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

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This page should link to the following howtos:
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* [[HowTo:Access the Workbench Window]]
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The ''Reconciliation and Approval'' process is a series of steps to ensure the approval of high-level quality data inside IMSMA<sup>NG</sup>. To help achieve this aim, operations staff classifies and organises the submitted data according to locally defined standard operating procedures (SOPs).
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{{Reference guide header|The ''Reconciliation and Approval'' process is a series of steps to ensure the approval of high-level quality data inside IMSMA<sup>NG</sup>. To help achieve this aim, operations staff classifies and organises the submitted data according to locally defined standard operating procedures (SOPs).
  
 
The first step of the ''Reconciliation'' process of a newly reported item is to assign it to its corresponding location folder. Newly reported items are often ''linked'' to ''any'' existing item in the IMSMA<sup>NG</sup> dataset. ''Updates replace'' or ''are combined'' with an existing item of the ''same'' category. Updates display on the current view window of the corresponding item and each reported update can be traced back.
 
The first step of the ''Reconciliation'' process of a newly reported item is to assign it to its corresponding location folder. Newly reported items are often ''linked'' to ''any'' existing item in the IMSMA<sup>NG</sup> dataset. ''Updates replace'' or ''are combined'' with an existing item of the ''same'' category. Updates display on the current view window of the corresponding item and each reported update can be traced back.
  
 
''Data'' approval is the final step of the reconciliation process. Approved data displays in the items pane.
 
''Data'' approval is the final step of the reconciliation process. Approved data displays in the items pane.
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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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|align="left" style="padding: 5px 10px 5px 10px"|[[Image:SopIcon.png|50px]]
 
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|align="left" style="padding: 5px 10px 5px 10px"| Windows Vista and Windows 7 users, this sign next to a step is a reminder for you that you must right-click executables and choose Run as administrator from the context menu.  
 
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Revision as of 09:22, 8 August 2012

This page should link to the following howtos:



The Reconciliation and Approval process is a series of steps to ensure the approval of high-level quality data inside IMSMANG. To help achieve this aim, operations staff classifies and organises the submitted data according to locally defined standard operating procedures (SOPs).

The first step of the Reconciliation process of a newly reported item is to assign it to its corresponding location folder. Newly reported items are often linked to any existing item in the IMSMANG dataset. Updates replace or are combined with an existing item of the same category. Updates display on the current view window of the corresponding item and each reported update can be traced back.

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

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.
Represents a tip or note for using IMSMA Mobile. Your field report data entry form might be found in the Workbench.
  1. Click File:RaA01.png.
  2. Select the field report data entry form.
  3. Click File:RaA02.png.
500px

The reconciliation process is performed on the reconciliation tab of the completed field report data entry form. 500px

Newly Reported Items

  1. Assigning a location
    1. Select the reported item.
    2. Click File:RaA05.png.

      3. 500px

    3. Click File:RaA07.png.
    4. Select the relevant location from your list. SopIcon.png
    5. Click Assign.

      6. 500px

    6. Click OK.

      7. 500px

  2. Linking the reported item to an existing item SopIcon.png
    1. Select the reported item.
    2. Click File:RaA10.png.

      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

    10. Click Approve.

      11. 500px

    Represents a tip or note for using IMSMA Mobile. To change the link or the location assignment, select the linked item or assigned location and click File:RaA17.png.
    500px

    Reconciling New Locations

    SopIcon.png

    1. Select the reported location.
    2. Click File:RaA05.png.

      3. 500px

    3. Click Approve.

    Updating Items

    Replacing

    SopIcon.png

    1. Select the reported item.
    2. Click File:RaA10.png.

      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 Replace Existing Item with Field Report Item option.
    8. Click OK.

      9. 500px

    9. Click Approve.

      10. 500px

    Represents a tip or note for using IMSMA Mobile. Blank fields of the latest field report are ignored.
    Represents a tip or note for using IMSMA Mobile. Browse the current view window to see the updated data.

    Combining

    SopIcon.png

    1. Select the reported item.
    2. Click File:RaA21.png.

      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 Field Report Item option.
    8. Click OK.

      9. 500px

    9. Click Approve.

      10. 500px

    Represents a tip or note for using IMSMA Mobile. Combining aggregates information only for:
    • Geographic coordinates
    • Area size
    • Devices found
    • Hours spent
    Represents a tip or note for using IMSMA Mobile. Browse the current view window to see the updated data.

    Approving from the Workbench

    1. Select the field report.
    2. Click Approve.

      3. 500px

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