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1. Click in the Control Area Category field to select from the list d Enter the Name of the new Control Area e f Click in textbox to select a control area category New Control Area Click Next Enter Description and notes Optional kg Save and Close amp Close Control Area Name Testing Polygon Control Areas Enter description here 255 character maximum Enter additional notes 612 character maximun Set automatically g Save and Close 98 11 3 Edit Delete a Control Area If the Control Area is not been attached to a project it can be deleted from the system What to do How to do it Edit a Control Area Launch the Control Areas module a b Select the Control Area T Expand the Options drop down list Click Edit Attributes to make changes 5 Control Area Options Es Testing Polygon Control Areas Edit Attributes Create Edit aN H 4 Les Print View Delete Control Area e Save and Close Delete a Control Area a Launch the Control Areas module b Select the Control Area c Expand the Options drop down list d Click Delete Control Area _ Control Area Options Testing Polygon Control Areas Edit Attributes Create Edit Map ER Print view Bag A Delete Control Area NOTE An error will be received if Control Area is attached to a project This control area New Control Area is being referenced by a project and cannot be deleted Se
2. 4 Lei Level 2 Project Recently Added Level 3 Project Project Templates EK amp SYSTEM e Environmental Knowledge Organizer Recently Added View The Recently Added projects view allows users to see the projects that were recently added to the system Projects Options e 4 Add Project py Conceptual py Proposed py Active p Completed 2 Add Folder ih J Ah STATUS HUMBER MARIE TATU E Summary ga AB2 sai E 2 irom Conceptual fe Multi Level view emplate Recently Added e 654 684 Cherry Cove Conceptual Restoration Project Templates wy 6516515 Level 1 Project All Projects Project List View The Project List View displays all Level 3 or standard projects Click the Headers to sort by Project ID Project Name or Project Category All Projects View The All Projects View lists all the Level 1 3 Projects in the datasite Task List View Projects can also be viewed via the task list NOTE Only Active projects with tasks assigned are listed in this view Two views are available All Tasks All assigned tasks display My Tasks Only tasks assigned to the user who is logged in display Tasks Options e gp AllTasks py My Tasks TASK PROJECT START DATE END OATE ASSIGNED TO STATUS FI 1 2 Remove Dike 21112011 211112011 Colin Spikes Expired F 1 Remove Shoreline Armoring 2917 2011 211172011 Colin Spikes Expired NOTE The list can be sorted by clicking the header names with the exception of status E
3. Click OK 85 9 2 Custom Reports Custom reports are created by making changes to existing reports What to do How to do it Add Report to Summary View a Click Add to Summary View to save a Custom Report to your Summary view page S Add to summary view Remove Report from a From the summary view page click the red Remove icon x Summary Page re Delete a Custom Report Enter the Project Manager module gt gt Click Reports N Click the red Remove icon x to delete the report Click OK a My Custom Reports My Custom Report at A My Shared Report amp Custom Project Sum by Category amp Active Projects by Category ZS Another Custom Report EK amp SYSTEM in Environmental Knowledge Organizer What to do 9 3 Change List Settings 9 4 Change List Filter EK amp SYSTEM Environmental Knowledge Organizer How to do it a Oo a 0 Gm Click on a Project List Click on the Options drop down menu Select Change List Settings Change List Settings Press Save List will refresh with your settings applied Print Version e Printa copy ofthe chart Download e Create an Excel copy of the report information Send e Email a report Click on a Project List Click on the Options drop down menu Select Change List Filter Change List Filter Press Save List will refresh with your filter applied Print Version e Printa copy ofthe chart Download e Create an Excel copy of
4. Project Map How to do it m CD op go s a From the Project Face page click Options gt Create Edit Project Map or click Edit map in the Project Map section Right click Project Locations gt Create Location or click the Create Location button and select the feature type e Ifthe Create Location option is chosen simply sketch the feature on the map bal Save and Close Close Create Location World Imagery an Layers Project p _ 2 Pi Associati Create Hon Annotation The new Location will now be in the Details box The user may now map the location Right click on the Location in the Details box and click Edit Location Enter a Name in field Enter a Description Add Geographic Region optional Enter Map Information optional Enter Reference Information optional Check the Hide box if applicable Click Save and Close NOTE If Set Automatically is checked the geographic information will auto populate once the location is created on the map EK amp SYSTEM Environmental Knowledge Organizer 65 What to do Create a Map Feature Object EK amp SYSTEM Environmental Knowledge Organizer How to do it Right click the Location Name to reach the shortcut window d Edit location displays the Project Location page s Choose Feature Type e Create Point or e Create Line or e Create Polygon or e Copy Feature Draw directly on the map or Enter Coordinates o
5. Contract template users can track standardized Contract Attributes Only users with permission to the Contracts module will be able to access it Users with permission will have a Contracts button in the left toolbar This section will cover the following topics e Creating a contract e Associating a contract or contracts with a project or projects e Completing and Editing Contract Attributes e Sending Project attributes to associated contract e Submitting contract to PRISM or other external databases EK amp SYSTEM ee Environmental Knowledge Organizer 12 1 Create Contract Contracts Add Contract i Contracts Recent Activity Your Activity WW Active WW Applications WW Closed WW Cancelled 1 contracts 2 applications 1 contracts U contracts What to do How to do it Create a Standard From the main page click the Contracts link click the Add Contract button Contract to start the wizard a Step 1 Start e Create a Standard Project default e Create a contract based on template to submit to PRISM or other external database select PRISM template from list ey New Contract gt Next Start Create a standard contract e Click Next EK amp SYSTEM Environmental Knowledge Organizer Sat Create a contract based on template 103 b Step 2 Contract Name e Enter Contract Category Optional e Enter Contract Name e Enter Contract Number e Update Start and End date Default
6. Ea Description None Ca Notes None Ea People and organizations 0 CA Goals and objectives 0 qf Ta Budget funds and expenses 0 Ea Documents attachments and photos 0 CA Task schedule D Ta Property references 0 Ca Reporting codes measurements 0 Ca External data references 0 b Click the Add Goal Objective button _ Project Goal Objective Kl Save and Close Close Standard Level 3 Project description on project result description on project HR Show Show Show results pie chart on project c Enter a Description d Enter Results description e Press Save and Close Once goal has been saved click the Edit link to make changes to the goal and objective Project Goals Objectives sl Add Goal Objective 3 Close Standard Level 3 Project Goal Objective description 47 Quantify Goals and Objectives Goals and Objectives can be quantified in two ways manually or automatically using reporting codes Automatically quantifying your project s Goals and Objectives using a Reporting Code ensures that the information you enter can be rolled up to higher level projects in the multi level hierarchy Steps to quantify Goals and Objectives using both approaches are below What to do How to do it Quantify Results Manually Hi Check the Quantify Result box b Select a Quantify Mode c Click Manual to quantify the Goal manually does not roll up in multi level hierarchy e En
7. a b C Select the Project Click the Options button on the toolbar Click Edit Project Attributes L Project Attributes le Save and Close Close en x East Fork Chimacum Ck and Tribs Click to remove the project from this folder ent Bishop Conseration Easem Click the red X next to the folder icon to remove the project from this folder A warning displays click OK 43 5 2 Enter Project Information no template Once all the steps of the wizard are complete the attributes page displays information pertinent to the project can now be added To access this page from the Project face page click the Options menu and select Edit Attributes from the menu 5 3 Project Attributes Project attributes can be entered from two data entry pages the Project Face page and the Project Attributes page Attributes can be entered from either of these pages however the following sections will explain the process beginning from the Project Attributes page To edit any data from the project face page simply click the blue Edit hyperlink next to the data element you wish to edit Project attributes are displayed based upon the Project Category Level Because of the roll up option featured in EKO System most project attributes are maintained at the Level 3 or standard project level Project Attributes are as follows e Description e Notes e People and Organizations e Goals and Objectives e Budget Funds and Expenses e Photo
