Access and Use the Workbench Window

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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

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 Data Entry Form 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.