{"id":64213,"date":"2023-11-30T10:58:07","date_gmt":"2023-11-30T02:58:07","guid":{"rendered":"https:\/\/oihelp.corporate.ifs.com\/help\/?page_id=64213"},"modified":"2025-04-07T12:18:43","modified_gmt":"2025-04-07T04:18:43","slug":"entry-dialog-4-14","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/entry-dialog-4-14\/","title":{"rendered":"Entry Dialog (4.14)"},"content":{"rendered":"\n<p class=\"left-bar\">This article applies to version 4.14 and later of P2 Explorer. For the latest help, see <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/\">Entry Dialog.<\/a><\/p>\n<p class=\"overview\">The Entry Dialog consists of two main parts, the Entry Form, which is used to create and edit entries, and the Entry Dialog Tabs.<\/p>\n<p class=\"intro-text\">Entries are a record of cases, events or activities that have occurred and may need to be tracked for monitoring or reporting purposes.<\/p>\n<p class=\"intro-text\"><em>The entry dialog:<\/em><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_65f9b595.png\" rel=\"lightbox-0\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-63328\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_65f9b595-600x286.png\" alt=\"\" width=\"730\" height=\"348\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_65f9b595-600x286.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_65f9b595-768x366.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_65f9b595-150x71.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_65f9b595-1080x514.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_65f9b595-1280x610.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_65f9b595-48x23.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_65f9b595.png 1352w\" sizes=\"auto, (max-width: 730px) 100vw, 730px\" \/><\/a><\/p>\n<table style=\"border-collapse: collapse; width: 100%; border: 1px solid #cccccc;\">\n<tbody>\n<tr>\n<td style=\"width: 20.2083%;\"><strong>1.\u00a0 \u00a0Entry Form<\/strong><\/td>\n<td style=\"width: 79.7916%;\">Used to enter and edit entry details. The fields on an entry form will vary between forms and form types, and each type of form will contain a different set of mandatory fields.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 20.2083%;\"><strong>2.\u00a0 \u00a0Entry Actions<\/strong><\/td>\n<td style=\"width: 79.7916%;\">\n<table style=\"border-collapse: collapse; width: 100%;\">\n<tbody>\n<tr>\n<td style=\"width: 10%;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-55309\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_296663be.png\" alt=\"\" width=\"19\" height=\"5\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_296663be.png 164w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_296663be-150x39.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_296663be-48x13.png 48w\" sizes=\"auto, (max-width: 19px) 100vw, 19px\" \/><\/td>\n<td style=\"width: 90%;\">The share, copy, create action, edit action and delete entry actions may be available when editing a Shift Log entry<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 10%;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-55313\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_296bb7f0.png\" alt=\"\" width=\"20\" height=\"20\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_296bb7f0.png 79w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_296bb7f0-48x48.png 48w\" sizes=\"auto, (max-width: 20px) 100vw, 20px\" \/><\/td>\n<td style=\"width: 90%;\">Access online help<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 10%;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-55312\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_296abbae.png\" alt=\"\" width=\"15\" height=\"15\" \/><\/td>\n<td style=\"width: 90%;\">Close the dialog<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 20.2083%;\"><strong>3.\u00a0 \u00a0<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-dialog-tabs\/\">Tabs<\/a><\/strong><\/td>\n<td style=\"width: 79.7916%;\">\n<p>The available tabs vary between applications and may be a label or an icon:<\/p>\n<table style=\"border-collapse: collapse; width: 100%; border: 1px solid #cccccc;\">\n<tbody>\n<tr>\n<td style=\"width: 25%;\"><strong>Tab<\/strong><\/td>\n<td style=\"width: 16.9682%;\"><strong>Icon<\/strong><\/td>\n<td style=\"width: 58.0318%;\"><strong>Application<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"width: 25%;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-dialog-tabs\/#Add_a_Comment\">Commentary<\/a><\/td>\n<td style=\"width: 16.9682%;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-60267\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/03\/Snag_2d6142cc.png\" alt=\"\" width=\"31\" height=\"20\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/03\/Snag_2d6142cc.png 55w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/03\/Snag_2d6142cc-48x31.png 48w\" sizes=\"auto, (max-width: 31px) 100vw, 31px\" \/><\/td>\n<td style=\"width: 58.0318%;\">A-Plus, Case Management, Shift Log<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 25%;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-dialog-tabs\/#Add_Attachments\">Attachments<\/a><\/td>\n<td style=\"width: 16.9682%;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-60266\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/03\/Snag_2d604fe1.png\" alt=\"\" width=\"25\" height=\"20\" \/><\/td>\n<td style=\"width: 58.0318%;\">A-Plus, Case Management, Shift Log<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 25%;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-dialog-tabs\/#View_the_History\">Auditing<\/a><\/td>\n<td style=\"width: 16.9682%;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-60265\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/03\/Snag_2d5f8889.png\" alt=\"\" width=\"27\" height=\"20\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/03\/Snag_2d5f8889.png 52w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/03\/Snag_2d5f8889-48x35.png 48w\" sizes=\"auto, (max-width: 27px) 100vw, 27px\" \/><\/td>\n<td style=\"width: 58.0318%;\">A-Plus, Case Management, Shift Log<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 25%;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-dialog-tabs\/#Related_Entries\">Related<\/a><\/td>\n<td style=\"width: 16.9682%;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-63214\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/09\/Snag_4c24c24d.png\" alt=\"\" width=\"27\" height=\"20\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/09\/Snag_4c24c24d.png 