Difference between revisions of "Using Data Entry Forms"

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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.
 
 
Data entry is performed by completing Data Entry Form templates. Data Entry Form templates contain different data field formats for example:
 
* alphanumeric or numeric fields,
 
* multiple or single-select lists and
 
* table widgets.
 
 
Once completed, a Data Entry Form may be Saved or Submitted for approval.
 
 
The Data Entry Form templates have been designed by your IMSMA administrator. Follow your local SOP or contact your IMSMA administrator for guidance on how to enter data.
 
}}
 
 
__FORCETOC__
 
{{TOC right}}
 
 
 
{{HowTo's
 
{{HowTo's
 
|[[Data Entry Forms]]
 
|[[Data Entry Forms]]
|[[Add a Data Entry Form from the Summary Window | Add a Data Entry Form]]
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|[[Data Fields]]
|[[Use the Data Entry Form Editor Window | Use the Data Entry Form Editor]]
 
|[[Auxiliary Data]]
 
|[[Enter Geospatial Data in the Data Entry Form | Enter Geospatial Data]]
 
 
}}
 
}}
  
===Data Entry Process===__NOEDITSECTION__
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Data entry is performed by filling in a Data Entry Form (DEF). This section explains how the different widgets/controls function:
In the previous step of the Data Entry process, [[Reconciling and Approving Data in IMSMANG | Reconcile]], which [[Reconcile | Action]] and Data Entry Form template to use have been decided.
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* [[Using the ID Generator|ID widget]]
 
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* [[Enter Date Information in the Data Entry Form| Date]]
===Enter data in a Data Entry Form Template===__NOEDITSECTION__
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* [[Enter Text or Numeric Information in the Data Entry Form|Text and Numeric]]
[[Image:Fig42.png|400px|]]
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* [[Using Option Lists in the Data Entry Form| Single- and multi-select]]
 
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* [[Enter Auxiliary Data | Auxiliary Data]]
{| border="1" cellpadding="4" cellspacing="0" style="margin: 1em 1em 1em 0; background: #f9f9f9; border: 1px #aaa solid; border-collapse: collapse; font-size: 95%;"
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* [[Enter Geospatial Data in the Data Entry Form|Geospatial Data]].
! Button || Description
 
|- ! style="background-color:
 
| [[File:MFRABtn01.png]] || Allows you to [[Manage Data Entry Form Attachments|attach]] a file to the Data Entry Form.
 
|- ! style="background-color:
 
| [[File:ExportUnappIcon.png]] || Exports the Data Entry Form.
 
|- ! style="background-color:
 
| [[File:Print.png]] || Prints the Data Entry Form.
 
|- ! style="background-color:
 
| [[File:Generate ID Number.png]] || This button is used for automatically generate an [[Using the ID Generator|object ID]].
 
|- ! style="background-color:
 
| [[File:Select a Date.png]] || This button is used for entering [[Enter Date Information in the Data Entry Form|date information]].
 
|- ! style="background-color:
 
| [[File:CSA.png]] || This button displays is used for entering [[Enter Country Structure Data in the Data Entry Form|Country Structure information]].
 
|- ! style="background-color:
 
| [[File:Pencil_for_points.png]] || This button is used for entering [[Enter Geospatial Data in the Data Entry Form|geospatial information]].
 
|- ! style="background-color:
 
| [[File:Select and Organisation.png]] || This button is used for entering [[Enter Organisation Data in the Data Entry Form|Organisation information]].
 
|- ! style="background-color:
 
| [[File:Select a Place.png]] || This button is used for entering [[Enter Place Data in the Data Entry Form|Place information]].
 
|
 
|}
 
 
 
===Adding Attachments to the Data Entry Form===__NOEDITSECTION__
 
<ol>
 
 
 
[[File:Click Add 2.png|440px|]]
 
 
 
<li>Click [[File:Upload Attachment.png|20px|<span title=""></span>]] to upload a new attachment</li>
 
 
 
</ol>
 
=== Links? ===__NOEDITSECTION__
 
[[Image:Understanding IMSMA Information Model - Example Relationships Among Items.png|center|450px|''Example Relationships Among Items'']]
 
<div align="center">
 
''Note: Connections to Country Structure and Location have been omitted from the example''
 
</div>
 
 
 
The last step of the Data Entry is to specify on the Reconciliation tab if the item should be [[Reconcile by Linking to an Existing Item Record | 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.
 
 
 
==Approve==__NOEDITSECTION__
 
[[Image:WB_Status.png|center|175px]]
 
<div align="center">
 
''Data Entry Form Statuses / Approval workflow''
 
</div>
 
 
 
The buttons at the bottom of the Data Entry Form Editor window are used during the next phase of Data Entry proccess, Approve. The '''Data Enterer''' uses ''Save'' and/or ''Submit'' and the '''Data Verifier''' ''Reject'' or ''Approve''.
 
  
{| border="1" cellpadding="4" cellspacing="0" style="margin: 1em 1em 1em 0; background: #f9f9f9; border: 1px #aaa solid; border-collapse: collapse; font-size: 95%;"
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The Data Entry '''process''' is a series of steps to ensure high-level quality data inside {{IMSMANG}} which is explained '''[[Reconciling and Approving Data in IMSMANG |here]]'''.
! Button || Description
 
|- ! style="background-color:
 
| [[Image:Save button.png]] || [[Save Data Entry Forms to the Workbench#Saving the Data Entry Form Template | Saves]] the Data Entry Form information to the Workbench with a Saved status so that you can update the Data Entry Form information at a later time.
 
|- ! style="background-color:
 
| [[Image:Submit button.png]] || Saves the Data Entry Form information to the Workbench with a [[Save Data Entry Forms to the Workbench#Submitting the Data Entry Form Template | Submitted]] status.
 
|- ! style="background-color:
 
| [[Image:Reject button.png]] || Saves the Data Entry Form to the Workbench with a Rejected status.
 
|- ! style="background-color: 
 
| [[Image:Approve button.png]] || After a Data Entry Form has been [[Reconciling and Approving Data in IMSMANG | approved]], it can no longer be changed. An approved Data Entry Form can be viewed from the Summary windows. In order to approve a Data Entry Form, it must have a Location assigned to it. The Data Entry Form may no longer be found in the Workbench.
 
|-! style="background-color:
 
| [[Image:Cancel button.png]] || Closes the Data Entry Form Editor window without saving the information. The user is given a warning message if there is unsaved data prior to closing the editor.  
 
|}
 
  
 
{{NavBox Working with IMSMA}}
 
{{NavBox Working with IMSMA}}
  
 
[[Category:CRI]]
 
[[Category:CRI]]

Latest revision as of 13:34, 22 June 2016

Data entry is performed by filling in a Data Entry Form (DEF). This section explains how the different widgets/controls function:

The Data Entry process is a series of steps to ensure high-level quality data inside IMSMANG which is explained here.