entry form specifications as a template, click the down arrow in the Templates button and select Save. The Save Manual Data Entry Template window appears.
  2. Type in a new template name.
  3. (Optional) If you will be using this Manual Data Entry Template with DSApp, in the Associated Level(s) for DSApp section below, check the Level checkbox(es) against the Levels you would like available from within DSApp.
  4. Click You are returned to the Manual Data Entry window.

You can also select an existing template to overwrite from the drop-down list. A confirmation dialogue window will appear. Click Yes to overwrite and return to the Manual Data Entry window.

 

Load a Manual Data Entry Template

  1. Click the down arrow in the Templates button, and select Load. The Manual Data Entry Templates table appears.
  2. Select the template you wish to use. Click OK. The template will populate the Manual data Entry form.

 

Modify a Manual Data Entry Template

  1. Load a Manual Data Entry Template as described above.
  2. Modify the Manual Data Entry specifications as required.
  3. Click the down arrow in the Templates button, and select Save. The Save Manual Data Entry Template window appears.
  4. (Optional) If you are using this Manual Data Entry Template with DSApp, review the Level(s) selected in the Associated Level(s) for DSApp
  5. Type in a new template name and click You are returned to the Manual Data Entry window.

You can also select an existing template to overwrite from the drop-down list. A confirmation dialogue window will appear. Click Yes to overwrite and return to the Manual Data Entry window.

 

Delete a Manual Data Entry Template

  1. Click the down arrow in the Templates button, and select Load. The Load template window will appear.
  2. Click to check the Delete checkbox(es) against any templates(s) that you wish to delete.
  3. Click OK and you will be prompted to save your changes.

 

See also:

  • Create Records
  • Edit Data
  • MDE Templates and DSApp

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