Difference between revisions of "Reconcile"

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! colspan="3" align="center"| Data Entry Actions
 
! colspan="3" align="center"| Data Entry Actions
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! Type
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! Name
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! When to use
 
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| rowspan="2"| '''From Data Entry menu'''
 
| rowspan="2"| '''From Data Entry menu'''
 
| [[Reconcile by Creating a New Item Record|Reconcile as New]]
 
| [[Reconcile by Creating a New Item Record|Reconcile as New]]
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| Only for New Locations
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| '''Only''' for New Locations
 
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| [[Reconcile by Updating an Existing Item Record|Reconcile as Existing Item]]
 
| [[Reconcile by Updating an Existing Item Record|Reconcile as Existing Item]]
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| Is not recommended anymore
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| Is '''not''' recommended anymore (Replace/Combine)
 
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| rowspan="3"| '''From Summary window'''
 
| rowspan="3"| '''From Summary window'''
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| rowspan="4"| '''From Summary window'''
 
| rowspan="4"| '''From Summary window'''
 
| [[Reconcile by Linking to an Existing Item Record|Link to Existing Item]]
 
| [[Reconcile by Linking to an Existing Item Record|Link to Existing Item]]
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| Link(s) may be used in combination which several of the other Actions
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| Link may be used in combination which several of the other Actions
 
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| [[Reassign an Item Location | Reassign Item to another Location]]
 
| [[Reassign an Item Location | Reassign Item to another Location]]
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[[Image:Understanding_IMSMA_Information_Model_-_Updating_CVs ver2.png|center|400px|''Example of Updating Summaries'']]
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''Example of Updating Summaries''
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{{Warning | When updating information the updating Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created the information since the calculation of the Summary item(s) are based on Date of Information. If the date is earlier or the same, no change of the Summary items occur.}}
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Read more about Summary item and Data Entry Forms '''[Understanding IMSMA Information Model#Data Entry Forms and Summaries | here]]'''.
  
  
 
{{Outdated| This page is outdated}}
 
{{Outdated| This page is outdated}}
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form can be approved, you must decide whether the item records in the data entry form create new item records, update existing item records, or are associated with existing item records of different item types. This process is called ''reconciliation''.
 
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New item records will create a new accident, land, activity, location, education, QM, assistance, or victim in IMSMA. [[New item records will need to be assigned to a location]].
 
  
 
Data entry form item records can also update existing item records. Updates to existing item records can either replace an existing item record or combine certain item record attributes. When an existing item record is replaced, the summary of the existing item record is replaced with the data from the new item record. When an item record in a data entry form is combined with an existing item record, certain item record attributes are overwritten with the data from the new item record while other item record attributes are combined. Refer to the [[Reconcile by Updating an Existing Item Record]] for more details on which item attributes are combined for each item.
 
Data entry form item records can also update existing item records. Updates to existing item records can either replace an existing item record or combine certain item record attributes. When an existing item record is replaced, the summary of the existing item record is replaced with the data from the new item record. When an item record in a data entry form is combined with an existing item record, certain item record attributes are overwritten with the data from the new item record while other item record attributes are combined. Refer to the [[Reconcile by Updating an Existing Item Record]] for more details on which item attributes are combined for each item.

Revision as of 15:17, 11 March 2015

Ambox outdated serious.svg.png This page is outdated
Note.jpg To do Data Entry and/or Submit/Approve Data Entry Forms, your IMSMANG user account must belong to a User Role that has permissions to do so. There are several different permissions e.g. Data Entry Form and Link. Contact your IMSMANG Administrator if you have questions on permissions.
Data Entry Process
Reconcile 1 Does it exists in DB?
2 Select Action
3 Select template
Data Entry 4 Data Entry itself
5 Link(s)?
Approve 6 Save
7 Peer-review
8 Submit
9 Final review/Data QA
10 Approve

Reconcile

Reconcile means "to make two sets of numbers add up to the same total" which with IMSMA terms is process of getting all different subsets of Mine Action information in a country (e.g. operators' clearance information) to a correct and coherent national database.

New or existing item

Before a data entry may start, both at data providers such as operators and at National Mine Action Authority, the first and very important task is to determine if the piece of information that is received on a paper or as MAxml, does it already exist in the database or not?

New information are of two different types:

  • information about a new item
For example a Land or a Victim that is previously not reported/entered into IMSMANG. The Land might have been contaminated 10 years ago or the Victim injured 5 years ago but from our IMSMANG perspective it is new due to it is not in the database.
  • new information about an existing item
For example a polygon of an existing Land that previously did not have that recorded in the database or a correction of date of birth for an existing Victim.

The report that is received in both cases may not look any different so it is vital that the process of new information classification is thorough.

SopIcon.png It should be outlined in the Data Entry SOP whose responsibility it is to determine if it is a new item or updating information about an existing item.

Select Data Entry Action

Data Entry Actions
Type Name When to use
From Data Entry menu Reconcile as New Only for New Locations
Reconcile as Existing Item Is not recommended anymore (Replace/Combine)
From Summary window Add a Data Entry Form from the Summary Window Not for New Locations
Update from Summary Window To update existing data
Delete from the Summary Window If the item should be Deleted from the database
From Summary window Link to Existing Item Link may be used in combination which several of the other Actions
Reassign Item to another Location Special updating Action when to which Location an item is assigned
Unlink Items Special updating Action when items need to be Unlinked
Unapprove a Data Entry Form If this Action is used, all traceability and transparency is lost
Example of Updating Summaries

Example of Updating Summaries

Warning.jpg When updating information the updating Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created the information since the calculation of the Summary item(s) are based on Date of Information. If the date is earlier or the same, no change of the Summary items occur.

Read more about Summary item and Data Entry Forms [Understanding IMSMA Information Model#Data Entry Forms and Summaries | here]].


Ambox outdated serious.svg.png This page is outdated

Data entry form item records can also update existing item records. Updates to existing item records can either replace an existing item record or combine certain item record attributes. When an existing item record is replaced, the summary of the existing item record is replaced with the data from the new item record. When an item record in a data entry form is combined with an existing item record, certain item record attributes are overwritten with the data from the new item record while other item record attributes are combined. Refer to the Reconcile by Updating an Existing Item Record for more details on which item attributes are combined for each item.

Data entry form item records can also be associated with existing item records that are of a different type. For example, a victim that is created by a new data entry form can be associated with an existing accident. To establish a relationship between item records of different item types, you create a link between the item records. See Reconcile by Linking to an Existing Item Record for more information.

Item records can be reconciled from the Reconciliation tab on the Data Entry Form Editor window. The Reconciliation tab displays all item records from the data entry form that need to be reconciled.

Reconciling item records from the Data Entry Form Editor window allows you to select existing item records from a list. This section provides instructions for reconciling item records from the Data Entry Form Editor.

Reconciliation Icons
Icon Description
ReconItemRecIcon.png Allows you to reconcile items as new records, or with existing item records that you select from a list.
UAIBtn01.png Removes the reconciliation or link between the item records.
Reconciling and Approving Data in IMSMANG
Reconcile
Retrieved from "http://mwiki.gichd.org:8090/mediawiki/index.php?title=Reconcile&oldid=19149"