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Reconciling and Approving Data in IMSMANG

5,183 bytes removed, 11:31, 18 March 2019
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This page should link to the following howtos:{{HowTo's* |[[HowTo:Access the Workbench WindowReconcile]] <table cellspacing="5" cellpadding="0" style="float: right; clear: right; color: black; background: #f9f9f9; border: 1px solid #aaa; width 25em; margin: 0 0 1.0em 1.0em; padding: 0.2em; border-spacing: 0.4em 0; text-align: center; line-height: 1.4em; font-size: 88%; background-color: #f5faff; font-size: 90%; width: auto; line-height: 1.6em;" class="vertical-navbox nowraplinks"><th style="padding: 0.2em 0.4em 0.2em; font-size: 145%; line-height: 1.2em; font-weight: bold; background-color: #9aa8b5; font-size: 125%" class="">How To</th><tr><td style="padding-bottom: 0.2em; text-align: left">{{{#if {{{1}}}|* {{{1}}}}}}[[Approve]]{{{#if {{{2}}}|* {{{2}}}}}}</td></table>  {{Reference guide header|The ''Reconciliation [[Access and Approval'' process is a series of steps to ensure Use the approval of high-level quality data inside IMSMA<sup>NG</sup>. To help achieve this aim, operations staff classifies and organises the submitted data according to locally defined standard operating procedures (SOPs). The first step of the ''Reconciliation'' process of a newly reported item is to assign it to its corresponding location folder. Newly reported items are often ''linked'' to ''any'' existing item in the IMSMA<sup>NG</sup> dataset. ''Updates replace'' or ''are combined'' with an existing item of the ''same'' category. Updates display on the current view window of the corresponding item and each reported update can be traced back. ''Data'' approval is the final step of the reconciliation process. Approved data displays in the items pane.Workbench Window | Workbench]]
}}
The ''Data Entry'' process is a series of steps to ensure high-level quality data inside {{IMSMANG}}.
The Data Entry process consists of three major steps:
# Reconcile
# Data Entry
# Approve
an overview of the process is found '''[[Reconcile|here]]'''.
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. It 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.
__FORCETOC__{{TOC right}}{{Decision nodeWarning|This sign next to a step A Data Entry Form that is changing existing information must have a reminder Date of information that you have to refer to your local SOPs to see how this action applies precisely to is later than the reported items taken to the reconciliation process. }} {| style="border:2px solid lightgray; float:center; margin:10px;"|align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA Mobile.]]|align="left" style="padding: 5px 10px 5px 10px"| Your field report data entry form might be found in the Workbench.<ol type="a"><li>Click [[Image:raA01.png]].</li><li>Select the field report data entry form.</li><li>Click [[Image:raA02.png]].</li></ol>|-|align="center" colspan="2"|[[Image:raA03.png|500px]]The reconciliation process Data Entry Form that it is performed on updating the reconciliation tab calculation of the completed field report data entry form.[[Image:raA04.png|500px]]|} ===Newly Reported Items===<ol><li>Assigning a location</li><ol type="a"><li>Select the reported Summary item.</li><li>Click [[Image:raA05.png]].</li> [[Image:raA06.png|500px]] <li>Click [[Image:raA07.png]].</li><li>Select the relevant location from your list. [[Image:SopIcon.png|50px]]</li><li>Click '''Assign'''.</li> [[Image:raA08.png|500px]] <li>Click '''OK'''.</li> [[Image:raA09.png|500px]] </ol><li>Linking the reported item to an existing item [[Image:SopIcon.png|50px]]</li> <ol type="a"><li>Select the reported item.</li><li>Click [[Image:raA10.png]].