Difference between revisions of "Access and Use the Workbench Window"

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<table cellspacing="5" cellpadding="0" style="float: right; clear: right; color: black; background: #f9f9f9; border: 1px solid #aaa; width: 22em; margin: 0 0 1.0em 1.0em; padding: 0.2em; border-spacing: 0.4em 0; text-align: center; line-height: 1.4em; font-size: 88%; background-color: #f5faff; font-size: 90%; width: auto; line-height: 1.6em; width:150px;" class="vertical-navbox nowraplinks">
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{{note|All users have access to the Workbench window.}}
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<th style="padding: 0.2em 0.4em 0.2em; font-size: 145%; line-height: 1.2em; font-weight: bold; background-color: #9aa8b5; font-size: 125%" class="">Related Topics</th>
 
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<tr>
 
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<td style="padding-top: 0.2em; font-weight: bold; background-color: #cee0f2" class="">Using IMSMA</td>
 
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</tr>
 
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<tr>
 
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<td style="padding-bottom: 0.2em; text-align: left">
 
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[[Current View Windows|Current View]]<br />
 
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[[Field Reports]]<br />
 
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[[Geospatial Data]]<br />
 
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[[Search]]<br />
 
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[[Reports]]<br />
 
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</td>
 
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</tr>
 
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<tr>
 
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<td style="padding-top: 0.2em; font-weight: bold; background-color: #cee0f2" class="">Field Reports</td>
 
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</tr>
 
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<tr>
 
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<td style="padding-bottom: 0.2em; text-align: left">
 
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[[Adding and Entering Data|Adding/Entering Data]]<br />
 
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[[Assigning Locations]]<br />
 
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[[Reconciling Items]]<br />
 
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</td>
 
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</tr>
 
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<tr>
 
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<td style="padding-top: 0.2em; font-weight: bold; background-color: #cee0f2" class="">Reconciling Items</td>
 
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</tr>
 
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<tr>
 
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<td style="padding-bottom: 0.2em; text-align: left">
 
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[[Combining Item Record]]<br />
 
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[[Workbench Window]]<br />
 
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[[Workbench Status Values and Workflow]]<br />
 
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[[HowTo:Filter the Field Reports Displayed in the Workbench|Filter Reports in Workbench]]<br />
 
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[[HowTo:Import a Field Report from an MDML File|Import Report from MDML File]]
 
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</td>
 
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</tr>
 
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</table>
 
  
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{| style="border-top:2px solid lightgray; border-bottom:2px solid lightgray; margin:10px;"
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The Workbench window lists Data Entry Forms that were added to {{IMSMANG}} but not yet approved. There are two ways you can access the Workbench window from the IMSMA Navigation window:
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|align="left" style="padding: 5px 10px 5px 10px"| All users will have access to the Workbench window.
 
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|}
 
  
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<p>The IMSMA Workbench window lists field reports that were added to IMSMA and need manager approval. There are two ways you can access the Workbench window from the IMSMA Navigation window.</p>
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#Click the [[Image:WorkbenchIcon.png]] in Navigation window toolbar.  
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#In the '''Data Entry''' menu &rarr; '''Data Entry Forms''' &rarr; '''Workbench'''.  
  
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To access the Workbench window from a button:
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[[Image:fig62.png|center|500px|''Workbench Window'']]
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#Click the [[Image:WorkbenchIcon.png]] button next to the GIS map controls toolbar.
 
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#:The Workbench window displays ([[:Image:Fig62.png|Figure 62]]).
 
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To access the Workbench window from the menu toolbar:
 
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#From the '''Data Entry''' menu, select '''Field Reports'''.
 
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#From the '''Field Reports''' menu, select '''View Workbench'''.
 
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#:The Workbench window displays ([[:Image:Fig62.png|Figure 62]]).
 
