Difference between revisions of "Reconcile started from Data Entry Menu"

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[[Image:Recon tab.png|600px|center]]
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{{TOC right}}
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{{Note | 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. }}
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== Overview==__NOEDITSECTION__
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When data entry is started from either the ''Data Entry'' menu or from the ''Add Data Entry Forms'' button in the toolbar the possible Actions on the Reconciliation tab are different than when data entry is started from the Summary window.
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[[Image:Data entry old option.png|700px|center]]
 
<div align="center">
 
<div align="center">
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'' Reconciliation Tab''
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'' Data Entry''
 
</div>
 
</div>
  
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==Options==
 
When you click the [[Image:ReconItemRecIcon.png]] button, you will be given three different options.
 
When you click the [[Image:ReconItemRecIcon.png]] button, you will be given three different options.
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<ol><li>'''[[Reconcile as New]]''' – allows you to assign the item record to a Location. </li>
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<li>'''[[Reconcile as Existing Item]]''' – allows you to update an existing item with the information in this Data Entry Form. There are two different methods:
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* [[Reconcile started from Data Entry Menu#Replace | Replace]]
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* [[Reconcile started from Data Entry Menu#Combine | Combine]]. </li>
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<li>'''[[Link to Existing Item]]''' - allows you to link the item to an existing object of any type.</li></ol>
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{{note| Items are '''not''' normally ''Linked'' to Locations.}}
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[[Image:Recon options.png|500px|center]]
 
[[Image:Recon options.png|500px|center]]
 
<div align="center">
 
<div align="center">
 
'' Reconciliation Options''
 
'' Reconciliation Options''
 
</div>
 
</div>
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*'''[[Reconcile by Creating a New Item Record | Reconcile as New]]''' – allows you to assign the item record to a Location. 
 
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*'''[[Reconcile by Updating an Existing Item Record | Reconcile as Existing Item]]''' – allows you to update an existing item with the information in this Data Entry Form.
 
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** There are two different methods, Replace and Combine.
 
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*'''[[Reconcile by Linking to an Existing Item Record | Link to Existing Item]]''' - allows you to link the item to an existing object of any type.
 
  
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{{Note | Item are '''not''' normally ''Linked'' to Locations. Items are assigned to Locations.}}
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==Replace or Combine==__NOEDITSECTION__
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These fields/subobjects are calculated differently depending on if Replace or Combine are chosen as action:
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{| class="wikitable" width="500"
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|-
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| width="100pt" | '''Data'''
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| width="100pt" | '''Item'''
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|-
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| Area size
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| Activty, Land
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|-
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| Cause / Event
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| Victim
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|-
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| Geospatial data
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| All items
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|-
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| Given Assistance
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| Assistance
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|-
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| Hours spent
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| Activity
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|-
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| Needs
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| Victim
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|-
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| Ordnance
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| Accident, Activity, Land
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|}
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=== Replace===__NOEDITSECTION__
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If the above listed fields/subobjects are '''filled in''' on the current Data Entry Form the information will replace the existing information (e.g if the existing item has 15 Unknown AP mines and the Data Entry form has 3 Unknown AP mines the end result with the action Replace is 3 Unknown AP mines, if the existing item has one reference point and one polygon and the Data Entry form has one benchmark the end result with the action Replace is only one benchmark).
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=== Combine===__NOEDITSECTION__
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If the above listed fields/subobjects are '''filled in''' on the current Data Entry Form the information will be aggregated/added to the existing information (e.g. if the existing item has 15 Unknown AP mines and the Data Entry form has 3 Unknown AP mines the end result with the action Combine is 18 Unknown AP mines, if the existing item has one reference point and one polygon and the Data Entry form has one benchmark and one polygon the end result with the action Combine one reference point, one benchmark and two polygons).
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{{note|For Ordnance in Activity item ''Action on item'' is also taken into consideration when calculating which rows should be combined.}}
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{{NavBox HowTo Reconcile and Approve}}
 
{{NavBox HowTo Reconcile and Approve}}
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[[Category:NAA]]
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[[Category:COO]]
 

Latest revision as of 10:30, 18 March 2019

Note.jpg 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.

Overview

When data entry is started from either the Data Entry menu or from the Add Data Entry Forms button in the toolbar the possible Actions on the Reconciliation tab are different than when data entry is started from the Summary window.

Data entry old option.png

Data Entry

Options

When you click the ReconItemRecIcon.png button, you will be given three different options.

  1. Reconcile as New – allows you to assign the item record to a Location.
  2. Reconcile as Existing Item – allows you to update an existing item with the information in this Data Entry Form. There are two different methods:
  3. Link to Existing Item - allows you to link the item to an existing object of any type.
Note.jpg Items are not normally Linked to Locations.
Recon options.png

Reconciliation Options

Replace or Combine

These fields/subobjects are calculated differently depending on if Replace or Combine are chosen as action:

Data Item
Area size Activty, Land
Cause / Event Victim
Geospatial data All items
Given Assistance Assistance
Hours spent Activity
Needs Victim
Ordnance Accident, Activity, Land

Replace

If the above listed fields/subobjects are filled in on the current Data Entry Form the information will replace the existing information (e.g if the existing item has 15 Unknown AP mines and the Data Entry form has 3 Unknown AP mines the end result with the action Replace is 3 Unknown AP mines, if the existing item has one reference point and one polygon and the Data Entry form has one benchmark the end result with the action Replace is only one benchmark).

Combine

If the above listed fields/subobjects are filled in on the current Data Entry Form the information will be aggregated/added to the existing information (e.g. if the existing item has 15 Unknown AP mines and the Data Entry form has 3 Unknown AP mines the end result with the action Combine is 18 Unknown AP mines, if the existing item has one reference point and one polygon and the Data Entry form has one benchmark and one polygon the end result with the action Combine one reference point, one benchmark and two polygons).

Note.jpg For Ordnance in Activity item Action on item is also taken into consideration when calculating which rows should be combined.
Reconciling and Approving Data in IMSMANG
Reconcile started from Data Entry Menu
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