Difference between revisions of "Reconciling and Approving Data in IMSMANG"

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'' Reconciliation Tab Add Method from Location Summary window''
 
'' Reconciliation Tab Add Method from Location Summary window''
 
</div>
 
</div>
 +
<li>If appropriate, '''[[Reconcile by Linking to an Existing Item Record | Link]]''' to other items.
 +
<li>Enter the data into the Data Entry Form. For more information on how to do data entry, see [[Use the Data Entry Form Editor Window]].
 +
<li>Save, Submit or Approve the Data Entry Form.</li>
 +
<li>When the Data Entry Form is approved, the a Summary window will be created for the new item.
 
</ol>
 
</ol>
  
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===Linking the reported item to an existing item===__NOEDITSECTION__
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==Updating Items==__NOEDITSECTION__
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To link an item to another item:
 
 
<ol>
 
<ol>
−
<li>From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item record you would like to reconcile.</li>
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<li>Open the Summary window of the item that you would like to Update.</li>
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<li>Click the [[Image:ReconItemRecIcon.png]] button.</li>
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<li>Click the [[Image:FieldViewIcon.png | Edit]] button.</li>
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[[Image:Recon options3.png|500px|center]]
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<li>The Template for Update Data Entry Form window displays. The list of possible templates are filtered to only included templates for the current item type.
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<div align="center">
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<li>Select the Data Entry Form template that you would like to use</li>
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'' Reconciliation Options''
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<li>The Data Entry Form Editor displays a new Data Entry Form. The following information are automatically populated:
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</div>
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:* Form ID
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<li>Select the '''Link to Existing Item''' option.</li>
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:* Item ID
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[[Image:Pick Object Type.png|500px|center]]
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:* Date of information
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:* Reconciliation tab.
 +
[[Image:Recon tab Update.png|600px|center]]
 
<div align="center">
 
<div align="center">
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'' Pick Object Type Window''
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'' Reconciliation Tab Update Action''
 
</div>
 
</div>
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<li>The Pick Object Type window displays.
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<li>All the other data fields in the template are also automatically populated with the Approved information.
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<li>Select the type of the existing item record from the Type of Object to Link to drop-down menu.</li>
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<li>If appropriate, '''[[Reconcile by Linking to an Existing Item Record | Link]]''' to other items.
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[[Image:fig61.png|center|500px|''Pick Item Window'']]
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<li>Enter the data into the Data Entry Form. For more information on how to do data entry, see [[Use the Data Entry Form Editor Window]].  
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<div align="center">''Pick Item Window''
 
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</div>
 
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<li>The Pick Item window displays. The table is not populated with any rows until you have applied a [[Filter Lists| filter]].
 
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<li>The Reconciliation Tab in the Data Entry Form is updated.
 
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<li>Repeat the above steps to Link to another existing item.
 
 
<li>Save, Submit or Approve the Data Entry Form.</li>
 
<li>Save, Submit or Approve the Data Entry Form.</li>
−
</ol>
+
<li>When the Data Entry Form is approved, the Summary window will display the updated data.
 +
</ol>  
  
−
==Updating Items==__NOEDITSECTION__
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==Other Updating Actions==__NOEDITSECTION__
  
 
==Approving from the Workbench==__NOEDITSECTION__
 
==Approving from the Workbench==__NOEDITSECTION__

Revision as of 22:01, 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.

Ambox outdated serious.svg.png This page does not include the new Actions New, Edit and Delete that were introduced in 6.0
How To

New Reported Items

350px

Summary window toolbar

  1. Open the Location Summary window to which you would like to assign the new item.
  2. Click the FieldTemplateIcon.png 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.
    Recon tab Add from Location.png

    Reconciliation Tab Add Method from Location Summary window

  6. If appropriate, Link to other items.
  7. Enter the data into the Data Entry Form. For more information on how to do data entry, see Use the Data Entry Form Editor Window.
  8. Save, Submit or Approve the Data Entry Form.
  9. When the Data Entry Form is approved, the a Summary window will be created for the new item.

Updating Items

  1. Open the Summary window of the item that you would like to Update.
  2. Click the Edit button.
  3. The Template for Update Data Entry Form window displays. The list of possible templates are filtered to only included templates for the current item type.
  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.
    Recon tab Update.png

    Reconciliation Tab Update Action

  6. All the other data fields in the template are also automatically populated with the Approved information.
  7. If appropriate, Link to other items.
  8. Enter the data into the Data Entry Form. For more information on how to do data entry, see Use the Data Entry Form Editor Window.
  9. Save, Submit or Approve the Data Entry Form.
  10. When the Data Entry Form is approved, the Summary window will display the updated data.

Other Updating Actions

Approving from the Workbench

  1. Select one or more Data Entry Forms.
  2. Click Approve.

    3. 500px

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