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Reconcile

937 bytes removed, 11:30, 18 March 2019
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The Data Entry process consists of three major steps:
# ReconileReconcile
# Data Entry
# Approve.
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 Approvalworkflow, 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. {| |- valign="top"|{| class="wikitable" width="550"! 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="3"| '''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
|}
==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]]'''.
=== Select Data Entry Action ===__NOEDITSECTION__
[[Image:Summary window toolbar.png|350px|center]]
<div align="center">
'' Summary window toolbar''
</div>
<center>
{| align="center"
|-
| 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"| '''Other 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
|}
</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:Recon tab Add from non-Location.png|600px|center]]
<div align="center">
'' Example of Reconciliation Tab ''
</div>
Depending on which Action you choose the Reconciliation tab of the Data Entry Form will be populated different{{New_6. The Actions in the ''From 0 | Add, Update and Delete from Summary window'' and ''Other Actions'' automatically populates the Reconciliation tabwere added in version 6.0. }}
=== Select Data Entry Form template===__NOEDITSECTION__
==Data Entry ==__NOEDITSECTION__
An important part of the Data Entry is of cause the template itself and that is both collecting the data that is required and that the design of the template makes is easy to do Data Entry and give guidance that enhances/ensures high data quality such as required fields.
 
=== Data Entry itself===__NOEDITSECTION__
[[Image:Fig42.png|400px|]]
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.
 
[[Image:Understanding IMSMA Information Model - Example Relationships Among Items.png|center|550px|''Example Relationships Among Items'']]
<div align="center">
</div>
The last step of the ==Approve==__NOEDITSECTION__ [[Image:WB_Status.png|thumb|225px|Approval workflow / 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.Form Statuses]]
==Approve==__NOEDITSECTION__
[[Image:WB_Status.png|center|225px]]
<div align="center">
''Data Entry Form Statuses / Approval workflow''
</div>
=== 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 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.
=== Peer 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 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 may be Approved. The Approval will trigger an update of an existing item (Summary) or creating of a new item depending of chosen Action.
{{Outdated| This page is outdated}}
 
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.
 
<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]]
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