8. b Click the Select button to add a file Upload d file Continue gt Select a file to upload then click Continue to start the upload You can Upload files that are up to 100 megabytes in size Larger files may take a few minutes to upload c Selecta file using the File Browser d Click the OK button e Click the Continue button f Ifthe title is incorrect enter a name in the Title field g Ifthe author is incorrect enter a name in the Author field h Ifthe File Date is incorrect press the edit button next to the date and enter the correct date 1 Optional Information e Enter Search Tags j Set the File Security Level by clicking on the Who can view this file Button and selecting the appropriate file security lel Save Move tofolder e who can i ee Publish E Delete k To publish the file click the Publish checkbox EK amp SYSTEM Environmental Knowledge Organizer What to do Add a Link EK amp SYSTEM Environmental Knowledge Organizer How to do it a Clickthe Add Link button on the toolbar b Paste or enter a webpage address File Link Link to a website or online document Enter a website address Continue gt Enter a website address then click Continue Click the Continue button e Ifthe title is incorrect enter a name in the Title field e Ifthe author is incorrect enter a name in the Author field e Ifthe Link Date is incorrect press the edit button
9. users can enter the contract specific information needed including a description funding and other attributes _ Contract Attributes o Ba lal Save and Close amp Close Harme Mumbhe Contract Example 11 1755 Status tart Date End Date Application v 44 4011 AT A2 Funding Source SRF salmon Recovery Funding Board d Im stele This an example contract Ta Detailed description Ca Contract funding Ea Contract attributes 4 Documents attachments and photos a Contract activity log EK amp SYSTEM aad Environmental Knowledge Organizer What to do How to do it Enter Contract Summary The Contract summary is intended to be a brief description of your Contract and is limited to 1000 characters Longer descriptions can be entered into the Detailed description which allows 4000 characters a Place cursor in Summary field b Append the summary that was entered when creating the contract c Save and Close ki Contract Attributes D Ea fal Save and Close amp Close Contract Example 11 1758 Application w 4 14 2011 4 14 2012 SRF salmon Recovery Funding Board This an example contract Ta Detailed description CA Contract funding Ca Contract attributes Ta Documents attachments and photos Ta Contract activity log EK amp SYSTEM em Environmental Knowledge Organizer What to do How to do it Enter Contract The Contract Detailed Description is designed to accommodate a more Desc
10. Amount do not enter sign Select a Reporting Code if applicable e Enter Reporting Code Units if applicable Enter a Description optional Enter Reference Info optional Click Save and Close Click Close to exit without saving changes E Project Funding Expense kg Save and Close Close Standard Level 3 Project Enter amount 60 5 4 View Project Information Standard Once all information has been entered on the project attributes page click Save and Close EKO System defaults to the Project View Screen with a project security level of Region Guest From this screen users can view all attributes of the Project The fields highlighted on the project face page are the same as the fields Options gt Edit Attributes Options v Les Print View 4A Task Schedule 1 e Who can see this project v Standard Project XYZ SP XYZ Proposed Start Date Jan 01 2010 Proposed End Date Dec 31 2010 Enter description here W Add a new user request form Edit Reports E Project Task Schedule Enter description here Code Measurement Summary Goal 10 Each Actual 2 Each Progress 20 Completed Allocated Funding v a Progress towards goal 2 D Remaining 8 Project Contact ick Edit to add Project Contact sa Edit Funding Source Funding Source XYZ Edit Partner Click Edit to add Part Ciick jail to aaa rF n Land Owner fuiel FEdctf lick Edit tx Click Edit Project
11. Configuration Project Data Reporting Codes Measurement Configuration The Configuration module allows Data Administrators to configure EKO System to track project contract and other information in specialized ways to meet their organizations unique requirements Only users with the Data Administrator role have access to this module Data Administrators will have the Configuration button in left toolbar This section will discuss the following topics e Contract Categories Folders e Contract Templates e Control Area Categories Folders e File Folders Categories e People and Organization Roles e People and Organizations e Project Folders Categories e Project Secondary Status e Reporting Code Measurement Categories e Reporting Codes Measurements EK amp SYSTEM a Environmental Knowledge Organizer The Data Configuration menu is located in the on the main pages of the each of the applications modules The Data Configuration menu is only available to users assigned the role of Data Administrator Codes and Contacts to track information pertinent to projects will be entered via the Configuration Module Once the data in entered it will populate lookup list and drop down menus throughout EKO System EKO System can be configured for multiple organizations at the System Configuration level Only System Administrators at Paladin Data Systems can modify the System Configuration All data configuration discussed in this section is at the da
12. E Contract Name 3 Powered by EKO System License AgreementT erms of Use Wersion 2011 010413 Last update April 13 2011 1 5 Recently Updated Recently updated Projects Contracts documents and photos are displayed on the right hand side of EKO System s home page Photos Photos recently uploaded to a Project or the Files module will be displayed at the top section on the screen The nine most recently uploaded photos are displayed Users can view the Project or File attributes page by clicking on the image The order of display for these photos cannot be changed Recent Activity Recently Updated Documents Documents recently uploaded to the Files module will be displayed beneath the Documents heading in the Activity section on the right hand side The five most recent documents will be listed The name displayed in this list is the document title If a user hovers over the document name a tool tip will appear to inform you who uploaded the document and on what day Click on the document to open it Recently Updated Projects Projects recently created or saved will be displayed beneath the Projects heading in the Activity section on the right hand side The five most recently created or updated Projects will be listed The name displayed in this list is the Project name If a user hovers over the Project name a tool tip will appear to inform you who created or updated the Project and on what day Click on the Project to
13. Environmental Knowledge Organizer 3 2 Contracts Contract Categories like Project Categories help organize contracts into groups of similar contracts What to do How to do it Contract Categories a From the Configuration main page click the Folders Categories link under the Contracts header b Click the Add Category button c Enter a Contract Category name d Enter a Description e Click the Save and Close button E Contract Category le Save and Close amp Close EK amp SYSTEM Environmental Knowledge Organizer 23 3 3 Control Areas Control Area Categories group Control Areas together in thematic groups All Control Areas stored in a Category must have the same geometry type point line or polygon What to do How to do it Create Control Area Category a From the Configuration main page click the Folders Categories link under the Control Areas header b Click the Add Category button c Enter a Category name d Select a Feature Type Point Line or Polygon All Control Areas in the Category must be the same geometry type e Check the Hide from lookup lists check box if applicable optional f Click Save and Close Control Area Category Gal Save and Close Close Point OLine O Polygon CI Hide from lookup list EK amp SYSTEM e Environmental Knowledge Organizer 3 4 Files File Categories organize files into functional or thematic groups to assist with organization File Categories a
