Difference between revisions of "Understanding IMSMA Workflows and Business Rules"

Revision as of 20:51, 11 March 2015

Rather than establishing one workflow that all Mine Action programmes must use, IMSMA^NG allows information managers to establish their own Mine Action programme-appropriate workflows and business rules to better support their specific needs. To document their Mine Action programme-specific workflows, information managers describe the processes undertaken on each object in IMSMA^NG and the outputs or products from the processes. Typically, these workflows relate to the various categories of land and activities, but they can also be applied to other IMSMA^NG items as appropriate.

During this step, information managers map the process that each land goes through as it is cleared or its impact is otherwise reduced. Using a combination of the relevant land types, status values and relationships, information managers design an information workflow that will be implemented as standard operating procedures (SOPs) for data entry and analysis. Some Mine Action programmes may have only one process for all categories of land while other Mine Action programmes may have three or more processes.

Mapping the Workflow

The first element of mapping the activity workflow is to build a map of the relationship between the objects and processes involved in the activity. Starting with the first representation of the land, the workflow map should describe the processes done to the land and the output of the process. The workflow map should trace the entire process from land identification through clearance and release of the land according to the operational process in use in the programme. In the example below, a Suspected Hazardous Area (SHA) is linked to a technical survey that was conducted on the land. The survey resulted in a Confirmed Hazardous Area (CHA) on which a clearance was done, and the clearance resulted in a cleared land. Finally, a completion survey was logged to close the land.

This workflow map identifies the activity that is used within the Mine Action programme and can be mapped in IMSMA^NG to track the clearance of land. Because IMSMA^NG supports customisable workflows, it can be used to track different workflows for different objects. For example, a Mine Action programme may have a separate abbreviated workflow for spot EOD tasks that involve only the identification of the UXO Land (object) and a clearance of the land (process) without additional surveys or steps. This process should also be mapped for implementing in IMSMA^NG.

Business Rules Updating Structure

Status Changes

Along with a workflow map that describes the relationship between the various types of objects and processes in a workflow, the status changes or outputs from the process are critical in adequately mapping the land clearance process. IMSMA^NG uses the status value of items to track where the object or process is in its workflow. Objects and processes in IMSMA^NG can have different status values. For example, land can be defined as Open, Worked On, or Closed, while activities that are more process-oriented can be Planned, Issued, Ongoing, Completed, Suspended, or Aborted. Defining a set of status values for each item provides the capability to:

• manage workflows according to status
• search and report on items based on a particular status
• display items on the map with different symbols based on their status

Some IMSMA^NG items may have many status values. For example, process-oriented items such as activities and quality management likely have many status values, but land and other object- or output-oriented items typically have only the three status values listed above. Some items like victims and accidents may not need status values depending on how information is used. Defining the possible status values for each object in the workflow as outputs of the processes conducted on them provides a set of business rules for information management that govern how information should be entered and analysed.

Example Workflows with Status Changes

The following figures show how each Mine Action programme can tailor the system to support a specific land clearance/activity workflow process for each type of land, from a traditional process for minefield clearance with multiple steps including a technical survey and completion survey to a simplified process for UXO clearance that includes only one EOD Spot task report. Each example involves a single Land on which one or more activities are conducted. At each step, information about the land's status and type is updated as a result of the activity.

In the figure below, a SHA is created and its status is set to Open. A technical survey process is then conducted on the land, which results in changing the subcategory of the land from SHA to CHA and defining the land's perimeter. Next, a clearance process is conducted on the CHA that results in updating the status of the land to Worked On. Finally, a completion report is submitted that updates the status of the land to Closed.

Simpler processes can be defined for other types of land. For example, an EOD spot task would likely not go through this complete workflow and instead start with a subcategory of EOD and a status of Open. A EOD Spot task could then be conducted and the EOD status updated to Closed, without requiring a completion survey.

By documenting the entire process conducted on each type of land, including the changes in status and type that result from activities, information managers create a complete map of the land/activity workflow that informs how linking and reconciliation decisions should be made and provide a guide to data entry personnel.

Progress Reporting Structure

Once the land/activity relationships and workflow are defined and documented for each type of land, the next step is to define how progress data for the land clearance processes is collected. Incremental progress data is collected for a reporting period, usually, the number of mines/ERW cleared, area cleared and hours worked for tasks that take long time to complete. In IMSMA^NG, each progress report is stored as a new activity. This may be done in different ways:

• Progress Reports linked to the Land
• Progress Reports linked to the Clearance Report and the Clearance linked to the Land
• Progress Reports combined together and linked to either Land or Clearance

Information managers should assess which approach better meets the needs of their programs when selecting an approach to tracking progress.

In the example above, progress reports were collected for three separate reporting periods during a clearance operation. Collecting and linking information in this way makes it easy to determine that in Period 2 (PR-2), 4,500 sqm were cleared and 25 AP mines were found and that, overall, 15,000 sqm were cleared and 61 AP mines were found. A defined, standardized approach to collecting and storing progress information simplifies querying and reporting of statistical information and is a critical element to supporting operational mine action information management needs.

Progress Reports linked to the Land

The Progress Reports are linked to the Land. As a result, individual progress reports can be queried to determine how much progress was made during a given reporting period. In addition, aggregate progress information can be queried easily for each Land (for example, the total mines that have been reported cleared). This method requires to create a Land record and that the Land report is entered and approved in IMSMA^NG before the first Progress report is entered into the database. This method has the Land in focus and is getting more common. This is the method that we recommend to first evaluate.

Progress Reports linked to the Clearance Report

The Progress Reports are linked to the Clearance report. As a result, individual progress reports can be queried to determine how much progress was made during a given reporting period. In addition, aggregate progress information can be queried for each clearance (for example, the total mines that have been reported cleared for a given clearance operation). This method requires to create a Clearance report and that the Clearance report is entered and approved in IMSMA^NG before the first Progress report is entered into the database. This method has the Clearance in focus and is not so common anymore.

Progress Reports combined together

An third approach to store progress information is to reconcile the Progress Reports as updates to the clearance using the combine option during reconciliation. Using this method, the different progress reports are not visible as individual Progress reports in IMSMA^NG; their information is combined with, and added to, the clearance information collected to that point. It will, however, become more complicated to determine progress during individual reporting periods, for operators to see their Progress Reports and to ensure high data quality. We do not recommend this method.

Document the following decisions about information workflows and business rules: Workflow process for each land type including which processes or activities are done on which types Outputs or results of activities on land including the resulting status and type changes Progress tracking process