Difference between revisions of "Using Data Entry Forms"

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{{Outdated| The preferred method of entering data is not to start from the Data Entry menu.}}
 
 
{{Reference guide header|The Data Entry process is a series of steps to ensure the approval of high-level quality data inside {{IMSMANG}}. To help achieve this aim, 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.
 
{{Reference guide header|The Data Entry process is a series of steps to ensure the approval of high-level quality data inside {{IMSMANG}}. To help achieve this aim, 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.
 
The Data Entry process consists of three major steps:
 
The Data Entry process consists of three major steps:
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{{HowTo's
 
{{HowTo's
 
|[[Data Entry Forms]]
 
|[[Data Entry Forms]]
|[[Add a Data Entry Form]]
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|[[Add a Data Entry Form from the Summary Window | Add a Data Entry Form]]
 
|[[Use the Data Entry Form Editor Window | Use the Data Entry Form Editor]]
 
|[[Use the Data Entry Form Editor Window | Use the Data Entry Form Editor]]
 
|[[Auxiliary Data]]
 
|[[Auxiliary Data]]

Revision as of 14:37, 12 March 2015

The Data Entry process is a series of steps to ensure the approval of high-level quality data inside IMSMANG. To help achieve this aim, 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.

The Data Entry process consists of three major steps:

1. Reconile

2. Data Entry

3. Approve.

Data entry is performed by completing Data Entry Form templates. Data Entry Form templates contain different data field formats for example:

  • alphanumeric or numeric fields,
  • multiple or single-select lists and
  • table widgets.

Once completed, a Data Entry Form may be Saved or Submitted for approval.

The Data Entry Form templates have been designed by your IMSMA administrator. Follow your local SOP or contact your IMSMA administrator for guidance on how to enter data.


Data Entry Process

In the previous step of the Data Entry process, Reconcile, which Action and Data Entry Form template to use have been decided.

Enter data in a Data Entry Form Template

Fig42.png

Button Description
MFRABtn01.png Allows you to attach a file to the Data Entry Form.
ExportUnappIcon.png Exports the Data Entry Form.
Print.png Prints the Data Entry Form.
Generate ID Number.png This button is used for automatically generate an object ID.
Select a Date.png This button is used for entering date information.
CSA.png This button displays is used for entering Country Structure information.
Pencil for points.png This button is used for entering geospatial information.
Select and Organisation.png This button is used for entering Organisation information.
Select a Place.png This button is used for entering Place information.

Adding Attachments to the Data Entry Form

    File:Click Add 2.png
  1. Click to upload a new attachment

Links?

Example Relationships Among Items

Note: Connections to Country Structure and Location have been omitted from the example

The last step of the Data Entry is to specify on the Reconciliation tab if the item should be linked to another item. In IMSMANG the links implicate a relationship between the items. For example:

  • a link between an Activity and a Victim means that the Victim is a Demining Victim;
  • a link between two Victims means that they are family.

Approve

WB Status.png

Data Entry Form Statuses / Approval workflow

The buttons at the bottom of the Data Entry Form Editor window are used during the next phase of Data Entry proccess, Approve. The Data Enterer uses Save and/or Submit and the Data Verifier Reject or Approve.

Button Description
Save button.png Saves the Data Entry Form information to the Workbench with a Saved status so that you can update the Data Entry Form information at a later time.
Submit button.png Saves the Data Entry Form information to the Workbench with a Submitted status.
Reject button.png Saves the Data Entry Form to the Workbench with a Rejected status.
Approve button.png After a Data Entry Form has been approved, it can no longer be changed. An approved Data Entry Form can be viewed from the Summary windows. In order to approve a Data Entry Form, it must have a Location assigned to it. The Data Entry Form may no longer be found in the Workbench.
Cancel button.png Closes the Data Entry Form Editor window without saving the information. The user is given a warning message if there is unsaved data prior to closing the editor.