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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).
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| − | 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.
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| − | ''Data'' approval is the final step of the reconciliation process. Approved data displays in the items pane.
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| − | }}
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| − | __FORCETOC__
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| − | {{TOC right}}
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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. }}
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| − | {{note| Your data entry form data entry form might be found in the Workbench.
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| − | #Click [[Image:raA01.png]].
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| − | #Select the data entry form.
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| − | #Click [[Image:raA02.png]].
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| − | [[Image:raA03.png|500px]]
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| − | }}
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| − | {{note| The reconciliation process is performed on the reconciliation tab of the completed data entry form.
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| − | [[Image:raA04.png|500px]]
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| − | }}
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| | {{HowTo's | | {{HowTo's |
| − | |[[Access and Use the Workbench Window|Access and Use the Workbench Window]] | + | |[[Reconcile]] |
| − | |[[Assign an Item Record to a Location|Assign an Item Record to a Location]]
| + | |[[Approve]] |
| − | |[[Reconcile by Creating a New Item Record|Reconcile by Creating a New Item Record]]
| + | |[[Access and Use the Workbench Window | Workbench]] |
| − | |[[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 Record]] | |
| − | |[[Remove a Link Between Items|Unlink an Item]]
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| − | |[[Unapprove a Data Entry Form from the Summary View|Unapprove a Data Entry Form]]
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| − | |[[Reassign an Item Location|Reassign an Item Location]]
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| − | }}
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| − | ===Newly Reported Items===__NOEDITSECTION__
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| − | ====Assigning a location====__NOEDITSECTION__
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| − | <ol>
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| − | <li>Select the reported item.</li>
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| − | <li>Click [[Image:ReconItemRecIcon.png|Reconcile]].</li>
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| − | [[Image:raA06.png|500px]]
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| − | <li>Select '''Reconcile as New''', then click '''OK'''.</li>
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| − | [[Image:ReconcileAsNew.png]]
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| − | <li>Select the relevant location from your list. [[Image:SopIcon.png|50px]]</li>
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| − | <li>Click '''Assign'''.</li>
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| − | [[Image:AssigningNewLocation.png|500px]]
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| − | <li>The selected location appears on the Data Entry Form.</li>
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| − | [[Image:ReconciledNewLocation.png|500px]]
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| − | </ol>
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| − | | |
| − | ====Linking the reported item to an existing item====__NOEDITSECTION__
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| − | [[Image:SopIcon.png|50px]]
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| − | <ol>
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| − | <li>Select the reported item.</li>
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| − | <li>Click [[Image:ReconItemRecIcon.png|Reconcile]].</li>
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| − | [[Image:raA06.png|500px]]
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| − | <li>Select the ''Link to Existing Item'' option.</li>
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| − | <li>Click '''OK'''.</li>
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| − | [[Image:raA12.png|500px]]
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| − | | |
| − | <li>Choose an option from the '''Type of Object to Link to''' drop-down list. [[Image:SopIcon.png|50px]]</li>
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| − | <li>Click '''OK'''.</li>
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| − | [[Image:raA13.png|500px]]
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| − | <li>Select an item from the list.</li>
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| − | <li>Click '''Assign'''.</li>
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| − | [[Image:raA14.png|500px]]
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| − | <li>Click OK.</li>
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| − | [[Image:raA15.png|500px]]
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| − | </ol>
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| − | {{note| To change the link or the location assignment, select the linked item or assigned location and click [[Image:raA17.png]].
