Reconciling and Approving Data in IMSMANG: Difference between revisions

From IMSMA Wiki
Jump to navigation Jump to search
← Older editNewer edit →
No edit summary
No edit summary
Line 1: Line 1:
{{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).
{{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 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 summary window of the corresponding item and each reported update can be traced back.
The Data Entry process consists of three major steps:


Data approval is the final step of the reconciliation process. Approved data displays in the items pane.
1. Reconile
 
2. Data Entry
 
3. Approve.
 
The major steps consist in their turn of several subtasks which may be carried out by one or more different persons and/or stakeholders in the Mine Action programme. For data quality purposes, it is important that the data is adequately checked. With multiple permission levels for the Approval, different users can be assigned different permissions, allowing Mine Action Programmes to implement a data-entry workflow that distinguishes between data entry and data verification roles.
 
The first step of the ''Data Entry'' process is the Reconciliation where it is decided if the information received should create a new item or update an existing item. When that is decided then the Data Entry staff known which Action to use.
 
Data approval is the final step of the ''Data Entry'' process. Approved data displays in the items pane.
}}
}}


Line 11: Line 21:


{{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.  }}
{{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.  }}
{{note| Your data entry form might be found in the Workbench.
#Click [[Image:raA01.png]].
#Select the data entry form.
#Click [[Image:FieldViewIcon.png]].
[[Image:raA03.png|500px]]
}}


{{note| The reconciliation process is performed on the reconciliation tab of the completed data entry form.
{{note| The reconciliation process is performed on the reconciliation tab of the completed data entry form.

Revision as of 21:27, 11 March 2015

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.

The major steps consist in their turn of several subtasks which may be carried out by one or more different persons and/or stakeholders in the Mine Action programme. For data quality purposes, it is important that the data is adequately checked. With multiple permission levels for the Approval, different users can be assigned different permissions, allowing Mine Action Programmes to implement a data-entry workflow that distinguishes between data entry and data verification roles.

The first step of the Data Entry process is the Reconciliation where it is decided if the information received should create a new item or update an existing item. When that is decided then the Data Entry staff known which Action to use.

Data approval is the final step of the Data Entry process. Approved data displays in the items pane.

This page does not include the new Actions New, Edit and Delete that were introduced in 6.0
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.
The reconciliation process is performed on the reconciliation tab of the completed data entry form.

File:RaA04.png

How To

{{#if:Access and Use the Workbench Window |

|}}{{#if:Reconcile |

|}}{{#if:|

  • {{{3}}}|}}{{#if:|
  • {{{4}}}|}}{{#if:|
  • {{{5}}}|}}{{#if:|
  • {{{6}}}|}}{{#if:|
  • {{{7}}}|}}{{#if:|
  • {{{8}}}|}}{{#if:|
  • {{{9}}}|}}{{#if:|
  • {{{10}}}|}}{{#if:|
  • {{{11}}}|}}{{#if:|
  • {{{12}}}|}}{{#if:|
  • {{{13}}}|}}{{#if:|
  • {{{14}}}|}}{{#if:|
  • {{{15}}}|}}{{#if:|
  • {{{16}}}|}}{{#if:|
  • {{{17}}}|}}{{#if:|
  • {{{18}}}|}}{{#if:|
  • {{{19}}}|}}{{#if:|
  • {{{20}}}|}}{{#if:|
  • {{{21}}}|}}{{#if:|
  • {{{22}}}|}}{{#if:|
  • {{{23}}}|}}{{#if:|
  • {{{24}}}|}}{{#if:|
  • {{{25}}}|}}{{#if:|
  • {{{26}}}|}}{{#if:|
  • {{{27}}}|}}{{#if:|
  • {{{28}}}|}}{{#if:|
  • {{{29}}}|}}{{#if:|
  • {{{30}}}|}}{{#if:|
  • {{{31}}}|}}{{#if:|
  • {{{32}}}|}}{{#if:|
  • {{{33}}}|}}{{#if:|
  • {{{34}}}|}}{{#if:|
  • {{{35}}}|}}{{#if:|
  • {{{36}}}|}}{{#if:|
  • {{{37}}}|}}{{#if:|
  • {{{38}}}|}}{{#if:|
  • {{{39}}}|}}{{#if:|
  • {{{40}}}|}}{{#if:|
  • {{{41}}}|}}{{#if:|
  • {{{42}}}|}}{{#if:|
  • {{{43}}}|}}{{#if:|
  • {{{44}}}|}}{{#if:|
  • {{{45}}}|}}{{#if:|
  • {{{46}}}|}}{{#if:|
  • {{{47}}}|}}{{#if:|
  • {{{48}}}|}}{{#if:|
  • {{{49}}}|}}{{#if:|
  • {{{50}}}|}}

