Difference between revisions of "Access and Use the Workbench Window"

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{{note|All users will have access to the Workbench window.}}
 
{{note|All users will have access to the Workbench window.}}
  
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<p>The IMSMA Workbench window lists field reports that were added to IMSMA and need manager approval. There are two ways you can access the Workbench window from the IMSMA Navigation window.</p>
+
<p>The IMSMA Workbench window lists Data Entry Forms that were added to IMSMA and need manager approval. There are two ways you can access the Workbench window from the IMSMA Navigation window.</p>
  
 
To access the Workbench window from a button:
 
To access the Workbench window from a button:
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To access the Workbench window from the menu toolbar:
 
To access the Workbench window from the menu toolbar:
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#From the '''Data Entry''' menu, select '''Field Reports'''.
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#From the '''Data Entry''' menu, select '''Data Entry Forms'''.
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#From the '''Field Reports''' menu, select '''Workbench'''.
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#From the '''Data Entry Forms''' menu, select '''Workbench'''.
 
#:The Workbench window displays ([[:Image:Fig62.png|Figure 62]]).
 
#:The Workbench window displays ([[:Image:Fig62.png|Figure 62]]).
  
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</div>
 
</div>
 
{{HowTo's
 
{{HowTo's
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|[[HowTo:Filter the Field Reports Displayed in the Workbench|Filter the Field Reports displayed in the Workbench]]
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|[[HowTo:Filter the Field Reports Displayed in the Workbench|Filter the Data Entry Forms displayed in the Workbench]]
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|[[HowTo:Export a Field Report to an MaXML File from the Workbench|Export a Field Report to an MaXML File from the Workbench]]
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|[[HowTo:Export a Field Report to an MaXML File from the Workbench|Export a Data Entry Form to an MaXML File from the Workbench]]
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|[[HowTo:View or Change a Field Report from the Workbench|View or Change a Field Report from the Workbench]]
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|[[HowTo:View or Change a Field Report from the Workbench|View or Change a Data Entry Form from the Workbench]]
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|[[HowTo:Remove a Field Report from the Workbench|Remove a Field Report from the Workbench]]
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|[[HowTo:Remove a Field Report from the Workbench|Remove a Data Entry Form from the Workbench]]
 
|[[HowTo:Display Workbench Items on the Map|Display Workbench Items on the Map]]
 
|[[HowTo:Display Workbench Items on the Map|Display Workbench Items on the Map]]
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|[[HowTo:Approve Field Reports from the Workbench|Approve Field Reports from the Workbench]]
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|[[HowTo:Approve Field Reports from the Workbench|Approve Data Entry Forms from the Workbench]]
 
}}
 
}}
  
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| width="475pt" | '''Description'''
 
| width="475pt" | '''Description'''
 
|-
 
|-
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| align="center" | [[Image:25.png]] || Represents the number of field reports in the Workbench.   
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| align="center" | [[Image:25.png]] || Represents the number of Data Entry Forms in the Workbench.   
 
|-
 
|-
 
| align="center" | [[Image:ColumnsIcon.png|Column Picker]] || Allows you to choose how the columns in the table are displayed. For more information.
 
| align="center" | [[Image:ColumnsIcon.png|Column Picker]] || Allows you to choose how the columns in the table are displayed. For more information.
 
|-
 
|-
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| align="center" | [[Image:ImportIcon.png|25px|Import]] || Allows you to import an MaXML field report.
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| align="center" | [[Image:ImportIcon.png|25px|Import]] || Allows you to import an MaXML Data Entry Form.
 
|-
 
|-
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| align="center" | [[Image:ExportReportIcon.png|Export]] || Allows you to export an MaXML field report (with or without attachments), or perform a test export.
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| align="center" | [[Image:ExportReportIcon.png|Export]] || Allows you to export an MaXML Data Entry Form (with or without attachments), or perform a test export.
 
|-
 
|-
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| align="center" | [[Image:FieldTemplateIcon.png|Add]] || Allows you to create a new field report.  
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| align="center" | [[Image:FieldTemplateIcon.png|Add]] || Allows you to create a new Data Entry Form.  
 
|-
 
|-
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| align="center" | [[Image:FieldViewIcon.png|Edit]] || Allows you to view or change a field report. For more information see HowTo:View or Change a Field Report from the Workbench]].
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| align="center" | [[Image:FieldViewIcon.png|Edit]] || Allows you to view or change a Data Entry Form. For more information see HowTo:View or Change a Data Entry Form from the Workbench]].
 
|-
 
|-
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| align="center" | [[Image:EcksButton.png|Delete]] || Allows you to delete a field report. For more information, see [[HowTo:Remove a Field Report from the Workbench]].
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| align="center" | [[Image:EcksButton.png|Delete]] || Allows you to delete a Data Entry Form. For more information, see [[HowTo:Remove a Field Report from the Workbench]].
 
|-
 
|-
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| align="center" | [[Image:DispGeoData.png|Preview]] || Allows you to display the geospatial data from field reports on the map. For more information, see [[HowTo:Display Workbench Items on the Map]].  
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| align="center" | [[Image:DispGeoData.png|Preview]] || Allows you to display the geospatial data from Data Entry Forms on the map. For more information, see [[HowTo:Display Workbench Items on the Map]].  
 
