Difference between revisions of "Reconcile started from Data Entry Menu"

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{{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. }}
  
=== Overview===__NOEDITSECTION__  
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== Overview==__NOEDITSECTION__  
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When data entry is started from either the ''Data Entry'' menu or from the ''Add Data Entry Forms'' button in the toolbar the possible Actions on the Reconciliation tab are different than when data entry is started from the Summary window.
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[[Image:Data entry old option.png|700px|center]]
 
[[Image:Data entry old option.png|700px|center]]
 
<div align="center">
 
<div align="center">
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</div>
 
</div>
  
When data entry is started from either the ''Data Entry'' menu or from the ''Add Data Entry Forms'' button in the toolbar the possible Actions on the Reconciliation tab are different than when data entry is started from the Summary window. The Actions that are started from the ''Data Entry'' menu existed in {{IMSMANG}} version 5.x.
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==Options==
 
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When you click the [[Image:ReconItemRecIcon.png]] button, you will be given three different options.
[[Image:Recon tab.png|600px|center]]
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*'''[[Reconcile by Creating a New Item Record | Reconcile as New]]''' – allows you to assign the item record to a Location. 
<div align="center">
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*'''[[Reconcile by Updating an Existing Item Record | Reconcile as Existing Item]]''' – allows you to update an existing item with the information in this Data Entry Form. There are two different methods:
'' Reconciliation Tab''
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** [[Reconcile started from Data Entry Menu#Replace | Replace]]
</div>
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** [[Reconcile started from Data Entry Menu#Combine | Combine]].
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*'''[[Reconcile by Linking to an Existing Item Record | Link to Existing Item]]''' - allows you to link the item to an existing object of any type.
  
When you click the [[Image:ReconItemRecIcon.png]] button, you will be given three different options.
 
 
[[Image:Recon options.png|500px|center]]
 
[[Image:Recon options.png|500px|center]]
 
<div align="center">
 
<div align="center">
 
'' Reconciliation Options''
 
'' Reconciliation Options''
 
</div>
 
</div>
*'''[[Reconcile by Creating a New Item Record | Reconcile as New]]''' – allows you to assign the item record to a Location. 
 
*'''[[Reconcile by Updating an Existing Item Record | Reconcile as Existing Item]]''' – allows you to update an existing item with the information in this Data Entry Form.
 
: There are two different methods:
 
:* [[Reconcile started from Data Entry Menu#Replace | Replace]]
 
:* [[Reconcile started from Data Entry Menu#Combine | Combine]].
 
*'''[[Reconcile by Linking to an Existing Item Record | Link to Existing Item]]''' - allows you to link the item to an existing object of any type.
 
  
 
{{Note | Item are '''not''' normally ''Linked'' to Locations.}}
 
{{Note | Item are '''not''' normally ''Linked'' to Locations.}}

Revision as of 17:55, 23 March 2015

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.

Overview

When data entry is started from either the Data Entry menu or from the Add Data Entry Forms button in the toolbar the possible Actions on the Reconciliation tab are different than when data entry is started from the Summary window.

Data entry old option.png

Data Entry

Options

When you click the ReconItemRecIcon.png button, you will be given three different options.

Recon options.png

Reconciliation Options

Note.jpg Item are not normally Linked to Locations.

The difference between Replace and combine

These fields/subobjects are calculated differently depending on if Replace or Combine are chosen as action:

Data Item
Area size Activty, Land
Cause / Event Victim
Geospatial data All items
Given Assistance Assistance
Hours spent Activity
Needs Victim
Ordnance Accident, Activity, Land

Scenario

If you for example would like to:

  • change an existing reference point to benchmark
  • no changes to the polygon
  • add one more ordnance
  • correct Hours spent.

To be able to update as above you must make two Data Entry forms and retype a lot of information which takes time and increases the probability for data errors hence we strongly recommend to start form the Summary window instead and use the Update action when more than one field needs to be changed for an existing item. The Update action also provides a better overview of existing information than the Replace and Combine actions do.

Replace

If the above listed fields/subobjects are filled in on the current Data Entry Form the information will replace the existing information.

Examples of end result - Replace

If the existing item has 15 Unknown AP mines and the Data Entry form has 3 Unknown AP mines the end result with the action Replace is 3 Unknown AP mines.

If the existing item has one reference point and one polygon and the Data Entry form has one benchmark the end result with the action Replace is only one benchmark.

Combine

If the above listed fields/subobjects are filled in on the current Data Entry Form the information will be aggregated/added to the existing information.

Examples of end result - Combine

If the existing item has 15 Unknown AP mines and the Data Entry form has 3 Unknown AP mines the end result with the action Combine is 18 Unknown AP mines.

If the existing item has one reference point and one polygon and the Data Entry form has one benchmark and one polygon the end result with the action Combine one reference point, one benchmark and two polygons.

Note.jpg For Ordnance in Activity also Action on item is taken in consideration when calculating which rows should be combined.