53w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/09\/Snag_4c24c24d-48x36.png 48w\" sizes=\"auto, (max-width: 27px) 100vw, 27px\" \/><\/td>\n<td style=\"width: 58.0318%;\">A-Plus, Case Management, Shift Log<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 25%;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-dialog-tabs\/#Instructions\">Instructions<\/a><\/td>\n<td style=\"width: 16.9682%;\">\u00a0<\/td>\n<td style=\"width: 58.0318%;\">Shift Log<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 25%;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-dialog-tabs\/#Today\">Today<\/a><\/td>\n<td style=\"width: 16.9682%;\">\u00a0<\/td>\n<td style=\"width: 58.0318%;\">A-Plus<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 25%;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-dialog-tabs\/#Transactions\">Transactions<\/a><\/td>\n<td style=\"width: 16.9682%;\">\u00a0<\/td>\n<td style=\"width: 58.0318%;\">A-Plus<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>These features, except Instructions, are only available after the page has been saved.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 20.2083%;\"><strong>4.\u00a0 \u00a0Authors<\/strong><\/td>\n<td style=\"width: 79.7916%;\">\n<p>System fields that show who created, and modified the entry, and when.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td id=\"A1\" style=\"width: 20.2083%;\"><strong>5.\u00a0 \u00a0Actions<\/strong><\/td>\n<td style=\"width: 79.7916%;\">\n<p>The available actions vary between applications.<\/p>\n<table style=\"border-collapse: collapse; width: 100%;\">\n<tbody>\n<tr>\n<td style=\"width: 23.7796%;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56712\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_61b368e.png\" alt=\"\" width=\"91\" height=\"30\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_61b368e.png 182w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_61b368e-150x49.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_61b368e-48x16.png 48w\" sizes=\"auto, (max-width: 91px) 100vw, 91px\" \/><\/td>\n<td style=\"width: 76.2204%;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/#Save_a_Draft_Entry\">Saves an entry as a draft<\/a> and leaves the dialog open.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 23.7796%;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56711\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_60e22c7.png\" alt=\"\" width=\"74\" height=\"30\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_60e22c7.png 146w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_60e22c7-48x19.png 48w\" sizes=\"auto, (max-width: 74px) 100vw, 74px\" \/><\/td>\n<td style=\"width: 76.2204%;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/#Submit_an_Entry\">Saves and submits<\/a> a completed entry and closes the dialog.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 23.7796%;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56713\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_61bbb3f.png\" alt=\"\" width=\"86\" height=\"30\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_61bbb3f.png 171w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_61bbb3f-150x53.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_61bbb3f-48x17.png 48w\" sizes=\"auto, (max-width: 86px) 100vw, 86px\" \/><\/td>\n<td style=\"width: 76.2204%;\">Resubmits a previously submitted entry that has been edited. Closes the dialog.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 23.7796%;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56912\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_210d0a3e.png\" alt=\"\" width=\"75\" height=\"30\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_210d0a3e.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_210d0a3e-48x19.png 48w\" sizes=\"auto, (max-width: 75px) 100vw, 75px\" \/><\/td>\n<td style=\"width: 76.2204%;\">Clears unsaved changes from the entry form.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 23.7796%;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-60269\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/03\/F.png\" alt=\"\" width=\"66\" height=\"30\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/03\/F.png 210w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/03\/F-150x69.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/03\/F-48x22.png 48w\" sizes=\"auto, (max-width: 66px) 100vw, 66px\" \/><\/td>\n<td style=\"width: 76.2204%;\">Saves the entry and leaves the dialog open.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 23.7796%;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-60272\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/03\/Snag_2d76d4b5.png\" alt=\"\" width=\"120\" height=\"30\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/03\/Snag_2d76d4b5.png 240w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/03\/Snag_2d76d4b5-150x38.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/03\/Snag_2d76d4b5-48x12.png 48w\" sizes=\"auto, (max-width: 120px) 100vw, 120px\" \/><\/td>\n<td style=\"width: 76.2204%;\">Saves the entry and closes the dialog.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 23.7796%;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56894\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_187f1065.png\" alt=\"\" width=\"64\" height=\"30\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_187f1065.png 92w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_187f1065-48x22.png 48w\" sizes=\"auto, (max-width: 64px) 100vw, 64px\" \/><\/td>\n<td style=\"width: 76.2204%;\">Closes the dialog.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 23.7796%;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1fa2e17.png\" rel=\"lightbox-1\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56745\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1fa2e17.png\" alt=\"\" width=\"69\" height=\"30\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1fa2e17.png 141w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1fa2e17-48x21.png 48w\" sizes=\"auto, (max-width: 69px) 100vw, 69px\" \/><\/a><\/td>\n<td style=\"width: 76.2204%;\">\n<p>Returns to the entry form dialog.<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p class=\"intro-text\"><em>The Entry Form:<\/em><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_65fe8110.png\" rel=\"lightbox-2\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-63329\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_65fe8110-600x436.png\" alt=\"\" width=\"550\" height=\"399\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_65fe8110-600x436.