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Reconciling and Approving Data in IMSMANG

4,280 bytes removed, 11:31, 18 March 2019
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{{Reference guide header|The ''Reconciliation and Approval'' process is a series of steps to ensure the approval of high-level quality data inside IMSMA<sup>NG</sup>. To help achieve this aim, operations staff classifies and organises the submitted data according to locally defined standard operating procedures (SOPs).
 
The first step of the ''Reconciliation'' process of a newly reported item is to assign it to its corresponding location folder. Newly reported items are often ''linked'' to ''any'' existing item in the IMSMA<sup>NG</sup> dataset. ''Updates replace'' or ''are combined'' with an existing item of the ''same'' category. Updates display on the summary window of the corresponding item and each reported update can be traced back.
 
''Data'' approval is the final step of the reconciliation process. Approved data displays in the items pane.
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{{Decision node|This sign next to a step is a reminder that you have to refer to your local SOPs to see how this action applies precisely to the reported items taken to the reconciliation process. }}
 
{{note| Your data entry form data entry form might be found in the Workbench.
 
#Click [[Image:raA01.png]].
#Select the data entry form.
#Click [[Image:raA02.png]].
 
 
[[Image:raA03.png|500px]]
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{{note| The reconciliation process is performed on the reconciliation tab of the completed data entry form.
 
[[Image:raA04.png|500px]]
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{{HowTo's
|[[Access and Use the Workbench Window|Access and Use the Workbench Window]]|[[Assign an Item Record to a Location|Assign an Item Record to a Location]]|[[Reconcile by Creating a New Item Record|Reconcile by Creating a New Item Record]]|[[Reconcile by Updating an Existing Item Record|Reconcile by Updating an Existing Item Record]]|[[Reconcile by Linking to an Existing Item Record|Reconcile by Linking to an Existing Item RecordApprove]]|[[Remove a Link Between Items|Unlink an Item]]|[[Unapprove a Data Entry Form from Access and Use the Summary ViewWorkbench Window |Unapprove a Data Entry Form]]|[[Reassign an Item Location|Reassign an Item LocationWorkbench]]
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The ''Data Entry'' process is a series of steps to ensure high-level quality data inside {{IMSMANG}}.
===Newly Reported Items=======Assigning a location====<ol><li>Select the reported item.</li><li>Click [[Image:ReconItemRecIcon.png|Reconcile]].</li> [[Image:raA06.png|500px]] <li>Select '''Reconcile as New''', then click '''OK'''.</li> [[Image:ReconcileAsNew.png]] <li>Click [[Image:raA07.png]].</li><li>Select the relevant location from your list. [[Image:SopIcon.png|50px]]</li><li>Click '''Assign'''.</li> [[Image:AssigningNewLocation.png|500px]] <li>Click '''OK'''.</li> [[Image:ReconciledNewLocation.png|500px]] </ol> ====Linking the reported item to an existing item====[[Image:SopIcon.png|50px]] <ol><li>Select the reported item.</li><li>Click [[Image:ReconItemRecIcon.png|Reconcile]].</li> [[Image:raA06.png|500px]] <li>Select the ''Link to Existing Item'' option.</li><li>Click '''OK'''.</li> [[Image:raA12.png|500px]] <li>Choose an option from the '''Type The Data Entry process consists of Object to Link to''' drop-down list. [[Image:SopIcon.png|50px]]</li> <li>Click '''OK'''.</li> [[Image:raA13.png|500px]] <li>Select an item from the list.</li><li>Click '''Assign'''.</li> [[Image:raA14.png|500px]] <li>Click OK.</li> [[Image:raA15.png|500px]] </ol> {{note| To change the link or the location assignment, select the linked item or assigned location and click [[Image:raA17.png]].  [[Image:raA18.png|500px]]}} ===Reconciling New Locations===[[Image:SopIcon.png|50px]]<ol><li>Select the reported location, and then click [[Imagethree major steps:ReconItemRecIcon.png|Reconcile]].</li><li>Select '''# Reconcile as New''', and then click '''OK'''.</li><li>Click '''Approve'''.</li> [[Image:ReconcilingNewLocations.png|600px]] </ol> ===Updating Items=======Replacing====[[Image:SopIcon.png|50px]]<ol> <li>Select the reported item.</li><li>Click [[Image:ReconItemRecIcon.png | Reconcile]].</li> [[Image:raA06.png|500px]] <li>Select the ''Reconcile as Existing Item'' option.</li><li>Click '''OK'''.</li> [[Image:ReconcileAsExisting.png]] <li>Select an item from the list. [[Image:SopIcon.png|50px]]</li> <li>Click '''Assign'''.</li> [[Image:raA24.png|600px]] <li>Select the ''Replace Existing Item with # Data Entry Form Item'' option.</li><li>Click '''OK'''.</li> [[Image:raA25.png|500px]] <li>Click '''# Approve'''.</li> [[Image:raA26.png|500px]]</ol> {{note| Blank fields an overview of the latest data entry form are ignored.}} {{note| Browse the summary window to see the updated data.}} ====Combining====[[Image:SopIcon.png|50px]]<ol><li>Select the reported item.</li><li>Click [[Image:ReconItemRecIcon.png | Reconcile]].</li> [[Image:raA22.png|500px]] <li>Select the ''Reconcile as existing item'' option.</li><li>Click '''OKprocess is found '''.</li> [[Image:raA23.png|500px]] <li>Select an item from the list. [[Image:SopIcon.png|50px]]</li> <li>Click '''Assign'''.</li> [[Image:raA24.png|500px]] <li>Select the ''Combine Existing Item with Data Entry Form Item'' option.</li><li>Click '''OK'''.</li> [[Image:raA30.pngReconcile|500pxhere]] <li>Click '''Approve'''.</li> [[Image:raA31.png|500px]]</ol> {| style="border:2px solid lightgray; float:center; margin:10px;"|align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA.]]|align="left" style="padding: 5px 10px 5px 10px"| Combining aggregates information only for:*Geographic coordinates*Area size*Ordnance*Hours spent|}
{| style="border:2px solid lightgray; float:center; margin:10px;"|align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2The major steps consist in their turn of several subtasks which may be carried out by one or more different persons and/or stakeholders in the Mine Action Programme.png|25px|Represents a tip or note For data quality purposes, it is important that the data is adequately checked. With multiple permission levels for using IMSMA.]]|align="left" style="padding: 5px 10px 5px 10px"| Browse the summary window Approval, different users can be assigned different permissions, allowing Mine Action Programmes to see the updated implement a data-entry workflow that distinguishes between data entry and dataverification roles. It is important to have locally defined Standard Operating Procedures (SOPs) for Data Entry which defines who-does-what and who is responsible for Data Verification.|}
===Approving from {{Warning| A Data Entry Form that is changing existing information must have a Date of information that is later than the Workbench===<ol><li>Select Data Entry Form that it is updating the data entry formcalculation of the Summary item(s) are based on Date of Information.</li><li>Click When the date is earlier or the same, the Summary items will '''Approvenot'''be updated.</li>}}
There are different Data Entry '''actions''':* [[Add a Data Entry Form from the Summary Window | Add data]]* [[Update from Summary Window | Update data]]* [[Image:raA32.pngLink to Existing Item |600pxLink data]]* [[Reassign Item to another Location]]</ol>* [[Unlink Items]]
[[Category:Quick Reference GuideNAA]]
{{NavBox Working with IMSMA}}
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