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Created page with "__FORCETOC__ {{TOC right}} 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 he..."
__FORCETOC__
{{TOC right}}
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 current view 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.
{| style="border:2px solid lightgray; float:center; margin:10px;"
|align="left" style="padding: 5px 10px 5px 10px"|[[Image:SopIcon.png|50px]]
|align="left" style="padding: 5px 10px 5px 10px"| Windows Vista and Windows 7 users, this sign next to a step is a reminder for you that you must right-click executables and choose Run as administrator from the context menu.
|}
{| 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 Mobile.]]
|align="left" style="padding: 5px 10px 5px 10px"| Your field report data entry form might be found in the Workbench.
<ol type="a">
<li>Click [[Image:raA01.png]].</li>
<li>Select the field report data entry form.</li>
<li>Click [[Image:raA02.png]].</li>
</ol>
[[Image:raA03.png|500px]]
The reconciliation process is performed on the reconciliation tab of the completed field report data entry form.
[[Image:raA04.png|500px]]
|}
===Newly Reported Items===
<ol>
<li>Assigning a location</li>
<ol type="a">
<li>Select the reported item.</li>
<li>Click [[Image:raA05.png]].</li>
[[Image:raA06.png|500px]]
<li>Click [[Image:raA07.png]].</li>
<li>Select the relevant location from your list.</li> [[Image:SopIcon.png]]
<li>Click '''Assign'''.</li>
[[Image:raA08.png|500px]]
<li>Click '''OK'''.</li>
[[Image:raA09.png|500px]]
</ol>
<li>Linking the reported item to an existing item</li> [[Image:SopIcon.png]]
<ol type="a">
<li>Select the reported item.</li>
<li>Click [[Image:raA10.png]].</li>
[[Image:raA11.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 of Object to Link to''' drop-down list.</li> [[Image:SopIcon.png]]
<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]]
<li>Click '''Approve'''.</li>
[[Image:raA16.png|500px]]
{| 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 Mobile.]]
|align="left" style="padding: 5px 10px 5px 10px"| To change the link or the location assignment, select the linked item or assigned location and click [[Image:raA17.png]].
|-
|align="center" colspan="2"|[[Image:raA18.png|500px]]
|}
===Reconciling New Locations===
[[Image:SopIcon.png]]
<ol>
<li>Select the reported location.</li>
<li>Click [[Image:raA19.png|500px]].</li>
[[Image:raA20.png|500px]]
<li>Click Approve.</li>
</ol>
===Updating Items===
====Replacing====
[[Image:SopIcon.png]]
<ol>
<li>Select the reported item.</li>
<li>Click [[Image:raA21.png]].</li>
[[Image:raA22.png|500px]]
<li>Click '''Approve'''.</li>
</ol>
===Updating Items===
====Replacing====
[[Image:SopIcon.png]]
<ol>
<li>Select the reported item.</li>
<li>Click [[Image:raA22.png]].</li>
[[Image:raA23.png|500px]]
<li>Select the ''Reconcile as Existing Item'' option.</li>
<li>Click '''OK'''.</li>
[[Image:raA24.png|500px]]
<li>Select an item from the list.</li> [[Image:SopIcon.png]]
<li>Click '''Assign'''.</li>
[[Image:raA25.png|500px]]
<li>Select the ''Replace Existing Item with Field Report Item'' option.</li>
<li>Click '''OK'''.</li>
[[Image:raA26.png|500px]]
<li>Click '''Approve'''.</li>
[[Image:raA27.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 Mobile.]]
|align="left" style="padding: 5px 10px 5px 10px"| Blank fields of the latest field report are ignored.
|}
{| 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 Mobile.]]
|align="left" style="padding: 5px 10px 5px 10px"| Browse the current view window to see the updated data.
|}
====Combining====
[[Image:SopIcon.png]]
<ol>
<li>Select the reported item.</li>
<li>Click [[Image:raA28.png]].</li>
[[Image:raA29.png|500px]]
<li>Select the ''Reconcile as existing item'' option.</li>
<li>Click '''OK'''.</li>
[[Image:raA30.png|500px]]
<li>Select an item from the list.</li> [[Image:SopIcon.png]]
<li>Click '''Assign'''.</li>
[[Image:raA31.png|500px]]
<li>Select the ''Combine Existing Item with Field Report Item'' option.</li>
<li>Click '''OK'''.</li>
[[Image:raA32.png|500px]]
<li>Click '''Approve'''.</li>
[[Image:raA33.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 Mobile.]]
|align="left" style="padding: 5px 10px 5px 10px"| Combining aggregates information only for:
*Geographic coordinates
*Area size
*Devices found
*Hours spent
|}
{| 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 Mobile.]]
|align="left" style="padding: 5px 10px 5px 10px"| Browse the current view window to see the updated data.
|}
===Approving from the Workbench===
<ol>
<li>Select the field report.</li>
<li>Click '''Approve'''.</li>
[[Image:raA34.png|500px]]
</ol>
{{TOC right}}
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 current view 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.
