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Documenting Customisations

158 bytes removed, 11:26, 18 March 2019
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==Document Workflows and Business Rules==__NOEDITSECTION__
After the desired [[Principles for Managing the Data Inventory Manager|data elements]] and [[Principles for Standardizing Standardising Data Entry Forms|Data Entry Form templates]] are customised and published, the next step is to define and document the information workflow for each type of Data Entry Form. This is a critical step for ensuring the quality of the data stored in {{IMSMANG}}. It involves combining the [[Understanding IMSMA Workflows and Business Rules|workflow rules identified in Chapter 1 ]] with the Data Entry Form templates defined in Chapter 2 to create a set of workflows that can be documented as instructions or SOPs for reconciling and entering and reconciling data in IMSMA<sup>NG</sup>{{IMSMANG}}. Each workflow and SOP should include rules for:
*assigning locations
*creating and updating and replacing items
*linking items
==Creating a Programme Specific User Guide==__NOEDITSECTION__
Creating a programme-specific user guide is a critical step in communicating information management concepts and decisions to IMSMA<sup>NG</sup> {{IMSMANG}} users, particularly because IMSMA<sup>NG</sup> {{IMSMANG}} is so customisable. With a programme-specific user guide information managers can:
*ensure faster training of information management and operations staff
*reduce the likelihood and impact of data quality problems
*provide an easy reference for data entry personnel and users of IMSMA<sup>NG</sup> {{IMSMANG}} information
===Content to Include===__NOEDITSECTION__
The guide should document the programme-specific customisations of IMSMA<sup>NG</sup>{{IMSMANG}}. It should provide straightforward, task-specific guidance and avoid complicated discussions of possible options and conditions. Ideally, the guide is an intermediate document that bridges the gap between the goals, objectives and terms of reference of information management and the specific “how-to” instructions in the IMSMA<sup>NG</sup> {{IMSMANG}} User Guide.
===Overview===__NOEDITSECTION__
The Overview section should cover basic information about the guide, its purpose and intent and about information management responsibilities. It should describe the overall workings of IMSMA<sup>NG</sup> including the configuration of the IMSMA<sup>NG</sup> {{IMSMANG}} system within the programme as well as the number of users and basic roles and responsibilities.
===Items and Processes===__NOEDITSECTION__
In this section, information managers should define each item and process that will be tracked in IMSMA<sup>NG</sup>{{IMSMANG}}. Following the recommendations in XXX, this This information should include:
*description of each item category and subcategory that will be used (see Items)*definition of what each item category and subcategory will be used for (see Items)*list of key data elements including custom-defined fields (see Items)*description of the relationships among items (see Assigning and Linking)*list of the status values for each item (see Status Changes)*direction for how locations will be used (see Location)*description for how tasking will be used (see Tasking Tool)
===Workflow and Business Rules===__NOEDITSECTION__
===Data Entry Process and Guidelines===__NOEDITSECTION__
When the relevant items, processes and workflows are identified and documented, information managers should provide guidelines to assist data entry personnel in correctly reconciling, entering, reconciling and linking data according to the processes. The guidelines should include an entry for each of the Data Entry Form templates to be used and a description for how each should be entered. At a minimum, these guidelines should include:
*name and description for each Data Entry Form template
*list of required fields and what the values should be
*definition of how the items in the Data Entry Form should be reconciled (as new or as updates)
*description of how to determine the location for each item in the form if it is new
*definition of which existing items should be linked to the items in the Data Entry Form
<li>Suspected hazardous areas (SHA)</li>
<li>Confirmed hazardous areas (CHA)</li>
<li>Minefields</li><li>UXO EOD spots</li>
</ol>
<li>Activities</li>
<li>Demining victims</li>
</ol>
<li>Assistance</li>
<li>Auxiliary data</li>
<ol type="i">
<li>Country Structure</li>
<li>Places</li>
<li>Organisations</li>
<li>Ordnance</li>
<li>Assistance Classifications</li>
<li>Cause Classifications</li>
<li>Needs Classifications</li>
</ol>
</ol>
<li>Workflow and business rules</li>
<ol type="a">
<li>CHA/minefield clearance workflow</li><li>EOD Spot UXO clearance Task workflow</li>
</ol>
<li>Data entry guide</li>
<ol type="a">
<li>Entering a new minefield CHA form</li><li>Entering a minefield CHA update form</li>
<li>Entering a land status change form</li>
<li>Entering a new clearance form</li>
</ol>
{{NavBox Getting started with IMSMANG Administration}} [[Category:NAA]]
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