Difference between revisions of "Add a Data Entry Form from the Summary Window"

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[[Image:Summary window toolbar.png|350px|center]]
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This is the recommended action for adding new items to {{IMSMANG}} but it should '''not''' be used for adding new Locations. For new Locations, the action [[Reconcile as New]] should be used.
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<div align="center">
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'' Summary window toolbar''
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Example scenario: a new Completion report should be added.
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</div>
 
 
<ol>
 
<ol>
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<li>Click the [[Image:FieldTemplateIcon.png]] button.  
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<li>Start data entry from the Land [[Summary Window]] and click the [[Image:FieldTemplateIcon.png]] button. </li>
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<li>The Template for New Data Entry Form window displays. </li>
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<li>Select the Data Entry Form template that you would like to use:
 
[[Image:Select Template New.png|500px|center]]
 
[[Image:Select Template New.png|500px|center]]
 
<div align="center">
 
<div align="center">
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'' Select Template for New Data Entry Form window''
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'' Select in this scenario Inspiration Activity Completion template''
 
</div>
 
</div>
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<li>The Template for New Data Entry Form window displays.
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</li>
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<li>Select the Data Entry Form template that you would like to use</li>
 
 
<li>Click '''OK'''.</li>
 
<li>Click '''OK'''.</li>
 
<li>The Data Entry Form Editor displays a new Data Entry Form. The following information are automatically populated:  
 
<li>The Data Entry Form Editor displays a new Data Entry Form. The following information are automatically populated:  
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:* Form ID
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* Form ID
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:* Item ID
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* Item ID
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:* Date of information
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* Date of information
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:* Reconciliation tab.
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* Reconciliation tab
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:* Adding a Data Entry Form from a Location Summary window automatically assigns the Location to the Data Entry Form.
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:* Adding a Data Entry Form from the other Summary windows automatically assigns the Location to the new Data Entry Form and Links the new Data Entry Form to current the Summary item. (see the examples below)
  
 
[[Image:Recon tab Add from Location.png|600px|center]]
 
[[Image:Recon tab Add from Location.png|600px|center]]
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</div>
 
</div>
  
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Adding a Data Entry Form from a Location Summary window automatically assigns the Location to the Data Entry Form.
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[[Image:Recon tab Add from non-Location.png|600px|center]]
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<div align="center">
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'' Reconciliation Tab Add Method from other Summary window''
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</div></li>
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<li>If appropriate, '''[[Link to Existing Item | Link]]''' to other items too.
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<li>Enter the data into the Data Entry Form. For more information on how to do data entry, see [[Use the Data Entry Form Editor Window]].</li>
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<li>Verify that the Date of Information is correct. It should reflect the '''age''' of the information (not the date of data entry).</li>
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[[Image:add data id.png|500px|center]]
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<div align="center">
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'' The Activity ID will be changed from Activity-14 to e.g. CR-152''
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</div></li>
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<li>If your Mine Action Programme is using special number series for Completion reports (e.g. CR-xx) then click on the [[Image:Generate_ID_Number.png]] to get the next number in that number series.
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<li>Save, Submit or Approve the Data Entry Form.</li>
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</ol>
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The next step in this scenario would be to consider if the Land status should be changed. If the Land status should be changed then the recommended action to use is '''[[Update from Summary Window]]'''.
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{{Note| After the Data Entry Form is Approved it may take a few seconds for the Summary window to refresh. If it does not then reopen the Summary window.}}
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{{ New_6.0 | This Action was introduced in version 6.0.}}
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==Special Case==__NOEDITSECTION__
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When the Data Entry Form template contains data fields from both Education and Education detail then you need to use ''double reconciliation''.
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<ol><li>Open the Location Summary window where you would like to add an Education.</li>
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<li>Enter the data in both parts for the Data Entry Form template.</li>
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<li>The Reconciliation tab has now two rows.
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[[Image:Double recon Main1.png|600px|center]]
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<div align="center">
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'' Reconciliation Tab - Add Action Education with Education Details ''
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</div></li>
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<li>Select the Education Detail row.
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[[Image:Double recon Main2.png|600px|center]]
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<div align="center">
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'' Reconciliation Tab - Reconcile Education Details to the Education ''
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</div></li>
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<li>Click on [[Image:ReconItemRecIcon.png]].
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<li>Choose ''Reconcile as New''.
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<li>Click '''OK'''.
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[[Image:Double recon Main3.png|500px|center]]
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<div align="center">
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'' Reconciliation Tab - Reconcile to the current Education ''
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</div>
  
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<li>Click '''OK'''.
  