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_65fe8110-150x109.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_65fe8110-48x35.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_65fe8110.png 730w\" sizes=\"auto, (max-width: 550px) 100vw, 550px\" \/><\/a><\/p>\n<table style=\"border-collapse: collapse; width: 100%; border: 1px solid #cccccc;\">\n<tbody>\n<tr>\n<td style=\"width: 20.2083%;\"><strong>1.\u00a0 \u00a0Title<\/strong><\/td>\n<td style=\"width: 79.7916%;\">\n<p>The title of the form:<\/p>\n<ul>\n<li>Shows if an entry is being added or edited<\/li>\n<li>Displays other information about the entry<\/li>\n<li>Varies between applications<\/li>\n<\/ul>\n<table style=\"border-collapse: collapse; width: 100%; border: 1px solid #cccccc;\">\n<tbody>\n<tr>\n<td style=\"width: 15.6319%;\">\u00a0<\/td>\n<td style=\"width: 23.7055%;\"><strong>Case Management<\/strong><\/td>\n<td style=\"width: 26.5276%;\"><strong>Shift Log<\/strong><\/td>\n<td style=\"width: 34.135%;\"><strong>A-Plus<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"width: 15.6319%;\"><strong>New Entry<\/strong><\/td>\n<td style=\"width: 23.7055%;\">Create New Case<\/td>\n<td style=\"width: 26.5276%;\">Add Entry -\u00a0<em>Form Name<\/em><\/td>\n<td style=\"width: 34.135%;\">Create Event<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 15.6319%;\"><strong>Edit Entry<\/strong><\/td>\n<td style=\"width: 23.7055%;\"><em>ID - Title<\/em><\/td>\n<td style=\"width: 26.5276%;\">Edit Entry -\u00a0<em> Form Name<\/em><\/td>\n<td style=\"width: 34.135%;\"><em>ID\u00a0<\/em>- Edit <em>Event Type<\/em>\u00a0Event<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 15.6319%;\"><strong>Draft Entry<\/strong><\/td>\n<td style=\"width: 23.7055%;\"><em>ID - Title<\/em><br \/>\nDraft<\/td>\n<td style=\"width: 26.5276%;\">Edit Entry -\u00a0<em> Form Name<\/em><br \/>\nDraft<\/td>\n<td style=\"width: 34.135%;\"><em>\u00a0<\/em><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 20.2083%;\"><strong>2.\u00a0 \u00a0Form Icons<\/strong><\/td>\n<td style=\"width: 79.7916%;\">The icons indicate the type of entry, and the label is either the entry type or the form name.<br \/>\nMultiple icons indicate shared entries and are a feature of Case Management and Shift Log.<\/td>\n<\/tr>\n<tr>\n<td style=\"width: 20.2083%;\"><strong>3.\u00a0 \u00a0Fields<\/strong><\/td>\n<td style=\"width: 79.7916%;\">\n<p>Form fields that can be filled in for an entry.<\/p>\n<p>A field with a:<\/p>\n<ul>\n<li>Grey background cannot be edited (these are updated automatically by the system)<\/li>\n<li>Light red background is an <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/#Overdue_Entries\">overdue entry<\/a><\/li>\n<li>Blue outline is the active field<\/li>\n<li>Red outline is mandatory<\/li>\n<li>Asterisk beside the name indicates a required system field<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p class=\"note\"><strong>Note:<\/strong> Different forms contain different fields and are used for different purposes.<\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Open an Entry<\/h2>\n<p class=\"intro-text\">To open an entry form:<\/p>\n<table style=\"border-collapse: collapse; width: 100%; border: 1px solid #cccccc;\">\n<tbody>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 25.5153%; vertical-align: middle; text-align: left;\">\n<p class=\"intro-text\"><strong>A-Plus<\/strong><\/p>\n<\/td>\n<td style=\"width: 74.4847%;\">After selecting a site and area the New Event button is displayed. Click on <strong>New Event<\/strong> to open the Create Event dialog.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_88ed32a7.png\" rel=\"lightbox-3\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-63427\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_88ed32a7-600x130.png\" alt=\"\" width=\"750\" height=\"163\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_88ed32a7-600x130.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_88ed32a7-768x167.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_88ed32a7-150x33.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_88ed32a7-1080x235.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_88ed32a7-48x10.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_88ed32a7.png 1219w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/a><\/p>\n<p class=\"note\" style=\"font-size: 12px !important;\"><strong>Note: <\/strong>The New Event button is only available after a site and area are selected.<\/p>\n<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 25.5153%; vertical-align: middle; text-align: left;\">\n<p class=\"intro-text\"><strong>Case Management<\/strong><\/p>\n<\/td>\n<td style=\"width: 74.4847%;\">Click on the <strong>New Case <\/strong>button to open the Create New Case dialog.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_88f30773.png\" rel=\"lightbox-4\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-63428\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_88f30773-600x208.png\" alt=\"\" width=\"450\" height=\"156\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_88f30773-600x208.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_88f30773-150x52.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_88f30773-48x17.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_88f30773.png 670w\" sizes=\"auto, (max-width: 450px) 100vw, 450px\" \/><\/a><\/p>\n<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 25.5153%; vertical-align: middle; text-align: left;\">\n<p class=\"intro-text\"><strong>Shift Log<\/strong><\/p>\n<\/td>\n<td style=\"width: 74.4847%;\">Click on <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-63430\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Plus.png\" alt=\"\" width=\"15\" height=\"15\" \/> to open the Add Entry dialog.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_89560f32.png\" rel=\"lightbox-5\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-63432\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_89560f32-600x88.png\" alt=\"\" width=\"750\" height=\"111\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_89560f32-600x88.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_89560f32-768x113.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_89560f32-150x22.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_89560f32-1080x159.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_89560f32-1280x189.