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

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m (Reverted edits by Joe (talk) to last revision by Dionysia)
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{{Decision node|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.  }}
 
{{Decision node|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| Your data entry form data entry form might be found in the Workbench.
+
{| style="border:2px solid lightgray; float:center; margin:10px;"
 +
|align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA.]]
 +
|align="left" style="padding: 5px 10px 5px 10px"| Your data entry form data entry form might be found in the Workbench.
 
<ol type="a">
 
<ol type="a">
 
<li>Click [[Image:raA01.png]].</li>
 
<li>Click [[Image:raA01.png]].</li>
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The reconciliation process is performed on the reconciliation tab of the completed data entry form.
 
The reconciliation process is performed on the reconciliation tab of the completed data entry form.
 
[[Image:raA04.png|500px]]
 
[[Image:raA04.png|500px]]
}}
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|}
  
 
{{HowTo's
 
{{HowTo's
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</ol>
 
</ol>
  
{{note| To change the link or the location assignment, select the linked item or assigned location and click [[Image:raA17.png]].   
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{| style="border:2px solid lightgray; float:center; margin:10px;"
 +
|align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA.]]
 +
|align="left" style="padding: 5px 10px 5px 10px"| To change the link or the location assignment, select the linked item or assigned location and click [[Image:raA17.png]].   
 
|-
 
|-
 
|align="center" colspan="2"|[[Image:raA18.png|500px]]
 
|align="center" colspan="2"|[[Image:raA18.png|500px]]
}}
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|}
  
 
===Reconciling New Locations===
 
===Reconciling New Locations===
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</ol>
 
</ol>
  
{{note| Blank fields of the latest data entry form are ignored.}}
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{| style="border:2px solid lightgray; float:center; margin:10px;"
 +
|align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA.]]
 +
|align="left" style="padding: 5px 10px 5px 10px"| Blank fields of the latest data entry form are ignored.
 +
|}
  
{{note| Browse the summary window to see the updated data.}}
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{| style="border:2px solid lightgray; float:center; margin:10px;"
 +
|align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA.]]
 +
|align="left" style="padding: 5px 10px 5px 10px"| Browse the summary window to see the updated data.
 +
|}
  
 
====Combining====
 
====Combining====
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</ol>
 
</ol>
  
{{note| Combining aggregates information only for:
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{| style="border:2px solid lightgray; float:center; margin:10px;"
 +
|align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA.]]
 +
|align="left" style="padding: 5px 10px 5px 10px"| Combining aggregates information only for:
 
*Geographic coordinates
 
*Geographic coordinates
 
*Area size
 
*Area size
 
*Ordnance
 
*Ordnance
 
*Hours spent
 
*Hours spent
}}
+
|}
  
{{note| Browse the summary window to see the updated data.}}
+
{| style="border:2px solid lightgray; float:center; margin:10px;"
 +
|align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA.]]
 +
|align="left" style="padding: 5px 10px 5px 10px"| Browse the summary window to see the updated data.
 +
|}
  
 
===Approving from the Workbench===
 
===Approving from the Workbench===

Revision as of 17:33, 19 June 2013

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.
Represents a tip or note for using IMSMA. Your data entry form data entry form might be found in the Workbench.
  1. Click File:RaA01.png.
  2. Select the data entry form.
  3. Click File:RaA02.png.
500px

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

Newly Reported Items

Assigning a location

  1. Select the reported item.
  2. Click Reconcile.
  3. 500px

  4. Select Reconcile as New, then click OK.
  5. File:ReconcileAsNew.png

  6. Click File:RaA07.png.
  7. Select the relevant location from your list. SopIcon.png
  8. Click Assign.
  9. 500px

  10. Click OK.
  11. 500px

Linking the reported item to an existing item

SopIcon.png

  1. Select the reported item.
  2. Click Reconcile.
  3. 500px

  4. Select the Link to Existing Item option.
  5. Click OK.
  6. 500px

  7. Choose an option from the Type of Object to Link to drop-down list. SopIcon.png
  8. Click OK.
  9. 500px

  10. Select an item from the list.
  11. Click Assign.
  12. 500px

  13. Click OK.
  14. 500px

Represents a tip or note for using IMSMA. 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, and then click Reconcile.
  2. Select Reconcile as New, and then click OK.
  3. Click Approve.
  4. 600px

Updating Items

Replacing

SopIcon.png

  1. Select the reported item.
  2. Click Reconcile.
  3. 500px

  4. Select the Reconcile as Existing Item option.
  5. Click OK.
  6. File:ReconcileAsExisting.png

  7. Select an item from the list. SopIcon.png
  8. Click Assign.
  9. 600px

  10. Select the Replace Existing Item with Data Entry Form Item option.
  11. Click OK.
  12. 500px

  13. Click Approve.
  14. 500px

Represents a tip or note for using IMSMA. Blank fields of the latest data entry form are ignored.
Represents a tip or note for using IMSMA. Browse the summary window to see the updated data.

Combining

SopIcon.png

  1. Select the reported item.
  2. Click Reconcile.
  3. 500px

  4. Select the Reconcile as existing item option.
  5. Click OK.
  6. 500px

  7. Select an item from the list. SopIcon.png
  8. Click Assign.
  9. 500px

  10. Select the Combine Existing Item with Data Entry Form Item option.
  11. Click OK.
  12. 500px

  13. Click Approve.
  14. 500px

Represents a tip or note for using IMSMA. Combining aggregates information only for:
  • Geographic coordinates
  • Area size
  • Ordnance
  • Hours spent
Represents a tip or note for using IMSMA. Browse the summary window to see the updated data.

Approving from the Workbench

  1. Select the data entry form.
  2. Click Approve.
  3. 600px