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Documenting Customisations

121 bytes added, 16:50, 20 February 2013
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==Document Workflows and Business Rules==
After the desired data elements and field report templates are customised and published, the next step is to define and document the information workflow for each type of field report. This is a critical step for ensuring the quality of the data stored in IMSMANGIMSMA<sup>NG</sup>. It involves combining the workflow rules identified in Chapter 1 with the field report templates defined in Chapter 2 to create a set of workflows that can be documented as instructions or SOPs for entering and reconciling data in IMSMANGIMSMA<sup>NG</sup>. Each workflow and SOP should include rules for:
*assigning locations
==Creating a Programme Specific User Guide==
Creating a programme-specific user guide is a critical step in communicating information management concepts and decisions to IMSMANG IMSMA<sup>NG</sup> users, particularly because IMSMANG IMSMA<sup>NG</sup> 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 IMSMANG IMSMA<sup>NG</sup> information
The following sections provide guidance on creating a programme-specific user guide that supplements the IMSMANG IMSMA<sup>NG</sup> User Guide with specialised steps for how information should be managed within the programme.
{{HowTo's
|[[HowTo:Customise the Help Menu|Customise the Help Menu]]
===Content to Include===
The guide should document the programme-specific customisations of IMSMANG IMSMA<sup>NG</sup> as discussed in Chapter 1 and Chapter 2 of this manual. 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 IMSMANG IMSMA<sup>NG</sup> User Guide.
===Overview===
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 IMSMANG IMSMA<sup>NG</sup> including the configuration of the IMSMANG IMSMA<sup>NG</sup> system within the programme as well as the number of users and basic roles and responsibilities.
===Items and Processes===
In this section, information managers should define each item and process that will be tracked in IMSMANGIMSMA<sup>NG</sup>. Following the recommendations in XXX, this information should include:
*description of each item category and subcategory that will be used (see Items)
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