{| style="border:2px solid lightgray; float:center; margin:10px;"
|align="left" style="padding: 5px 10px 5px 10px"|[[Image:SopIcon.png|50px]]
|align="left" style="padding: 5px 10px 5px 10px"| Windows Vista and Windows 7 users, this sign next to a step is a reminder for you that you must right-click executables and choose Run as administrator from the context menu.
|}
{| 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 Mobile.]]
|align="left" style="padding: 5px 10px 5px 10px"| Your field report data entry form might be found in the Workbench.
<ol type="a">
<li>Click [[Image:raA01.png]].</li>
<li>Select the field report data entry form.</li>
<li>Click [[Image:raA02.png]].</li>
</ol>
[[Image:raA03.png|500px]]
The reconciliation process is performed on the reconciliation tab of the completed field report data entry form.
[[Image:raA04.png|500px]]
|}
===Newly Reported Items===
<ol>
<li>Assigning a location</li>
<ol type="a">
<li>Select the reported item.</li>
<li>Click [[Image:raA05.png]].</li>
[[Image:raA06.png|500px]]
<li>Click [[Image:raA07.png]].</li>
<li>Select the relevant location from your list.</li> [[Image:SopIcon.png]]
<li>Click '''Assign'''.</li>
[[Image:raA08.png|500px]]
<li>Click '''OK'''.</li>
[[Image:raA09.png|500px]]
</ol>
<li>Linking the reported item to an existing item</li> [[Image:SopIcon.png]]
<ol type="a">
<li>Select the reported item.</li>
<li>Click [[Image:raA10.png]].</li>
[[Image:raA11.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 of Object to Link to''' drop-down list.</li> [[Image:SopIcon.png]]
<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]]
<li>Click '''Approve'''.</li>
[[Image:raA16.png|500px]]
{| 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 Mobile.]]
|align="left" style="padding: 5px 10px 5px 10px"| To change the link or the location assignment, select the linked item or assigned location and click [[Image:raA17.png]].
|-
|align="center" colspan="2"|[[Image:raA18.png|500px]]
|}
===Reconciling New Locations===
[[Image:SopIcon.png]]
<ol>
<li>Select the reported location.</li>
<li>Click [[Image:raA19.png|500px]].</li>
[[Image:raA20.png|500px]]
<li>Click Approve.</li>
</ol>
===Updating Items===
====Replacing====
[[Image:SopIcon.png]]
<ol>
<li>Select the reported item.</li>
<li>Click [[Image:raA21.png]].</li>
[[Image:raA22.png|500px]]
<li>Click '''Approve'''.</li>
</ol>
===Updating Items===
====Replacing====
[[Image:SopIcon.png]]
<ol>
<li>Select the reported item.</li>
<li>Click [[Image:raA22.png]].</li>
[[Image:raA23.png|500px]]
<li>Select the ''Reconcile as Existing Item'' option.</li>
<li>Click '''OK'''.</li>
[[Image:raA24.png|500px]]
<li>Select an item from the list.</li> [[Image:SopIcon.png]]
<li>Click '''Assign'''.</li>
[[Image:raA25.png|500px]]
<li>Select the ''Replace Existing Item with Field Report Item'' option.</li>
<li>Click '''OK'''.</li>
[[Image:raA26.png|500px]]
<li>Click '''Approve'''.</li>
[[Image:raA27.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 Mobile.]]
|align="left" style="padding: 5px 10px 5px 10px"| Blank fields of the latest field report are ignored.
|}
{| 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 Mobile.]]
|align="left" style="padding: 5px 10px 5px 10px"| Browse the current view window to see the updated data.
|}
====Combining====
[[Image:SopIcon.png]]
<ol>
<li>Select the reported item.</li>
<li>Click [[Image:raA28.png]].</li>
[[Image:raA29.png|500px]]
<li>Select the ''Reconcile as existing item'' option.</li>
<li>Click '''OK'''.</li>
[[Image:raA30.png|500px]]
<li>Select an item from the list.</li> [[Image:SopIcon.png]]
<li>Click '''Assign'''.</li>
[[Image:raA31.png|500px]]
<li>Select the ''Combine Existing Item with Field Report Item'' option.</li>
<li>Click '''OK'''.</li>
[[Image:raA32.png|500px]]
<li>Click '''Approve'''.</li>
[[Image:raA33.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 Mobile.]]
|align="left" style="padding: 5px 10px 5px 10px"| Combining aggregates information only for:
*Geographic coordinates
*Area size
*Devices found
*Hours spent
|}
{| 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 Mobile.]]
|align="left" style="padding: 5px 10px 5px 10px"| Browse the current view window to see the updated data.
|}
===Approving from the Workbench===
<ol>
<li>Select the field report.</li>
<li>Click '''Approve'''.</li>
[[Image:raA34.png|500px]]
</ol>