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_89560f32-48x7.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/10\/Snag_89560f32.png 1356w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/a><\/p>\n<p class=\"note\" style=\"font-size: 12px !important;\"><strong>Note:<\/strong> Only users with the appropriate privileges can add an entry.<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<hr \/>\n<h2 class=\"page-subheading\">Add an Entry<\/h2>\n<p class=\"intro-text\">After opening the entry form:<\/p>\n<p class=\"intro-text\">1. Fill in the necessary <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/#Fields\">fields.<\/a><\/p>\n<p class=\"intro-text\">2. Save the entry using the <a href=\"#A1\">action buttons<\/a>.<\/p>\n<p class=\"intro-text\">After the entry is saved:<\/p>\n<ul class=\"intro-text\">\n<li><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-dialog-tabs\/#Add_a_Comment\">Comments<\/a> can be added<\/li>\n<li><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-dialog-tabs\/#Add_Attachments\">Attachments<\/a> can be added<\/li>\n<li>The <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-dialog-tabs\/#View_the_History\">History<\/a> of the entry can be viewed<\/li>\n<li><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-dialog-tabs\/#Related_Entries\">Related entries <\/a>can be viewed<\/li>\n<li><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-dialog-tabs\/#Today\">Today<\/a> can be viewed in A-Plus<\/li>\n<li><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-dialog-tabs\/#Transactions\">Transactions<\/a> can be viewed in A-Plus<\/li>\n<\/ul>\n<p class=\"intro-text\"><em>A submitted Shift Log entry form:<\/em><\/p>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_73ab918.png\" rel=\"lightbox-6\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56738\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_73ab918-600x285.png\" alt=\"\" width=\"1000\" height=\"475\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_73ab918-600x285.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_73ab918-768x365.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_73ab918-150x71.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_73ab918-48x23.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_73ab918.png 1006w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/p>\n<p class=\"left-bar\"><strong>Read more:<\/strong> <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/#Subform_Entry_Fields\">Subform Entry Fields<\/a>, <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/cases\/case-overview\/#Case_Categories\">Case Categories<\/a><\/p>\n<p class=\"left-bar-red\"><strong>Important:\u00a0<\/strong>Rules are not run when a draft entry is saved. They only run when an entry is submitted or resubmitted.<\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Edit an Entry<\/h2>\n<p class=\"intro-text\">To change an entry:<\/p>\n<ul>\n<li class=\"intro-text\">Click on an entry row in the table to open the entry dialog and make the required changes<\/li>\n<\/ul>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_231b4267.png\" rel=\"lightbox-7\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-55576\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_231b4267-600x201.png\" alt=\"\" width=\"500\" height=\"167\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_231b4267-600x201.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_231b4267-150x50.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_231b4267-48x16.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_231b4267.png 610w\" sizes=\"auto, (max-width: 500px) 100vw, 500px\" \/><\/a><\/p>\n<ul class=\"intro-text\">\n<li>Click on action buttons to save or discard the changes.<\/li>\n<\/ul>\n<p class=\"intro-text\">When a form is open for editing, the tabs on the right hand side of the dialog are available.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/03\/Snag_2d99bef1.png\" rel=\"lightbox-8\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-60285\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/03\/Snag_2d99bef1-600x136.png\" alt=\"\" width=\"660\" height=\"150\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/03\/Snag_2d99bef1-600x136.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/03\/Snag_2d99bef1-150x34.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/03\/Snag_2d99bef1-48x11.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/03\/Snag_2d99bef1.png 691w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><\/a><\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Save a Draft Entry<\/h2>\n<p class=\"intro-text\">To be able to save an entry as a draft, the system required fields must contain data. It is optional to enter data into any of the other fields, including the mandatory fields.<\/p>\n<p class=\"note\"><strong>Note:<\/strong> System required fields have an asterisk beside their name.<\/p>\n<p class=\"intro-text\"><em>Entry dialog showing system required field and tooltip:<\/em><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_6d9af6b.png\" rel=\"lightbox-9\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56726\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_6d9af6b-600x313.png\" alt=\"\" width=\"1000\" height=\"522\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_6d9af6b-600x313.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_6d9af6b-768x401.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_6d9af6b-150x78.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_6d9af6b-1080x564.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_6d9af6b-1280x668.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_6d9af6b-48x25.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_6d9af6b.png 1329w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/p>\n<p class=\"intro-text\">Click:<\/p>\n<ul>\n<li class=\"intro-text\"><b>Save Draft\u00a0<\/b>to save the draft entry<\/li>\n<li class=\"intro-text\"><strong>Close<\/strong> to close the entry dialog<\/li>\n<\/ul>\n<p class=\"left-bar\"><strong>Read more:<\/strong> <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/#Draft_Entries\">Draft Entries<\/a><\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Submit an Entry<\/h2>\n<p class=\"intro-text\">Shift Log and Case Management entries can be <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/#Save_a_Draft_Entry\">saved as a draft<\/a> or submitted After an entry is submitted it becomes part of the relevant work flow. For example, a rule may be triggered, or an approval process actioned. Submitted entries cannot be later saved as draft entries, however they can be edited and resubmitted.