Reconciling and Approving Data in IMSMANG

The Reconciliation and Approval process is a series of steps to ensure the approval of high-level quality data inside IMSMA^NG. 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^NG 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.

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.

Represents a tip or note for using IMSMA Mobile.

Your field report data entry form might be found in the Workbench. Click File:RaA01.png. Select the field report data entry form. 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.

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

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6. Click OK.

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

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3. Select the Link to Existing Item option.
4. Click OK.

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5. Choose an option from the Type of Object to Link to drop-down list.
6. Click OK.

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7. Select an item from the list.
8. Click Assign.

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9. Click OK.

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10. Click Approve.

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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.
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Reconciling New Locations



1. Select the reported location.
2. Click 500px.

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3. Click Approve.

Updating Items

Replacing



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

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3. Select the Reconcile as Existing Item option.
4. Click OK.

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5. Select an item from the list.
6. Click Assign.

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7. Select the Replace Existing Item with Field Report Item option.
8. Click OK.

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9. Click Approve.

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Blank fields of the latest field report are ignored.

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Browse the current view window to see the updated data.

Combining



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

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3. Select the Reconcile as existing item option.
4. Click OK.

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5. Select an item from the list.
6. Click Assign.

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7. Select the Combine Existing Item with Field Report Item option.
8. Click OK.

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9. Click Approve.

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Combining aggregates information only for: Geographic coordinates Area size Devices found Hours spent

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Browse the current view window to see the updated data.

Approving from the Workbench

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

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