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

From IMSMA Wiki
Jump to: navigation, search
 
(14 intermediate revisions by 2 users not shown)
Line 1: Line 1:
 
{{TOC right}}
 
{{TOC right}}
−
{{Note | To reconcile 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. }}
+
{{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. }}
−
=== Overview===__NOEDITSECTION__  
+
 
 +
== Overview==__NOEDITSECTION__  
 +
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.
 +
 
 
[[Image:Data entry old option.png|700px|center]]
 
[[Image:Data entry old option.png|700px|center]]
 
<div align="center">
 
<div align="center">
Line 7: Line 10:
 
</div>
 
</div>
  
−
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.
+
==Options==
 +
When you click the [[Image:ReconItemRecIcon.png]] button, you will be given three different options.
 +
<ol><li>'''[[Reconcile as New]]''' – allows you to assign the item record to a Location. </li>
 +
<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:
 +
* [[Reconcile started from Data Entry Menu#Replace | Replace]]
 +
* [[Reconcile started from Data Entry Menu#Combine | Combine]]. </li>
 +
<li>'''[[Link to Existing Item]]''' - allows you to link the item to an existing object of any type.</li></ol>
  
−
[[Image:Recon tab.png|600px|center]]
+
{{note| Items are '''not''' normally ''Linked'' to Locations.}}
−
<div align="center">
 
−
'' Reconciliation Tab''
 
−
</div>
 
  
−
When you click the [[Image:ReconItemRecIcon.png]] button, you will be given three different options.
 
 
[[Image:Recon options.png|500px|center]]
 
[[Image:Recon options.png|500px|center]]
 
<div align="center">
 
<div align="center">
 
'' Reconciliation Options''
 
'' Reconciliation Options''
 
</div>
 
</div>
−
*'''[[Reconcile by Creating a New Item Record | Reconcile as New]]''' – allows you to assign the item record to a Location. 
 
−
*'''[[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.
 
−
: There are two different methods:
 
−
:* Replace
 
−
:* Combine.
 
−
*'''[[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.
 
−
 
−
{{Note | Item are '''not''' normally ''Linked'' to Locations. Items are assigned to Locations.}}
 
  
−
==The difference between Replace and combine==__NOEDITSECTION__
+
==Replace or Combine==__NOEDITSECTION__
 
These fields/subobjects are calculated differently depending on if Replace or Combine are chosen as action:
 
These fields/subobjects are calculated differently depending on if Replace or Combine are chosen as action:
 
{| class="wikitable" width="500"
 
{| class="wikitable" width="500"
Line 41: Line 38:
 
| Victim
 
| Victim
 
|-
 
|-
−
| Geodata
+
| Geospatial data
 
| All items
 
| All items
 
|-
 
|-
Line 56: Line 53:
 
| Accident, Activity, Land
 
| Accident, Activity, Land
 
|}
 
|}
−
=== Scenario===__NOEDITSECTION__
 
−
If you for example would like to:
 
−
* change an existing reference point to benchmark
 
−
* no changes to the polygon
 
−
* add one more ordnance
 
−
* correct Hours spent.
 
−
 
−
To be able to update as above you must make '''two''' Data Entry forms and retype a lot of information which takes time and increases the probability for data errors hence we '''strongly''' recommend to start form the Summary window instead and use the '''[[Update the Data in the Summary Window |  Update]]''' action when '''more than one field''' needs to be changed for an existing item. The Update action also provides a better overview of existing information than the Replace and Combine actions do.
 
 
   
 
   
 
=== Replace===__NOEDITSECTION__  
 
=== Replace===__NOEDITSECTION__  
−
If the above listed fields/subobjects are '''filled in''' on the current Data Entry Form the information will replace the existing information.
+
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).
−
 
 
−
==== Examples of end result ====__NOEDITSECTION__
 
−
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 only one benchmark the end result with the action Replace is only one benchmark.
 
  
 
=== Combine===__NOEDITSECTION__  
 
=== Combine===__NOEDITSECTION__  
−
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.
+
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).
  
−
==== Examples of end result ====__NOEDITSECTION__
+
{{note|For Ordnance in Activity item ''Action on item'' is also taken into consideration when calculating which rows should be combined.}}
−
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.
 
  
 
{{NavBox HowTo Reconcile and Approve}}
 
{{NavBox HowTo Reconcile and Approve}}
−
 
+
[[Category:NAA]]
−
[[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
Retrieved from "http://mwiki.gichd.org:8090/mediawiki/index.php?title=Reconcile_started_from_Data_Entry_Menu&oldid=24247"