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Reconcile

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{{Outdated| This page is outdatedTOC right}}{{Note | To do The Data Entry and/or Submit/Approve process consists of three major steps:# Reconcile# Data Entry Forms, your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# Approve.g. ''Data Entry Form'' and ''Link''. Contact your {{IMSMANG}} Administrator if you have questions on permissions. }}
The major steps consist in their turn of several subtasks which may be carried out by one or more different persons and/or stakeholders in the Mine Action programme. For data quality purposes, it is important that the data is adequately checked. With multiple permission levels for the Approval workflow, different users can be assigned different permissions, allowing Mine Action Programmes to implement a data-entry workflow that distinguishes between data '''entry''' and data '''verification''' roles.  {|class="wikitable" |-| '''Reconcile'''||# Does it exists in DB?# Select Action# Select template|-| '''Data Entry'''||# Data Entry itself# Link(s)?|-| '''Approve'''||# Save# Peer-review# Submit# Final review/Data QA# Approve|} ==Reconcile==__NOEDITSECTION__ Reconcile means to make two sets of numbers add up to the same total which with IMSMA terms is the 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 ===__NOEDITSECTION__ 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 xml already exists in the database or not.  New information can be 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. Read more about Summary items and Data Entry Forms '''[[Understanding IMSMA Information Model#Data Entry Forms and Summaries | here]]'''. {{Decision node| 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 ===__NOEDITSECTION__ <center>{| align="center"
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{| class="wikitable" width="950"! colspan="24" align="center" | Data Entry ProcessActions
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| rowspan="3"| '''Reconcile'''! Type | 1 Does it exists in DB?! Name ! When to use! Action
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| rowspan="2 Select Action"| '''From Data Entry menu'''| [[Reconcile as New]]| '''Only''' for New Locations| New
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| 3 Select template[[Reconcile as Existing Item]]| Is '''not''' recommended anymore (Replace/Combine)| Replace/Combine
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| rowspan="23"| '''Data EntryFrom Summary window'''| 4 [[Add a Data Entry itselfForm from the Summary Window | Add from Summary Window]]| Not for New Locations| New
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| 5 Link(s)?[[Update from Summary Window]]| To update existing data| Update
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| rowspan="5"[[Delete from the Summary Window | '''Approve'''Delete from Summary Window]]| 6 SaveIf the item should be Deleted from the database| Delete
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| 7 Peer-reviewrowspan="4"| '''Other Reconcile Actions'''| [[Link to Existing Item]]| Link may be used in combination which several of the other Actions| Link
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| 8 Submit[[Reassign Item to another Location]]| Special updating Action when to which Location an item is assigned| Change Location
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| 9 Final review/Data QA[[Unlink Items]]| Special updating Action when items need to be Unlinked| Unlink
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| 10 Approve[[Unapprove a Data Entry Form from the Summary Window | Unapprove a Data Entry Form]] | If this Action is used, all traceability and transparency is lost| N/A
|}
</center>
Before a data entry form can be approved, Depending on which Action you must decide whether choose the item records in Reconciliation tab of the data entry form create new item records, update existing item records, or are associated with existing item records of Data Entry Form will be populated different item types. This process is called The Actions in the ''From Summary window''and 'reconciliation'Other Actions'' automatically populates the Reconciliation tab.
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 locationImage:Recon tab Add from non-Location.png|600px|center]].<div align="center">'' Example of Reconciliation Tab ''</div>
Data entry form item records can also update existing item records{{New_6. Updates to existing item records can either replace an existing item record or combine certain item record attributes. When an existing item record is replaced0 | Add, the summary of the existing item record is replaced with the data Update and Delete from the new item record. When an item record Summary window were added 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 combinedversion 6. Refer to the [[Reconcile by Updating an Existing Item Record]] for more details on which item attributes are combined for each item0.}}
<p>=== Select Data entry form item records can also Entry Form template===__NOEDITSECTION__ Next decision is to choose which template to use for the Data Entry. It might be associated with existing appropriate to have more than one Data Entry template for one item records that are of a different type, e.g. one for the information about the Victim and another template for Victim Needs Assessment. For The item Activity is an examplewhere each process has their own template, a victim that is created by a new data entry form can be associated with an existing accidenti.e. To establish a relationship between item records of different item typesNon-Technical Survey, Technical Survey, EOD Spot Task, Completion Report, Post-Clearance Survey, you create a ''link'' between the item records. See [[Reconcile by Linking to an Existing Item Record]] for more informationetc.</p>
[[Image:Select Template New.png|500px|center]]<pdiv align="center">Item records can be reconciled from the Reconciliation tab on the '' Select Template for New Data Entry Form Editor window. The Reconciliation tab displays all item records from the data entry form that need to be reconciled.''</pdiv>
Reconciling item records from ==Data Entry ==__NOEDITSECTION__ === Data Entry itself===__NOEDITSECTION__ For more information on how to do data entry, see [[Use the Data Entry Form Editor window allows you Window]].  [[Image:Fig42.png|400px|center]] {{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 is based on Date of Information. If the date is earlier or the same, the Summary items will '''not''' be updated.}} === Links? ===__NOEDITSECTION__ The last step of the Data Entry is to specify on the Reconciliation tab if the item should be linked to select existing another item records . 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. [[Image:Understanding IMSMA Information Model - Example Relationships Among Items.png|center|550px|''Example Relationships Among Items'']]<div align="center">''Note: Connections to Country Structure and Location have been omitted from the example''</div> ==Approve==__NOEDITSECTION__ [[Image:WB_Status.png|thumb|225px|Approval workflow / Data Entry Form Statuses]] === Save===__NOEDITSECTION__ The first step in the Approval workflow is done by the Data Entry staff and saves the Data Entry Form. It may now be found in the Workbench. Until a listData Entry Form is approved, it exists only in the Workbench and does not update any Summary items. This section provides instructions The report can still be modified or deleted. === Peer review===__NOEDITSECTION__ The next step in the Approval workflow is to have another person to review the contents of the Data Entry Form.  === Submit===__NOEDITSECTION__ When the Data Entry staff feels that the contents of the Data Entry Form has good enough data quality for reconciling the last review, they click on the button Submit and the status changes. The Data Entry Form is still in the Workbench. === Final review ===__NOEDITSECTION__ If the Data Verifier does not consider the content of the Data Entry Form to meet the Data Quality standard of the Mine Action programme e.g. a QM item records from should always be linked to an Activity then the Data Entry Form will be ''Rejected''. === Reject or Approve?===__NOEDITSECTION__ If the Data Verifier is not satisfied then the Data Entry Form will be Rejected. When the Data Quality is good enough the Data Entry Form Editormay be Approved. The Approval will trigger an update of an existing item (Summary) or creating of a new item depending of chosen Action.
<center>
{| class="wikitable" width="600"
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| align="center" colspan="2" | '''Reconciliation Icons'''
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| width="125pt" | '''Icon'''
| width="475pt" | '''Description'''
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| align="center" | [[Image:ReconItemRecIcon.png]] || Allows you to reconcile items as new records, or with existing item records that you select from a list.
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| align="center" | [[Image:UAIBtn01.png]] || Removes the reconciliation or link between the item records.
|}
</center>
{{NavBox HowTo Reconcile and Approve}}
 [[Category:COONAA]]
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