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[[Image:fig62.png|center|500px|''Figure 62. Workbench Window'']]
 
 
<div align="center">
 
<div align="center">
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''Figure 62. Workbench Window''
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''Workbench Window''
 
</div>
 
</div>
  
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{| class="wikitable" width="600"
 
{| class="wikitable" width="600"
 
|-
 
|-
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| align="center" colspan="2" | '''Table 26. Workbench Window Icons'''
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| align="center" colspan="2" | '''Workbench Window Buttons'''
 
|-
 
|-
 
| width="125pt" | '''Button'''
 
| width="125pt" | '''Button'''
 
| width="475pt" | '''Description'''
 
| width="475pt" | '''Description'''
 
|-
 
|-
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| align="center" | [[Image:25.png]] || Represents the number of field reports in the Workbench.  
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| align="center" | [[Image:25.png]] || Represents the number of Data Entry Forms in the Workbench. 
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|-
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| align="center" | [[Image:ColumnsIcon.png|Column Picker]] || Allows you to [[Select Display Columns|choose]] how the columns in the table are displayed.
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|-
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| align="center" | [[Image:Import.png|25px|Import]] || Allows you to [[Import a Data Entry Form from a xml File|import a xml Data Entry Form]].
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|-
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| align="center" | [[Image:FieldReportExportIcon.png|Export]] || Allows you to [[Export Data Entry Form from Workbench|export a xml Data Entry Form]] (with or without attachments), or perform a text export. If no rows are selected, all forms will be exported.
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|-
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| align="center" | [[Image:FieldTemplateIcon.png|Add]] || Allows you to [[Add a Data Entry Form from the Workbench| add]] a new Data Entry Form.
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|-
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| align="center" | [[Image:FieldViewIcon.png|Edit]] || Allows you to [[View or Change Data Entry Form from Workbench|view or change a Data Entry Form]].
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|-
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| align="center" | [[Image:EcksButton.png|Delete]] || Allows you to [[Delete Data Entry Form from Workbench|delete a Data Entry Form]].  
 
|-
 
|-
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| align="center" | [[Image:ColumnsIcon.png]] || Allows you to choose how the columns in the table are displayed. For more information, see the Selecting display columns section on page 143.
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| align="center" | [[Image:DispGeoData.png|Preview]] || Allows you to [[GIS Preview from Workbench|display the geospatial data from Data Entry Forms on the map]].  
 
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|-
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| align="center" | [[Image:ExportReportIcon.png]] || Allows you to export data from the table to an XML or CSV file. For more information, see the Exporting section on page 141.
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| align="center" | -- || Indicates that [[Approve Data Entry Forms from the Workbench|import issues do not apply]] to a Data Entry Form. This symbol only appears in the Import Issues column.  
 
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|-
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| align="center" | [[Image:ImportIcon.png]] || Allows you to import a field report for handheld devices in MDML format. For more information, see the How to import a field report from an MDML file section on page 91.
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| align="center" | [[Image:StopSign.png]] || Indicates a Data Entry Form has [[Approve Data Entry Forms from the Workbench|an import issue or incomplete reconciliation]]. This symbol can appear in the Import Issues and Approvable columns.
 
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|-
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| align="center" | [[Image:ExportIcon.png]] || Allows you to export a field report in MDML format for handheld devices. For more information, see the How to export a field report to an MDML file section on page 91.
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| align="center" | [[Image:CheckMark.png]] || Indicates a Data Entry Form has [[Approve Data Entry Forms from the Workbench|no import issue or incomplete reconciliation]]. This symbol only appears in the Approvable column.
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|}
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</center>
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===Date Entry Form status values and workflow===__NOEDITSECTION__
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Each Data Entry Form in the Workbench has a status associated with it. These status values are described in the following table.
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<center>
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{| class="wikitable" width="600"
 
|-
 
|-
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| align="center" | [[Image:ExportUnappIcon.png]] || Allows you to export unapproved field reports to an MaXML file. For more information, see the How to export a field report to an MaXML file section on page 91.
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| align="center" colspan="2" | '''Data Entry Form Status Values'''
 
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|-
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| align="center" | [[Image:FieldViewIcon.png]] || Allows you to view or change a field report. For more information see the How to view or change a field report from the Workbench on page 92.
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| width="125pt" | '''Status Value'''
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| width="475pt" | '''Description'''
 
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|-
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| align="center" | [[Image:EcksButton.png]] || Allows you to delete a field report. For more information, see the How to remove a field report from the Workbench section on page 93.
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| Saved || The Data Entry Form has been added, but all of the information for the Data Entry Form cannot yet be entered into IMSMA.  
 