<\/p>\n<p class=\"intro-text\">To be able to submit an entry, all mandatory fields must contain data.<\/p>\n<p class=\"intro-text\">Click:<\/p>\n<ul>\n<li class=\"intro-text\"><strong>Submit<\/strong> to save and submit the entry, and close the dialog<\/li>\n<li class=\"intro-text\"><strong>Cancel<\/strong> to clear the unsaved data<\/li>\n<li class=\"intro-text\"><strong>Resubmit\u00a0<\/strong>to save and submit an edited entry<\/li>\n<li class=\"intro-text\"><strong>Close<\/strong> to close the entry dialog<\/li>\n<\/ul>\n<table style=\"border-collapse: collapse; width: 100%;\">\n<tbody>\n<tr>\n<td style=\"width: 10.8501%;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56711\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_60e22c7.png\" alt=\"\" width=\"74\" height=\"30\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_60e22c7.png 146w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_60e22c7-48x19.png 48w\" sizes=\"auto, (max-width: 74px) 100vw, 74px\" \/><\/td>\n<td style=\"width: 10.8812%;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56745\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1fa2e17.png\" alt=\"\" width=\"69\" height=\"30\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1fa2e17.png 141w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1fa2e17-48x21.png 48w\" sizes=\"auto, (max-width: 69px) 100vw, 69px\" \/><\/td>\n<td style=\"width: 11.8187%;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56887\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_18773539.png\" alt=\"\" width=\"86\" height=\"30\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_18773539.png 171w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_18773539-150x53.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_18773539-48x17.png 48w\" sizes=\"auto, (max-width: 86px) 100vw, 86px\" \/><\/td>\n<td style=\"width: 66.4499%;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56894\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_187f1065.png\" alt=\"\" width=\"64\" height=\"30\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_187f1065.png 92w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_187f1065-48x22.png 48w\" sizes=\"auto, (max-width: 64px) 100vw, 64px\" \/><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<hr \/>\n<h2 class=\"page-subheading\">Delete an Entry<\/h2>\n<p class=\"intro-text\">Entries can only be deleted in Shift Log.<\/p>\n<p class=\"intro-text\">Deleting an entry will remove it from the system, along with any comments and attachments for that entry.\u00a0<\/p>\n<p class=\"note\">Note: You will only be able to delete entries you created, or if you are a Shift Log administrator.<\/p>\n<p class=\"intro-text\">How you delete an entry depends on how the entry was created.<\/p>\n<p class=\"intro-text\">Entries created in Shift Log in Field Operator are deleted from the delete button at the bottom of the entry form dialog.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/10\/Entry-Form-delete-1.png\" rel=\"lightbox-10\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-57323 size-medium\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/10\/Entry-Form-delete-1-600x95.png\" alt=\"\" width=\"600\" height=\"95\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/10\/Entry-Form-delete-1-600x95.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/10\/Entry-Form-delete-1-150x24.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/10\/Entry-Form-delete-1-48x8.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/10\/Entry-Form-delete-1.png 681w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/p>\n<p class=\"intro-text\">Entries created in an entry form dialog and saved as draft or submitted, can be deleted by:<\/p>\n<ul class=\"intro-text\">\n<li>Clicking the 3 dots on the right side of the entry in the entry table, or the entry dialog<\/li>\n<li>Selecting <strong>Delete this Entry<\/strong><\/li>\n<li>Clicking <strong>Delete<\/strong> to confirm<\/li>\n<\/ul>\n<table style=\"border-collapse: collapse; width: 100%;\">\n<tbody>\n<tr class=\"intro-text\">\n<td style=\"width: 50%;\"><em>Entry table:<\/em><\/td>\n<td style=\"width: 50%;\"><em>Entry dialog:<\/em><\/td>\n<\/tr>\n<tr>\n<td style=\"width: 50%;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_16421336.png\" rel=\"lightbox-11\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56832\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_16421336.png\" alt=\"\" width=\"350\" height=\"251\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_16421336.png 444w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_16421336-150x108.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_16421336-48x34.png 48w\" sizes=\"auto, (max-width: 350px) 100vw, 350px\" \/><\/a><\/td>\n<td style=\"width: 50%;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_16433243.png\" rel=\"lightbox-12\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56833\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_16433243.png\" alt=\"\" width=\"270\" height=\"297\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_16433243.png 338w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_16433243-136x150.png 136w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_16433243-44x48.png 44w\" sizes=\"auto, (max-width: 270px) 100vw, 270px\" \/><\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p class=\"intro-text\">Subforms can only be deleted:<\/p>\n<ul class=\"intro-text\">\n<li>From within the entry form dialog<\/li>\n<li>When they have a status of New<\/li>\n<\/ul>\n<p class=\"intro-text\"><em>Create a subform entry:<\/em><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_851a295.png\" rel=\"lightbox-13\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56811\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_851a295-600x383.png\" alt=\"\" width=\"450\" height=\"287\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_851a295-600x383.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_851a295-150x96.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_851a295-48x31.