14. HWS OO Test Project Category v My Layers cancel ok Geographic Boundaries iy USGS Hydrology E O USGS Level 2 HUCS E E uses Level 3 HUCS E uses Level 4 HUCS a USGS Level 5 HUCS E USGS Level 6 HUCS EI 2 City Locations E 2 ArcGIS Server Details lg 1235 Control Area Polygon 100 Attach Control Area toa project Detach Project from Control Area EK amp SYSTEM Environmental Knowledge Organizer ao 5 Open the Control Area map Click the to expand the Projects Layer Select the applicable Project Category Layer Select the Project Name in the Details window or select the Project on the map Right click to reach the short cut menu Click Attach to Control Area Open the Control Area Map Click on the Associated Control Areas checkbox Select the Control Area Name in the Details window or select the Control Area Location on the map Right click to reach the short cut menu Click Remove from Project 101 SECTION 12 CONTRACTS Create Contract Associate Contract with Project Edit Contract Attributes Submit Contract to PRISM The Contracts module allows users to create contracts to track funding vehicle information against a project s or stand alone Contracts can be grants landowner agreements or other types of contracts Contracts can be submitted to Washington s Recreation and Conservation Office and other external databases By using and
15. Map Zone Washington State Plane South Unit Display Decimal Degrees Zone Scale Display Miles Yards Lighten Color e State Plane System Check for object updates when editing Zone Show animation while zooming Unit Display Cancel e Decimal Degrees e Degrees Minutes e Degrees Minutes Seconds e Meters e Feet Scale Display e Kilometers Meters e Miles Yards Lighten Color e Select a color e Map fades to the selected color e Easier to view objects Check for object updates when editing e System displays last update to mapped object Show animation while zooming e Select Deselect to turn zoom animation on off 90 10 2 Map Layers The Map module integrates features and base maps Map layers allow the user to display features and base maps in customized views Feature datasets can be displayed as points lines or polygons The Map module interacts with other modules allowing user to filter and display data using attributes from Projects Contracts and Control Areas Users may display feature data from external sources including shapefiles ArcGIS Server and other Geographic Consortium Standards GCS data sources This section will give examples to help understand the options that available Figure 20 Map Layers Standard View ooooo0 oo EIER TEE Non e est o WS iws Maso Teste Test est Layers Geo USG ty oo00 2 What to do How to do it Map Feature
16. Options a Click the check box in front of the word Projects to display all projects in all categories as points on the map or EK amp SYSTEM Environmental Knowledge Organizer Click to expand the Project categories Check to display projects by category Points will display on the map Details will populate in the Details window below the map e Right click Project name in Details box to e View Project Facepage e Center Project Location Right click the Category name in the left navigation to reach the shortcut menu e Right click on the Category name to e Show Labels e Show all Project Locations points lines polygons assigned to the category e 91 What to do How to do it Projects Layer Multi Click the Multi Level checkbox above the left navigation pane Level View D 9 Click the in front of Projects to expand the list Click the in front of the Level 1 Project Category Name a 9 Click the in front of the applicable Level 1 Project Name SR Click the check box in front of the applicable Level 2 project Ep The Level 3 projects display on the map and in the Details window EK SYSTEM amp World Imagery Dn Layers dl Multi Level K d v Projects it Habitat Protection amp Restoration N m Outreach and Education HWS H Planning and Assessment HWS Programs HWS e Salmon Enhancement HWS Salmon Research Monitoring amp Evaluation H E E Level 1 Project Category Level 1 Pro
17. SYSTEM i Environmental Knowledge Organizer EKO System Requirements In order to use EKO System effectively the user s machine must operate using the following EKO System can be used with the following web browsers e Internet Explorer e Firefox e Chrome e Safari e Opera To use the EKO System map Microsoft Silverlight 4 0 plug in must be installed EK amp SYSTEM Environmental Knowledge Organizer 1 1 Sign In What to do How to do it Sign In a In your web browser go to your EKO System implementation Public Portal b Click Sign in button in the upper right hand corner c Enter Username provided d Enter Password provided for first login e Click Log In or hit Enter on the keyboard NOTE After a period of inactivity the system will timeout and prompt the user to Login Sign In Username Cl Remember me on this com puter Forgot your username or password EK amp SYSTEM Environmental Knowledge Organizer 1 2 Change your Password What to do Change Password EK amp SYSTEM Environmental Knowledge Organizer How to do it If needed users can change their password using the following instructions a Click Change Password in the upper right hand corner Hi User Sign Out Change Password Edit Profile P b Enter your Old Password c Enter your New Password e Password cannot contain username e 7 16 characters e Alpha numeric characters case sensitive d Enter yo
18. Sy Control Area 4 4 4 4 4 4 4 4 4 Sy Contract EK amp SYSTEM 8 Environmental Knowledge Organizer 8 2 Project Information Views Summary View Project Manager defaults to a display that shows all projects in the Project Summary by Category view however this view can be manipulated in many different ways The view can be changed to display only a particular status e g Active Projects in the Category by selecting that status from the drop down menu The Project Status Summary window keeps a count of how many projects are in each status regardless of Category Click the Status to see a list of the projects that meet the criteria Once the list is displayed it can be sorted by clicking the header Projects Add Project CO Add Folder Projects Recent Activity Your Activity Summary f2 Multi Level View Recently Added WW Active f2 projects WW Proposed 43 projects WW Conceptual 21 projects All Projects WW Completed 123 projects Project Templates Multi Level View Another option for viewing projects is the Multi level view The projects are established in a hierarchy broken out by category Click the folder to display Level 1 2 and 3 projects The Toolbar allows the user to view projects by status and add projects Projects 4 Add Project Reload py Conceptual py Proposed py Active gf Completed C Add Folder a La Level 1 Project Category E Summary a Lo Level 1 Project Eg Multi Level View
19. TER 64 FEP EMD E E EE 65 6 2 Modify Existing Map Feature asta sacescatnetacosetsacescstynescpasacacandectedesncataseseicnctstaessesexteatanesscsesesitatasetaanaceeesesteuetssstetarteatie 67 6 3 Feature EEN beet 68 Ser real Ee bo TE 70 6252 MIP AT OCA OM ME 71 6 6 AGG External Layers RE cctcsececectsascetes gaese ceaeaiteesecarizys casestactgieeeicanectev vs vesn ye asc inet fanscudssunateseuescvetcenestictseeceeasaaeaees 72 b 7 Save Map tO Projecl Pace Dal Cintamani ann ernn Nana 73 6 8 Attach Detach Control Area to Project ssssssssssessssesssssssseseassesssseseessesseseanessesseaeansessseanessesseseanecsssneatanseseaeates 74 SECTION 7 MULTI LEVEL HIERARCHY iriiria enaA EAA AAEE aAa 75 Zle Tea e MEYE LPTO E 76 7 2 Create a Multi level Project Project Face age EEN 76 7 3 Editing Multi level Hierarchy EE 77 AS NViCW Project INIOrMati ME 78 SECTION 8 SEARCH FOR AND VIEW PROJECTS enee Eeer 79 SE E EE 80 8 2 Project Intorman EE ENEE 81 SECTION 9 PROJECT EE Eege 83 ENN ee REDOT ap E 84 PAC ON EE 86 Eeer 87 Doe AG URC ASG E 87 SECTION 10 MAP MODULE EE 88 TOE Ciano e Man SUI a A ester tanesascazeceaseteensgieusiatay 89 OZ Map EE 91 SECTION 11 CONTROLAREAS E 96 LETC gs ge oe irs oy9 0 oll scene etree reenter A ee Sere 97 NEE ON CE Ee 98 11 3 Edit Delete a Control Area E 99 NEE Mipa Control AT CI iaaa A E S EA 100 EK amp SYSTEM a Environmental Knowledge Organizer SECTION 12 CONTRACTS EE Eege 103 12 2 Enter O10 ab o
