Changes

Jump to: navigation, search

Reconcile

1,131 bytes added, 11:30, 18 March 2019
no edit summary
{{Outdated| This page is outdatedTOC right}}{{Note | To do The Data Entry and/or Submit/Approve process consists of three major steps:# Reconcile# Data Entry Forms, your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. }}
<center>{| align="center"|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- valign="top"entry workflow that distinguishes between data '''entry''' and data '''verification''' roles. |{| class="wikitable" width="650"! colspan="2" align="center"| Data Entry Process|-| rowspan="3"| '''Reconcile'''| 1 Does it exists in DB?|-| 2 Select Action
|-
| 3 '''Reconcile'''||# Does it exists in DB?# Select Action# Select template
|-
| rowspan="2"| '''Data Entry'''||| 4 # Data Entry itself# Link(s)?
|-
| 5 Link(s)?|-| rowspan="5"| '''Approve'''||| 6 # Save|-| 7 # Peer-review|-| 8 # Submit|-| 9 # Final review/Data QA|-| 10 # Approve
|}
</center>
==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 MAxml, does it xml already exist exists in the database or not? .
New information are 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.}}
|
{| class="wikitable" width="950"
! colspan="34" align="center"| Data Entry Actions
|-
! Type
! Name
! When to use
! Action
|-
| rowspan="2"| '''From Data Entry menu'''
| [[Reconcile by Creating a New Item Record|Reconcile as New]]
| '''Only''' for New Locations
| New
|-
| [[Reconcile by Updating an Existing Item Record|Reconcile as Existing Item]]
| Is '''not''' recommended anymore (Replace/Combine)
| Replace/Combine
|-
| rowspan="3"| '''From Summary window'''
| [[Add a Data Entry Form from the Summary Window | Add from Summary Window]]
| Not for New Locations
| New
|-
| [[Update the Data in the Summary Window | Update from Summary Window]]
| To update existing data
| Update
|-
| [[Delete from the Summary Window | Delete from Summary Window]]
| If the item should be Deleted from the database
| Delete
|-
| rowspan="4"| '''From Summary windowOther Reconcile Actions'''| [[Reconcile by Linking to an Existing Item Record|Link to Existing Item]]
| Link may be used in combination which several of the other Actions
| Link
|-
| [[Reassign an Item Location | Reassign Item to another Location]]
| Special updating Action when to which Location an item is assigned
| Change Location
|-
| [[Remove a Link Between Items | Unlink Items]]
| Special updating Action when items need to be Unlinked
| Unlink
|-
| [[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>
Depending on which Action you choose the Reconciliation tab of the Data Entry Form will be populated different. The Actions in the ''From Summary window'' and ''Other Actions'' automatically populates the Reconciliation tab. [[Image:Understanding_IMSMA_Information_Model_Recon tab Add from non-_Updating_CVs ver2Location.png|600px|center|400px|]]<div align="center">''Example of Updating SummariesReconciliation Tab ''</div>  {{New_6.0 | Add, Update and Delete from Summary window were added in version 6.0.}} === Select Data Entry Form template===__NOEDITSECTION__ Next decision is to choose which template to use for the Data Entry. It might be appropriate to have more than one Data Entry template for one item, e.g. one for the information about the Victim and another template for Victim Needs Assessment. The item Activity is an example where each process has their own template, i.e. Non-Technical Survey, Technical Survey, EOD Spot Task, Completion Report, Post-Clearance Survey, etc.  [[Image:Select Template New.png|500px|center]]
<div align="center">
''Example of Updating SummariesSelect Template for New Data Entry Form window''
</div>
==Data Entry ==__NOEDITSECTION__ === Data Entry itself===__NOEDITSECTION__ For more information on how to do data entry, see [[Use the Data Entry Form Editor 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(s) are is based on Date of Information. If the date is earlier or the same, no change of the Summary items occurwill '''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 another item. 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.
Read more about Summary item and Data Entry Forms '''[[Image:Understanding IMSMA Information Model#Data Entry Forms and Summaries - Example Relationships Among Items.png|center|550px| here''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]]
{{Outdated| This page === Save===__NOEDITSECTION__ The first step in the Approval workflow is outdated}}done by the Data Entry staff and saves the Data Entry Form. It may now be found in the Workbench. Until a Data Entry Form is approved, it exists only in the Workbench and does not update any Summary items. The report can still be modified or deleted.
Data entry form item records can also update existing item records. Updates === Peer review===__NOEDITSECTION__ The next step in the Approval workflow is to have another person to existing item records can either replace an existing item record or combine certain item record attributes. When an existing item record is replaced, review the summary contents 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 itemData Entry Form.
<p>=== Submit===__NOEDITSECTION__ When the Data entry form item records can also be associated with existing item records Entry staff feels that are the contents of a different type. For example, a victim that is created by a new the Data Entry Form has good enough data entry form can be associated with an existing accident. To establish a relationship between item records of different item typesquality for the last review, you create a ''link'' between they click on the button Submit and the item recordsstatus changes. See [[Reconcile by Linking to an Existing Item Record]] for more informationThe Data Entry Form is still in the Workbench.</p>
<p>Item records can be reconciled from === Final review ===__NOEDITSECTION__ If the Data Verifier does not consider the Reconciliation tab on content of the Data Entry Form Editor windowto meet the Data Quality standard of the Mine Action programme e.g. The Reconciliation tab displays all a QM item records from should always be linked to an Activity then the data entry form that need to Data Entry Form will be reconciled''Rejected''.</p>
Reconciling item records from === Reject or Approve?===__NOEDITSECTION__ If the Data Verifier is not satisfied then the Data Entry Form Editor window allows you to select existing item records from a listwill be Rejected. This section provides instructions for reconciling item records from 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"
|-
| align="center" colspan="2" | '''Reconciliation Icons'''
|-
| width="125pt" | '''Icon'''
| width="475pt" | '''Description'''
|-
| align="center" | [[Image:ReconItemRecIcon.png]] || Allows you to reconcile items as new records, or with existing item records that you select from a list.
|-
| align="center" | [[Image:UAIBtn01.png]] || Removes the reconciliation or link between the item records.
|}
</center>
{{NavBox HowTo Reconcile and Approve}}
 [[Category:COONAA]]
6,632
edits

Navigation menu