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_851a295.png 634w\" sizes=\"auto, (max-width: 450px) 100vw, 450px\" \/><\/a><\/p>\n<p class=\"intro-text\"><em>Click on the <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56828\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_162718e7.png\" alt=\"\" width=\"15\" height=\"17\" \/> icon to delete the subform entry:<\/em><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_854f0f5.png\" rel=\"lightbox-14\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56813\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_854f0f5-600x120.png\" alt=\"\" width=\"450\" height=\"90\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_854f0f5-600x120.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_854f0f5-150x30.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_854f0f5-48x10.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_854f0f5.png 617w\" sizes=\"auto, (max-width: 450px) 100vw, 450px\" \/><\/a><\/p>\n<p class=\"intro-text\"><em>Click <strong>Delete<\/strong> to confirm:<\/em><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1623fd30.png\" rel=\"lightbox-15\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56826\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1623fd30.png\" alt=\"\" width=\"320\" height=\"177\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1623fd30.png 354w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1623fd30-150x83.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_1623fd30-48x27.png 48w\" sizes=\"auto, (max-width: 320px) 100vw, 320px\" \/><\/a><\/p>\n<p class=\"note\"><strong>Note:<\/strong> Subform entries exist as separate entries in the relevant table after the originating entry form has been submitted.<\/p>\n<p class=\"left-bar-red\"><strong>Important: <\/strong>If a draft entry containing a subform entry is deleted, the subform entry will also be deleted.<\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Draft Entries<\/h2>\n<p class=\"intro-text\">In Shift Log and Case Management, draft entries can be created to save information that may be incomplete, or not ready for submission. These entries can then be reopened, edited and submitted at a later time.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_35b4c0a.png\" rel=\"lightbox-16\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56780\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_35b4c0a-600x470.png\" alt=\"\" width=\"500\" height=\"392\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_35b4c0a-600x470.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_35b4c0a-150x118.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_35b4c0a-48x38.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_35b4c0a.png 616w\" sizes=\"auto, (max-width: 500px) 100vw, 500px\" \/><\/a><\/p>\n<p class=\"intro-text\">The draft entries can be searched for, viewed, and edited by the entry creator and administrators.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_358eb85.png\" rel=\"lightbox-17\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56777\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_358eb85-600x158.png\" alt=\"\" width=\"1000\" height=\"264\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_358eb85-600x158.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_358eb85-768x203.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_358eb85-1536x405.png 1536w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_358eb85-150x40.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_358eb85-1080x285.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_358eb85-1280x338.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_358eb85-48x13.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_358eb85.png 1697w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/p>\n<p class=\"intro-text\">They have an edit icon on the left side of the entry in the relevant table,<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_276936d.png\" rel=\"lightbox-18\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56760\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_276936d.png\" alt=\"\" width=\"250\" height=\"218\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_276936d.png 289w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_276936d-150x131.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_276936d-48x42.png 48w\" sizes=\"auto, (max-width: 250px) 100vw, 250px\" \/><\/a><\/p>\n<p class=\"intro-text\">and have the subtitle Draft in the edit entry dialog.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_278f78d.png\" rel=\"lightbox-19\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56763\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_278f78d.png\" alt=\"\" width=\"250\" height=\"139\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_278f78d.png 348w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_278f78d-150x83.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_278f78d-48x27.png 48w\" sizes=\"auto, (max-width: 250px) 100vw, 250px\" \/><\/a><\/p>\n<p class=\"intro-text\">Entries that have been created from a subform within a draft entry dialog, are not able to be saved as draft. They need to be completed and saved when entered, and will appear in the relevant table after the draft entry has been submitted.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_34d350c.png\" rel=\"lightbox-20\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56774\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_34d350c-600x393.png\" alt=\"\" width=\"1000\" height=\"656\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_34d350c-600x393.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_34d350c-768x504.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_34d350c-150x98.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_34d350c-1080x708.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_34d350c-48x31.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_34d350c.png 1220w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/p>\n<p class=\"note\"><strong>Note: <\/strong>Entries cannot be moved back to a draft state after being<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/#Submit_an_Entry\"> submitted.<\/a><\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Overdue Entries<\/h2>\n<p class=\"intro-text\">Entries become overdue if the current date\/time is past the date\/time in the Due Date field.<\/p>\n<p class=\"intro-text\">Overdue entries have a pale red background colour in the Shift Log and Case Management entry tables, and in the Due Date field in the entry dialogs.