20. directions below a From the Contract Attributes screen click on the Contract attributes hyperlink b Select values from the drop down menus or enter them in the text boxes c Click Save and Close from the toolbar L Contract Attributes m la Save and Close Close Contract Example 11 1758 PRISM Project Type AX Required PRISM Primary Sponsor d Required PRISM Lead Entity PRISM Grant Amount P A Require EK amp SYSTEM Pi Environmental Knowledge Organizer What to do How to do it Validate Contract Contract Attributes can be validated against rules establish in the template Attributes configuration To learn about how to validate the Contract follow the instructions below a From the Contract Face Page click on the Validate button L Contract Options e ES 2011 Contracts sw fe Publish validate B Submit ab View in PRISM New Submit Contract Example 11 1758 w Status Start Date End Date Categon Prime Contract Application AMAf2011 AMAi2012 2011 Contracts Nof entered b If the Contract fails validation click on the Edit Attributes hyperlink on the resulting page Contract Example 11 1758 Validation results click edit link to view results Contract Attribute Validation Edit attributes c Complete the Required Attributes d Click Save and Close from the toolbar Ee L Contract Attributes o Ba la Save and Close Close Contract Example 11 1758 PRISM Project Type A Requir
21. interoperability among ESRI and other software products Web services are published from ArcGIS Server and connected to display on the map Main gt GIS Browser US Landsat NASA X Mercator 122 658984 W 47 672711 N En Layers _ Multi Level Y Projects C Y Control Areas al My Shape Files a Washington Ci Download WA Counties Shapefiles A shapefile commonly refers to a collection of files with extensions shp shx dbf and prj on a common prefix filename i e lakes The actual shape file relates specifically to files with the shp extension however this file alone is incomplete for distribution as it depends on the other supporting files shapefiles spatially describe points polygons and polylines These for example could represent water wells lakes and rivers respectively Each item may also have attributes that describe the items such as the name or temperature What to do How to do it Load upload shapefile stored onthe a Right click My Layers user s computer ty Layers 3 ceca raphic Bound aries np Isi cea USGS Hydrology q lt x City Locations dl ArcGIS Server b Select Load Read Tip click OK d Select files from your computer shp shx dbf and prj e Press OK on the file browser EK amp SYSTEM f Environmental Knowledge Organizer Web Service Features Users can connect to pre co
22. reporting from Level 3 projects can be summarized in higher level projects This section consists of the following exercises e Creating a multi level project e Attach Detach existing project to Multi level hierarchy EK amp SYSTEM e Environmental Knowledge Organizer 7 1 Create Multi level Project 7 2 Create a Multi level Project Project Face Page Once the Level 1 and 2 projects are created Lower level projects can be created right from the Project face page Click the Create a Project in this folder link and follow the steps of the Wizard E Project Qptions e oo Print View EA Who can see this project Ca Level 1 Project Level 2 Project 11 65456 Status and Schedule Conceptual Priority 1 Edit status Description or tre edit link fo entera desotohoar Edit description Goals and Objectives Gok tre edit link to enter goals ard ofech wes Edit goalvobjectives Level 3 Projects There ae no omyects in itis folder Create a project in this folder Budget Funding Summary Project Budget Unknown Primary Attributes EK amp SYSTEM Environmental Knowledge Organizer Photos Edit photos ANCA pe GP TA D ach OS Documents Edit files Click tre egit liad fo ado documents Reports Sy Code Measurement Summary SS Allocated Funding vs Expense Summary Allocated Funding Summary By Funding Source sc Funding Expense Summary By Funding Source S Funding Expense Summary By Reporting Code N
23. EKOSYSTEM Environmental Knowledge Organizer 2011 Version User Manual EKO System is a registered trademark of Paladin Data Systems Corporation a privately held corporation 2010 Paladin Data Systems Corporation TABLE OF CONTENTS INTRODUCTIO N pstcinineionaeimetinnniennhayiintin nae RE SCOPE OF DOCUMENTATION eiminado rnai nA aANT tinier KEV DEFINITIONS srce A E E SECTION 1 GETTING STARTED NEE EE E l 2 Change your Pass e E Eeer E AR En KEE el e e D E e e E EE SECTION RESCH NNN GS aruia ronan AEE EEEE EET EAE E gS UGE ee EE ER e SE AI EE RE PE ee SECTION 3 DATA CONFIGURATION sstesertcaeonstiinecnsatienaneinentaeainiiinininat Rn E e AC EE SO MOUNT E e TE Fa od 210 6 sarc 016 Ae Eet aA revi enre ter neert te tee arr ener ey eee eco ree eee eee 3 6 Codes Measurements 5c caterer occ screen tpn cede cue stceucsensar cas atap saveuoysczuatepese cesciostatenxcyt users cecteses neseeaeezctessost cecieucates SECTION A FILE MANAGER MODULE EEN EE ee RE ele RB Soe TEE HE ae a ee ee Eege SECTION 5 PROJECT MANAGER III NEE Or LG ag e E 5 2 Enter Project Information no template esseeeseseeeeseseeeeseseeseseeneseaeeneeasensseaseneesseneeeseneeeneieeeneeaneneeaeeen Roe RE ege E 5 4 View Project Information Standard ccscssssesssessesessesseseeseeseneseesseasenseseneenseieesseieeeneeaeeneeaeeneaeaeees TE Die TE EMZASNTENM Environmental Knowledge Organizer il 5 6 Project Templates eebe 63 SECTION Gr PROJECT MAP
24. K amp SYSTEM e Environmental Knowledge Organizer SECTION 9 PROJECT REPORTS Create Project Report Save and Share Reports Create Custom Reports Customize Report Layouts After an EKO System datasite has been populated with project data reports can be generated based on this information Every EKO System implementation comes with a number of pre configured project reports which can be customized to generate reports on specific project attributes or appear in a specific format This section consists of the following activities e Create a report using the Quick Report Wizard e Modify the appearance ofa report e Use pre configured reports e Create a custom report from an existing report e Save and share your custom reports EK amp SYSTEM 8 Environmental Knowledge Organizer 9 1 Project Report Reports are accessed via the Projects module and only users with the Data Access Right Run Reports have the ability to use this tool Reports Add Project Project Listings My Custom Reports S amp Project Summary by Category S My Custom Report em Project Summary by Funding Source zs QB My Shared Report Project Summary by Contract Custom Project Sum by Category Sp Project Summary by People and Organizations Active Projects by Category Project Summary by Reporting Code Category sem Project Summary by Reporting Code What to do How to do it Create a Report a Enter the Projects module b Click the Re
25. Labels Map features can be labeled to provide easier identification Labels can be modified in a number of ways as described in the following sections What to do How to do it Show Feature Label a Right click the Location in the Details box to reach the shortcut window b Click Show Label Edit Label Text Style a Right click the Location in the Details box to reach the shortcut window b Click Properties c Click on the Text Tab d Select any of the options from this page Edit Label Location a Right click the Location in the Details box to reach the shortcut window b Click Show Label c Right click on the Label on the Map to display the shortcut menu d Click Edit Label e Click on the label hold down and move it to the desired location f Click OK when finished Rotate Label a Right click the Location in the Details box to reach the shortcut window b Click Show Label sila ea l l Edit Label c Right click on the Label on the Map to een display the shortcut menu Ne Click Rotate to rotate the label d Click Edit Label Press Escape or click Cancel to cancel editing Click Done to end editing e Click Rotate on the Drawing Editor window Rotate f Rotate the label cance ok g Click OK when finished EK amp SYSTEM 70 Environmental Knowledge Organizer 6 5 Map Annotation Map annotation can be added to label features or create call out pointers What to do Cre
26. Measurements Li Contracts Control Areas Foldggs Categories Click here to manage Folders Categories Contracts People and Organizations B Files Folders Categorie Roles eas Templates People and Organizations Control Areas E Ma p g Settings a _ Configuration What to do How to do it Create a Control Area Category a Click Configuration role based b Click the Folders Categories link under Control Areas c Click Add Category Add Category FilterOptions e GG Printto PDF SS Download Create a control area category Mason River Reaches LINE Testing Line Control Areas LINE Testing Point Type POINT Testing Polygon Control Areas POLYGON d Enter Category Name le Save and Close Close Point O Line O Polygon Cl Hide from lo okup list e Select Map Feature Type Point Line Polygon f Hide from lookup list if applicable g Save and Close EK amp SYSTEM Environmental Knowledge Organizer 11 2 Control Areas What to do Create a New Control Area EK amp SYSTEM Environmental Knowledge Organizer How to do it d Launch the Control Areas module b Click the Add Control Area button C amp Home Control Areas ah Projects Options e Add Control Area Contracts ac Create a control area Kitsap County Kitsap County boundaries Files New Control Area Enter control area description here Port Gamble Bay New Control Area for testing E Control Areas
