View source for Reconciling and Approving Data in IMSMANG

{{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]]
}}

{{note| The reconciliation process is performed on the reconciliation tab of the completed data entry form.

[[Image:raA04.png|500px]]
}}

{{HowTo's
|[[Access and Use the Workbench Window]]
|[[Reconciling Items]]
}}

===Newly Reported Items===__NOEDITSECTION__
====Assigning a location====__NOEDITSECTION__
<ol>
<li>Select the reported item.</li>
<li>Click [[Image:ReconItemRecIcon.png|Reconcile]].</li>

[[Image:raA06.png|700px]]

<li>Select '''Reconcile as New''', then click '''OK'''.</li>

[[Image:ReconcileAsNew.png|350px]]

<li>Select the relevant location from your list. [[Image:SopIcon.png|50px]]</li>
<li>Click '''Assign'''.</li>

[[Image:AssigningNewLocation.png|700px]]

<li>The selected location appears on the Data Entry Form.</li>

[[Image:ReconciledNewLocation.png|700px]]

</ol>

====Linking the reported item to an existing item====__NOEDITSECTION__
[[Image:SopIcon.png|50px]] 
<ol>
<li>Select the reported item.</li>
<li>Click [[Image:ReconItemRecIcon.png|Reconcile]].</li>

[[Image:raA06.png|700px]]

<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. [[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|600px]]
}}

===Reconciling New Locations===__NOEDITSECTION__
[[Image:SopIcon.png|50px]]
<ol>
<li>Select the reported location, and then click [[Image: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===__NOEDITSECTION__
====Replacing====__NOEDITSECTION__
[[Image:SopIcon.png|50px]]
<ol>

<li>Select the reported item.</li>
<li>Click [[Image:ReconItemRecIcon.png | Reconcile]].</li>

[[Image:raA06.png|700px]]

<li>Select the ''Reconcile as Existing Item'' option.</li>
<li>Click '''OK'''.</li>

[[Image:ReconcileAsExisting.png|400px]]

<li>Select an item from the list. [[Image:SopIcon.png|50px]]</li> 
<li>Click '''Assign'''.</li>

[[Image:raA24.png|800px]]

<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|600px]]
</ol>

{{note| Blank fields of the latest data entry form are ignored.}}

{{note| Browse the summary window to see the updated data.}}

====Combining====__NOEDITSECTION__
[[Image:SopIcon.png|50px]]
<ol>
<li>Select the reported item.</li>
<li>Click [[Image:ReconItemRecIcon.png | Reconcile]].</li>

[[Image:RaA06.png|700px]]

<li>Select the ''Reconcile as existing item'' option.</li>
<li>Click '''OK'''.</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.png|500px]]

<li>Click '''Approve'''.</li>

[[Image:raA31.png|500px]]
</ol>

{{note| Combining aggregates information only for:
*Geographic coordinates
*Area size
*Ordnance
*Hours spent
}}

{{note| Browse the summary window to see the updated data.}}

===Approving from the Workbench===__NOEDITSECTION__
<ol>
<li>Select the data entry form.</li>
<li>Click '''Approve'''.</li>

[[Image:raA32.png|700px]]
</ol>

[[Category:COO]]

{{NavBox Working with IMSMA}}