Newly Reported Items

Assigning a location

  1. Select the reported item.
  2. Click Reconcile.
    3. File:RaA06.png
  3. Select Reconcile as New, then click OK.
    4. File:ReconcileAsNew.png
  4. Select the relevant location from your list.
  5. Click Assign.
    6. File:AssigningNewLocation.png
  6. The selected location appears on the Data Entry Form.
    7. File:ReconciledNewLocation.png

Linking the reported item to an existing item

  1. Select the reported item.
  2. Click Reconcile.
    3. File:RaA06.png
  3. Select the Link to Existing Item option.
  4. Click OK.
    5. File:RaA12.png
  5. Choose an option from the Type of Object to Link to drop-down list.
  6. Click OK.
    7. File:RaA13.png
  7. Select an item from the list.
  8. Click Assign.
    9. File:RaA14.png
  9. Click OK.
    10. File:RaA15.png
To remove the link or the location assignment, select the linked item or assigned location and click .

File:RaA18.png

Reconciling New Locations

  1. Select the reported location, and then click Reconcile.
  2. Select Reconcile as New, and then click OK. Follow the steps in Assigning a location.
  3. Click Approve.
    4. File:ReconcilingNewLocations.png

Updating Items

Replacing

  1. Select the reported item.
  2. Click Reconcile.
    3. File:RaA06.png
  3. Select the Reconcile as Existing Item option.
  4. Click OK.
    5. File:ReconcileAsExisting.png
  5. Select an item from the list.
  6. Click Assign.
    7. File:RaA24.png
  7. Select the Replace Existing Item with Data Entry Form Item option.
  8. Click OK.
    9. File:RaA25.png
  9. Click Approve.
    10. File:RaA26.png
Blank fields of the latest data entry form are ignored.
Browse the summary window to see the updated data.

Combining

  1. Select the reported item.
  2. Click Reconcile.
    3. File:RaA06.png
  3. Select the Reconcile as existing item option.
  4. Click OK.
    5. File:RaA23.png
  5. Select an item from the list.
  6. Click Assign.
    7. File:RaA24.png
  7. Select the Combine Existing Item with Data Entry Form Item option.
  8. Click OK.
    9. File:RaA30.png
  9. Click Approve.
    10. File:RaA31.png
Combining aggregates information only for:
  • Geographic coordinates
  • Area size
  • Ordnance
  • Hours spent
Browse the summary window to see the updated data.

