Difference between revisions of "Reconcile"

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<table cellspacing="5" cellpadding="0" style="float: right; clear: right; color: black; background: #f9f9f9; border: 1px solid #aaa; width: 22em; margin: 0 0 1.0em 1.0em; padding: 0.2em; border-spacing: 0.4em 0; text-align: center; line-height: 1.4em; font-size: 88%; background-color: #f5faff; font-size: 90%; width: auto; line-height: 1.6em; width:150px;" class="vertical-navbox nowraplinks">
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{{TOC right}}
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<th style="padding: 0.2em 0.4em 0.2em; font-size: 145%; line-height: 1.2em; font-weight: bold; background-color: #9aa8b5; font-size: 125%" class="">Related Topics</th>
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The Data Entry process consists of three major steps:
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<tr>
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# Reconcile
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<td style="padding-top: 0.2em; font-weight: bold; background-color: #cee0f2" class="">Using IMSMA</td>
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# Data Entry
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</tr>
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# Approve.
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<tr>
 
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<td style="padding-bottom: 0.2em; text-align: left">
 
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[[Current View Windows|Current View]]<br />
 
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[[Field Reports]]<br />
 
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[[Geospatial Data]]<br />
 
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[[Search]]<br />
 
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[[Reports]]<br />
 
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</td>
 
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</tr>
 
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<tr>
 
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<td style="padding-top: 0.2em; font-weight: bold; background-color: #cee0f2" class="">Field Reports</td>
 
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</tr>
 
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<tr>
 
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<td style="padding-bottom: 0.2em; text-align: left">
 
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[[Adding and Entering Data|Adding/Entering Data]]<br />
 
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[[Assigning Locations]]<br />
 
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[[Reconciling Items]]<br />
 
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</td>
 
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</tr>
 
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<tr>
 
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<td style="padding-top: 0.2em; font-weight: bold; background-color: #cee0f2" class="">Adding/Entering Data</td>
 
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</tr>
 
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<tr>
 
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<td style="padding-bottom: 0.2em; text-align: left">
 
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[[HowTo:Assign an Item Record to a Location|Assign Item Record a Location]]<br />
 
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[[Pick Location Window]]<br />
 
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[[New Locations Manager Window]]<br />
 
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</td>
 
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{| style="border-top:2px solid lightgray; border-bottom:2px solid lightgray; margin:10px;"
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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 workflow, 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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|align="left" style="padding: 5px 10px 5px 10px"| To reconcile field reports, you must have access to the Field Report and Link permissions.
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{| class="wikitable"
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|-
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|  '''Reconcile'''||
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# Does it exists in DB?
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# Select Action
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# Select template
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|-
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| '''Data Entry'''||
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# Data Entry itself
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# Link(s)?
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|-
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| '''Approve'''||
 +
# Save
 +
# Peer-review
 +
# Submit
 +
# Final review/Data QA
 +
# Approve
 
|}
 
|}
  
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<p>Before a field report can be approved, you must decide whether the item records in the field report create new item records, update existing item records, or are associated with existing item records of different item types. This process is called ''reconciliation''.</p>
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==Reconcile==__NOEDITSECTION__
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<p>New item records will create a new accident, hazard, hazard reduction, location, MRE, QC, or victim in IMSMA. New item records will need to be assigned to a location.</p>
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Reconcile means to make two sets of numbers add up to the same total which with IMSMA terms is the process of getting all different subsets of Mine Action information in a country (e.g. operators' clearance information) to a correct and coherent national database.
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<p>Field report item records can also update existing item records. Updates to existing item records can either replace an existing item record or combine certain item record attributes. When an existing item record is replaced, the current view of the existing item record is replaced with the data from the new item record. When an item record in a field report is combined with an existing item record, certain item record attributes are overwritten with the data from the new item record while other item record attributes are combined. Refer to the ''Combining item records'' section for more details on which item attributes are combined for each item.</p>
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<p>Field report item records can also be associated with existing item records that are of a different type. For example, a victim that is created by a new field report can be associated with an existing accident. To establish a relationship between item records of different item types, you create a ''link'' between the item records.</p>
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=== New or existing item ===__NOEDITSECTION__
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<p>Item records can be reconciled from either the Reconciliation tab on the Field Report Editor window or the Report Items tab on the IMSMA Navigation window, which is accessed from the Reconciliation tab by clicking the [[Image:ShadesIcon.png]] button. The Reconciliation tab and the Report Items tab display all item records from the field report that need to be reconciled.</p>
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Before a data entry may start, both at data providers such as operators and at National Mine Action Authority, the first and very important task is to determine if the piece of information that is received on a paper or as xml already exists in the database or not.  
 +
 
