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Documenting Customisations

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==Document Workflows and Business Rules==__NOEDITSECTION__After the desired [[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 IMSMA<sup>NG</sup>{{IMSMANG}}. It involves combining the [[Understanding IMSMA Workflows and Business Rules|workflow rules identified in Chapter 1 ]] with the Data Entry Form templates defined in Chapter 2 to create a set of workflows that can be documented as instructions or SOPs for reconciling and entering and reconciling data in IMSMA<sup>NG</sup>{{IMSMANG}}. Each workflow and SOP should include rules for:
*assigning locations
*creating and updating and replacing items
*linking items
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==Creating a Programme Specific User Guide==__NOEDITSECTION__Creating a programme-specific user guide is a critical step in communicating information management concepts and decisions to IMSMA<sup>NG</sup> {{IMSMANG}} users, particularly because IMSMA<sup>NG</sup> {{IMSMANG}} is so customisable. With a programme-specific user guide information managers can:
*ensure faster training of information management and operations staff
*reduce the likelihood and impact of data quality problems
*provide an easy reference for data entry personnel and users of IMSMA<sup>NG</sup> {{IMSMANG}} information
===Content to Include===__NOEDITSECTION__The following sections guide should document the programme-specific customisations of {{IMSMANG}}. It should provide guidance on creating a programmestraightforward, task-specific user guidance and avoid complicated discussions of possible options and conditions. Ideally, the guide is an intermediate document that supplements bridges the IMSMA<sup>NG</sup> User Guide with specialised steps for how gap between the goals, objectives and terms of reference of information should be managed within management and the specific “how-to” instructions in the programme.{{HowTo's|[[HowTo:Customise the Help Menu|Customise the Help Menu]]IMSMANG}}User Guide.
===Content to IncludeOverview===__NOEDITSECTION__The Overview section should cover basic information about the guide , its purpose and intent and about information management responsibilities. It should document describe the programme-specific customisations overall workings of IMSMA<sup>NG</sup> as discussed in Chapter 1 and Chapter 2 including the configuration of this manual. It should provide straightforward, task-specific guidance and avoid complicated discussions of possible options and conditions. Ideally, the guide is an intermediate document that bridges {{IMSMANG}} system within the gap between programme as well as the goals, objectives number of users and terms of reference of information management basic roles and the specific “how-to” instructions in the IMSMA<sup>NG</sup> User Guideresponsibilities.
===OverviewItems and Processes===__NOEDITSECTION__The Overview In this section should cover basic information about the guide, its purpose and intent and about information management responsibilities. It managers should describe the overall workings of IMSMA<sup>NG</sup> including the configuration of the IMSMA<sup>NG</sup> system within the programme as well as the number of users and basic roles define each item and responsibilitiesprocess that will be tracked in {{IMSMANG}}.This information should include:
===Items *description of each item category and Processes===subcategory that will be usedIn this section, information managers should define *definition of what each item category and process that subcategory will be tracked in IMSMA<sup>NG</sup>. Following used for*list of key data elements including custom-defined fields*description of the relationships among items*list of the recommendations in XXX, this information should include:status values for each item*direction for how locations will be used*description for how tasking will be used
*description of each item category and subcategory that will be used (see Items)*definition of what each item category and subcategory will be used for (see Items)*list of key data elements including custom-defined fields (see Items)*description of the relationships among items (see Assigning and Linking)*list of the status values for each item (see Status Changes)*direction for how locations will be used (see Location)*description for how tasking will be used (see Tasking Tool) ===Workflow and Business Rules===__NOEDITSECTION__
This section should define the workflows and business rules that are to be followed when collecting and updating land and activity information. Workflows identify the processes (activities) undertaken on a land and the resulting status changes, from identification to clearance and completion. Include a workflow for each different kind of land in use
===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
===Outline to Follow===__NOEDITSECTION__
Below is an outline of a programme-specific user guide with suggestions for content to include in each section.
<ol type="a">
<li>Locations</li>
<li>LandsLand</li>
<ol type="i">
<li>Suspected hazardous areas (SHA)</li>
<li>Confirmed hazardous areas (CHA)</li>
<li>Minefields</li><li>UXO EOD spots</li>
</ol>
<li>Activities</li>
<li>Demining victims</li>
</ol>
<li>Assistance</li>
<li>Auxiliary data</li>
<ol type="i">
<li>Country Structure</li>
<li>Places</li>
<li>Organisations</li>
<li>Ordnance</li>
<li>Assistance Classifications</li>
<li>Cause Classifications</li>
<li>Needs Classifications</li>
</ol>
</ol>
<li>Workflow and business rules</li>
<ol type="a">
<li>CHA/minefield clearance workflow</li><li>EOD Spot UXO clearance Task workflow</li>
</ol>
<li>Data entry guide</li>
<ol type="a">
<li>Entering a new minefield CHA form</li><li>Entering a minefield CHA update form</li>
<li>Entering a land status change form</li>
<li>Entering a new clearance form</li>
</ol>
{{NavBox Getting started with IMSMANG Administration}} [[Category:NAA]]
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