27. Project by clicking edit beneath the Funding Source heading and searching for the Funding Source used by the Contract Open the Budget Funding Summary by clicking Edit Funding Click the Enter Funding button from the Project Funding and Expense toolbar From the Project Funding screen use the Contract Funding Source as the Funder Select the Contract from the Contract drop down menu Enter in the Contract Funding amount Enter a Funding Description Enter a Reference Identifier Press Save and Close The Project and Contract are now associated From the Project Face page you will now see a link to your Contract in the Budget Funding Summary section of the screen EK amp SYSTEM Environmental Knowledge Organizer 120 What to do How to do it Detach a Contract from To detach a Contract from a Project user must enter the Projects Project module Then remove the Contract from the Project as a Funding source a From the Contract Face page click on the Project you want to detach from the Contract b From the Project Face page Open the Budget Funding Summary by clicking Edit Funding c Click on the Funding Entry that was made using the Contract as the Funding Source d Click the Delete Button Project Expense D xX la Save and Close Close 2 Delete Teandos Shoreline Restoration Af 4i2011 SRFA Salmon Recovery Funding Board 11 1758 Contract Example wi 10 000 00 Armor Modification Removal Area Regaine
28. Sponsor Contact XYZ Edit Reporting Code Category XYZ XYZ Basic Code xYZ Numerical Code Each XYZ Numerical Code 2 Each xYZ Yes No Code Yes Edit Additional Information Property Reference s lick Edit to add a property reference Edit EK amp SYSTEM e Environmental Knowledge Organizer 5 5 Publish Projects EKO System may include a Public Portal which allows the organization to relay project information to the community funders sponsors and other types of entities To display a project on the portal the security level of the projects needs to be updated to the proper access level What to do How to do it Publish Project a Launch the Project Face Page Project View Screen b Click the Who Can See this Project button c Select Anyone Public Access d Click Save and Close pont View Task Schedule 1 Standard Project XYZ SP XY7 Status and Schedule Proposed Start Date Jan 01 2010 Proposed End Date Dec 31 2010 Priority 1 EK amp SYSTEM Environmental Knowledge Organizer 3 Anyone Public Access n Partner Internal and Internal Restricted Users A Internal and Internal Restricted Users e Internal Restricted Users 62 5 6 Project Templates Project Templates help to standardize and expedite project data entry Project templates are created using existing projects and duplicate objectives tasks reporting codes contracts and contacts Using Project Templates is
29. YSTEM Environmental Knowledge Organizer Once the Level 1 and 2 projects are created lower level projects can be created right from the Project face page Click the Create a Project in this folder link and follow the steps of the Wizard similar to the preceding sections Level 3 Projects a Apple Bay Restoration Project a Cherry Cove Restoration a Lincoln Hill e Toandos shoreline Res Aticri Create a project in this folder Once a standard project has been created it can be attached to a Level 2 which converts the standard project to a Level 3 project and places it in the hierarchy d b gt amp A Open the Project Click the Options button from the toolbar Project Options e LS Test Project Category M By ee Create Edit Project Ma Save as Copy Save Copy as a Template Delete Project Click Edit Project Attributes Click the No Project Folder Selected link at the top of the page Expand the Project Category folder list Click the Select link next to the appropriate Project you want the project you are editing to reside in Click Save and Close 42 Detach a Standard Level 3 Project from the Multi level Hierarchy EK amp SYSTEM Environmental Knowledge Organizer Once a standard project has been attached to a Level 2 it becomes a Level 3 project To remove that level 3 project from the Multi level hierarchy folder the level 3 project needs to be converted back to a standard project
30. a View in PRISM Mew Submit Category 2 2011 Contracts Funding Prime Contract of entered Source SRFA Salmon Recovery Funding Board Contract amount Project allocated Project expended Balance Funded Amount Other Funding 100 000 0 Expended 10 000 Photos See Lighthouse Park Phase 2 Restroom gt 060811 12165 Acquisition Olympia City of Chelan County LE 100000 111 111 100 000 10 000 101 111 Project Total 100 000 Units 4 Acres 117 12 5 Contract Activity Log The Contract Activity Log tracks activity on the Contract Information such as when the Contract is created submitted to an external database and change of status is automatically written to the Contract Activity Log Users can add their own entries to the Contract Activity Log to track any events that they want to track on the Contract What to do How to do it From the Contract Attributes screen click on the Contract Activity Log Click the Add Log Entry button pa Add Activity Log Entry S Select an Entry Date a 9 Select an Log Entry Type from the drop down menu Enter a Description of the Contract Activity Log Entry Click the Save and Close wegl L Contract Activity Log lel Save and Close amp Close Contract Example 11 1758 4 14 2011 Contract cancelled we Contract canceled EK amp SYSTEM we Environmental Knowledge Organizer What to do How to do it De
31. a great way to speed up data entry for multiple projects that have similar attributes What to do Create a Template Create a Standard or Level 3 Project from Template Project Wizard Enter Project Information template Edit Template Attributes EK amp SYSTEM Environmental Knowledge Organizer How to do it a Create an empty project S Edit Project Attributes ES L Create Edit Project Map b Select an existing project from the list 4 Save Copy as a Template x Delete Project c Click Options on the Project View Screen d Click Save a Copy as a Template e Enter Template Name f Click Save and Close Create New Project Use the Select a Project Template option TT in the Project Wizard Once all the steps of Select one of the following template options and click Next the wizard are complete the Project Edit TEE page displays All project information can i now be added Project templates can be used to save time if there are many projects of the same type or with similar information See enter Required Items See enter Project Attributes Users can edit the attributes that a template stores as data entry requirements change a Open the Projects module b Click on Project Templates in the right navigation c Click on a Template from the template list d Edit Template Attributes same as Editing Project Attributes 63 SECTION 6 PROJECT MAP Map Projects Create Geographic Featu
32. amp SYSTEM Environmental Knowledge Organizer A Web based Project Management Solution Designed specifically for the Natural Resource Industry EKO System delivers measurable accountability transparency and efficiency for all related recovery project activities fram conception to implementation and monitoring EKO System s web based project tracking system empowers federal state local tribal government and not for profit agency clients to easily map their projects disseminate data collaborate with partners and report on their Implemented recovery actions EKO System s built in flexibility is designed to manage industry specific natural resource data by seamlessly integrating with the current processes of an organization The system provides the ability to add special attributes mapping layers and a customized public portal Additionally EWO system configuration at the user level provides the ability to add unique project information relevant to specific actions that align with comprehensive plans _ Recently updated Projects Files and Contracts Documents m Hent http uu lipsum comitee dihtml E Ferries mE 2011ulnter a EKO Errore E Steve Bauer Presentation Projects E Toandos Shoreline Restoration a Level 3 Project a Standard Lewel 3 Project a Apple Bay Restoration Project E Lincoln Hill Contracts a New Copy of2011 Testing Contract a 2011 Testing Contract a New Contract Example a Contract Name 3