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_234207d1.png\" rel=\"lightbox-21\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-55577\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_234207d1-600x194.png\" alt=\"\" width=\"1000\" height=\"323\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_234207d1-600x194.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_234207d1-768x248.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_234207d1-150x48.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_234207d1-1080x348.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_234207d1-48x15.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_234207d1.png 1252w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/p>\n<p class=\"intro-text\">When someone is assigned an entry that has a date in the Due Date field, the due date is also shown in the Notifications in the Info Zone.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_164dd028.png\" rel=\"lightbox-22\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56842\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_164dd028.png\" alt=\"\" width=\"450\" height=\"306\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_164dd028.png 595w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_164dd028-150x102.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_164dd028-48x33.png 48w\" sizes=\"auto, (max-width: 450px) 100vw, 450px\" \/><\/a><\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Fields<\/h2>\n<p class=\"intro-text\">Some of the types of fields that may be in a form are:<\/p>\n<table style=\"border-collapse: collapse; width: 100%;\">\n<tbody>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 50%;\">\n<p><strong>Text<\/strong><br \/>\nAn alphanumeric text value. Multiline text fields usually allow you to apply formatting to your text (see <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-the-page-controls\/formatting-text\/\">Formatting Text<\/a>).<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_2ddbe9e8.png\" rel=\"lightbox-23\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-55363\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_2ddbe9e8.png\" alt=\"\" width=\"300\" height=\"74\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_2ddbe9e8.png 458w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_2ddbe9e8-150x37.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/06\/Snag_2ddbe9e8-48x12.png 48w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<\/td>\n<td style=\"width: 50%;\"><strong>Datetime<\/strong><br \/>\nThis is a date, time, or a combination of date and time. Click in the field or on the calendar button to open the <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-studio\/controls\/time-picker\/\">Date\/Time Picker<\/a> and select a date and time.<br \/>\n<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/date-field.png\" rel=\"lightbox-24\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44559 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/date-field-e1568628408200.png\" alt=\"\" width=\"151\" height=\"26\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/date-field-e1568628408200.png 151w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/date-field-e1568628408200-150x26.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/date-field-e1568628408200-48x8.png 48w\" sizes=\"auto, (max-width: 151px) 100vw, 151px\" \/><\/a><\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 50%;\"><strong>User<\/strong><br \/>\nA user is any person who is entitled to use the system. Start typing their name, and then select the correct one from the list that appears.<br \/>\n<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/user.png\" rel=\"lightbox-25\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-44568\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/user.png\" alt=\"\" width=\"148\" height=\"26\" \/><\/a><\/td>\n<td style=\"width: 50%;\">\n<p><strong>Entity<\/strong><br \/>\nAn entity is usually some piece of equipment, although in some situations it could refer to another type of object or something like an area.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-62103\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/05\/Snag_490d37b.png\" alt=\"\" width=\"182\" height=\"30\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/05\/Snag_490d37b.png 484w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/05\/Snag_490d37b-150x25.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/05\/Snag_490d37b-48x8.png 48w\" sizes=\"auto, (max-width: 182px) 100vw, 182px\" \/><\/p>\n<p class=\"note\" style=\"font-size: 12px !important;\"><strong>Note:<\/strong> The A-Plus <em>Equipment<\/em> field has the data type entity.<\/p>\n<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 50%;\"><strong>Number<\/strong><br \/>\nA numerical value. Depending on the configuration, it would either be a whole number or a decimal number.<br \/>\n<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/number.png\" rel=\"lightbox-26\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-thumbnail wp-image-44603\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/number-150x31.png\" alt=\"\" width=\"150\" height=\"31\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/number-150x31.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/number-48x9.png 48w\" sizes=\"auto, (max-width: 150px) 100vw, 150px\" \/><\/a><\/td>\n<td style=\"width: 50%;\"><strong>Yes\/No<\/strong><br \/>\nA yes\/no or true\/false value is shown by a check box - tick the check box for yes (or true), or clear the check box for no (or false).<br \/>\n<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/checkbox-e1568628373115.png\" rel=\"lightbox-27\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-44564\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/checkbox-e1568628373115.png\" alt=\"\" width=\"12\" height=\"12\" \/><\/a><\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 50%;\"><strong>Selection<br \/>\n<\/strong>An arrow pointing down indicates that you can choose an item from a list. Click the arrow to see the options available, and then click one of the options to choose it.\u00a0<br \/>\n<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/drop.png\" rel=\"lightbox-28\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44567 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/drop-e1568628337523.png\" alt=\"\" width=\"168\" height=\"26\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/drop-e1568628337523.png 168w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/drop-e1568628337523-150x23.