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| − | [[Image:raA18.png|500px]]
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| − | }}
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| − | ===Reconciling New Locations===__NOEDITSECTION__
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| − | [[Image:SopIcon.png|50px]]
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| − | <ol>
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| − | <li>Select the reported location, and then click [[Image:ReconItemRecIcon.png|Reconcile]].</li>
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| − | <li>Select '''Reconcile as New''', and then click '''OK'''.</li>
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| − | <li>Click '''Approve'''.</li>
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| − | [[Image:ReconcilingNewLocations.png|600px]]
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| − | </ol>
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| − | ===Updating Items===__NOEDITSECTION__
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| − | ====Replacing====__NOEDITSECTION__
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| − | [[Image:SopIcon.png|50px]]
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| − | <ol>
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| − | | |
| − | <li>Select the reported item.</li>
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| − | <li>Click [[Image:ReconItemRecIcon.png | Reconcile]].</li>
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| − | [[Image:raA06.png|500px]]
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| − | <li>Select the ''Reconcile as Existing Item'' option.</li>
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| − | <li>Click '''OK'''.</li>
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| − | [[Image:ReconcileAsExisting.png]]
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| − | <li>Select an item from the list. [[Image:SopIcon.png|50px]]</li>
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| − | <li>Click '''Assign'''.</li>
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| − | [[Image:raA24.png|600px]]
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| − | <li>Select the ''Replace Existing Item with Data Entry Form Item'' option.</li>
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| − | <li>Click '''OK'''.</li>
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| − | [[Image:raA25.png|500px]]
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| − | <li>Click '''Approve'''.</li>
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| − | [[Image:raA26.png|500px]]
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| − | </ol>
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| − | {{note| Blank fields of the latest data entry form are ignored.}}
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| − | {{note| Browse the summary window to see the updated data.}}
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| − | ====Combining====__NOEDITSECTION__
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| − | [[Image:SopIcon.png|50px]]
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| − | <ol>
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| − | <li>Select the reported item.</li>
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| − | <li>Click [[Image:ReconItemRecIcon.png | Reconcile]].</li>
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| − | [[Image:RaA06.png|500px]]
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| − | <li>Select the ''Reconcile as existing item'' option.</li>
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| − | <li>Click '''OK'''.</li>
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| − | [[Image:raA23.png|500px]]
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| − | <li>Select an item from the list. [[Image:SopIcon.png|50px]]</li>
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| − | <li>Click '''Assign'''.</li>
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| − | | |
| − | [[Image:raA24.png|500px]]
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| − | <li>Select the ''Combine Existing Item with Data Entry Form Item'' option.</li>
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| − | <li>Click '''OK'''.</li>
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| − | [[Image:raA30.png|500px]]
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| − | <li>Click '''Approve'''.</li>
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| − | [[Image:raA31.png|500px]]
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| − | </ol>
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| − | | |
| − | {{note| Combining aggregates information only for:
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| − | *Geographic coordinates
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| − | *Area size
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| − | *Ordnance
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| − | *Hours spent
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| | }} | | }} |
| | + | The ''Data Entry'' process is a series of steps to ensure high-level quality data inside {{IMSMANG}}. |
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| − | {{note| Browse the summary window to see the updated data.}}
| + | The Data Entry process consists of three major steps: |
| | + | # Reconcile |
| | + | # Data Entry |
| | + | # Approve |
| | + | an overview of the process is found '''[[Reconcile|here]]'''. |
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| − | ===Approving from the Workbench===__NOEDITSECTION__
| + | The 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. For data quality purposes, it is important that the data is adequately checked. With multiple permission levels for the Approval, different users can be assigned different permissions, allowing Mine Action Programmes to implement a data-entry workflow that distinguishes between data entry and data verification 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. |
| − | <ol>
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| − | <li>Select the data entry form.</li>
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| − | <li>Click '''Approve'''.</li>
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| − | [[Image:raA32.png|600px]]
| + | {{Warning| A Data Entry Form that is changing existing information must have a Date of information that is later than the Data Entry Form that it is updating the calculation of the Summary item(s) are based on Date of Information. When the date is earlier or the same, the Summary items will '''not''' be updated.}} |
| − | </ol>
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| − | [[Category:Quick Reference Guide]] | + | There are different Data Entry '''actions''': |
| − | [[Category:COO]] | + | * [[Add a Data Entry Form from the Summary Window | Add data]] |
| | + | * [[Update from Summary Window | Update data]] |
| | + | * [[Link to Existing Item | Link data]] |
| | + | * [[Reassign Item to another Location]] |
| | + | * [[Unlink Items]] |
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| | + | [[Category:NAA]] |
| | {{NavBox Working with IMSMA}} | | {{NavBox Working with IMSMA}} |
The 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. For data quality purposes, it is important that the data is adequately checked. With multiple permission levels for the Approval, different users can be assigned different permissions, allowing Mine Action Programmes to implement a data-entry workflow that distinguishes between data entry and data verification 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.