33. ared a From the Contracts Attributes screen click on the Documents attachments and photos hyperlink b Click on the Add File drop down menu on the toolbar Select Add Project File from the drop down menu d Select Project e Select the File s ki Contract Project Attachments o E La Save and Close 2 Close Contract Example 11 1758 Toandos Shoreline Restoration ze F TITLE C D60811_12163 f Press Save and Close g Press Close to return to the Contract Attributes screen EK amp SYSTEM Environmental Knowledge Organizer 116 12 4 View Contract Information Once all information has been entered on the Contract attributes page click Save and Close EKO System defaults to the Contract Face page From this screen users can view all attributes of the Project The fields highlighted on the project face page are the same as the fields on the Project Attributes screen Contract Options Ei 2011 Contracts e Il Publish Contract Example 11 1758 Status Start Date Application qA 1 Summary This an example contract 5 Submit Enid Date Arid 1 Funded Projects Mame Toandos Shoreline Restoration 09 7089697 Codes and Weasures Armor ModiticationsRemoyval Area Regained Documents and Attachments EN hitg Lana ipaum com feed html Attributes PRISM Project Type 7 PRISM Primary Sponsor d PRISM Lead Entity 7 PRISM Grant Amount 7 EKS SYSTEM Environmental Knowledge Organizer
34. ate Annotation Text Create Annotation Line Create Annotation Polygon EK amp SYSTEM Environmental Knowledge Organizer How to do it a Right click Annotation to reach the short cut menu b Click Create Annotation Text e Click on the Map e Enter the Text into the textbox e Click Done Du Layers Project Locations C Associated Control Areas Create Annotabon Text Iw Contre Create Annotation Line My Shape Create Annotation Polygon a Right click Annotation to reach the short cut menu b Click Create Annotation Line e Click the Starting Point on the Map e Drag to End location e Right click to accept changes or click Done An LE e Annotation Line 4 A ip de AE a h E a gt A ft e Ee Edit Object 2 aot Propertes L t Ze E v 5 dy d 8 on D Example of annotation text Type a description of what is going on at this location on the map Or add a URL a Right click Annotation to reach the short cut menu b Click Create Annotation Polygon e Click the Starting Point on the Map e Right click or click Done when shape is created 71 6 6 Add External Layers to Map GIS layers can be brought into the Project Map from ArcGIS Server services or from shapefiles you load in These features can be copied to create a project location from an existing feature What to do How to do it Add Layers to Map from a Click the to expand the My Layers ee KEE Servi
35. ce section in the layers menu F ETEA SR O O USGS Level 2 HUCS b Click the checkbox next to the layer E to display it on the map Clg uses Level 4 HUCS E USGS Level 5 HUCS O Uses Level 6 HUCS ea City Locations eae ArcGIS Server Add Shapefile a Right click on My Layers b Click Load c Using the file browser locate the shapefile consists of files with extensions shx dbf shp amp prj d Select the four files that EKO System uses from the shapefile e Presss Open Look ir OO Kitsap Parks wl Ce P A parkkype shx K parktype dbf Mu Recent parkkype shp Documents parktype pri Desktop Mu Documents e Mu Computer K File name park type she parktype dbf parktype shp se di Mu Network Files of type Shape Files wi EMRZSAIENM 72 Environmental Knowledge Organizer 6 7 Save Map to Project Face page What to do How to do it Display Project Map a From the project map click the Options drop down menu b Select Save or Print Map Options e VC Save or print map d Hide the toolbar Change map settings c To have an image only on the Project Face page check the Image Only box or enter a Map Title o Ifimage only set the image size in pixels d Press OK e From the Print Preview screen click the Save Icon on the toolbar Change Remove Project Map To replace the map image click the Edit button update the map then follow the steps above The new map
36. ck Contract Contracts can be locked to prevent accidental edits Users can unlock Contracts if they need to make edits to it Any user that can edit the Contract can unlock it What to do Lock Contract What to do Unlock Contract EK amp SYSTEM Environmental Knowledge Organizer How to do it a From the Contract Face page click on the Options drop down menu b Select Lock Contract Options e ES Test Contracts s fe Publish View in PRISM Edit Contract Attributes n 1 58 Lock Contract bh Ree Start Date End Date 45201 452012 Print view Save as Copy Delete Contract How to do it a From the Contract Face page click on the Options drop down menu b Select Unlock Contract Options e Ei 2011 Contracts BX Publish Unlock Contract b Print View Start Date 2 16 2011 Save as Copy 126 12 10 Contract Print View Contract Print View allows users to view the Contract Face page in a cleaner layout for printing purposes What to do How to do it Print View a From the Contract Face page click Options ba 2011 Contracts on the Options drop down menu J Edit Contract Attributes b Select Print View o Lock Contract Print View opens in new tab Printview e d Close new tab to return to Contract Save as Copy Face page Delete Contract FEAQ ACVCTEAA 00 S997 EKE SYSTEM Environmental Knowledge Organizer 12 11 Save Contract as Copy The Save Contract as Copy feature al
37. ck Save and Close button to finish B Reporting Code Category kg Save and Close amp Close CI Hide from lookup list L Summarize these codes on multi level project folders L Prompt users to select a code or codes from this category when editing projects EK amp SYSTEM e Environmental Knowledge Organizer What to do Create Reporting Code EK amp SYSTEM Environmental Knowledge Organizer How to do it Ge a a D amp P From the Configuration main page click the Codes Measurements link Click the Add Reporting Code button Enter a Name Select a Code Measurement Category from the lookup window Enter a Description optional 1000 characters Select an Entry type e Basic Code Present or not present e Code with Numeric Value Quantity measurement or amount e Yes No Selection Hide from lookup list when applicable Click the Save and Close button _ Reporting Code lal Save and Close amp Close Enter description up to 1000 characters Basic Code Reference present or not present Code with Numeric Value quantity measurement or amount Yes No Selection C Hide from lookup list 29 SECTION 4 FILE MANAGER MODULE File Categories Adding Files Searching Files Publishing Files The File Manager allows the user to upload store and share documents photos jpeg gif png and URLs without associating them with a particular project It also stores copies of Proj
38. ct Face page and allow the public to see the file k Press Save and Close B Contract Documents Attache ments and Photos D x Gal Save and Close amp Close Publish Delete Contract Example 11 1758 Lighthouse Park Phase 2 Restroom Lighthouse Park Phase 2 Restroom Replace View or downoad 4 14 2011 EK amp SYSTEM D i Environmental Knowledge Organizer What to do How to do it Add Link Users can add a link to a webpage to their contract by using the Add Link feature Follow the instructions below to learn about this a From the Contracts Attributes screen click on the Documents attachments and photos hyperlink b Click on the Add Link button on the toolbar Paste in or enter a webpage address url d Click the Continue button Link to a website or online document ATO psu corm eed htm Cance Continue gt Enter a website address then click Continue e Enter a Title f Enter a Description g Check Publish to display file on Contract Face page and allow the public to see the file h Press Save and Close Contract Documents Attachements and Photos m pen lq Save and Close Close Publish Delete Contract Example 11 1758 http Saw yy ipsum comfeed html Edit Link htto JAwww lipsum comfeedshtm 4 74 4011 EK amp SYSTEM Pi Environmental Knowledge Organizer What to do How to do it Add Project File Once a project is associated to a Contract those files can be sh
39. ct Folder field e Select a Project in the Multi level Hierarchy to make the new project a child of this Project e Select a Level 1 Category to create a Level 1 Project e Select a Level 1 Project to create a Level 2 Project e Select a Level 2 Project to create a Level 3 Project Multi Level Project Folders Click the Select option on the folder that you want your project to reside in Select here to create Level 1 project Sei Habitat Protection amp Restoration d kel Select Salmon Research Monitoring amp Evaluation Sele Drift Cells Select here to create Level 2 project Select Henderson Estuary Restoration Project d Select Test for Data Repository Seldi testz Select here to create Level 3 project c Click Next 39 Step 2 Template Option a Toggle to the Start with an empty project radio button _ New Project d Previous gt Next e Start gt Template Option Select ane of the following template options and click Next Start with an empty project Select a Project Template E 4 b Click Next NOTE To create a project with a template an empty project needs to be created then the Save Copy as Template option needs to be selected See Create a Template Step 3 Select a Project Category a Select a Project Category from the lookup list _ New Project Previous gt Mext Start gt Template Option Category Select a project category and click Next b Cl
