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Reconciling and Approving Data in IMSMANG

3,627 bytes removed, 11:31, 18 March 2019
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{{Reference guide header|The ''Data Entry'' process is a series of steps to ensure the approval of high-level quality data inside {{IMSMANG}}. To help achieve this aim, is important to have locally defined standard operating procedures (SOPs) for Data Entry which defines who-does-what and who is responsible for Data '''Verification''.
 
The Data Entry process consists of three major steps:
 
1. Reconile
 
2. Data Entry
 
3. 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 Approval, 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. }}
 
__FORCETOC__
{{TOC right}}
 
{{HowTo's
|[[Reconcile]]
|[[Approve]]
|[[Access and Use the Workbench Window | Workbench]]
 
}}
==Reconcile==__NOEDITSECTION__The first step of the ''Data Entry'' process is the Reconciliation where it is decided if the information received should create a new item or update an existing item. When that is decided then the Data Entry staff known which Action series of steps to useensure high-level quality data inside {{IMSMANG}}.
===New Reported Items===__NOEDITSECTION__[[Image:Summary window toolbar.png|350px|center]]<div align="center">'' Summary window toolbar''</div><ol><li>Open the Location Summary window to which you would like to assign the new item.</li><li>Click the [[Image:FieldTemplateIcon.png]] button. <li>The Template for New Data Entry Form window displays. <li>Select the Data Entry Form template that you would like to use</li><li>The Data Entry Form Editor displays a new Data Entry Form. The following information are automatically populated: :* Form ID:* Item ID:* Date process consists of information:* Reconciliation tab. [[Imagethree major steps:Recon tab Add from Location.png|600px|center]]<div align="center">'' Reconciliation Tab Add Method from Location Summary window''</div><li>If appropriate, '''[[# Reconcile by Linking to an Existing Item Record | Link]]''' to other items.<li>Enter the data into the Data Entry Form. For more information on how to do data entry, see [[Use the # Data Entry Form Editor Window]]. <li>Save, Submit or # Approve the Data Entry Form.</li><li>When an overview of the Data Entry Form process is approved, the a Summary window will be created for the new item.</ol> ===Updating Items===__NOEDITSECTION__[[Image:Summary window toolbar.png|350px|center]]<div align="center">'' Summary window toolbar''</div><ol><li>Open the Summary window of the item that you would like to Update.</li><li>Click the [[Image:FieldViewIcon.png | Edit]] button.</li><li>The Template for Update Data Entry Form window displays. The list of possible templates are filtered to only included templates for the current item type.<li>Select the Data Entry Form template that you would like to use</li><li>The Data Entry Form Editor displays a new Data Entry Form. The following information are automatically populated: :* Form ID:* Item ID:* Date of information:* Reconciliation tab.[[Image:Recon tab Update.png|600px|center]]<div align="center">'' Reconciliation Tab Update Action''</div><li>All the other data fields in the template are also automatically populated with the Approved information.<li>If appropriate, found '''[[Reconcile by Linking to an Existing Item Record | Linkhere]]''' to other items.<li>Enter the data into the Data Entry Form. For more information on how to do data entry, see [[Use the Data Entry Form Editor Window]]. <li>Save, Submit or Approve the Data Entry Form.</li><li>When the Data Entry Form is approved, the Summary window will display the updated data.</ol>  ===Other Updating Actions===__NOEDITSECTION__[[Delete from the Summary Window | Delete]] is used when the item should be deleted from {{IMSMANG}}. There are two more specialised Actions; [[Reassign an Item Location | Reassign Item to another Location]] and [[Remove a Link Between Items | Unlink Items]]. {{New_6.0 | The three Actions; Add, Update and Delete from the Summary window; were introduced in version 6.0.}}
==Approve==__NOEDITSECTION__[[Image:WB_StatusThe 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.png|center|225px]]<div align="center">'' With multiple permission levels for the Approval , 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. It is important to have locally defined Standard Operating Procedures (SOPs) for Data Entry Form Statuses''</div>which defines who-does-what and who is responsible for Data Verification.
The Approval workflow {{Warning| A Data Entry Form that is the last major phase changing existing information must have a Date of information that is later than the Data Entry process and consists Form that it is updating the calculation of several different steps that may be conducted by different users / roles in the Mine Action programmeSummary item(s) are based on Date of Information. For data quality purposes, it is important that When the data date is adequately checked. With multiple permission levels for earlier or the Approval workflowsame, different users can be assigned different permissions, allowing Mine Action Programmes to implement a data-entry workflow that distinguishes between data the Summary items will '''entrynot''' and data '''verification''' rolesbe updated. }}
The Approval of There are different Data Entry '''actions''':* [[Add a Data Entry Form will trigger an update of an existing item (from the Summary) or creating of a new item depending of chosen Action. Approve may be done Window | Add data]]* [[Update from Summary Window | Update data]]* [[Approve Data Entry Forms Link to Existing Item | Data Entry Form EditorLink data]] window or from the * [[Approve Data Entry Forms from the Workbench | WorkbenchReassign Item to another Location]].* [[Category:COOUnlink Items]]
[[Category:NAA]]
{{NavBox Working with IMSMA}}
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