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

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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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{{note| The reconciliation process is performed on the reconciliation tab of the completed data entry form.
 
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[[Image:raA04.png|500px]]
 
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{{HowTo's
 
{{HowTo's
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===Newly Reported Items===__NOEDITSECTION__
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===New Reported Items===__NOEDITSECTION__
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====Assigning a location====__NOEDITSECTION__
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[[Image:Summary window toolbar.png|350px|center]]
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<div align="center">
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'' Summary window toolbar''
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</div>
 
<ol>
 
<ol>
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<li>Select the reported item.</li>
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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 [[Image:ReconItemRecIcon.png|Reconcile]].</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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[[Image:raA06.png|500px]]
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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>Select '''Reconcile as New''', then 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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[[Image:ReconcileAsNew.png|350px]]
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:* Item ID
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:* Date of information
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<li>Select the relevant location from your list. [[Image:SopIcon.png|50px]]</li>
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:* Reconciliation tab.
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<li>Click '''Assign'''.</li>
 
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[[Image:AssigningNewLocation.png|500px]]
 
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<li>The selected location appears on the Data Entry Form.</li>
 
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[[Image:ReconciledNewLocation.png|500px]]
 
  
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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>
 
</ol>
 
</ol>
  

Revision as of 21:36, 11 March 2015

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.

The Data Entry process consists of three major steps:

1. Reconile

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, 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.

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.

Data approval is the final step of the Data Entry process. Approved data displays in the items pane.

Ambox outdated serious.svg.png This page does not include the new Actions New, Edit and Delete that were introduced in 6.0
SopIcon.png 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.
How To

New Reported Items

350px

Summary window toolbar

  1. Open the Location Summary window to which you would like to assign the new item.
  2. Click the FieldTemplateIcon.png button.
  3. The Template for New Data Entry Form window displays.
  4. Select the Data Entry Form template that you would like to use
  5. Click OK.
  6. The Data Entry Form Editor displays a new Data Entry Form. The following information are automatically populated:
    • Form ID
    • Item ID
    • Date of information
    • Reconciliation tab.
    Recon tab Add from Location.png

    Reconciliation Tab Add Method from Location Summary window

Linking the reported item to an existing item

SopIcon.png

  1. Select the reported item.
  2. Click Reconcile.

    3. 500px

  3. Select the Link to Existing Item option.
  4. Click OK.

    5. 500px

  5. Choose an option from the Type of Object to Link to drop-down list. SopIcon.png
  6. Click OK.

    7. 500px

  7. Select an item from the list.
  8. Click Assign.

    9. 500px

  9. Click OK.

    10. 500px

Note.jpg To remove the link or the location assignment, select the linked item or assigned location and click UAIBtn01.png.

500px

Reconciling New Locations

SopIcon.png

  1. Select the reported location, and then click Reconcile.
  2. Select Reconcile as New, and then click OK. Follow the steps in Assigning a location.
  3. Click Approve.

    4. 600px

Updating Items

Replacing

SopIcon.png

  1. Select the reported item.
  2. Click Reconcile.

    3. 500px

  3. Select the Reconcile as Existing Item option.
  4. Click OK.

    5. 400px

  5. Select an item from the list. SopIcon.png
  6. Click Assign.

    7. 500px

  7. Select the Replace Existing Item with Data Entry Form Item option.
  8. Click OK.

    9. 500px

  9. Click Approve.

    10. 500px

Note.jpg Blank fields of the latest data entry form are ignored.
Note.jpg Browse the summary window to see the updated data.

Combining

SopIcon.png

  1. Select the reported item.
  2. Click Reconcile.

    3. 500px

  3. Select the Reconcile as existing item option.
  4. Click OK.

    5. 500px

  5. Select an item from the list. SopIcon.png
  6. Click Assign.

    7. 500px

  7. Select the Combine Existing Item with Data Entry Form Item option.
  8. Click OK.

    9. 500px

  9. Click Approve.

    10. 500px

Note.jpg Combining aggregates information only for:
  • Geographic coordinates
  • Area size
  • Ordnance
  • Hours spent
Note.jpg Browse the summary window to see the updated data.

Approving from the Workbench

  1. Select the data entry form.
  2. Click Approve.

    3. 500px

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