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2019\/09\/drop-e1568628337523-48x7.png 48w\" sizes=\"auto, (max-width: 168px) 100vw, 168px\" \/><\/a><\/td>\n<td style=\"width: 50%;\">\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/#Subform_Entry_Fields\"><strong>Subform<\/strong><\/a><\/p>\n<p>A form that opens from inside another form. Click the Create button to open the subform.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56935\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_21b3f1f7.png\" alt=\"\" width=\"71\" height=\"30\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_21b3f1f7.png 90w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_21b3f1f7-48x20.png 48w\" sizes=\"auto, (max-width: 71px) 100vw, 71px\" \/><\/p>\n<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"width: 50%;\"><strong>Data Entry<br \/>\n<\/strong>Data entry fields can be filled manually or from a tag or attribute. When the data comes from a tag or attribute, click the Fetch button beside the data entry field or the Fetch All button at the top of the dialog, to fetch the data.<strong><br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-61735\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/04\/Snag_24839b4e.png\" alt=\"\" width=\"250\" height=\"77\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/04\/Snag_24839b4e.png 370w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/04\/Snag_24839b4e-150x46.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2023\/04\/Snag_24839b4e-48x15.png 48w\" sizes=\"auto, (max-width: 250px) 100vw, 250px\" \/><\/strong><\/td>\n<td style=\"width: 50%;\">\u00a0<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p class=\"left-bar\"><strong>Read more:<\/strong> <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/entries\/fields\/\">Fields<\/a>.<\/p>\n<h3>Subform Entry Fields<\/h3>\n<p class=\"intro-text\">A Subform is an entry form dialog that is opened from within another entry form dialog.<\/p>\n<p class=\"intro-text\">The field used to open the subform has the data type Entry, and can be configured to use any Case Entry form.<\/p>\n<p class=\"intro-text\">When added to a form, the entry field gives the option of creating an entry in the form defined in the field configuration.<\/p>\n<p class=\"intro-text\"><em>Field HSE Incidents is of type Entry and uses the form HSE Case:<\/em><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_32dd37a.png\" rel=\"lightbox-29\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56768\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_32dd37a.png\" alt=\"\" width=\"550\" height=\"530\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_32dd37a.png 591w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_32dd37a-150x145.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_32dd37a-48x46.png 48w\" sizes=\"auto, (max-width: 550px) 100vw, 550px\" \/><\/a><\/p>\n<p class=\"intro-text\"><em>Entry Form HSE Case opened from HSE Incidents field in form East Area:<\/em><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_33be0f3.png\" rel=\"lightbox-30\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56770\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_33be0f3-600x416.png\" alt=\"\" width=\"800\" height=\"555\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_33be0f3-600x416.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_33be0f3-768x533.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_33be0f3-150x104.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_33be0f3-1080x750.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_33be0f3-48x33.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_33be0f3.png 1134w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\n<p class=\"left-bar\"><strong>Related:<\/strong> <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/entries\/forms\/\">Form Configuration<\/a><\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Release History<\/h2>\n<ul class=\"intro-text\">\n<li class=\"overview\">Entry Dialog (this release, 4.14):\n<ul class=\"overview\">\n<li>A-Plus 4<\/li>\n<\/ul>\n<\/li>\n<li class=\"overview\">Previous Related Releases\n<ul class=\"intro-text\">\n<li><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/entry-form-4-10-5\/\">Entry Form (4.10.5)<\/a>\u00a0<\/li>\n<li>Shift Log Entry Form (4.0)<\/li>\n<li><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/cases\/case-management-entry-form-4-9-3\/\">Case Management Entry Form (4.9.3)<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The Entry Dialog is used to create and edit entries, which are a record of cases, events or activities that have occurred and may need to be tracked for monitoring or reporting purposes.<\/p>\n<p class=\"continue-reading-button\"> <a class=\"continue-reading-link\" href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/entry-dialog-4-14\/\">Read more<i class=\"crycon-right-dir\"><\/i><\/a><\/p>\n","protected":false},"author":29,"featured_media":55608,"parent":56701,"menu_order":12,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_members_access_role":[],"_members_access_error":""},"categories":[4],"tags":[1068,1108,1105,1103,1104,1122,1106,863,845,1100,1124,848,1107,1123],"class_list":["post-64213","page","type-page","status-publish","has-post-thumbnail","hentry","category-explainer","tag-a-plus","tag-activities","tag-activity","tag-aplus","tag-case","tag-dialog","tag-draft","tag-entries","tag-entry","tag-event","tag-resubmit","tag-shift-log","tag-submit","tag-tab","Version-4-14","Product-ap","Product-case","Product-shiftlog"],"_links":{"self":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/64213","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/users\/29"}],"replies":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/comments?post=64213"}],"version-history":[{"count":3,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/64213\/revisions"}],"predecessor-version":[{"id":70078,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/64213\/revisions\/70078"}],"up":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/56701"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media\/55608"}],"wp:attachment":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media?parent=64213"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/categories?post=64213"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/tags?post=64213"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}