 +
New information can be of two different types:
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* information about a new item: For example a Land or a Victim that is previously not reported/entered into {{IMSMANG}}. The Land might have been contaminated 10 years ago or the Victim injured 5 years ago but from our {{IMSMANG}} perspective it is '''new''' due to it is '''not''' in the database.
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* new information about an existing item: For example a polygon of an existing Land that previously did not have that recorded in the database or a correction of date of birth for an existing Victim.  
  
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[[Image:fig58.png|center|600px|''Figure 58. Item Records on Field Report Editor and IMSMA Navigation Windows'']]
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The report that is received in both cases may not look any different so it is vital that the process of new information classification is thorough. Read more about Summary items and Data Entry Forms '''[[Understanding IMSMA Information Model#Data Entry Forms and Summaries | here]]'''.
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<div align="center">
 
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''Figure 58. Item Records on Field Report Editor and IMSMA Navigation Windows''
 
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</div>
 
  
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Reconciling item records from the Field Report Editor window allows you to select existing item records from a list. Reconciling item records from the IMSMA Navigation window allows you to browse existing item records using the items pane and the map. The reconciliation icons used in the Field Report Editor window and IMSMA Navigation window are similar and described in Table 24. The sections in this chapter provide instructions for reconciling item records from both the Field Report Editor window and the IMSMA Navigation window.
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{{Decision node| It should be outlined in the Data Entry SOP whose responsibility it is to determine if it is a new item or updating information about an existing item.}}
  
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=== Select Data Entry Action ===__NOEDITSECTION__
 
<center>
 
<center>
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{| class="wikitable" width="600"
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{| align="center"
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|- valign="top"
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|
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{| class="wikitable" width="950"
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! colspan="4" align="center"| Data Entry Actions
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|-
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! Type
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! Name
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! When to use
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! Action
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|-
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| rowspan="2"| '''From Data Entry menu'''
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| [[Reconcile as New]]
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| '''Only''' for New Locations
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| New
 
|-
 
|-
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| align="center" colspan="2" | '''Table 24. Reconciliation Icons'''
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| [[Reconcile as Existing Item]]
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| Is '''not''' recommended anymore (Replace/Combine)
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| Replace/Combine
 
|-
 
|-
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| width="125pt" | '''Icon'''
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| rowspan="3"| '''From Summary window'''
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| width="475pt" | '''Description'''
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| [[Add a Data Entry Form from the Summary Window | Add from Summary Window]]
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| Not for New Locations
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| New
 
|-
 
|-
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| [[Image:AssignLocIcon.png]] || Creates a new item record.
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| [[Update from Summary Window]]
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| To update existing data
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| Update
 
|-
 
|-
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| [[Image:ReconItemRecIcon.png]] || Allows you to reconcile item records with existing item records that you select from a list.
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| [[Delete from the Summary Window | Delete from Summary Window]]
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| If the item should be Deleted from the database
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| Delete
 
|-
 
|-
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| [[Image:LinkItemRecIcon.png]] || Allows you to create a link between two item records of different item types.
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| rowspan="4"| '''Other Reconcile Actions'''
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| [[Link to Existing Item]]
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| Link may be used in combination which several of the other Actions
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| Link
 
|-
 
|-
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| [[Image:RemoveReconIcon.png]] || Removes the reconciliation or link between the item records.
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| [[Reassign Item to another Location]]
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| Special updating Action when to which Location an item is assigned
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| Change Location
 
|-
 
|-
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| [[Image:ShadesIcon.png]] || Allows you to reconcile item records with existing item records that you select from the map. This icon is only available from the Field Report Editor window.
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| [[Unlink Items]]
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| Special updating Action when items need to be Unlinked
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| Unlink
 