40. d Ki Acres EK amp SYSTEM Environmental Knowledge Organizer 12 7 Display Project Attributes on Contract Face page Project attributes can be displayed on the Contract Face page To display Project attributes on the Contract Face page users will need to create expense entries on the associated project s using the Contract as the Funding Source for those expenses What to do How to do it Display Project a Attributes on Contract Face page a D p En h 1 j From the Contract Face page click on a Project in the Funding Projects section if you have already associated the Contract with a Project to open the associated Project From the Project Face page click on the Edit Funding hyperlink Click the Enter Expense button Select an Entry Date Use the Contract as the Expense funding source Enter an Expense amount Select a Reporting Code Measurement Numeric or Basic e Ifnumeric enter units Enter an Expense Description Enter and Reference Identifier Press Save and Close NOTE The Reporting Code Measurement will now be displayed on the Contract Face page in the Codes and Measures section Ej Project Expense Gal Save and Close e E X Close 3 Delete Toandos Shoreline Restoration 442011 SRF Salmon Recovery Funding Board 11 1758 Contract Example w 10 000 00 Armor Modification Removal Area Regained x Acres EKA SYSTEM Environmental Knowledge Organizer 122 What to d
41. d access to information in the datasite e Show project names to read only users e Show funding summary on project view page e Email site contact when projects are created EK amp SYSTEM gw Environmental Knowledge Organizer 2 1 Site Profile Organization contact information is controlled on the Site Profile page Here the organization s address website address point of contact and email are stored What to do How to do it Change Organization Contact The Site Profile Page allows the Security Manager to control the basic Information contact information about the organization This information includes the following e Address e Website e Point of Contact Name e Point of Contact Email Address To modify any of this information type the updated text into the fields and click the Save Changes button to save Site Profile Home Page Man Settings sers Other Settings This is basic contact information for your organization Street address 2474 Oak Street Di Washington otate HS Website address htp iw web Site Com Contact name EKO System Email address ekoinfof paladindata com EK amp SYSTEM 11 Environmental Knowledge Organizer 2 2 Home Page From the Home Page tab in the Setting Module Security Administrators can change the datasite Home Page Content and Site Photo To change this information follow the instructions below Site Profile Home Page Map Settings Users Other Settings Site Photo Cha
42. e C Summarize these contacts on multi level project folders O Prompt users to select a contact or contacts from this role when editing projects Create Contact a From the Configuration main page click the People and Organizations link b Click the Add Contact button ee ee c Contacttab Contact e Enter the People and in Organizations Name O Federal O State O Local O Tribal O Private Other e Selecta Type of contact e Enter contact information address phone email etc EK amp SYSTEM ge Environmental Knowledge Organizer d Roles tab e Select from Available Roles e Click Right arrow to add Role e Click Left arrow to remove Role e Secondary Point of Contact tab Contact Roles Add Remove Roles Project Contact Sponsor Funding Source Partner Land Owner Project Manager HWS Secondary Sponsor HWS e Enter contact information address phone email etc Contact Roles secondary Point of Contact f Privacy tab Secondary Point of Contact e Hide this contact from read only user e Hide contact from lookup lists Contact Roles Contact Privacy Options LC Hide this contact from read only user CJ Hide contact from lookup lists g Property tab e Enter information if available Contact Roles Secondary Point of Contact Privacy Contact Property Information Enter description up to 255 characters h Agreement tab Contact Roles secondary Point of Contact C
43. e The modules that will be covered are as follows Projects Will demonstrate how to create projects and project templates It will also provide examples on mapping projects and sharing project information Files Will discuss storing and sharing documents photos and URL s Maps Will show a broad range of options for mapping storing uploading downloading and sharing information related to projects and control areas Control Areas Will explain how this feature allows users to share geographic features and use them to organize and report on project information Settings Will discuss how an organizations site settings and user permission is handled Configuration Will demonstrate how the local data configuration is established and maintained Contracts Will show how the Contract Module is applied to track and report on the contracts and grants that fund projects EK amp SYSTEM 8 Environmental Knowledge Organizer SCOPE OF DOCUMENTATION This document is intended to provide project sponsors and datasite administrators the basic information necessary to leverage the core functions of EKO System The sections contained within this document will provide users with the ability to enter project information create reports and map projects Upon completion of this manual users will be able to perform the following tasks Create a Project with complete attribution Use Reporting Codes to populate project attributes and quanti
44. e the display order of files descending sort f Enter a Description g Click Save and Close EK amp SYSTEM e Environmental Knowledge Organizer What to do Add Project File or Link to File Repository Publish File on Project Face Page EK amp SYSTEM Environmental Knowledge Organizer How to do it a After adding a file to a Project check the Add to File Repository box b Enter Author s name c Selecta File Folder File categories are created in the File Manager Module d Set the Access Level e Enter Tags s to aid in searches f Click Save and Close Q File Link o Ka LJ Save and Close Close Delete Cherry Cove Restoration el Replace View or download Test 3242011 24 9011 Add to file repository EKOS ystem New folder x Anyone public access Ni a From the Project Attributes Page click the Photos and Documents link b Click the Publish checkbox next to the File Photo or link you want to publish to the Project Face page _ Project Files sl eu Add File ee Add Link Close Apple Bay Restoration Project Documents Links otos PUBLISH TITLE UPDATED ON O httpigoogle com 22412014 Si ei 16013738 271672011 KO M EKO Manual vpt 2115 2011 53 People and Organizations A project may contain several different contacts All contact information is stored in People and Organizations Contacts are added to Level 3 and standard projects only and t
45. ect The fields highlighted on the Project Face page are the same as the fields Options gt Edit Attributes Options Print View Yj Task Schedule 1 Who can see this project v s Level 1 Project XYZ Level 2 Project XYZ _ Level 3 Project XYZ Level 3 XYZ Proposed Start Date Jan 01 2010 Proposed End Date Dec 31 2010 Priority 1 Edit Enter description here W Add a new user request form Edit Reports Goals and Objectives E Project Task Schedule Enter description here Code Measurement Summary Goal 10 Each Actual 2 Each Progress 20 Completed Allocated Funding vs Expense Summary a Progress towards goal 2 Allocated Funding Summary By Funding Source a Remaining 8 Funding Expense Summary By Funding Source 3 Funding Expense Summary By Reporting Code Notes Edit Click Edit to add notes Funding Source Funding Source XYZ Land Owner j Edit e da ed Ou or tr en iert Click Edit to aaa Land Owner to this project Edit Project Funder Reporting Code Category XYZ YZ Basic Code XYZ Numerical Code Each XYZ Numerical Code 2 Each xYZ Yes No Code Yes Additional Information Property Reference s Click Edit to add a property reference Edit EK amp SYSTEM a Environmental Knowledge Organizer SECTION 8 SEARCH FOR AND VIEW PROJECTS Simple Project Search Advanced Project Search View Projects EKO System allows users to search and view projects using differ
