Changes

Jump to: navigation, search

Using Data Entry Forms

4,845 bytes removed, 14:34, 22 June 2016
no edit summary
{{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
|[[Data Entry Forms]]
|[[Add a Data Entry Form from the Summary Window | Add a Data Entry Form]]|[[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 DataFields]]
}}
===Data Entry Process===__NOEDITSECTION__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. ===Enter data entry is performed by filling in a Data Entry Form Template===__NOEDITSECTION__[[Image:Fig42(DEF).png|400px|]] {| border="1" cellpadding="4" cellspacing="0" style="margin: 1em 1em 1em 0; background: #f9f9f9; border: 1px #aaa solid; border-collapse: collapse; font-size: 95%;"! Button || Description|- ! style="background-color:| [[File:MFRABtn01.png]] || Allows you to [[Manage Data Entry Form Attachments|attach]] a file to This section explains how the Data Entry Form.|- ! style="background-colordifferent widgets/controls function:| [[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 IDwidget]].|- ! style="background-color: | [[File:Select a Date.png]] || This button is used for entering * [[Enter Date Information in the Data Entry Form|date informationDate]]. |- ! style="background-color:| [[File:CSA.png]] || This button displays is used for entering * [[Enter Country Structure Data Text or Numeric Information in the Data Entry Form|Country Structure informationText and Numeric]]. |- ! style="background-color: | * [[File:Pencil_for_points.png]] || This button is used for entering [[Enter Geospatial Data Using Option Lists in the Data Entry Form|geospatial information]]. |Single- ! style="backgroundand multi-color: | [[File:Select and Organisation.pngselect]] || This button is used for entering * [[Enter Organisation Auxiliary Data in the | Auxiliary Data Entry Form|Organisation information]]. |- ! style="background-color: | [[File:Select a Place.png]] || This button is used for entering * [[Enter Place Geospatial 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 Geospatial 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">'' Approval workflow / Data Entry Form Statuses''</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''.
{||- valign="top"|{| class="wikitable"! Button || Description|- align="center"| [[Image:Save button.png]] || [[Save The Data Entry Forms to the Workbench | Saves]] the Data Entry Form information to the Workbench with a Saved status so that you can update the Data Entry Form information at '''process''' is a later time.|- align="center"| [[Image:Submit button.png]] || Saves the Data Entry Form information series of steps to the Workbench with a [[Submit Data Entry Forms | Submitted]] status. |ensure high- align="center"| [[Image:Reject button.png]] || Saves the Data Entry Form to the Workbench with a level quality data inside {{IMSMANG}} which is explained '''[[Reject Data Entry Forms | Rejected]] status. |- align="center"| [[Image:Approve button.png]] || After a Data Entry Form has been [[Approve Data Entry Forms | Approved]], it can no longer be changed. An approved Reconciling and Approving 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. |-align="center"IMSMANG | [[Image:Cancel button.pnghere]] || 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}}
[[Category:CRI]]
6,632
edits

Navigation menu