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Documenting Customisations

22 bytes removed, 21:43, 11 March 2015
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==Document Workflows and Business Rules==__NOEDITSECTION__
After the desired [[Managing the Data Inventory Manager|data elements]] and [[Standardising Data Entry Forms|Data Entry Form templates]] are customised and published, the next step is to define and document the information workflow for each type of Data Entry Form. This is a critical step for ensuring the quality of the data stored in {{IMSMANG}}. It involves combining the [[Understanding IMSMA Workflows and Business Rules|workflow rules]] with the Data Entry Form templates to create a set of workflows that can be documented as instructions or SOPs for reconciling and entering and reconciling data in {{IMSMANG}}. Each workflow and SOP should include rules for:
*assigning locations
===Data Entry Process and Guidelines===__NOEDITSECTION__
When the relevant items, processes and workflows are identified and documented, information managers should provide guidelines to assist data entry personnel in correctly reconciling, entering, reconciling and linking data according to the processes. The guidelines should include an entry for each of the Data Entry Form templates to be used and a description for how each should be entered. At a minimum, these guidelines should include:
*name and description for each Data Entry Form template
*list of required fields and what the values should be
*definition of how the items in the Data Entry Form should be reconciled (as new or as updates)
*description of how to determine the location for each item in the form if it is new
*definition of which existing items should be linked to the items in the Data Entry Form
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