Difference between revisions of "Using Data Entry Forms"

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{{Outdated| The preferred method of entering data is not to start from the Data Entry menu.}}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.
 
 
Data entry form templates may contain different data field formats:
 
* alphanumeric or numeric-only 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
 
{{HowTo's
 
|[[Data Entry Forms]]
 
|[[Data Entry Forms]]
|[[Add a Data Entry Form]]
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|[[Data Fields]]
|[[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 Data]]
 
 
}}
 
}}
  
===Open a Data Entry Form Template===__NOEDITSECTION__
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Data entry is performed by filling in a Data Entry Form (DEF). This section explains how the different widgets/controls function:
<ol>
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* [[Using the ID Generator|ID widget]]
<li>Choose Data Entry > Data Entry Forms > Add Data Entry Forms...</li>
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* [[Enter Date Information in the Data Entry Form| Date]]
 
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* [[Enter Text or Numeric Information in the Data Entry Form|Text and Numeric]]
[[File:Test.png|440px|]]
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* [[Using Option Lists in the Data Entry Form| Single- and multi-select]]
 
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* [[Enter Auxiliary Data | Auxiliary Data]]
<li>Select the data entry form template of your choice and click OK.</li>
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* [[Enter Geospatial Data in the Data Entry Form|Geospatial Data]].
 
 
[[File:Select Template.png|440px|]]
 
</ol>
 
 
 
===Enter data in a Data Entry Form Template===__NOEDITSECTION__
 
[[Image:Fig42.png|500px|]]
 
 
 
{| 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 the Data Entry Form.
 
|- ! style="background-color:
 
| [[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 ID]].
 
|- ! style="background-color:
 
| [[File:Select a Date.png]] || This button is used for entering [[Enter Date Information in the Data Entry Form|date information]].
 
|- ! style="background-color:
 
| [[File:CSA.png]] || This button displays is used for entering [[Enter Country Structure Data in the Data Entry Form|Country Structure information]].
 
|- ! style="background-color:
 
| [[File:Select and Organisation.png]] || This button is used for entering [[Enter Organisation Data in the Data Entry Form|Organisation information]].
 
|- ! style="background-color:
 
| [[File:Select a Place.png]] || This button is used for entering [[Enter Place Data in the Data Entry Form|Place information]].
 
|- ! style="background-color:
 
| [[File:Pencil_for_points.png]] || This button is used for entering [[Enter Geospatial Data in the Data Entry Form|geospatial information]].
 
|- ! 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.
 
|- ! style="background-color:
 
| '''Reject''' || Saves the Data Entry Form to the Workbench with a Rejected status. 
 
|- ! style="background-color:
 
| '''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.
 
|- ! style="background-color:
 
| '''Submit''' || Saves the Data Entry Form information to the Workbench with a Submitted status.
 
|-! style="background-color:
 
| '''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===__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>
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The Data Entry '''process''' is a series of steps to ensure high-level quality data inside {{IMSMANG}} which is explained '''[[Reconciling and Approving Data in IMSMANG |here]]'''.
  
 
{{NavBox Working with IMSMA}}
 
{{NavBox Working with IMSMA}}
  
 
[[Category:CRI]]
 
[[Category:CRI]]

Latest revision as of 13:34, 22 June 2016

Data entry is performed by filling in a Data Entry Form (DEF). This section explains how the different widgets/controls function:

The Data Entry process is a series of steps to ensure high-level quality data inside IMSMANG which is explained here.