|-
 
|-
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| align="center" | -- || Indicates that import issues do not apply to a field report. This icon only appears in the Import Issues column.  
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| align="center" | -- || Indicates that import issues do not apply to a Data Entry Form. This icon only appears in the Import Issues column.  
 
|-
 
|-
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| align="center" | [[Image:StopSign.png]] || Indicates a field report has an import issue or incomplete reconciliation. This icon can appear in the Import Issues and Approvable columns.
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| align="center" | [[Image:StopSign.png]] || Indicates a Data Entry Form has an import issue or incomplete reconciliation. This icon can appear in the Import Issues and Approvable columns.
 
|-
 
|-
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| align="center" | [[Image:CheckMark.png]] || Indicates a field report has no import issue or incomplete reconciliation. This icon only appears in the Approvable column.
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| align="center" | [[Image:CheckMark.png]] || Indicates a Data Entry Form has no import issue or incomplete reconciliation. This icon only appears in the Approvable column.
 
|}
 
|}
 
</center>
 
</center>
  
 
===Workbench status values and workflow===
 
===Workbench status values and workflow===
−
Each field report in the Workbench has a status associated with it. These status values are described in Table 27.
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Each Data Entry Form in the Workbench has a status associated with it. These status values are described in Table 27.
  
 
<center>
 
<center>
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| width="475pt" | '''Description'''
 
| width="475pt" | '''Description'''
 
|-
 
|-
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| Needs Completion || The field report has been added, but all of the information for the field report cannot yet be entered into IMSMA.  
+
| Needs Completion || The Data Entry Form has been added, but all of the information for the Data Entry Form cannot yet be entered into IMSMA.  
 
|-
 
|-
−
| Needs Approval || The field report information has been entered and is ready to be reviewed by a manager. In order to approve a field report, it must have a location assigned to it and all items in the field report must be reconciled.  
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| Needs Approval || The Data Entry Form information has been entered and is ready to be reviewed by a manager. In order to approve a Data Entry Form, it must have a location assigned to it and all items in the Data Entry Form must be reconciled.  
  
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Note: Approved field reports are not displayed in the Workbench window. They will be displayed in the Location View and Item View windows.  
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Note: Approved Data Entry Forms are not displayed in the Workbench window. They will be displayed in the Location View and Item View windows.  
 
|-
 
|-
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| Needs Revision || The field report has been reviewed and rejected by a manager and needs more information to be approved.  
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| Needs Revision || The Data Entry Form has been reviewed and rejected by a manager and needs more information to be approved.  
 
|-
 
|-
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| Unapproved || The field report was previously approved and has been unapproved.
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| Unapproved || The Data Entry Form was previously approved and has been unapproved.
 
|}
 
|}
 
</center>
 
</center>
  
 
{{NavBox HowTo Reconcile and Approve}}
 
{{NavBox HowTo Reconcile and Approve}}

Revision as of 22:22, 9 May 2013

Note.jpg All users will have access to the Workbench window.

The IMSMA Workbench window lists Data Entry Forms that were added to IMSMA and need manager approval. There are two ways you can access the Workbench window from the IMSMA Navigation window.

To access the Workbench window from a button:

  1. Click the WorkbenchIcon.png button next to the GIS map controls toolbar.
    The Workbench window displays (Figure 62).

To access the Workbench window from the menu toolbar:

  1. From the Data Entry menu, select Data Entry Forms.
  2. From the Data Entry Forms menu, select Workbench.
    The Workbench window displays (Figure 62).
Figure 62. Workbench Window

Figure 62. Workbench Window

How To
Table 26. Workbench Window Icons
Button Description
25.png Represents the number of Data Entry Forms in the Workbench.
Column Picker Allows you to choose how the columns in the table are displayed. For more information.
Import Allows you to import an MaXML Data Entry Form.
Export Allows you to export an MaXML Data Entry Form (with or without attachments), or perform a test export.
Add Allows you to create a new Data Entry Form.
Edit Allows you to view or change a Data Entry Form. For more information see HowTo:View or Change a Data Entry Form from the Workbench]].
Delete Allows you to delete a Data Entry Form. For more information, see HowTo:Remove a Field Report from the Workbench.
Preview Allows you to display the geospatial data from Data Entry Forms on the map. For more information, see HowTo:Display Workbench Items on the Map.
-- Indicates that import issues do not apply to a Data Entry Form. This icon only appears in the Import Issues column.
StopSign.png Indicates a Data Entry Form has an import issue or incomplete reconciliation. This icon can appear in the Import Issues and Approvable columns.
CheckMark.png Indicates a Data Entry Form has no import issue or incomplete reconciliation. This icon only appears in the Approvable column.

Workbench status values and workflow

Each Data Entry Form in the Workbench has a status associated with it. These status values are described in Table 27.

Table 27. Workbench Status Values
Status Value Description
Needs Completion The Data Entry Form has been added, but all of the information for the Data Entry Form cannot yet be entered into IMSMA.
Needs Approval The Data Entry Form information has been entered and is ready to be reviewed by a manager. In order to approve a Data Entry Form, it must have a location assigned to it and all items in the Data Entry Form must be reconciled.

Note: Approved Data Entry Forms are not displayed in the Workbench window. They will be displayed in the Location View and Item View windows.

Needs Revision The Data Entry Form has been reviewed and rejected by a manager and needs more information to be approved.
Unapproved The Data Entry Form was previously approved and has been unapproved.
Reconciling and Approving Data in IMSMANG
Workbench
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