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|-
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| align="center" | [[Image:DispGeoData.png]] || Allows you to display the geospatial data from field reports on the map. For more information, see the How to display Workbench items on the map section on page 94.  
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| Submitted || The Data Entry Form information has been entered and is ready to be reviewed by a manager. In order to approve a Data Entry Form, it must have a location assigned to it and all items in the Data Entry Form must be reconciled.  
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Note: Approved Data Entry Forms are not displayed in the Workbench window. They will be displayed in the Location View and Item View windows.  
 
|-
 
|-
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| align="center" | -- || Indicates that import issues do not apply to a field report. This icon only appears in the Import Issues column.  
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| Rejected || The Data Entry Form has been reviewed and rejected by a manager and needs more information to be approved.  
 
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| align="center" | [[Image:StopSign.png]] || Indicates a field report has an import issue or incomplete reconciliation. This icon can appear in the Import Issues and Approvable columns.
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| Unapproved || The Data Entry Form was previously approved and has been unapproved.
 
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| align="center" | [[Image:CheckMark.png]] || Indicates a field report has no import issue or incomplete reconciliation. This icon only appears in the Approvable column.
 
 
|}
 
|}
 
</center>
 
</center>
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<!-- links need to be added to page numbers within table -->
 
  
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[[Category:Using IMSMA]]
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{{New_6.0 | There are fields that have been [[Renamed fields | renamed]] in version 6.0. }}
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[[Category:Field Reports]]
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{{NavBox HowTo Reconcile and Approve}}
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[[Category:Reconciling Items]]
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[[Category:Topical]]
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[[Category:NAA]]

Latest revision as of 07:58, 18 March 2019

Note.jpg All users have access to the Workbench window.

The Workbench window lists Data Entry Forms that were added to IMSMANG but not yet approved. There are two ways you can access the Workbench window from the IMSMA Navigation window:

  1. Click the WorkbenchIcon.png in Navigation window toolbar.
  2. In the Data Entry menu → Data Entry Forms → Workbench.
Workbench Window

Workbench Window

Workbench Window Buttons
Button Description
25.png Represents the number of Data Entry Forms in the Workbench.
Column Picker Allows you to choose how the columns in the table are displayed.
Import Allows you to import a xml Data Entry Form.
Export Allows you to export a xml Data Entry Form (with or without attachments), or perform a text export. If no rows are selected, all forms will be exported.
Add Allows you to add a new Data Entry Form.
Edit Allows you to view or change a Data Entry Form.
Delete Allows you to delete a Data Entry Form.
Preview Allows you to display the geospatial data from Data Entry Forms on the map.
-- Indicates that import issues do not apply to a Data Entry Form. This symbol only appears in the Import Issues column.
StopSign.png Indicates a Data Entry Form has an import issue or incomplete reconciliation. This symbol can appear in the Import Issues and Approvable columns.
CheckMark.png Indicates a Data Entry Form has no import issue or incomplete reconciliation. This symbol only appears in the Approvable column.

Date Entry Form status values and workflow

Each Data Entry Form in the Workbench has a status associated with it. These status values are described in the following table.

Data Entry Form Status Values
Status Value Description
Saved The Data Entry Form has been added, but all of the information for the Data Entry Form cannot yet be entered into IMSMA.
Submitted The Data Entry Form information has been entered and is ready to be reviewed by a manager. In order to approve a Data Entry Form, it must have a location assigned to it and all items in the Data Entry Form must be reconciled.

Note: Approved Data Entry Forms are not displayed in the Workbench window. They will be displayed in the Location View and Item View windows.

Rejected The Data Entry Form has been reviewed and rejected by a manager and needs more information to be approved.
Unapproved The Data Entry Form was previously approved and has been unapproved.
New 6.0.png There are fields that have been renamed in version 6.0.
Reconciling and Approving Data in IMSMANG
Workbench
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