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|[[HowTo:Reconcile]]|[[Approve]]|[[Access and Use the Workbench Window|Access the Workbench Window]]

This page should link to the following howtosThe Data Entry process consists of three major steps:* # Reconcile# Data Entry# Approvean overview of the process is found '''[[HowTo:Access the Workbench WindowReconcile|here]]'''.

{{Reference guide headerWarning|The ''Reconciliation and Approval'' process A Data Entry Form that is changing existing information must have a series Date of steps to ensure information that is later than the approval Data Entry Form that it is updating the calculation of the Summary item(s) are based on Date of high-level quality data inside IMSMA^NGInformation. To help achieve this aimWhen the date is earlier or the same, operations staff classifies and organises the submitted data according to locally defined standard operating procedures (SOPs)Summary items will '''not''' be updated.}}

The first step of the ''Reconciliation'' process of a newly reported item is to assign it to its corresponding location folder. Newly reported items There are often different Data Entry ''linked'actions' to ''any'' existing item in :* [[Add a Data Entry Form from the IMSMA^NG 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.Summary Window | Add data]]* [[Update from Summary Window | Update data]]* [[Link to Existing Item | Link data]]* [[Reassign Item to another Location]]* [[Unlink Items]]

''Data'' approval is the final step of the reconciliation process. Approved data displays in the items pane.}}   __FORCETOC__{{TOC right}}{{Decision node|This sign next to a step is a reminder that you have to refer to your local SOPs to see how this action applies precisely to 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 is performed on the reconciliation tab 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 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 of Object to Link to''' drop-down list. [[Image:SopIcon.png|50px]]</li> <li>Click '''OK'''.</li> [[Image:raA13.png|500px]] <li>Select an item from 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 or the location assignment, 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 ''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 ''Replace Existing Item with Field Report Item'' option.</li><li>Click '''OK'''.</li> [[Image:raA25.png|500px]] <li>Click '''Approve'''.</li> [[ImageCategory:raA26.png|500pxNAA]]</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 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 NavBox Working 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> [[Image:raA32.png|500px]]</ol> [[Category:Quick Reference Guide]]