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

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}}
 
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===New Reported Items===__NOEDITSECTION__
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==New Reported Items==__NOEDITSECTION__
 
[[Image:Summary window toolbar.png|350px|center]]
 
[[Image:Summary window toolbar.png|350px|center]]
 
<div align="center">
 
<div align="center">
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</ol>
 
</ol>
  
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====Linking the reported item to an existing item====__NOEDITSECTION__
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===Linking the reported item to an existing item===__NOEDITSECTION__
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[[Image:SopIcon.png|50px]]
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To link an item to another item:
 
<ol>
 
<ol>
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<li>Select the reported item.</li>
+
<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 [[Image:ReconItemRecIcon.png|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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[[Image:raA06.png|500px]]
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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 ''Link to Existing Item'' option.</li>
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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 '''OK'''.</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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[[Image:raA12.png|500px]]
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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>Choose an option from the '''Type of Object to Link to''' drop-down list. [[Image:SopIcon.png|50px]]</li>  
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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 '''OK'''.</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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[[Image:raA13.png|500px]]
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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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<li>Select an item from the list.</li>
 
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<li>Click '''Assign'''.</li>
 
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[[Image:raA14.png|500px]]
 
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<li>Click OK.</li>
 
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[[Image:raA15.png|500px]]
 
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</ol>
 
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{{note| To remove the link or the location assignment, select the linked item or assigned location and click [[Image:UAIBtn01.png]]. 
 
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[[Image:raA18.png|500px]]
 
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}}
 
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===Reconciling New Locations===__NOEDITSECTION__
 
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[[Image:SopIcon.png|50px]]
 
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<ol>
 
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<li>Select the reported location, and then click [[Image:ReconItemRecIcon.png|Reconcile]].</li>
 
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<li>Select '''Reconcile as New''', and then click '''OK'''. Follow the steps in [[Reconciling and Approving Data in IMSMANG#Assigning a location|Assigning a location]].</li>
 
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<li>Click '''Approve'''.</li>
 
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[[Image:ReconcilingNewLocations.png|600px]]
 
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</ol>
 
</ol>
  
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===Updating Items===__NOEDITSECTION__
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==Updating Items==__NOEDITSECTION__
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====Replacing====__NOEDITSECTION__
 
−
[[Image:SopIcon.png|50px]]
 
−
<ol>
 
−
 
 
−
<li>Select the reported item.</li>
 
−
<li>Click [[Image:ReconItemRecIcon.png | Reconcile]].</li>
 
−
 
 
−
[[Image:raA06.png|500px]]
 
−
 
 
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<li>Select the ''Reconcile as Existing Item'' option.</li>
 
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<li>Click '''OK'''.</li>
 
−
 
 
−
[[Image:ReconcileAsExisting.png|400px]]
 
−
 
 
−
<li>Select an item from the list. [[Image:SopIcon.png|50px]]</li>
 
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<li>Click '''Assign'''.</li>
 
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[[Image:raA24.png|500px]]
 
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<li>Select the ''Replace Existing Item with Data Entry Form Item'' option.</li>
 
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<li>Click '''OK'''.</li>
 
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[[Image:raA25.png|500px]]
 
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<li>Click '''Approve'''.</li>
 
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[[Image:raA26.png|500px]]
 
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</ol>
 
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{{note| Blank fields of the latest data entry form are ignored.}}
 
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{{note| Browse the summary window to see the updated data.}}
 
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====Combining====__NOEDITSECTION__
 
−
[[Image:SopIcon.png|50px]]
 
−
<ol>
 
−
<li>Select the reported item.</li>
 
−
<li>Click [[Image:ReconItemRecIcon.png | Reconcile]].</li>
 
−
 
 
−
[[Image:RaA06.png|500px]]
 
−
 
 
−
<li>Select the ''Reconcile as existing item'' option.</li>
 
−
<li>Click '''OK'''.</li>
 
−
 
 
−
[[Image:raA23.png|500px]]
 
−
 
 
−
<li>Select an item from the list. [[Image:SopIcon.png|50px]]</li>
 
−
<li>Click '''Assign'''.</li>
 
−
 
 
−
[[Image:raA24.png|500px]]
 
−
 
 
−
<li>Select the ''Combine Existing Item with Data Entry Form Item'' option.</li>
 
−
<li>Click '''OK'''.</li>
 
−
 
 
−
[[Image:raA30.png|500px]]
 
−
 
 
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<li>Click '''Approve'''.</li>
 
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[[Image:raA31.png|500px]]
 
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</ol>
 
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{{note| Combining aggregates information only for:
 
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*Geographic coordinates
 
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*Area size
 
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*Ordnance
 
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*Hours spent
 
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}}
 
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{{note| Browse the summary window to see the updated data.}}
 
  
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===Approving from the Workbench===__NOEDITSECTION__
+
==Approving from the Workbench==__NOEDITSECTION__
 
<ol>
 
<ol>
−
<li>Select the data entry form.</li>
+
<li>Select one or more Data Entry Forms.</li>
 
<li>Click '''Approve'''.</li>
 
<li>Click '''Approve'''.</li>
  

Revision as of 21:45, 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

To link an item to another item:

  1. From the Reconciliation tab of the Data Entry Form Editor window, select the row associated with the item record you would like to reconcile.
  2. Click the ReconItemRecIcon.png button.
  3. Select the Link to Existing Item option.
  4. Click the OK button.
  5. The Pick Object Type window displays.
  6. Select the type of the existing item record from the Type of Object to Link to drop-down menu.
  7. Click the OK button.
  8. The Pick Item window displays. The table is not populated with any rows until you have applied a filter.
  9. Click the row for the item record that you would like to Link to.
  10. The Link Items window displays.
  11. If it is appropriate to verify that it is the correct existing item that you are linking to by using map preview, click the ShadesIcon.png button to activate the Map preview.
  12. Click the OK button.
  13. The Reconciliation Tab in the Data Entry Form is updated.
  14. Repeat the above steps to Link to another existing item.
  15. Save, Submit or Approve the Data Entry Form.

Updating Items

Approving from the Workbench

  1. Select one or more Data Entry Forms.
  2. Click Approve.

    3. 500px

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