Difference between revisions of "Reconcile started from Data Entry Menu"
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{{Note | To do Data Entry and/or Submit/Approve Data Entry Forms, your {{IMSMANG}} user account must belong to a User Role that has permissions to do so. There are several different permissions e.g. ''Data Entry Form'' and ''Link''. Contact your {{IMSMANG}} Administrator if you have questions on permissions. }} | {{Note | To do Data Entry and/or Submit/Approve Data Entry Forms, your {{IMSMANG}} user account must belong to a User Role that has permissions to do so. There are several different permissions e.g. ''Data Entry Form'' and ''Link''. Contact your {{IMSMANG}} Administrator if you have questions on permissions. }} | ||
| − | + | == Overview==__NOEDITSECTION__ | |
| + | When data entry is started from either the ''Data Entry'' menu or from the ''Add Data Entry Forms'' button in the toolbar the possible Actions on the Reconciliation tab are different than when data entry is started from the Summary window. | ||
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[[Image:Data entry old option.png|700px|center]] | [[Image:Data entry old option.png|700px|center]] | ||
<div align="center"> | <div align="center"> | ||
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</div> | </div> | ||
| − | When | + | ==Options== |
| − | + | When you click the [[Image:ReconItemRecIcon.png]] button, you will be given three different options. | |
| − | [[ | + | *'''[[Reconcile by Creating a New Item Record | Reconcile as New]]''' – allows you to assign the item record to a Location. |
| − | + | *'''[[Reconcile by Updating an Existing Item Record | Reconcile as Existing Item]]''' – allows you to update an existing item with the information in this Data Entry Form. There are two different methods: | |
| − | '' | + | ** [[Reconcile started from Data Entry Menu#Replace | Replace]] |
| − | + | ** [[Reconcile started from Data Entry Menu#Combine | Combine]]. | |
| + | *'''[[Reconcile by Linking to an Existing Item Record | Link to Existing Item]]''' - allows you to link the item to an existing object of any type. | ||
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[[Image:Recon options.png|500px|center]] | [[Image:Recon options.png|500px|center]] | ||
<div align="center"> | <div align="center"> | ||
'' Reconciliation Options'' | '' Reconciliation Options'' | ||
</div> | </div> | ||
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{{Note | Item are '''not''' normally ''Linked'' to Locations.}} | {{Note | Item are '''not''' normally ''Linked'' to Locations.}} | ||
Revision as of 17:55, 23 March 2015
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To do Data Entry and/or Submit/Approve Data Entry Forms, your IMSMANG user account must belong to a User Role that has permissions to do so. There are several different permissions e.g. Data Entry Form and Link. Contact your IMSMANG Administrator if you have questions on permissions. |
Overview
When data entry is started from either the Data Entry menu or from the Add Data Entry Forms button in the toolbar the possible Actions on the Reconciliation tab are different than when data entry is started from the Summary window.
Data Entry
Options
When you click the 
button, you will be given three different options.
- Reconcile as New – allows you to assign the item record to a Location.
- Reconcile as Existing Item – allows you to update an existing item with the information in this Data Entry Form. There are two different methods:
- Link to Existing Item - allows you to link the item to an existing object of any type.
Reconciliation Options
| |
Item are not normally Linked to Locations. |
The difference between Replace and combine
These fields/subobjects are calculated differently depending on if Replace or Combine are chosen as action:
| Data | Item |
| Area size | Activty, Land |
| Cause / Event | Victim |
| Geospatial data | All items |
| Given Assistance | Assistance |
| Hours spent | Activity |
| Needs | Victim |
| Ordnance | Accident, Activity, Land |
Scenario
If you for example would like to:
- change an existing reference point to benchmark
- no changes to the polygon
- add one more ordnance
- correct Hours spent.
To be able to update as above you must make two Data Entry forms and retype a lot of information which takes time and increases the probability for data errors hence we strongly recommend to start form the Summary window instead and use the Update action when more than one field needs to be changed for an existing item. The Update action also provides a better overview of existing information than the Replace and Combine actions do.
Replace
If the above listed fields/subobjects are filled in on the current Data Entry Form the information will replace the existing information.
Examples of end result - Replace
If the existing item has 15 Unknown AP mines and the Data Entry form has 3 Unknown AP mines the end result with the action Replace is 3 Unknown AP mines.
If the existing item has one reference point and one polygon and the Data Entry form has one benchmark the end result with the action Replace is only one benchmark.
Combine
If the above listed fields/subobjects are filled in on the current Data Entry Form the information will be aggregated/added to the existing information.
Examples of end result - Combine
If the existing item has 15 Unknown AP mines and the Data Entry form has 3 Unknown AP mines the end result with the action Combine is 18 Unknown AP mines.
If the existing item has one reference point and one polygon and the Data Entry form has one benchmark and one polygon the end result with the action Combine one reference point, one benchmark and two polygons.
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For Ordnance in Activity also Action on item is taken in consideration when calculating which rows should be combined. |
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