</li> [[Image:raA11.png|500px]] <li>Select the ''Link to Existing Item'' option.</li><li>Click '''OK'''.</li> [[Image:raA12.png|500px]] <li>Choose an option from the '''Type (s) are based on Date of Object to Link to''' drop-down listInformation. [[Image:SopIcon.png|50px]]</li> <li>Click '''OK'''.</li> [[Image:raA13.png|500px]] <li>Select an item from When the list.</li><li>Click '''Assign'''.</li> [[Image:raA14.png|500px]] <li>Click OK.</li> [[Image:raA15.png|500px]] <li>Click '''Approve'''.</li> [[Image:raA16.png|500px]]</ol> {| style="border:2px solid lightgray; float:center; margin:10px;"|align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA Mobile.]]|align="left" style="padding: 5px 10px 5px 10px"| To change the link date is earlier or the location assignmentsame, select the linked item or assigned location and click [[Image:raA17.png]]. |-|align="center" colspan="2"|[[Image:raA18.png|500px]]|} ===Reconciling New Locations===[[Image:SopIcon.png|50px]]<ol><li>Select the reported location.</li><li>Click [[Image:raA05.png]].</li> [[Image:raA20.png|500px]] <li>Click Approve.</li></ol> ===Updating Items=======Replacing====[[Image:SopIcon.png|50px]]<ol><li>Select the reported item.</li><li>Click [[Image:raA10.png]].</li> [[Image:raA22.png|500px]] <li>Select the Summary items will ''Reconcile as Existing Item'not' option.</li><li>Click '''OK'''.</li> [[Image:raA23.png|500px]] <li>Select an item from the list. [[Image:SopIcon.png|50px]]</li> <li>Click '''Assign'''.</li> [[Image:raA24.png|500px]] <li>Select the ''Replace Existing Item with Field Report Item'' option.</li><li>Click '''OK'''.</li> [[Image:raA25.png|500px]] <li>Click '''Approve'''.</li> [[Image:raA26.png|500px]]</ol> {| style="border:2px solid lightgray; float:center; margin:10px;"|align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA Mobile.]]|align="left" style="padding: 5px 10px 5px 10px"| Blank fields of the latest field report are ignored.|} {| style="border:2px solid lightgray; float:center; margin:10px;"|align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA Mobile.]]|align="left" style="padding: 5px 10px 5px 10px"| Browse the current view window to see the be updated data.|====Combining====[[Image:SopIcon.png|50px]]<ol><li>Select the reported item.</li><li>Click [[Image:raA21.png]].</li> [[Image:raA22.png|500px]] <li>Select the ''Reconcile as existing item'' option.</li><li>Click '''OK'''.</li> [[Image:raA23.png|500px]] <li>Select an item from the list. [[Image:SopIcon.png|50px]]</li> <li>Click '''Assign'''.</li> [[Image:raA24.png|500px]] <li>Select the ''Combine Existing Item with Field Report Item'' option.</li><li>Click '''OK'''.</li> [[Image:raA30.png|500px]] <li>Click '''Approve'''.</li> [[Image:raA31.png|500px]]</ol> {| style="border:2px solid lightgray; float:center; margin:10px;"|align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA Mobile.]]|align="left" style="padding: 5px 10px 5px 10px"| Combining aggregates information only for:*Geographic coordinates*Area size*Devices found*Hours spent|} {| style="border:2px solid lightgray; float:center; margin:10px;"|align="left" style="padding: 5px 10px 5px 10px"|[[Image:bulb2.png|25px|Represents a tip or note for using IMSMA Mobile.]]|align="left" style="padding: 5px 10px 5px 10px"| Browse the current view window to see the updated data.|===Approving from the Workbench===<ol><li>Select the field report.</li><li>Click '''Approve'''.</li>
There are different Data Entry '''actions''':* [[Add a Data Entry Form from the Summary Window | Add data]]* [[Update from Summary Window | Update data]]* [[Image:raA32.pngLink to Existing Item |500pxLink data]]* [[Reassign Item to another Location]]</ol>* [[Unlink Items]]
[[Category:Quick Reference GuideNAA]]{{NavBox Working with IMSMA}}
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