Difference between revisions of "Reconciling and Approving Data in IMSMANG"

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{{Reference guide header|The ''Data Entry'' process is a series of steps to ensure the approval of high-level quality data inside {{IMSMANG}}. To help achieve this aim, is important to have locally defined standard operating procedures (SOPs) for Data Entry which defines who-does-what and who is responsible for Data '''Verification''.
 
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The Data Entry process consists of three major steps:
 
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1. Reconile
 
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2. Data Entry
 
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3. Approve.
 
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The major steps consist in their turn of several subtasks which may be carried out by one or more different persons and/or stakeholders in the Mine Action programme. For data quality purposes, it is important that the data is adequately checked. With multiple permission levels for the Approval, different users can be assigned different permissions, allowing Mine Action Programmes to implement a data-entry workflow that distinguishes between data entry and data verification roles.
 
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The first step of the ''Data Entry'' process is the Reconciliation where it is decided if the information received should create a new item or update an existing item. When that is decided then the Data Entry staff known which Action to use.
 
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Data approval is the final step of the ''Data Entry'' process. Approved data displays in the items pane.
 
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}}
 
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{{Outdated| This page does not include the new Actions New, Edit and Delete that were introduced in 6.0}}
 
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__FORCETOC__
 
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{{TOC right}}
 
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{{Decision node|This sign next to a step is a reminder that you have to refer to your local SOPs to see how this action applies precisely to the reported items taken to the reconciliation process.  }}
 
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{{HowTo's
 
{{HowTo's
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|[[Access and Use the Workbench Window]]
 
 
|[[Reconcile]]
 
|[[Reconcile]]
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|[[Approve]]
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|[[Access and Use the Workbench Window | Workbench]]
 
}}
 
}}
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The ''Data Entry'' process is a series of steps to ensure high-level quality data inside {{IMSMANG}}.
  
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==New Reported Items==__NOEDITSECTION__
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The Data Entry process consists of three major steps:  
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[[Image:Summary window toolbar.png|350px|center]]
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# Reconcile
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<div align="center">
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# Data Entry
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'' Summary window toolbar''
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# Approve
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</div>
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an overview of the process is found '''[[Reconcile|here]]'''.
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<ol>
 
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<li>Open the Location Summary window to which you would like to assign the new item.</li>
 
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<li>Click the [[Image:FieldTemplateIcon.png]] button.
 
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<li>The Template for New Data Entry Form window displays.
 
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<li>Select the Data Entry Form template that you would like to use</li>
 
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<li>Click '''OK'''.</li>
 
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<li>The Data Entry Form Editor displays a new Data Entry Form. The following information are automatically populated:
 
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:* Form ID
 
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:* Item ID
 
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:* Date of information
 
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:* Reconciliation tab.
 
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[[Image:Recon tab Add from Location.png|600px|center]]
 
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<div align="center">
 
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'' Reconciliation Tab Add Method from Location Summary window''
 
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</div>
 
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</ol>
 
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===Linking the reported item to an existing item===__NOEDITSECTION__
 
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To link an item to another item:
 
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<ol>
 
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<li>From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item record you would like to reconcile.</li>
 
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<li>Click the [[Image:ReconItemRecIcon.png]] button.</li>
 
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<li>Select the '''Link to Existing Item''' option.</li>
 
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<li>Click the '''OK''' button.</li>
 
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<li>The Pick Object Type window displays.
 
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<li>Select the type of the existing item record from the Type of Object to Link to drop-down menu.</li>
 
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<li>Click the '''OK''' button.</li>
 
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<li>The Pick Item window displays. The table is not populated with any rows until you have applied a [[Filter Lists| filter]].
 
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<li>Click the row for the item record that you would like to Link to.
 
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<li>The Link Items window displays.
 
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<li>If it is appropriate to verify that it is the correct existing item that you are linking to by using map preview, click the [[Image:ShadesIcon.png]] button to activate the Map preview.</li>
 
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<li>Click the '''OK''' button.</li>
 
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<li>The Reconciliation Tab in the Data Entry Form is updated.
 
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<li>Repeat the above steps to Link to another existing item.
 
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<li>Save, Submit or Approve the Data Entry Form.</li>
 
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</ol>
 
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==Updating Items==__NOEDITSECTION__
 
  
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==Approving from the Workbench==__NOEDITSECTION__
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The major steps consist in their turn of several subtasks which may be carried out by one or more different persons and/or stakeholders in the Mine Action Programme. For data quality purposes, it is important that the data is adequately checked. With multiple permission levels for the Approval, different users can be assigned different permissions, allowing Mine Action Programmes to implement a data-entry workflow that distinguishes between data entry and data verification roles. It is important to have locally defined Standard Operating Procedures (SOPs) for Data Entry which defines who-does-what and who is responsible for Data Verification.
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<ol>
 
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<li>Select one or more Data Entry Forms.</li>
 
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<li>Click '''Approve'''.</li>
 
  
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[[Image:raA32.png|500px]]
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{{Warning| A Data Entry Form that is changing existing information must have a Date of information that is later than the Data Entry Form that it is updating the calculation of the Summary item(s) are based on Date of Information. When the date is earlier or the same, the Summary items will '''not''' be updated.}}
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</ol>
 
  
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[[Category:COO]]
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There are different Data Entry '''actions''':
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* [[Add a Data Entry Form from the Summary Window | Add data]]
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* [[Update from Summary Window | Update data]]
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* [[Link to Existing Item | Link data]]
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* [[Reassign Item to another Location]]
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* [[Unlink Items]]
  
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[[Category:NAA]]
 
{{NavBox Working with IMSMA}}
 
{{NavBox Working with IMSMA}}

Latest revision as of 10:31, 18 March 2019

How To

The Data Entry process is a series of steps to ensure high-level quality data inside IMSMANG.

The Data Entry process consists of three major steps:

  1. Reconcile
  2. Data Entry
  3. Approve

an overview of the process is found here.

The major steps consist in their turn of several subtasks which may be carried out by one or more different persons and/or stakeholders in the Mine Action Programme. For data quality purposes, it is important that the data is adequately checked. With multiple permission levels for the Approval, different users can be assigned different permissions, allowing Mine Action Programmes to implement a data-entry workflow that distinguishes between data entry and data verification roles. It is important to have locally defined Standard Operating Procedures (SOPs) for Data Entry which defines who-does-what and who is responsible for Data Verification.

Warning.jpg A Data Entry Form that is changing existing information must have a Date of information that is later than the Data Entry Form that it is updating the calculation of the Summary item(s) are based on Date of Information. When the date is earlier or the same, the Summary items will not be updated.

There are different Data Entry actions:

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