Reconciling and Approving Data in IMSMANG

The Reconciliation and Approval process is a series of steps to ensure the approval of high-level quality data inside IMSMA^NG. 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^NG 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.

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.

Represents a tip or note for using IMSMA.	Your field report data entry form might be found in the Workbench. Click File:RaA01.png. Select the field report data entry form. Click File:RaA02.png.
500px The reconciliation process is performed on the reconciliation tab of the completed field report data entry form. 500px

How To
Access and Use the Workbench Window Filter the Field Reports Displayed in the Workbench Assign an Item Record to a Location Reconcile by Creating a New Item Record Reconcile by Updating an Existing Item Record Reconcile by Linking to an Existing Item Record Unlink an Item Unapprove a Field Report Reassign an Item Location

Contents

Newly Reported Items

1. Assigning a location
1. Select the reported item.
2. Click .

500px

3. Select Reconcile as New, then click OK.
4. Click File:RaA07.png.
5. Select the relevant location from your list.
6. Click Assign.

500px

7. Click OK.

500px

2. Linking the reported item to an existing item
1. Select the reported item.
2. Click File:RaA10.png.

500px

3. Select the Link to Existing Item option.
4. Click OK.

500px

5. Choose an option from the Type of Object to Link to drop-down list.
6. Click OK.

500px

7. Select an item from the list.
8. Click Assign.

500px

9. Click OK.

500px

10. Click Approve.

500px

Represents a tip or note for using IMSMA.	To change the link or the location assignment, select the linked item or assigned location and click File:RaA17.png.
500px

Reconciling New Locations



1. Select the reported location.
2. Click File:RaA05.png.

500px

3. Click Approve.

Updating Items

Replacing



1. Select the reported item.
2. Click File:RaA10.png.

500px

3. Select the Reconcile as Existing Item option.
4. Click OK.

500px

5. Select an item from the list.
6. Click Assign.

500px

7. Select the Replace Existing Item with Field Report Item option.
8. Click OK.

500px

9. Click Approve.

500px

Represents a tip or note for using IMSMA.

Blank fields of the latest field report are ignored.

Represents a tip or note for using IMSMA.

Browse the current view window to see the updated data.

Combining



1. Select the reported item.
2. Click File:RaA21.png.

500px

3. Select the Reconcile as existing item option.
4. Click OK.

500px

5. Select an item from the list.
6. Click Assign.

500px

7. Select the Combine Existing Item with Field Report Item option.
8. Click OK.

500px

9. Click Approve.

500px

Represents a tip or note for using IMSMA.

Combining aggregates information only for: Geographic coordinates Area size Devices found Hours spent

Represents a tip or note for using IMSMA.

Browse the current view window to see the updated data.

Approving from the Workbench

1. Select the field report.
2. Click Approve.

500px