Difference between revisions of "Data Entry Form Templates"

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{{ReaderHelp-SystemAdministrators}}
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{{Note | ''Date of Information'' and ''Form ID'' are vital for the function of {{IMSMANG}} and should always be filled in. The easiest way to ensure that is to included them as '''required''' fields in all Date Entry Form templates.}}
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'''Data Entry Form templates''' are the data entry forms that are available from the [[Field Report Templates window | Data Entry Form Templates window]] and are what you use to add a Data Entry Form to IMSMA. IMSMA includes default form templates for Accident and Victim, Land, Activity, Location, Education, and QM. If the default form templates do not include the information you need on the Data Entry Form or are in a format that is different from what you need, you can create and publish a new Data Entry Form template.  
 
  
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There are several steps to creating a Data Entry Form template.
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'''Data Entry Form templates''' are the data entry forms that are available from the Data Entry Form Templates window and are what you use to add a Data Entry Form to IMSMA. The installation package includes Inspiration form templates for each item and in different variations. The Inspiration form templates should be used as '''Inspiration''' and should be customised based on the needs of each Mine Action Programme. Each item may have more than one template e.g. one for Demining victims and another for other types of Victims. It is also possible to make variations of the same template with the same contents but with different logotypes so each operator may have their logotype.
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There are several steps to create a Data Entry Form template:
 
#Determine the layout of the Data Entry Form template. This includes the Data Entry Form template’s paper size, paper orientation, and margin sizes.  
 
#Determine the layout of the Data Entry Form template. This includes the Data Entry Form template’s paper size, paper orientation, and margin sizes.  
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#Add report data fields to the Data Entry Form template. Report data fields include Date of Report, Report ID, and Reported By.  
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#Add Data Entry Form data fields to the Data Entry Form template. Data Entry Form data fields include Date of Information, Form ID, Reported by, and Reported by position.  
 
#Add item attributes for which you would like to capture data to the Data Entry Form template. You can also add images, lines, text areas, and scribe panels to the Data Entry Form template.
 
#Add item attributes for which you would like to capture data to the Data Entry Form template. You can also add images, lines, text areas, and scribe panels to the Data Entry Form template.
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#Arrange the elements on the Data Entry Form template. You can change the data element labels, move the data elements, and align the elements.  
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#Arrange the fields on the Data Entry Form template. You can change the field labels, move the fields, and align the fields.  
 
#Save the Data Entry Form template so that you can access it later to make additional changes.  
 
#Save the Data Entry Form template so that you can access it later to make additional changes.  
 
#Publish the Data Entry Form template so that users can access the template.  
 
#Publish the Data Entry Form template so that users can access the template.  
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You can repeat these steps as necessary if you find that the Data Entry Form template needs to be updated.
 
You can repeat these steps as necessary if you find that the Data Entry Form template needs to be updated.
  
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==Adding elements to the Data Entry Form template==
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{{NavBox HowTo Data Entry Forms}}
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All objects on the Data Entry Form template are considered elements. Elements include, but are not limited to, labels, text fields, tables, option values, lines, text areas, and date selection tools. The following sections describe the procedures for adding elements to the Data Entry Form template.
 
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===How to add report elements ===
 
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There are several data elements that can be used across all Data Entry Form templates. These data elements can be found in the UNCATEGORIZED folder immediately below the Available IMSMA Data Elements folder:
 
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*Date of Report – Used to determine whether data in the Data Entry Form should overwrite the existing data for the item. Data in the Data Entry Form will overwrite data in Data Entry Forms that have an older Date of Report.
 
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*Report ID – If your site has a method for identifying Data Entry Forms, you can use this field to enter the report identifier.
 
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*Reported By – This field can be used to capture information about the person entering the Data Entry Form.
 
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*Reported By Position – This field can be used to indicate the position of the person entering the Data Entry Form.
 
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===How to add item attributes ===
 
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After you have specified the page setup for the Data Entry Form template, you can begin adding item attributes.
 
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To add individual item attributes to the Data Entry Form:
 
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#Expand the item folder that contains the attribute by double-clicking the folder name in the elements pane.
 
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#Expand the data category that contains the item attribute.
 
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#Click the name of the attribute you would like to add to the Data Entry Form.
 
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#While holding down the left mouse button, drag the attribute to the form design pane.
 
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#When the item attribute’s elements are in the desired position, release the mouse button.
 
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{| class="wikitable"
 
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|-
 
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| [[File:Warning.jpg | 40px]]|| If you drag an item attribute to the design pane which has previously been added, the following message displays:
 
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:''At least one of the components you dragged onto the form already exists. Do you want to create a new entity?''
 
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Click the Yes button if you would like your Data Entry Form template to capture data for another item record and add the item attribute to the Data Entry Form template. Otherwise, click the No button; the item attribute will not be added to the Data Entry Form template.
 
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|}
 
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The element and its label are placed in the form design pane.
 
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{| class="wikitable"
 
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|-
 
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| [[File:Note.jpg | 40px]]|| You can also add all item attributes to the Data Entry Form by dragging the folder of the item to the design pane.
 
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|}
 
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<ol>
 
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<li value="6">Repeat the above steps to add additional item attributes to the Data Entry Form.</li></ol>
 
  
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When item attributes are dragged to the design pane, they typically include both a text label and the data entry field. The data entry field and label should be kept together to ensure the integrity of the data. Although you can change the label text, be sure to provide a meaningful label so that it is clear to users what data they should enter in the field.
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[[Category:NAA]]
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<center>[[File:Label.jpg]]</center>
 
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In addition to the text label and data entry field, certain item attributes such as date fields, country structure, and geospatial data will also include an icon. You should keep these elements together to ensure the integrity of the data. If any one of the elements is removed, you should remove all related elements.
 
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<center>[[File:Elements.jpg | 500px]]</center>
 
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As you add and remove item attributes to the form design pane, the Logical Tree pane is updated.
 

Latest revision as of 15:51, 29 May 2017

Note.jpg Date of Information and Form ID are vital for the function of IMSMANG and should always be filled in. The easiest way to ensure that is to included them as required fields in all Date Entry Form templates.

Data Entry Form templates are the data entry forms that are available from the Data Entry Form Templates window and are what you use to add a Data Entry Form to IMSMA. The installation package includes Inspiration form templates for each item and in different variations. The Inspiration form templates should be used as Inspiration and should be customised based on the needs of each Mine Action Programme. Each item may have more than one template e.g. one for Demining victims and another for other types of Victims. It is also possible to make variations of the same template with the same contents but with different logotypes so each operator may have their logotype.

There are several steps to create a Data Entry Form template:

  1. Determine the layout of the Data Entry Form template. This includes the Data Entry Form template’s paper size, paper orientation, and margin sizes.
  2. Add Data Entry Form data fields to the Data Entry Form template. Data Entry Form data fields include Date of Information, Form ID, Reported by, and Reported by position.
  3. Add item attributes for which you would like to capture data to the Data Entry Form template. You can also add images, lines, text areas, and scribe panels to the Data Entry Form template.
  4. Arrange the fields on the Data Entry Form template. You can change the field labels, move the fields, and align the fields.
  5. Save the Data Entry Form template so that you can access it later to make additional changes.
  6. Publish the Data Entry Form template so that users can access the template.

You can repeat these steps as necessary if you find that the Data Entry Form template needs to be updated.

Design Data Entry Forms
General
Get started
Tools
Elements
Properties
Publish
Published
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