Difference between revisions of "Approve Data Entry Forms from the Workbench"

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{{Note | To Approve Data Entry Forms, your {{IMSMANG}} user account must belong to a User Role that has ''Data Entry Form Approval'' permission. Contact your {{IMSMANG}} Administrator if you have questions on permissions. }}
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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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<tr>
 
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<td style="padding-top: 0.2em; font-weight: bold; background-color: #cee0f2" class="">Using IMSMA</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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[[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="">Reconciling Items</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:Add a Field Report from the Workbench|Add Report from Workbench]]<br />
 
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[[HowTo:View or Change a Field Report from the Workbench|View/Change Report from Workbench]]<br />
 
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[[HowTo:Remove a Field Report from the Workbench|Remove Field Report from Workbench]]<br />
 
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[[HowTo:Display Workbench Items on the Map|Display Items on Map]]<br />
 
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[[HowTo:Approve Field Reports from the Workbench|Approve Reports from Workbench]]<br />
 
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</td>
 
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</tr>
 
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</table>
 
  
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<p>From the Workbench window, you can approve a single field report or multiple field reports at one time. You must have access to the Field Report Approval permission to approve field reports.</p>
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<p>From the Workbench window, you can Approve a single Data Entry Form or multiple Data Entry Forms at one time.
  
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{| style="border-top:2px solid lightgray; border-bottom:2px solid lightgray; margin:10px;"
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To Approve Data Entry Forms from the Workbench:  
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|align="left" style="padding: 5px 10px 5px 10px"| IMSMA currently allows you to approve a field report that contains no data. Be sure to enter at least one value into your field report before you approve it.  
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<ol>
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|}
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<li>Locate the row associated with the Data Entry Form you want to Approve and determine if the report is ready to be Approved . See the following table for additional information.</li>
  
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To approve field reports from the Workbench:
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{{note|The Import Issues column is not being updated in version 6.0.}}
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<ol>
 
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<li>From the '''Data Entry''' menu, select '''Field Reports'''.</li>
 
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<li>From the '''Field Reports''' menu, select '''View Workbench'''.</li>
 
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:The Workbench window displays.
 
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<li>Locate the row associated with the field report you want to approve and determine if the report is ready to be approved. See Table 29 for additional information.</li>
 
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</ol>
 
  
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{| class="wikitable" width="600"
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{| class="wikitable" width="900"
 
|-
 
|-
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| align="center" colspan="2" | '''Table 29. Determining if a Field Report Can Be Approved'''
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| align="center" colspan="2" | '''Determining if a Data Entry Form Can Be Approved'''
 
|-
 
|-
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| width="200pt" | '''If you see this…'''
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| width="150pt" | '''If you see this…'''
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| width="400pt" | '''It means…'''
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| width="750pt" | '''It means…'''
 
|-
 
|-
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| align="center" | [[Image:t29i01.png]] || '''The field report can be approved.'''
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| align="center" | [[Image:t29i01.png]] || '''The Data Entry Form can be Approved.'''
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#Continue to step 4 in this section to approve the field report.
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#Continue to next step to Approve the Data Entry Form.
 
|-
 
|-
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| align="center" | [[Image:t29i02.png]]  || '''The field report cannot be approved.'''
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| align="center" | [[Image:t29i02.png]]  || '''The Data Entry Form cannot be Approved.'''
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#Resolve the incomplete reconciliation on the Reconciliation tab of the Field Report Editor window. See the Field reports – Reconciling items section on page 79 for instructions.
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#The reconciliation information is incomplete on the Reconciliation tab of the Data Entry Form Editor window. See the ''Data Entry Forms – [[Reconcile]]'' for which Actions there are to chose from.
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#Continue to step 4 in this section to approve the field report.
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#Continue to next step to Approve the Data Entry Form.
 
|-
 
|-
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|  align="center" | [[Image:t29i03.png]] || '''The field report cannot be approved.'''
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|  align="center" | [[Image:t29i03.png]] || '''The Data Entry Form cannot be Approved.'''
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#Resolve the import issue on the Import Issues tab of the Field Report Editor window.
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#Resolve the import issue on the Import Issues tab of the Data Entry Form Editor window.
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#Check the All Import Issues have been resolved checkbox on the Import Issues tab and click the Save button.
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#Check the ''All Import Issues'' have been resolved checkbox on the Import Issues tab and click the Save button.
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#Continue to step 4 in this section to approve the field report.
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#Continue to next step in to Approve the Data Entry Form.
 
|-
 
|-
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|  align="center" | [[Image:t29i04.png]] || '''The field report cannot be approved.'''
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|  align="center" | [[Image:t29i04.png]] || '''The Data Entry Form cannot be Spproved.'''
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#Resolve the incomplete reconciliation on the Reconciliation tab of the Field Report Editor window. See the Field reports – Reconciling items section on page 79 for instructions.
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#The reconciliation information is incomplete on the Reconciliation tab of the Data Entry Form Editor window. See the ''Data Entry Forms – [[Reconcile]]'' for which Actions there are to chose from.
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#Resolve the import issue on the Import Issues tab of the Field Report Editor window.
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#Resolve the import issue on the Import Issues tab of the Data Entry Form Editor window.
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#Check the All Import Issues have been resolved checkbox on the Import Issues tab and click the Save button.
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#Check the ''All Import Issues'' have been resolved checkbox on the Import Issues tab and click the Save button.
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#Continue to step 4 in this section to approve the field report.
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#Continue to next step to Approve the Data Entry Form.
 
