Difference between revisions of "Reconciling and Approving Data in IMSMANG"
From IMSMA Wiki
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{{HowTo's | {{HowTo's | ||
| − | |[[ | + | |[[Access and Use the Workbench Window|Access and Use the Workbench Window]] |
| − | |[[ | + | |[[Assign an Item Record to a Location|Assign an Item Record to a Location]] |
| − | |[[ | + | |[[Reconcile by Creating a New Item Record|Reconcile by Creating a New Item Record]] |
| − | |[[ | + | |[[Reconcile by Updating an Existing Item Record|Reconcile by Updating an Existing Item Record]] |
| − | |[[ | + | |[[Reconcile by Linking to an Existing Item Record|Reconcile by Linking to an Existing Item Record]] |
| − | |[[ | + | |[[Remove a Link Between Items|Unlink an Item]] |
| − | |[[ | + | |[[Unapprove a Data Entry Form from the Summary View|Unapprove a Data Entry Form]] |
| − | |[[ | + | |[[Reassign an Item Location|Reassign an Item Location]] |
}} | }} | ||
Revision as of 14:31, 6 June 2013
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 summary 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.
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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. | Your data entry form data entry form might be found in the Workbench.
|
| 500px
The reconciliation process is performed on the reconciliation tab of the completed data entry form. 500px | |
| How To |
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Newly Reported Items
Assigning a location
- Select the reported item.
- Click
. - Select Reconcile as New, then click OK.
- Click File:RaA07.png.
- Select the relevant location from your list.
- Click Assign.
- Click OK.
Linking the reported item to an existing item
- Select the reported item.
- Click .
- Select the Link to Existing Item option.
- Click OK.
- Choose an option from the Type of Object to Link to drop-down list.
- Click OK.
- Select an item from the list.
- Click Assign.
- Click OK.
| Represents a tip or note for using IMSMA. | To change the link or the location assignment, select the linked item or assigned location and click File:RaA17.png. |
| 500px | |
Reconciling New Locations
- Select the reported location, and then click .
- Select Reconcile as New, and then click OK.
- Click Approve.
Updating Items
Replacing
- Select the reported item.
- Click .
- Select the Reconcile as Existing Item option.
- Click OK.
- Select an item from the list.
- Click Assign.
- Select the Replace Existing Item with Data Entry Form Item option.
- Click OK.
- Click Approve.
| Represents a tip or note for using IMSMA. | Blank fields of the latest data entry form are ignored. |
| Represents a tip or note for using IMSMA. | Browse the summary window to see the updated data. |
Combining
- Select the reported item.
- Click .
- Select the Reconcile as existing item option.
- Click OK.
- Select an item from the list.
- Click Assign.
- Select the Combine Existing Item with Data Entry Form Item option.
- Click OK.
- Click Approve.
| Represents a tip or note for using IMSMA. | Combining aggregates information only for:
|
| Represents a tip or note for using IMSMA. | Browse the summary window to see the updated data. |
Approving from the Workbench
- Select the data entry form.
- Click Approve.