|-
 
|-
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| [[Image:ReturnReconIcon.png]] || Returns any reconciliation done from the IMSMA Navigation window to the Field Report Editor window. This icon is only available from the IMSMA Navigation window.
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| [[Unapprove a Data Entry Form from the Summary Window | Unapprove a Data Entry Form]]  
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| If this Action is used, all traceability and transparency is lost
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| N/A
 
|}
 
|}
 
</center>
 
</center>
  
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[[Category:Using IMSMA]]
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Depending on which Action you choose the Reconciliation tab of the Data Entry Form will be populated different. The Actions in the ''From Summary window'' and ''Other Actions'' automatically populates the Reconciliation tab.
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[[Category:Field Reports]]
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[[Category:Reconciling Items]]
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[[Image:Recon tab Add from non-Location.png|600px|center]]
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[[Category:How To]]
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<div align="center">
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'' Example of Reconciliation Tab ''
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</div>
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{{New_6.0 | Add, Update and Delete from Summary window were added in version 6.0.}}
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=== Select Data Entry Form template===__NOEDITSECTION__
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Next decision is to choose which template to use for the Data Entry. It might be appropriate to have more than one Data Entry template for one item, e.g. one for the information about the Victim and another template for Victim Needs Assessment. The item Activity is an example where each process has their own template, i.e. Non-Technical Survey, Technical Survey, EOD Spot Task, Completion Report, Post-Clearance Survey, etc.
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[[Image:Select Template New.png|500px|center]]
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<div align="center">
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'' Select Template for New Data Entry Form window''
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</div>
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==Data Entry ==__NOEDITSECTION__
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=== Data Entry itself===__NOEDITSECTION__
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For more information on how to do data entry, see [[Use the Data Entry Form Editor Window]].
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[[Image:Fig42.png|400px|center]]
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{{Warning | When updating information the updating Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created the information since the calculation of the Summary item is based on Date of Information. If the date is earlier or the same, the Summary items will '''not''' be updated.}}
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=== Links? ===__NOEDITSECTION__
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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:
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* a link between an Activity and a Victim means that the Victim is a Demining Victim;
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* 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'']]
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<div align="center">
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''Note: Connections to Country Structure and Location have been omitted from the example''
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</div>
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==Approve==__NOEDITSECTION__
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[[Image:WB_Status.png|thumb|225px|Approval workflow / Data Entry Form Statuses]]
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=== Save===__NOEDITSECTION__
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The first step in the Approval workflow is done by the Data Entry staff and saves the Data Entry Form. It may now be found in the Workbench. Until a Data Entry Form is approved, it exists only in the Workbench and does not update any Summary items. The report can still be modified or deleted.
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=== Peer review===__NOEDITSECTION__
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The next step in the Approval workflow is to have another person to review the contents of the Data Entry Form.
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=== Submit===__NOEDITSECTION__
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When the Data Entry staff feels that the contents of the Data Entry Form has good enough data quality for the last review, they click on the button Submit and the status changes. The Data Entry Form is still in the Workbench.
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=== Final review ===__NOEDITSECTION__
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If the Data Verifier does not consider the content of the Data Entry Form to meet the Data Quality standard of the Mine Action programme e.g. a QM item should always be linked to an Activity then the Data Entry Form will be ''Rejected''.
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=== Reject or Approve?===__NOEDITSECTION__
 +
If the Data Verifier is not satisfied then the Data Entry Form will be Rejected. When the Data Quality is good enough the Data Entry Form may be Approved. The Approval will trigger an update of an existing item (Summary) or creating of a new item depending of chosen Action.
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{{NavBox HowTo Reconcile and Approve}}
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[[Category:NAA]]

Latest revision as of 10:30, 18 March 2019

The Data Entry process consists of three major steps:

  1. Reconcile
  2. Data Entry
  3. Approve.

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 workflow, 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.