|}
 
|}
  
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[[Category:Using IMSMA]]
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<li>Click the row(s) associated with the Data Entry Form(s) you want to approve.</li>
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[[Category:Field Reports]]
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[[Category:Reconciling Items]]
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{{note|To select multiple Data Entry Forms that are listed one after another, hold down the ['''Shift'''] key and click the range of rows for the Data Entry Forms that you would like to select.
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[[Category:How To]]
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To select multiple Data Entry Forms that are not listed after another, hold down the ['''Ctrl'''] key and click the rows for the Data Entry Forms that you would like to select.
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To deselect a Data Entry Form, hold down the ['''Ctrl'''] key and click the row that you would like to deselect.}}
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<li>Click the '''Approve''' button.</li>
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<li>The Approval Results window displays.</li>
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[[Image:fig63.png|center|500px|''Approval Results Window'']]
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<div align="center">
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''Approval Results Window''
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</div>
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Data Entry Forms that were not Approved appear in the Non-Approved Data Entry Forms section of the Approval Results window. The Non-Approval column lists the reasons they were not approved. Possible reasons include ''Reconciliation Incomplete'', ''Required fields Incomplete'', ''Import Error'', and ''Unknown Error''.
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{{note| In order to Approve a Data Entry Form, you should fill in the required fields.}}
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Data Entry Forms that were approved appear in the Approved Data Entry Forms section of window. The Approval Date column lists the date and time the Data Entry Forms were Approved.
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<li>Click the '''Done''' button.</li>
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<li>If a Data Entry Form was not approved,</li>
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<ol type="a">
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<li>Double-click the row associated with the non-approved Data Entry Form in the Workbench window.</li>
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:The Data Entry Form Editor window displays.
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<li>Resolve the error on the Reconciliation tab if applicable. See ''Data Entry Forms – [[Reconcile]]'' for additional information.</li>
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<li>Resolve the error on the Import Issues tab if applicable. When complete, check the '''All Import Issues have been resolved''' checkbox.</li>
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<li>Click the '''Approve''' button.</li>
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<li>The Information window displays confirming the Data Entry Form was approved.</li>
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</ol>
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</ol>
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{{NavBox HowTo Reconcile and Approve}}
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[[Category:NAA]]

Latest revision as of 10:25, 18 March 2019

Note.jpg To Approve Data Entry Forms, your IMSMANG user account must belong to a User Role that has Data Entry Form Approval permission. Contact your IMSMANG Administrator if you have questions on permissions.

From the Workbench window, you can Approve a single Data Entry Form or multiple Data Entry Forms at one time. To Approve Data Entry Forms from the Workbench:

  1. Locate the row associated with the Data Entry Form you want to Approve and determine if the report is ready to be Approved . See the following table for additional information.
    2. Note.jpg The Import Issues column is not being updated in version 6.0.
    Determining if a Data Entry Form Can Be Approved
    If you see this… It means…
    T29i01.png The Data Entry Form can be Approved.
    1. Continue to next step to Approve the Data Entry Form.
    T29i02.png The Data Entry Form cannot be Approved.
    1. The reconciliation information is incomplete on the Reconciliation tab of the Data Entry Form Editor window. See the Data Entry Forms – Reconcile for which Actions there are to chose from.
    2. Continue to next step to Approve the Data Entry Form.
    T29i03.png The Data Entry Form cannot be Approved.
    1. Resolve the import issue on the Import Issues tab of the Data Entry Form Editor window.
    2. Check the All Import Issues have been resolved checkbox on the Import Issues tab and click the Save button.
    3. Continue to next step in to Approve the Data Entry Form.
    T29i04.png The Data Entry Form cannot be Spproved.
    1. The reconciliation information is incomplete on the Reconciliation tab of the Data Entry Form Editor window. See the Data Entry Forms – Reconcile for which Actions there are to chose from.
    2. Resolve the import issue on the Import Issues tab of the Data Entry Form Editor window.
    3. Check the All Import Issues have been resolved checkbox on the Import Issues tab and click the Save button.
    4. Continue to next step to Approve the Data Entry Form.
  2. Click the row(s) associated with the Data Entry Form(s) you want to approve.
    3. Note.jpg To select multiple Data Entry Forms that are listed one after another, hold down the [Shift] key and click the range of rows for the Data Entry Forms that you would like to select.

    To select multiple Data Entry Forms that are not listed after another, hold down the [Ctrl] key and click the rows for the Data Entry Forms that you would like to select.

    To deselect a Data Entry Form, hold down the [Ctrl] key and click the row that you would like to deselect.

  3. Click the Approve button.
  4. The Approval Results window displays.
    5. Approval Results Window

    Approval Results Window

    Data Entry Forms that were not Approved appear in the Non-Approved Data Entry Forms section of the Approval Results window. The Non-Approval column lists the reasons they were not approved. Possible reasons include Reconciliation Incomplete, Required fields Incomplete, Import Error, and Unknown Error.

    Note.jpg In order to Approve a Data Entry Form, you should fill in the required fields.

    Data Entry Forms that were approved appear in the Approved Data Entry Forms section of window. The Approval Date column lists the date and time the Data Entry Forms were Approved.

  5. Click the Done button.
  6. If a Data Entry Form was not approved,
    1. Double-click the row associated with the non-approved Data Entry Form in the Workbench window.
      2. The Data Entry Form Editor window displays.
    2. Resolve the error on the Reconciliation tab if applicable. See Data Entry Forms – Reconcile for additional information.
    3. Resolve the error on the Import Issues tab if applicable. When complete, check the All Import Issues have been resolved checkbox.
    4. Click the Approve button.
    5. The Information window displays confirming the Data Entry Form was approved.
Reconciling and Approving Data in IMSMANG
Save Data Entry Forms · Submit Data Entry Forms · Reject Data Entry Forms · Approve Data Entry Forms · Approve Data Entry Forms from the Workbench

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