Reconciling and Approving Data in IMSMANG

From IMSMA Wiki
Revision as of 21:51, 11 March 2015 by Alnaucler (talk | contribs)
Jump to navigation Jump to search
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
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}}}|}}

New Reported Items

File:Summary window toolbar.png

Summary window toolbar

  1. Open the Location Summary window to which you would like to assign the new item.
  2. Click the button.
  3. The Template for New Data Entry Form window displays.
  4. Select the Data Entry Form template that you would like to use
  5. The Data Entry Form Editor displays a new Data Entry Form. The following information are automatically populated:
    • Form ID
    • Item ID
    • Date of information
    • Reconciliation tab.

    Reconciliation Tab Add Method from Location Summary window

Linking the reported item to an existing item

To link an item to another item:

  1. From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item record you would like to reconcile.
  2. Click the button.

    3. Reconciliation Options

  3. Select the Link to Existing Item option.

    4. Pick Object Type Window

  4. The Pick Object Type window displays.
  5. Select the type of the existing item record from the Type of Object to Link to drop-down menu.
    6. Pick Item Window
    Pick Item Window
    Pick Item Window
  6. The Pick Item window displays. The table is not populated with any rows until you have applied a filter.
  7. The Reconciliation Tab in the Data Entry Form is updated.
  8. Repeat the above steps to Link to another existing item.
  9. Save, Submit or Approve the Data Entry Form.

Updating Items

Approving from the Workbench

  1. Select one or more Data Entry Forms.
  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=19167"