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

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{{note|All users will have access to the Workbench window.}}
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{{note|All users have access to the Workbench window.}}
  
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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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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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To access the Workbench window from a button:
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#Click the [[Image:WorkbenchIcon.png]] in Navigation window toolbar.  
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#Click the [[Image:WorkbenchIcon.png]] button next to the GIS map controls toolbar.
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#In the '''Data Entry''' menu &rarr; '''Data Entry Forms''' &rarr; '''Workbench'''.  
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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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[[Image:fig62.png|center|500px|''Workbench Window'']]
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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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{{HowTo's
 
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|[[HowTo:Filter the Field Reports Displayed in the Workbench|Filter the Field Reports displayed in the Workbench]]
 
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|[[HowTo:Import a Field Report from an MDML File to the Workbench|Import a Field Report from an MDML File to the Workbench]]
 
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|[[HowTo:Export a Field Report from an MDML File from the Workbench|Export a Field Report from an MDML File from the Workbench]]
 
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|[[HowTo:Export a Field Report to an MaXML File from the Workbench|Export a Field Report to an MaXML File from the Workbench]]
 
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|[[HowTo:View or Change a Field Report from the Workbench|View or Change a Field Report from the Workbench]]
 
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|[[HowTo:Remove a Field Report from the Workbench|Remove a Field Report from the Workbench]]
 
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|[[HowTo:Display Workbench Items on the Map|Display Workbench Items on the Map]]
 
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|[[HowTo:Approve Field Reports from the Workbench|Approve Field Reports from the Workbench]]
 
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}}
 
  
 
<center>
 
<center>
 
{| 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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| align="center" | [[Image:ColumnsIcon.png|Column Picker]] || Allows you to choose how the columns in the table are displayed. For more information.
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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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| align="center" | [[Image:ImportIcon.png|25px|Import]] || Allows you to import an MaXML field report.
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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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| align="center" | [[Image:ExportReportIcon.png|Export]] || Allows you to export an MaXML field report (with or without attachments), or perform a test export.
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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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| align="center" | [[Image:FieldTemplateIcon.png|Add]] || Allows you to create a new field report.  
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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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| align="center" | [[Image:FieldViewIcon.png|Edit]] || Allows you to view or change a field report. For more information see HowTo:View or Change a Field Report from the Workbench]].
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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 a field report. For more information, see [[HowTo:Remove a Field Report from the Workbench]].
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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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|-
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| align="center" | [[Image:DispGeoData.png|Preview]] || Allows you to display the geospatial data from field reports on the map. For more information, see [[HowTo:Display Workbench Items on the Map]].  
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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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| 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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| 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: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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| 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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| align="center" | [[Image:CheckMark.png]] || Indicates a field report has no import issue or incomplete reconciliation. This icon only appears in the Approvable column.
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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.
 
|}
 
|}
 
</center>
 
</center>
  
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===Workbench status values and workflow===
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===Date Entry Form status values and workflow===__NOEDITSECTION__
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Each field report in the Workbench has a status associated with it. These status values are described in Table 27.
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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.
  
 
<center>
 
<center>
 
{| class="wikitable" width="600"
 
{| class="wikitable" width="600"
 
|-
 
|-
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| align="center" colspan="2" | '''Table 27. Workbench Status Values'''
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| align="center" colspan="2" | '''Data Entry Form Status Values'''
 
|-
 
|-
 
| width="125pt" | '''Status Value'''
 
| width="125pt" | '''Status Value'''
 
| width="475pt" | '''Description'''
 
| width="475pt" | '''Description'''
 
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|-
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| Needs Completion || The field report has been added, but all of the information for the field report cannot yet be entered into IMSMA.  
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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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| Needs Approval || The field report information has been entered and is ready to be reviewed by a manager. In order to approve a field report, it must have a location assigned to it and all items in the field report must be reconciled.  
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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 field reports are not displayed in the Workbench window. They will be displayed in the Location View and Item View windows.  
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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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|-
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| Needs Revision || The field report has been reviewed and rejected by a manager and needs more information to be approved.  
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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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|-
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| Unapproved || The Data Entry Form was previously approved and has been unapproved.
 
|-
 
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| Unapproved || The field report was previously approved and has been unapproved.
 
 
|}
 
|}
 
</center>
 
</center>
  
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{{New_6.0 | There are fields that have been [[Renamed fields | renamed]] in version 6.0. }}
 
{{NavBox HowTo Reconcile and Approve}}
 
{{NavBox HowTo Reconcile and Approve}}
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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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