Using Data Entry Forms: Difference between revisions

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{{Outdated| The preferred method of entering data is not to start from the Data Entry menu.}}  
{{Outdated| The preferred method of entering data is not to start from the Data Entry menu.}}  
{{Reference guide header|Data entry is performed by completing Data Entry Form templates.  
{{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:


Data Entry Form templates may contain different data field formats for example:  
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,  
* alphanumeric or numeric fields,  
* multiple or single-select lists and  
* multiple or single-select lists and  
Line 23: Line 30:
}}
}}


===Open a Data Entry Form Template===__NOEDITSECTION__
===Data Entry Process===__NOEDITSECTION__
<ol>
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.
<li>Choose Data Entry > Data Entry Forms > Add Data Entry Forms...</li>
 
[[File:Test.png|440px|]]
 
<li>Select the Data Entry Form template of your choice and click OK.</li>
 
[[File:Select Template.png|440px|]]
</ol>


===Enter data in a Data Entry Form Template===__NOEDITSECTION__
===Enter data in a Data Entry Form Template===__NOEDITSECTION__
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| [[File:Pencil_for_points.png]] || This button is used for entering [[Enter Geospatial Data in the Data Entry Form|geospatial information]].  
| [[File:Pencil_for_points.png]] || This button is used for entering [[Enter Geospatial Data in the Data Entry Form|geospatial information]].  
|- ! style="background-color:  
|- ! style="background-color:  
| '''Approve''' || Removes the Data Entry Form from the Workbench. After a Data Entry Form has been approved, it can no longer be changed. An approved Data Entry Form can be viewed from the Location Summary and Item Summary windows. In order to approve a Data Entry Form, it must have a Location assigned to it.
| [[Image:Approve button.png]] || Removes the Data Entry Form from the Workbench. After a Data Entry Form has been approved, it can no longer be changed. An approved Data Entry Form can be viewed from the Location Summary and Item Summary windows. In order to approve a Data Entry Form, it must have a Location assigned to it.
|- ! style="background-color:  
|- ! style="background-color:  
| '''Reject''' || Saves the Data Entry Form to the Workbench with a Rejected status.   
| '''Reject''' || Saves the Data Entry Form to the Workbench with a Rejected status.   

Revision as of 13:22, 12 March 2015

The preferred method of entering data is not to start from the Data Entry menu.
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.


How To

{{#if:Data Entry Forms |

|}}{{#if:Add a Data Entry Form |

|}}{{#if: Use the Data Entry Form Editor |

|}}{{#if:Auxiliary Data |

|}}{{#if: Enter Geospatial Data |

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Data Entry Process

In the previous step of the Data Entry process, Reconcile, which Action and Data Entry Form template to use have been decided.

Enter data in a Data Entry Form Template

Button Description
Allows you to attach a file to the Data Entry Form.
Exports the Data Entry Form.
Prints the Data Entry Form.
This button is used for automatically generate an object ID.
This button is used for entering date information.
This button displays is used for entering Country Structure information.
This button is used for entering Organisation information.
This button is used for entering Place information.
This button is used for entering geospatial information.
Removes the Data Entry Form from the Workbench. After a Data Entry Form has been approved, it can no longer be changed. An approved Data Entry Form can be viewed from the Location Summary and Item Summary windows. In order to approve a Data Entry Form, it must have a Location assigned to it.
Reject Saves the Data Entry Form to the Workbench with a Rejected status.
Save 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.
Submit Saves the Data Entry Form information to the Workbench with a Submitted status.
Cancel Closes the Data Entry Form Editor window without saving the information. (The user is given a warning message prior to closing the report.)

Adding Attachments to the Data Entry Form

    File:Click Add 2.png
  1. Click to upload a new attachment

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