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Access and Use the Workbench Window

84 bytes added, 22:22, 9 May 2013
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{{note|All users will have access to the Workbench window.}}
<p>The IMSMA Workbench window lists field reports 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 the menu toolbar:
#From the '''Data Entry''' menu, select '''Field ReportsData Entry Forms'''.#From the '''Field ReportsData Entry Forms''' menu, select '''Workbench'''.
#:The Workbench window displays ([[:Image:Fig62.png|Figure 62]]).
</div>
{{HowTo's
|[[HowTo:Filter the Field Reports Displayed in the Workbench|Filter the Field Reports Data Entry Forms displayed in the Workbench]]|[[HowTo:Export a Field Report to an MaXML File from the Workbench|Export a Field Report Data Entry Form to an MaXML File from the Workbench]]|[[HowTo:View or Change a Field Report from the Workbench|View or Change a Field Report Data Entry Form from the Workbench]]|[[HowTo:Remove a Field Report from the Workbench|Remove a Field Report Data Entry Form from the Workbench]]
|[[HowTo:Display Workbench Items on the Map|Display Workbench Items on the Map]]
|[[HowTo:Approve Field Reports from the Workbench|Approve Field Reports Data Entry Forms from the Workbench]]
}}
| width="475pt" | '''Description'''
|-
| align="center" | [[Image:25.png]] || Represents the number of field reports 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:ImportIcon.png|25px|Import]] || Allows you to import an MaXML field reportData Entry Form.
|-
| align="center" | [[Image:ExportReportIcon.png|Export]] || Allows you to export an MaXML field report Data Entry Form (with or without attachments), or perform a test export.
|-
| align="center" | [[Image:FieldTemplateIcon.png|Add]] || Allows you to create a new field reportData Entry Form.
|-
| align="center" | [[Image:FieldViewIcon.png|Edit]] || Allows you to view or change a field reportData Entry Form. For more information see HowTo:View or Change a Field Report Data Entry Form from the Workbench]].
|-
| align="center" | [[Image:EcksButton.png|Delete]] || Allows you to delete a field reportData Entry Form. For more information, see [[HowTo:Remove a Field Report from the Workbench]].
|-
| align="center" | [[Image:DispGeoData.png|Preview]] || Allows you to display the geospatial data from field reports Data Entry Forms on the map. For more information, see [[HowTo:Display Workbench Items on the Map]].
|-
| align="center" | -- || Indicates that import issues do not apply to a field reportData Entry Form. This icon only appears in the Import Issues column.
|-
| align="center" | [[Image:StopSign.png]] || Indicates a field report Data Entry Form has an import issue or incomplete reconciliation. This icon can appear in the Import Issues and Approvable columns.
|-
| align="center" | [[Image:CheckMark.png]] || Indicates a field report Data Entry Form has no import issue or incomplete reconciliation. This icon only appears in the Approvable column.
|}
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===Workbench status values and workflow===
Each field report Data Entry Form in the Workbench has a status associated with it. These status values are described in Table 27.
<center>
| width="475pt" | '''Description'''
|-
| Needs Completion || The field report Data Entry Form has been added, but all of the information for the field report Data Entry Form cannot yet be entered into IMSMA.
|-
| Needs Approval || The field report Data Entry Form information has been entered and is ready to be reviewed by a manager. In order to approve a field reportData Entry Form, it must have a location assigned to it and all items in the field report Data Entry Form must be reconciled.
Note: Approved field reports 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 field report Data Entry Form has been reviewed and rejected by a manager and needs more information to be approved.
|-
| Unapproved || The field report Data Entry Form was previously approved and has been unapproved.
|}
</center>
{{NavBox HowTo Reconcile and Approve}}
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