Approving from the Workbench

  1. Select the data entry form.
  2. Click Approve.
    3. File:RaA32.png

{{#switch:|subgroup|child=|none=|#default=

{{#if:|<th scope="col" style="border-left:2px solid #fdfdfd;width:100%;|}}{{#if:|{{#if:Using IMSMANG|}}}}{{#if: Starting and Stopping IMSMANG · Viewing and Browsing in IMSMANG · Searching for Data in IMSMANG · Using Data Entry Forms · Reconciling and Approving Data in IMSMANG · Importing and Exporting Data with IMSMANG · Using the Tasking Tool in IMSMANG · Producing Reports Using IMSMANG · Printing the Map in IMSMANG · Using the Impact Scoring Tool in IMSMANG · Using the IMSMANG Help Menu · Setting User Preferences · Get started with IMSMA · Getting IMSMA systems Installation Package |{{#if:Using IMSMANG|}}{{#if:|}}{{#if:|<td style="text-align:left;border-left-width:2px;border-left-style:solid;|{{#if:|}}}}{{#if:|{{#if:Using IMSMANG Starting and Stopping IMSMANG · Viewing and Browsing in IMSMANG · Searching for Data in IMSMANG · Using Data Entry Forms · Reconciling and Approving Data in IMSMANG · Importing and Exporting Data with IMSMANG · Using the Tasking Tool in IMSMANG · Producing Reports Using IMSMANG · Printing the Map in IMSMANG · Using the Impact Scoring Tool in IMSMANG · Using the IMSMANG Help Menu · Setting User Preferences · Get started with IMSMA · Getting IMSMA systems Installation Package |}}{{#if:|<td style="text-align:left;border-left-width:2px;border-left-style:solid;|}}{{#if:|{{#if:Using IMSMANG Starting and Stopping IMSMANG · Viewing and Browsing in IMSMANG · Searching for Data in IMSMANG · Using Data Entry Forms · Reconciling and Approving Data in IMSMANG · Importing and Exporting Data with IMSMANG · Using the Tasking Tool in IMSMANG · Producing Reports Using IMSMANG · Printing the Map in IMSMANG · Using the Impact Scoring Tool in IMSMANG · Using the IMSMANG Help Menu · Setting User Preferences · Get started with IMSMA · Getting IMSMA systems Installation Package |}}{{#if:|<td style="text-align:left;border-left-width:2px;border-left-style:solid;|}}{{#if:|{{#if:|<td style="text-align:left;border-left-width:2px;border-left-style:solid;|}}{{#if:|{{#if:|<td style="text-align:left;border-left-width:2px;border-left-style:solid;|}}{{#if:|{{#if:|<td style="text-align:left;border-left-width:2px;border-left-style:solid;|}}{{#if:|{{#if:|<td style="text-align:left;border-left-width:2px;border-left-style:solid;|}}{{#if:|{{#if:|<td style="text-align:left;border-left-width:2px;border-left-style:solid;|}}{{#if:|{{#if:|<td style="text-align:left;border-left-width:2px;border-left-style:solid;|}}{{#if:|{{#if:|<td style="text-align:left;border-left-width:2px;border-left-style:solid;|}}{{#if:|{{#if:|<td style="text-align:left;border-left-width:2px;border-left-style:solid;|}}{{#if:|{{#if:|<td style="text-align:left;border-left-width:2px;border-left-style:solid;|}}{{#if:|{{#if:|<td style="text-align:left;border-left-width:2px;border-left-style:solid;|}}{{#if:|{{#if:|<td style="text-align:left;border-left-width:2px;border-left-style:solid;|}}{{#if:|{{#if:|<td style="text-align:left;border-left-width:2px;border-left-style:solid;|}}{{#if:|{{#if:|<td style="text-align:left;border-left-width:2px;border-left-style:solid;|}}{{#if:|{{#if:|<td style="text-align:left;border-left-width:2px;border-left-style:solid;|}}{{#if:|{{#if:|<td style="text-align:left;border-left-width:2px;border-left-style:solid;|}}{{#if:|{{#if:|<td style="text-align:left;border-left-width:2px;border-left-style:solid;|}}{{#if:|{{#if:|<td style="text-align:left;border-left-width:2px;border-left-style:solid;|}}{{#if:|{{#if:Using IMSMANG Starting and Stopping IMSMANG · Viewing and Browsing in IMSMANG · Searching for Data in IMSMANG · Using Data Entry Forms · Reconciling and Approving Data in IMSMANG · Importing and Exporting Data with IMSMANG · Using the Tasking Tool in IMSMANG · Producing Reports Using IMSMANG · Printing the Map in IMSMANG · Using the Impact Scoring Tool in IMSMANG · Using the IMSMANG Help Menu · Setting User Preferences · Get started with IMSMA · Getting IMSMA systems Installation Package |}}}}
}}<table cellspacing="0" class="nowraplinks hlist {{#if:Using IMSMANG|{{#switch:autocollapse|plain|off=|#default=collapsible {{#if:autocollapse|autocollapse|autocollapse}}}}}} {{#switch:|subgroup|child|none=navbox-subgroup" style="border-spacing:0;;|#default=navbox-inner" style="border-spacing:0;background:transparent;color:inherit}};;">{{#if:Using IMSMANG|
{{{above}}}
{{{imageleft}}}
{{{group1}}}
{{{image}}}
{{{group2}}}
{{{list2}}}
{{{group3}}}
{{{list3}}}
{{{group4}}}
{{{list4}}}
{{{group5}}}
{{{list5}}}
{{{group6}}}
{{{list6}}}
{{{group7}}}
{{{list7}}}
{{{group8}}}
{{{list8}}}
{{{group9}}}
{{{list9}}}
{{{group10}}}
{{{list10}}}
{{{group11}}}
{{{list11}}}
{{{group12}}}
{{{list12}}}
{{{group13}}}
{{{list13}}}
{{{group14}}}
{{{list14}}}
{{{group15}}}
{{{list15}}}
{{{group16}}}
{{{list16}}}
{{{group17}}}
{{{list17}}}
{{{group18}}}
{{{list18}}}
{{{group19}}}
{{{list19}}}
{{{group20}}}
{{{list20}}}
{{{below}}}

{{#switch:|subgroup|child=

|none=|#default=}}{{#ifeq:|Template|{{#ifeq:|child||{{#ifeq:|subgroup||{{#switch:reconciling and approving data in imsmang 
|doc
|sandbox
|testcases =
|#default = {{#switch:hlist
 |plainlist
 |hlist
 |hlist hnum
 |hlist vcard
 |vcard hlist = 
 |#default = 
 }}
}}

}}}}}}

Retrieved from "http://mwiki.gichd.org/IM/index.php?title=Reconciling_and_Approving_Data_in_IMSMANG&oldid=19164"