Difference between revisions of "Using Data Entry Forms"
From IMSMA Wiki
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| + | ==Approve==__NOEDITSECTION__ | ||
| + | [[Image:WB_Status.png|center|225px]] | ||
| + | <div align="center"> | ||
| + | ''Data Entry Form Statuses / Approval workflow'' | ||
| + | </div> | ||
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| + | The buttons at the bottom of the Data Entry Form Editor window are used during the next phase of Data Entry proccess, Approve. The '''Data Enterer''' uses ''Save'' and/or ''Submit'' and the '''Data Verifier''' ''Reject'' or ''Approve''. | ||
{| border="1" cellpadding="4" cellspacing="0" style="margin: 1em 1em 1em 0; background: #f9f9f9; border: 1px #aaa solid; border-collapse: collapse; font-size: 95%;" | {| border="1" cellpadding="4" cellspacing="0" style="margin: 1em 1em 1em 0; background: #f9f9f9; border: 1px #aaa solid; border-collapse: collapse; font-size: 95%;" | ||
! Button || Description | ! Button || Description | ||
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|- ! style="background-color: | |- ! style="background-color: | ||
| [[Image:Save button.png]] || Saves the Data Entry Form information to the Workbench with a Saved status so that you can update the Data Entry Form information at a later time. | | [[Image:Save button.png]] || Saves the Data Entry Form information to the Workbench with a Saved status so that you can update the Data Entry Form information at a later time. | ||
|- ! style="background-color: | |- ! style="background-color: | ||
| [[Image:Submit button.png]] || Saves the Data Entry Form information to the Workbench with a Submitted status. | | [[Image:Submit button.png]] || Saves the Data Entry Form information to the Workbench with a Submitted status. | ||
| + | |- ! style="background-color: | ||
| + | | [[Image:Reject button.png]] || Saves the Data Entry Form to the Workbench with a Rejected status. | ||
| + | |- ! style="background-color: | ||
| + | | [[Image:Approve button.png]] || After a Data Entry Form has been approved, it can no longer be changed. An approved Data Entry Form can be viewed from the Summary windows. In order to approve a Data Entry Form, it must have a Location assigned to it. The Data Entry Form may no longer be found in the Workbench. | ||
|-! style="background-color: | |-! style="background-color: | ||
| − | | [[Image:Cancel button.png]] || Closes the Data Entry Form Editor window without saving the information. | + | | [[Image:Cancel button.png]] || Closes the Data Entry Form Editor window without saving the information. The user is given a warning message if there is unsaved data prior to closing the editor. |
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{{NavBox Working with IMSMA}} | {{NavBox Working with IMSMA}} | ||
[[Category:CRI]] | [[Category:CRI]] | ||
Revision as of 13:41, 12 March 2015
 |
The preferred method of entering data is not to start from the Data Entry menu. |
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.
Data entry is performed by completing Data Entry Form templates. Data Entry Form templates contain different data field formats for example:
- alphanumeric or numeric fields,
- multiple or single-select lists and
- table widgets.
Once completed, a Data Entry Form may be Saved or Submitted for approval.
The Data Entry Form templates have been designed by your IMSMA administrator. Follow your local SOP or contact your IMSMA administrator for guidance on how to enter data.
| How To |
|---|
Data Entry Process
In the previous step of the Data Entry process, Reconcile, which Action and Data Entry Form template to use have been decided.
Enter data in a Data Entry Form Template
| Button | Description | |
|---|---|---|
 |
Allows you to attach a file to the Data Entry Form. | |
 |
Exports the Data Entry Form. | |
 |
Prints the Data Entry Form. | |
 |
This button is used for automatically generate an object ID. | |
 |
This button is used for entering date information. | |
 |
This button displays is used for entering Country Structure information. | |
 |
This button is used for entering geospatial information. | |
 |
This button is used for entering Organisation information. | |
 |
This button is used for entering Place information. |
Adding Attachments to the Data Entry Form
-
File:Click Add 2.png
- Click
to upload a new attachment
Approve
Data Entry Form Statuses / Approval workflow
The buttons at the bottom of the Data Entry Form Editor window are used during the next phase of Data Entry proccess, Approve. The Data Enterer uses Save and/or Submit and the Data Verifier Reject or Approve.
| Button | Description |
|---|---|
 |
Saves the Data Entry Form information to the Workbench with a Saved status so that you can update the Data Entry Form information at a later time. |
 |
Saves the Data Entry Form information to the Workbench with a Submitted status. |
 |
Saves the Data Entry Form to the Workbench with a Rejected status. |
 |
After a Data Entry Form has been approved, it can no longer be changed. An approved Data Entry Form can be viewed from the Summary windows. In order to approve a Data Entry Form, it must have a Location assigned to it. The Data Entry Form may no longer be found in the Workbench. |
 |
Closes the Data Entry Form Editor window without saving the information. The user is given a warning message if there is unsaved data prior to closing the editor. |