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[[Image:Recon tab Add from non-Location.png|600px|center]]
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[[Image:Double recon Main4.png|600px|center]]
 
<div align="center">
 
<div align="center">
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'' Reconciliation Tab Add Method from other Summary window''
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'' Reconciliation Tab is populated ''
 
</div>
 
</div>
  
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Adding a Data Entry Form from the other Summary windows automatically assigns the Location to the new Data Entry Form and Links the new Data Entry Form to current the Summary item.
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<li>If appropriate, '''[[Link to Existing Item | Link]]''' to other items too.
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<li>Enter the data into the Data Entry. For more information on how to do data entry, see [[Use the Data Entry Form Editor Window]].  
 
 
<li>Save, Submit or Approve the Data Entry Form.</li>
 
<li>Save, Submit or Approve the Data Entry Form.</li>
 
</ol>
 
</ol>
  
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{{Note | The Inspiration Data Entry Form template for Education details have been corrected and is available for [[Downloads | download]] here.}}
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{{Note| After the Data Entry Form is Approved it may take a few seconds for the Summary window to refresh. If it does not then reopen the Summary window.}}
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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. }}
  
 
{{NavBox HowTo Reconcile and Approve}}
 
{{NavBox HowTo Reconcile and Approve}}
  
 
[[Category:CRI]]
 
[[Category:CRI]]

Latest revision as of 22:27, 17 June 2017

This is the recommended action for adding new items to IMSMANG but it should not be used for adding new Locations. For new Locations, the action Reconcile as New should be used.

Example scenario: a new Completion report should be added.

  1. Start data entry from the Land Summary Window and click the FieldTemplateIcon.png button.
  2. The Template for New Data Entry Form window displays.
  3. Select the Data Entry Form template that you would like to use:
    Select Template New.png

    Select in this scenario Inspiration Activity Completion template

  4. Click OK.
  5. 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
    • Adding a Data Entry Form from a Location Summary window automatically assigns the Location to the Data Entry Form.
    • Adding a Data Entry Form from the other Summary windows automatically assigns the Location to the new Data Entry Form and Links the new Data Entry Form to current the Summary item. (see the examples below)
    Recon tab Add from Location.png

    Reconciliation Tab Add Method from Location Summary window

    Recon tab Add from non-Location.png

    Reconciliation Tab Add Method from other Summary window

  6. If appropriate, Link to other items too.
  7. Enter the data into the Data Entry Form. For more information on how to do data entry, see Use the Data Entry Form Editor Window.
  8. Verify that the Date of Information is correct. It should reflect the age of the information (not the date of data entry).
    9. Add data id.png

    The Activity ID will be changed from Activity-14 to e.g. CR-152

  9. If your Mine Action Programme is using special number series for Completion reports (e.g. CR-xx) then click on the Generate ID Number.png to get the next number in that number series.
  10. Save, Submit or Approve the Data Entry Form.

The next step in this scenario would be to consider if the Land status should be changed. If the Land status should be changed then the recommended action to use is Update from Summary Window.

Note.jpg After the Data Entry Form is Approved it may take a few seconds for the Summary window to refresh. If it does not then reopen the Summary window.
New 6.0.png This Action was introduced in version 6.0.

Special Case

When the Data Entry Form template contains data fields from both Education and Education detail then you need to use double reconciliation.

  1. Open the Location Summary window where you would like to add an Education.
  2. Enter the data in both parts for the Data Entry Form template.
  3. The Reconciliation tab has now two rows.
    Double recon Main1.png

    Reconciliation Tab - Add Action Education with Education Details

  4. Select the Education Detail row.
    Double recon Main2.png

    Reconciliation Tab - Reconcile Education Details to the Education

  5. Click on ReconItemRecIcon.png.
  6. Choose Reconcile as New.
  7. Click OK.
    Double recon Main3.png

    Reconciliation Tab - Reconcile to the current Education

  8. Click OK.
    Double recon Main4.png

    Reconciliation Tab is populated

  9. If appropriate, Link to other items too.
  10. Save, Submit or Approve the Data Entry Form.
Note.jpg The Inspiration Data Entry Form template for Education details have been corrected and is available for download here.
Note.jpg 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.
Reconciling and Approving Data in IMSMANG
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