Difference between revisions of "Other Reconcile Actions"
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The Actions in this group are: | The Actions in this group are: | ||
| − | * [[ | + | * [[Link to Existing Item]] which may be used in combination which several of the other Actions |
| − | * [[ | + | * [[Reassign Item to another Location]] |
| − | * [[ | + | * [[Unlink Items]]. |
And for completeness [[Unapprove a Data Entry Form from the Summary Window | Unapprove a Data Entry Form]] has also been included. We strongly recommend '''not''' to use this Action since all traceability and transparency are lost when you Unapprove. | And for completeness [[Unapprove a Data Entry Form from the Summary Window | Unapprove a Data Entry Form]] has also been included. We strongly recommend '''not''' to use this Action since all traceability and transparency are lost when you Unapprove. | ||
==Link==__NOEDITSECTION__ | ==Link==__NOEDITSECTION__ | ||
| + | The last step of the Data Entry is to specify on the Reconciliation tab if the item should be linked to another item. In {{IMSMANG}} the links implicate a relationship between the items. For example: | ||
| + | * a link between an Activity and a Victim means that the Victim is a Demining Victim; | ||
| + | * a link between two Victims means that they are family. | ||
| + | |||
[[Image:Understanding IMSMA Information Model - Example Relationships Among Items.png|center|550px|''Example Relationships Among Items'']] | [[Image:Understanding IMSMA Information Model - Example Relationships Among Items.png|center|550px|''Example Relationships Among Items'']] | ||
<div align="center"> | <div align="center"> | ||
''Note: Connections to Country Structure and Location have been omitted from the example'' | ''Note: Connections to Country Structure and Location have been omitted from the example'' | ||
</div> | </div> | ||
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| − | |||
| − | |||
| − | |||
==Reassign Location==__NOEDITSECTION__ | ==Reassign Location==__NOEDITSECTION__ | ||
| + | This Action is started from a Location's Summary window. | ||
[[Image:Location reassign.png|600px|center]] | [[Image:Location reassign.png|600px|center]] | ||
<div align="center"> | <div align="center"> | ||
'' Location Summary window'' | '' Location Summary window'' | ||
</div> | </div> | ||
| − | |||
{{New_6.0 | The list of possible templates are filtered to only included templates for the current item type.}} | {{New_6.0 | The list of possible templates are filtered to only included templates for the current item type.}} | ||
The Data Entry Form Editor displays a new Data Entry Form. The following information are automatically populated: | 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. | |
[[Image:Recon tab Reassign.png|600px|center]] | [[Image:Recon tab Reassign.png|600px|center]] | ||
<div align="center"> | <div align="center"> | ||
'' Reconciliation Tab Reassign Action'' | '' Reconciliation Tab Reassign Action'' | ||
</div> | </div> | ||
| + | |||
{{Warning | The Reassigning Data Entry Form's Date of information must be a later date than the Data Entry Form that assigned the Location since the calculation of the Summary item(s) are based on Date of Information. When the date is earlier or the same, no change of the Summary items occur.}} | {{Warning | The Reassigning Data Entry Form's Date of information must be a later date than the Data Entry Form that assigned the Location since the calculation of the Summary item(s) are based on Date of Information. When the date is earlier or the same, no change of the Summary items occur.}} | ||
==Unlink==__NOEDITSECTION__ | ==Unlink==__NOEDITSECTION__ | ||
| − | |||
| − | |||
| − | |||
| − | |||
This Action is started from Summary window of one of the items you would like to Unlink. | This Action is started from Summary window of one of the items you would like to Unlink. | ||
| Line 49: | Line 46: | ||
The Data Entry Form Editor displays a new Data Entry Form. The following information are automatically populated: | 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. | |
[[Image:Recon tab Unlink.png|600px|center]] | [[Image:Recon tab Unlink.png|600px|center]] | ||
<div align="center"> | <div align="center"> | ||
'' Reconciliation Tab Unlink Action'' | '' Reconciliation Tab Unlink Action'' | ||
</div> | </div> | ||
| + | |||
{{Warning | The Unlinking Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created the link(s) since the calculation of the Summary item(s) are based on Date of Information. If the date is earlier or the same, no change of the Summary items occur.}} | {{Warning | The Unlinking Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created the link(s) since the calculation of the Summary item(s) are based on Date of Information. If the date is earlier or the same, no change of the Summary items occur.}} | ||
{{NavBox HowTo Reconcile and Approve}} | {{NavBox HowTo Reconcile and Approve}} | ||
| − | [[Category: | + | [[Category:NAA]] |
Latest revision as of 08:00, 18 March 2019
Contents |
 |
To do Data Entry and/or Submit/Approve Data Entry Forms, your IMSMANG user account must belong to a User Role that has permissions to do so. There are several different permissions e.g. Data Entry Form and Link. Contact your IMSMANG Administrator if you have questions on permissions. |
The Actions in this group are:
- Link to Existing Item which may be used in combination which several of the other Actions
- Reassign Item to another Location
- Unlink Items.
And for completeness Unapprove a Data Entry Form has also been included. We strongly recommend not to use this Action since all traceability and transparency are lost when you Unapprove.
Link
The last step of the Data Entry is to specify on the Reconciliation tab if the item should be linked to another item. In IMSMANG the links implicate a relationship between the items. For example:
- a link between an Activity and a Victim means that the Victim is a Demining Victim;
- a link between two Victims means that they are family.
Note: Connections to Country Structure and Location have been omitted from the example
Reassign Location
This Action is started from a Location's Summary window.
Location Summary window
 |
The list of possible templates are filtered to only included templates for the current item type. |
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.
Reconciliation Tab Reassign Action
 |
The Reassigning Data Entry Form's Date of information must be a later date than the Data Entry Form that assigned the Location since the calculation of the Summary item(s) are based on Date of Information. When the date is earlier or the same, no change of the Summary items occur. |
Unlink
This Action is started from Summary window of one of the items you would like to Unlink.
| |
The list of possible templates are filtered to only included templates for the current item type. |
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.
Reconciliation Tab Unlink Action
| |
The Unlinking Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created the link(s) since the calculation of the Summary item(s) are based on Date of Information. If the date is earlier or the same, no change of the Summary items occur. |
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