Reconcile
  1. Does it exists in DB?
  2. Select Action
  3. Select template
Data Entry
  1. Data Entry itself
  2. Link(s)?
Approve
  1. Save
  2. Peer-review
  3. Submit
  4. Final review/Data QA
  5. Approve

Reconcile

Reconcile means to make two sets of numbers add up to the same total which with IMSMA terms is the process of getting all different subsets of Mine Action information in a country (e.g. operators' clearance information) to a correct and coherent national database.

New or existing item

Before a data entry may start, both at data providers such as operators and at National Mine Action Authority, the first and very important task is to determine if the piece of information that is received on a paper or as xml already exists in the database or not.

New information can be of two different types:

  • information about a new item: For example a Land or a Victim that is previously not reported/entered into IMSMANG. The Land might have been contaminated 10 years ago or the Victim injured 5 years ago but from our IMSMANG perspective it is new due to it is not in the database.
  • new information about an existing item: For example a polygon of an existing Land that previously did not have that recorded in the database or a correction of date of birth for an existing Victim.

The report that is received in both cases may not look any different so it is vital that the process of new information classification is thorough. Read more about Summary items and Data Entry Forms here.

SopIcon.png It should be outlined in the Data Entry SOP whose responsibility it is to determine if it is a new item or updating information about an existing item.

Select Data Entry Action

Data Entry Actions
Type Name When to use Action
From Data Entry menu Reconcile as New Only for New Locations New
Reconcile as Existing Item Is not recommended anymore (Replace/Combine) Replace/Combine
From Summary window Add from Summary Window Not for New Locations New
Update from Summary Window To update existing data Update
Delete from Summary Window If the item should be Deleted from the database Delete
Other Reconcile Actions Link to Existing Item Link may be used in combination which several of the other Actions Link
Reassign Item to another Location Special updating Action when to which Location an item is assigned Change Location
Unlink Items Special updating Action when items need to be Unlinked Unlink
Unapprove a Data Entry Form If this Action is used, all traceability and transparency is lost N/A

Depending on which Action you choose the Reconciliation tab of the Data Entry Form will be populated different. The Actions in the From Summary window and Other Actions automatically populates the Reconciliation tab.

Recon tab Add from non-Location.png

Example of Reconciliation Tab

New 6.0.png Add, Update and Delete from Summary window were added in version 6.0.

Select Data Entry Form template

Next decision is to choose which template to use for the Data Entry. It might be appropriate to have more than one Data Entry template for one item, e.g. one for the information about the Victim and another template for Victim Needs Assessment. The item Activity is an example where each process has their own template, i.e. Non-Technical Survey, Technical Survey, EOD Spot Task, Completion Report, Post-Clearance Survey, etc.

Select Template New.png

Select Template for New Data Entry Form window

Data Entry

Data Entry itself

For more information on how to do data entry, see Use the Data Entry Form Editor Window.

Fig42.png
Warning.jpg When updating information the updating Data Entry Form's Date of information must be a later date than the Data Entry Form(s) that created the information since the calculation of the Summary item is based on Date of Information. If the date is earlier or the same, the Summary items will not be updated.

Links?

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.
Example Relationships Among Items

Note: Connections to Country Structure and Location have been omitted from the example

Approve

Approval workflow / Data Entry Form Statuses

Save

The first step in the Approval workflow is done by the Data Entry staff and saves the Data Entry Form. It may now be found in the Workbench. Until a Data Entry Form is approved, it exists only in the Workbench and does not update any Summary items. The report can still be modified or deleted.

Peer review

The next step in the Approval workflow is to have another person to review the contents of the Data Entry Form.

Submit

When the Data Entry staff feels that the contents of the Data Entry Form has good enough data quality for the last review, they click on the button Submit and the status changes. The Data Entry Form is still in the Workbench.

Final review

If the Data Verifier does not consider the content of the Data Entry Form to meet the Data Quality standard of the Mine Action programme e.g. a QM item should always be linked to an Activity then the Data Entry Form will be Rejected.

Reject or Approve?

If the Data Verifier is not satisfied then the Data Entry Form will be Rejected. When the Data Quality is good enough the Data Entry Form may be Approved. The Approval will trigger an update of an existing item (Summary) or creating of a new item depending of chosen Action.


Reconciling and Approving Data in IMSMANG
Reconcile
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