Difference between revisions of "Other Reconcile Actions"

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(Created page with "{{TOC right}} {{Note | To do Data Entry and/or Submit/Approve Data Entry Forms, your {{IMSMANG}} user account must belong to a User Role that has permissions to do so. There a...")
 
 
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{{TOC right}}
 
{{TOC right}}
 
{{Note | To do Data Entry and/or Submit/Approve Data Entry Forms, your {{IMSMANG}} user account must belong to a User Role that has permissions to do so. There are several different permissions e.g. ''Data Entry Form'' and ''Link''. Contact your {{IMSMANG}} Administrator if you have questions on permissions. }}
 
{{Note | To do Data Entry and/or Submit/Approve Data Entry Forms, your {{IMSMANG}} user account must belong to a User Role that has permissions to do so. There are several different permissions e.g. ''Data Entry Form'' and ''Link''. Contact your {{IMSMANG}} Administrator if you have questions on permissions. }}
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=== Overview===__NOEDITSECTION__
 
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[[Image:Summary window toolbar.png|350px|center]]
 
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<div align="center">
 
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'' Data Entry''
 
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</div>
 
  
 
The Actions in this group are:
 
The Actions in this group are:
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* [[Reconcile by Linking to an Existing Item Record|Link to Existing Item]] which may be used in combination which several of the other Actions
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* [[Link to Existing Item]] which may be used in combination which several of the other Actions
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* [[Reassign an Item Location | Reassign Item to another Location]]
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* [[Reassign Item to another Location]]
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* [[Remove a Link Between Items | Unlink Items]].
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* [[Unlink Items]].
  
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And for completeness has [[Unapprove a Data Entry Form from the Summary Window | Unapprove a Data Entry Form]] also been included. We strongly recommend '''not''' to use Action since all traceability and transparency is lost when you Unapprove.
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And for completeness [[Unapprove a Data Entry Form from the Summary Window | Unapprove a Data Entry Form]] has also been included. We strongly recommend '''not''' to use this Action since all traceability and transparency are lost when you Unapprove.
  
 
==Link==__NOEDITSECTION__  
 
==Link==__NOEDITSECTION__  
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The last step of the Data Entry is to specify on the Reconciliation tab if the item should be linked to another item. In {{IMSMANG}} the links implicate a relationship between the items. For example:
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* a link between an Activity and a Victim means that the Victim is a Demining Victim;
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* a link between two Victims means that they are family.
  
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[[Image:Understanding IMSMA Information Model - Example Relationships Among Items.png|center|550px|''Example Relationships Among Items'']]
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<div align="center">
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''Note: Connections to Country Structure and Location have been omitted from the example''
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</div>
  
 
==Reassign Location==__NOEDITSECTION__  
 
==Reassign Location==__NOEDITSECTION__  
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This Action is started from a Location's Summary window.
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[[Image:Location reassign.png|600px|center]]
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<div align="center">
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'' Location Summary window''
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</div>
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{{New_6.0 | The list of possible templates are filtered to only included templates for the current item type.}}
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The Data Entry Form Editor displays a new Data Entry Form. The following information are automatically populated:
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* Form ID
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* Item ID
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* Date of information
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* Reconciliation tab.
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[[Image:Recon tab Reassign.png|600px|center]]
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<div align="center">
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'' Reconciliation Tab Reassign Action''
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</div>
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{{Warning | The Reassigning Data Entry Form's Date of information must be a later date than the Data Entry Form that assigned the Location since the calculation of the Summary item(s) are based on Date of Information. When the date is earlier or the same, no change of the Summary items occur.}}
  
 
==Unlink==__NOEDITSECTION__  
 
==Unlink==__NOEDITSECTION__  
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This Action is started from Summary window of one of the items you would like to Unlink.
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{{New_6.0 | The list of possible templates are filtered to only included templates for the current item type.}}
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The Data Entry Form Editor displays a new Data Entry Form. The following information are automatically populated:
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* Form ID
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* Item ID
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* Date of information
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* Reconciliation tab.
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[[Image:Recon tab Unlink.png|600px|center]]
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<div align="center">
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'' Reconciliation Tab Unlink Action''
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</div>
  
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{{Warning | The Unlinking Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created the link(s) since the calculation of the Summary item(s) are based on Date of Information. If the date is earlier or the same, no change of the Summary items occur.}}
  
 
{{NavBox HowTo Reconcile and Approve}}
 
{{NavBox HowTo Reconcile and Approve}}
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[[Category:COO]]
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[[Category:NAA]]

Latest revision as of 09:00, 18 March 2019

Note.jpg To do Data Entry and/or Submit/Approve Data Entry Forms, your IMSMANG user account must belong to a User Role that has permissions to do so. There are several different permissions e.g. Data Entry Form and Link. Contact your IMSMANG Administrator if you have questions on permissions.

The Actions in this group are:

And for completeness Unapprove a Data Entry Form has also been included. We strongly recommend not to use this Action since all traceability and transparency are lost when you Unapprove.

Link

The last step of the Data Entry is to specify on the Reconciliation tab if the item should be linked to another item. In IMSMANG the links implicate a relationship between the items. For example:

  • a link between an Activity and a Victim means that the Victim is a Demining Victim;
  • a link between two Victims means that they are family.
Example Relationships Among Items

Note: Connections to Country Structure and Location have been omitted from the example

Reassign Location

This Action is started from a Location's Summary window.

Location reassign.png

Location Summary window

New 6.0.png The list of possible templates are filtered to only included templates for the current item type.

The Data Entry Form Editor displays a new Data Entry Form. The following information are automatically populated:

  • Form ID
  • Item ID
  • Date of information
  • Reconciliation tab.
Recon tab Reassign.png

Reconciliation Tab Reassign Action

Warning.jpg The Reassigning Data Entry Form's Date of information must be a later date than the Data Entry Form that assigned the Location since the calculation of the Summary item(s) are based on Date of Information. When the date is earlier or the same, no change of the Summary items occur.

Unlink

This Action is started from Summary window of one of the items you would like to Unlink.

New 6.0.png The list of possible templates are filtered to only included templates for the current item type.

The Data Entry Form Editor displays a new Data Entry Form. The following information are automatically populated:

  • Form ID
  • Item ID
  • Date of information
  • Reconciliation tab.
Recon tab Unlink.png

Reconciliation Tab Unlink Action

Warning.jpg The Unlinking Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created the link(s) since the calculation of the Summary item(s) are based on Date of Information. If the date is earlier or the same, no change of the Summary items occur.
Reconciling and Approving Data in IMSMANG
Other Reconcile Actions
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