2,186
edits
Changes
no edit summary
{{Reference guide header|The ''Reconciliation and Approval'' process is a series of steps to ensure 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 summary 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.
{| 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.]]
|align="left" style="padding: 5px 10px 5px 10px"| Your field report data entry form 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]]
|}
{{HowTo's
|[[HowTo:Access and Use the Workbench Window|Access and Use the Workbench Window]]
|[[HowTo:Filter the Field Reports Displayed in the Workbench|Filter the Field Reports Data Entry Forms Displayed in the Workbench]]
|[[HowTo:Assign an Item Record to a Location|Assign an Item Record to a Location]]
|[[HowTo:Reconcile by Creating a New Item Record|Reconcile by Creating a New Item Record]]
|[[HowTo:Reconcile by Linking to an Existing Item Record|Reconcile by Linking to an Existing Item Record]]
|[[HowTo:Unlink an Item|Unlink an Item]]
|[[HowTo:Unapprove a Field Report|Unapprove a Field ReportData Entry Form]]
|[[HowTo:Reassign an Item Location|Reassign an Item Location]]
}}
[[Image:raA24.png|600px]]
<li>Select the ''Replace Existing Item with Field Report Data Entry Form Item'' option.</li>
<li>Click '''OK'''.</li>
{| 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.]]
|align="left" style="padding: 5px 10px 5px 10px"| Blank fields of the latest field report data entry form 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.]]
|align="left" style="padding: 5px 10px 5px 10px"| Browse the current view summary window to see the updated data.
|}
[[Image:raA24.png|500px]]
<li>Select the ''Combine Existing Item with Field Report Data Entry Form Item'' option.</li>
<li>Click '''OK'''.</li>
{| 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.]]
|align="left" style="padding: 5px 10px 5px 10px"| Browse the current view summary window to see the updated data.
|}
===Approving from the Workbench===
<ol>
<li>Select the field reportdata entry form.</li>
<li>Click '''Approve'''.</li>
