Difference between revisions of "Reconciling and Approving Data in IMSMANG"

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<li>Click [[Image:ReconItemRecIcon.png|Reconcile]].</li>
 
<li>Click [[Image:ReconItemRecIcon.png|Reconcile]].</li>
  
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[[Image:raA06.png|700px]]
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[[Image:raA06.png|500px]]
  
 
<li>Select '''Reconcile as New''', then click '''OK'''.</li>
 
<li>Select '''Reconcile as New''', then click '''OK'''.</li>
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<li>Click '''Assign'''.</li>
 
<li>Click '''Assign'''.</li>
  
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[[Image:AssigningNewLocation.png|700px]]
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[[Image:AssigningNewLocation.png|500px]]
  
 
<li>The selected location appears on the Data Entry Form.</li>
 
<li>The selected location appears on the Data Entry Form.</li>
  
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[[Image:ReconciledNewLocation.png|700px]]
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[[Image:ReconciledNewLocation.png|500px]]
  
 
</ol>
 
</ol>
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<li>Click [[Image:ReconItemRecIcon.png|Reconcile]].</li>
 
<li>Click [[Image:ReconItemRecIcon.png|Reconcile]].</li>
  
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[[Image:raA06.png|700px]]
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[[Image:raA06.png|500px]]
  
 
<li>Select the ''Link to Existing Item'' option.</li>
 
<li>Select the ''Link to Existing Item'' option.</li>
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</ol>
 
</ol>
  
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{{note| To change the link or the location assignment, select the linked item or assigned location and click [[Image:UAIBtn01.png]].   
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{{note| To remove the link or the location assignment, select the linked item or assigned location and click [[Image:UAIBtn01.png]].   
  
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[[Image:raA18.png|600px]]
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[[Image:raA18.png|500px]]
 
}}
 
}}
  
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<ol>
 
<ol>
 
<li>Select the reported location, and then click [[Image:ReconItemRecIcon.png|Reconcile]].</li>
 
<li>Select the reported location, and then click [[Image:ReconItemRecIcon.png|Reconcile]].</li>
−
<li>Select '''Reconcile as New''', and then click '''OK'''.</li>
+
<li>Select '''Reconcile as New''', and then click '''OK'''. Follow the steps in [[Reconciling and Approving Data in IMSMANG#Assigning a location|Assigning a location]].</li>
 
<li>Click '''Approve'''.</li>
 
<li>Click '''Approve'''.</li>
  
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<li>Click [[Image:ReconItemRecIcon.png | Reconcile]].</li>
 
<li>Click [[Image:ReconItemRecIcon.png | Reconcile]].</li>
  
−
[[Image:raA06.png|700px]]
+
[[Image:raA06.png|500px]]
  
 
<li>Select the ''Reconcile as Existing Item'' option.</li>
 
<li>Select the ''Reconcile as Existing Item'' option.</li>
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<li>Click '''Assign'''.</li>
 
<li>Click '''Assign'''.</li>
  
−
[[Image:raA24.png|800px]]
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[[Image:raA24.png|500px]]
  
 
<li>Select the ''Replace Existing Item with Data Entry Form Item'' option.</li>
 
<li>Select the ''Replace Existing Item with Data Entry Form Item'' option.</li>
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<li>Click '''Approve'''.</li>
 
<li>Click '''Approve'''.</li>
  
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[[Image:raA26.png|600px]]
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[[Image:raA26.png|500px]]
 
</ol>
 
</ol>
  
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<li>Click [[Image:ReconItemRecIcon.png | Reconcile]].</li>
 
<li>Click [[Image:ReconItemRecIcon.png | Reconcile]].</li>
  
−
[[Image:RaA06.png|700px]]
+
[[Image:RaA06.png|500px]]
  
 
<li>Select the ''Reconcile as existing item'' option.</li>
 
<li>Select the ''Reconcile as existing item'' option.</li>
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<li>Click '''Approve'''.</li>
 
<li>Click '''Approve'''.</li>
  
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[[Image:raA32.png|700px]]
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[[Image:raA32.png|500px]]
 
</ol>
 
</ol>
  

Revision as of 16:36, 4 March 2014

The Reconciliation and Approval process is a series of steps to ensure the approval of high-level quality data inside IMSMANG. To help achieve this aim, operations staff classifies and organises the submitted data according to locally defined standard operating procedures (SOPs).

The first step of the Reconciliation process of a newly reported item is to assign it to its corresponding location folder. Newly reported items are often linked to any existing item in the IMSMANG dataset. Updates replace or are combined with an existing item of the same category. Updates display on the summary window of the corresponding item and each reported update can be traced back.

Data approval is the final step of the reconciliation process. Approved data displays in the items pane.


SopIcon.png This sign next to a step is a reminder that you have to refer to your local SOPs to see how this action applies precisely to the reported items taken to the reconciliation process.
Note.jpg Your data entry form might be found in the Workbench.
  1. Click File:RaA01.png.
  2. Select the data entry form.
  3. Click FieldViewIcon.png.


500px

Note.jpg The reconciliation process is performed on the reconciliation tab of the completed data entry form.

500px

How To

Newly Reported Items

Assigning a location

  1. Select the reported item.
  2. Click Reconcile.

    3. 500px

  3. Select Reconcile as New, then click OK.

    4. 350px

  4. Select the relevant location from your list. SopIcon.png
  5. Click Assign.

    6. 500px

  6. The selected location appears on the Data Entry Form.

    7. 500px

Linking the reported item to an existing item

SopIcon.png

  1. Select the reported item.
  2. Click Reconcile.

    3. 500px

  3. Select the Link to Existing Item option.
  4. Click OK.

    5. 500px

  5. Choose an option from the Type of Object to Link to drop-down list. SopIcon.png
  6. Click OK.

    7. 500px

  7. Select an item from the list.
  8. Click Assign.

    9. 500px

  9. Click OK.

    10. 500px

Note.jpg To remove the link or the location assignment, select the linked item or assigned location and click UAIBtn01.png.

500px

Reconciling New Locations

SopIcon.png

  1. Select the reported location, and then click Reconcile.
  2. Select Reconcile as New, and then click OK. Follow the steps in Assigning a location.
  3. Click Approve.

    4. 600px

Updating Items

Replacing

SopIcon.png

  1. Select the reported item.
  2. Click Reconcile.

    3. 500px

  3. Select the Reconcile as Existing Item option.
  4. Click OK.

    5. 400px

  5. Select an item from the list. SopIcon.png
  6. Click Assign.

    7. 500px

  7. Select the Replace Existing Item with Data Entry Form Item option.
  8. Click OK.

    9. 500px

  9. Click Approve.

    10. 500px

Note.jpg Blank fields of the latest data entry form are ignored.
Note.jpg Browse the summary window to see the updated data.

Combining

SopIcon.png

  1. Select the reported item.
  2. Click Reconcile.

    3. 500px

  3. Select the Reconcile as existing item option.
  4. Click OK.

    5. 500px

  5. Select an item from the list. SopIcon.png
  6. Click Assign.

    7. 500px

  7. Select the Combine Existing Item with Data Entry Form Item option.
  8. Click OK.

    9. 500px

  9. Click Approve.

    10. 500px

Note.jpg Combining aggregates information only for:
  • Geographic coordinates
  • Area size
  • Ordnance
  • Hours spent
Note.jpg Browse the summary window to see the updated data.

Approving from the Workbench

  1. Select the data entry form.
  2. Click Approve.

    3. 500px

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