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

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! width="33%" align="right" | [[Importing and Exporting Field Reports with IMSMANG]]  <font  color="gray">&gt;</font>
 
! width="33%" align="right" | [[Importing and Exporting Field Reports with IMSMANG]]  <font  color="gray">&gt;</font>
 
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{{HowTo's
 
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|[[HowTo:Reconcile by Updating an Existing Item Record|Reconcile by Updating an Existing Item Record]]
 
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|[[HowTo:Reconcile by Linking to an Existing Item Record|Reconcile by Linking to an Existing Item Record]]
 
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|[[HowTo:Unlink an Item|Unlink an Item]]
 
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|[[HowTo:Unapprove a Field Report|Unapprove a Field Report]]
 
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{{Reference guide header|The ''Reconciliation and Approval'' process is a series of steps to ensure the approval of high-level quality data inside IMSMA<sup>NG</sup>. To help achieve this aim, operations staff classifies and organises the submitted data according to locally defined standard operating procedures (SOPs).
 
{{Reference guide header|The ''Reconciliation and Approval'' process is a series of steps to ensure the approval of high-level quality data inside IMSMA<sup>NG</sup>. To help achieve this aim, operations staff classifies and organises the submitted data according to locally defined standard operating procedures (SOPs).
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|[[HowTo:Assign an Item Record to a Location|Assign an Item Record to a Location]]
 
|[[HowTo:Assign an Item Record to a Location|Assign an Item Record to a Location]]
 
|[[HowTo:Reconcile by Creating a New Item Record|Reconcile by Creating a New Item Record]]
 
|[[HowTo:Reconcile by Creating a New Item Record|Reconcile by Creating a New Item Record]]
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|[[HowTo:Reconcile by Linking to an Existing Item Record|Reconcile by Linking to an Existing Item Record]]
 
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|align="left" style="padding: 5px 10px 5px 10px"| Browse the current view window to see the updated data.
 
|align="left" style="padding: 5px 10px 5px 10px"| Browse the current view window to see the updated data.
 
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|}
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{{HowTo's
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|[[HowTo:Reconcile by Updating an Existing Item Record|Reconcile by Updating an Existing Item Record]]
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|[[HowTo:Unlink an Item|Unlink an Item]]
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|[[HowTo:Unapprove a Field Report|Unapprove a Field Report]]
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|[[HowTo:Reassign an Item Location|Reassign an Item Location]]
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}}
  
 
===Approving from the Workbench===
 
===Approving from the Workbench===

Revision as of 14:52, 14 August 2012

< Entering Data into IMSMANG ^ Using IMSMA Importing and Exporting Field Reports with IMSMANG >
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 current view 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.
Represents a tip or note for using IMSMA Mobile. Your field report data entry form might be found in the Workbench.
  1. Click File:RaA01.png.
  2. Select the field report data entry form.
  3. Click File:RaA02.png.
500px

The reconciliation process is performed on the reconciliation tab of the completed field report data entry form. 500px

Newly Reported Items

How To
  1. Assigning a location
    1. Select the reported item.
    2. Click File:RaA05.png.

      3. 500px

    3. Click File:RaA07.png.
    4. Select the relevant location from your list. SopIcon.png
    5. Click Assign.

      6. 500px

    6. Click OK.

      7. 500px

  2. Linking the reported item to an existing item SopIcon.png
    1. Select the reported item.
    2. Click File:RaA10.png.

      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

    10. Click Approve.

      11. 500px

    Represents a tip or note for using IMSMA Mobile. To change the link or the location assignment, select the linked item or assigned location and click File:RaA17.png.
    500px

    Reconciling New Locations

    SopIcon.png

    1. Select the reported location.
    2. Click File:RaA05.png.

      3. 500px

    3. Click Approve.

    Updating Items

    Replacing

    SopIcon.png

    1. Select the reported item.
    2. Click File:RaA10.png.

      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 Replace Existing Item with Field Report Item option.
    8. Click OK.

      9. 500px

    9. Click Approve.

      10. 500px

    Represents a tip or note for using IMSMA Mobile. Blank fields of the latest field report are ignored.
    Represents a tip or note for using IMSMA Mobile. Browse the current view window to see the updated data.

    Combining

    SopIcon.png

    1. Select the reported item.
    2. Click File:RaA21.png.

      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 Field Report Item option.
    8. Click OK.

      9. 500px

    9. Click Approve.

      10. 500px

    Represents a tip or note for using IMSMA Mobile. Combining aggregates information only for:
    • Geographic coordinates
    • Area size
    • Devices found
    • Hours spent
    Represents a tip or note for using IMSMA Mobile. Browse the current view window to see the updated data.
    How To

    Approving from the Workbench

    How To
    1. Select the field report.
    2. Click Approve.

      3. 500px

    Template:NavBox Using IMSMA

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