46. ect Files if the Add to File Repository option was used Grouping files together in File Categories Folders will enable quicker and more efficient searches in the future and provides an organizational structure for files published to the Public Portal This section consists of the following information e Creating categories to organize files e Adding files to the File Repository e Searching for files using various methods such as keywords and timelines e Publishing Files to the Public Portal EK amp SYSTEM 30 Environmental Knowledge Organizer 4 1 File Categories What to do How to do it Create a File Category a E EK amp SYSTEM Environmental Knowledge Organizer Launch the File Manager module by click on the Files button on the left navigation bar Click the Add Folder button on the right navigation bar A Add Folder Reload Recent Uploads All Files a SFR ES Contract Info LF Species Info EG Documents LF Images The new File Category will now be displayed in the right navigation bar Enter the name of the File Category by clicking on the text next to the folder icon EF Add Folder Reload Recent Uploads All Files ad SFR S New folder ES Contract Info LS Species Info ES Documents EG Images Enter the name of the File Category 31 4 2 Add Files and Links What to do How to do it Add a file a Clickthe Add File button on the toolbar Files mg Add File Add Link
47. ed PRISM Primary Sponsor J Required PRISM Lead Entity PRISM Grant Amount Po Required EK amp SYSTEM ae Environmental Knowledge Organizer What to do How to do it Change Contract a From the Contract Face page Move to Contract drop down menu Category from the Contract Toolbar b Select the Contract Category you would like to move the Contract to Contract Options e 9 2011 Contracts BPublish B Submit view in PRISM New Submit Contract Example 11 1758 Status Start Date Enid Date Category Prime Contract Application AMAl014 A142012 2011 Contracts Moof entered EK amp SYSTEM er Environmental Knowledge Organizer 12 3 Attach Documents and Photos What to do How to do it Add File a From the Contracts Attributes screen click on the Documents attachments and photos hyperlink b Click on the Add File drop down menu on the toolbar c Select Add File from the drop down menu d Click on the Select button to launch the file browser Locate a file on your machine or network f Select the file and press Open g Click the Continue button Upload d file SR 525 Front Street Right Turn Lane with Sidewalk JPG Select Cancel Continue gt select a file ta upload then click Continue to start the upload You can Upload files that are up to 100 megabytes in size Larger files may take a few minutes to upload h Enter a Title i Enter a Description j Check Publish to display file on Contra
48. edge Organizer From the Map Settings page click the Scale zoom level drop down menu Select the appropriate scale from the menu 14 2 4 Users During the initial setup of EKO System users were created by a System Administrator at Paladin Data Systems The System Administrator creates new accounts sets users data access and ensures users are assigned to the applicable database s User access and permission can be controlled by users at the datasite level by users assigned the Security Administrator role NOTE Users can only be created by the Paladin Data Systems System Administrator The Security Administrator has control over all user access to the designated database through the Users tab in the Settings Module To control users data access click the Settings button on the left navigation bar and the Users tab To control an individual user s permission click on the user s name or the user icon from the user list To remove a user from the datasite click the Remove User button next to the user Following any changes to user access click the Save Changes button Site Profile Home Page Map Settings Other Settings are ele Brian Pursel Paladin Internal d Data Administrator d Project Manager Remove User e Can edit projects g Can upload files d it an edit control areas get an edi Can edit contacts Can edit maps Colin Spikes Paladin Data Data Administrator d Project Manager Remove User roject
49. ent criteria to help users identify specific projects Similarly users can view projects in multiple contexts to assist with project This section consists of the following exercises e Simple and Advanced Search e View Projects in Different Contexts EK amp SYSTEM a Environmental Knowledge Organizer 8 1 Search Projects Searching for projects or project information does not require exact information Searches can be conducted with only partial information and can be facilitated using the search filter What to do How to do it Simple Search Simple searches can be completed to search for projects contracts and files by name or part of the name a Click on the Search box in the upper right hand corner b Enter the Name or part of the Name c Click on the magnifying glass or press enter Advanced Search i Advanced Search Advanced searches can be completed to filter projects contracts by attributes that are used a Select the information type you want to search for Projects Contracts or Files b Click the Advanced Search link Filter the search by criteria d Click Apply Y Project Search Options bel Apply CG Clear Filter Vy Project Dates Project start date Project end completed date Enter Date to Enter Date Enter Date to Enter Date Sy Primary Status Sy Secondary Status TY Project Category Sy People and Organizations Y Reporting Code Category Y Reporting Code Sy Geographic Region
50. erarchy These folders help to organize project information at the strategic level Personal and organizational roles in projects are defined in this section to help organize the roles people and organization play in project The Primary Status of a project is a defined list of valid statuses for projects in a datasite In HWS the Primary Project status is defined as Conceptual Proposed Active and Completed Project Categories are a defined list of categories used to organize projects The project hierarchy is tool used to organize projects at different levels according using the project s scale and the organization s strategies The organization of the project hierarchy is adaptable and may be changed by the client after configuration Reporting Codes are used to measure identify organize and report on project elements Reporting Code Categories are used to organize reporting codes within different themes The Secondary Status or a project is used to identify project status as sub statuses below the primary status level SECTION 1 GETTING STARTED System Requirements Sign In Edit Profile Navigation This section consists of the following information e What hardware and configuration is required to operate EKO System from the user s workstation e How to login for the first time and change the password e How to navigate throughout the various modules of EKO System e The System Administrator role EK amp
51. f vertices a Copy Feature To copya feature from Shapefile or service you will need to load or display a feature on the map first select the Copy Feature option in step two and then click on the feature you wish to copy Right click the map or click Done on the drawing editor box Details Edit Location Create Point Create Line Create Polygon Copy Feature Draw Polygon Left click or type in Longitude and Latitude to define vertices Press Escape or click Cancel to cancel drawing Click Done to end drawing Click Undo to remove the last vertex Longitude W Latitude N Add Point Undo Cancel Done 66 6 2 Modify Existing Map Feature What to do How to do it Edit a Location Information a Edit a Location Object Delete a Map Feature Object a Delete a Project Location a EK amp SYSTEM Environmental Knowledge Organizer Right click the Location in the Details box to reach the shortcut window Click Edit Location to display the Location Information screen Edit the information Name Description GeoRegions Map Reference Click Save and Close Select the object on the map Right click the object to reach the shortcut window Click Edit Object to display object vertices e Move Vertex Click on a vertex and drag it to the correct location or enter coordinates e Insert Vertex Click on an vertex near the desired location of a new one and click Insert on the Dra
52. fy Goals and Objectives Create custom Project Maps Create modify save and share custom reports on Project information Prerequisites The minimum requirements are basic computer skills and familiarity with Internet browsers EK amp SYSTEM Environmental Knowledge Organizer Name Datasite GeoRegion GIS Group Datasite Level 1 Category People and Organization Roles Primary Status Project Category Project Hierarchy Reporting Code Reporting Code Category Secondary Status EK amp SYSTEM Environmental Knowledge Organizer KEY DEFINITIONS Definition A Data Site is an online repository of information that is used for the storage and distribution of project data and documents EKO System configuration typically takes place at this level A GeoRegion is a polygon feature with a defined geographical area that projects and other georeferencable data are located within the boundaries of A Geographic Information System GIS is a system of hardware and software used for storage manipulation creation retrieval mapping display and analysis of geographically referenced data EKO Systems Map Browser retrieves maps and displays geographic data however it cannot perform analysis A Group Datasite is an aggregation of EKO System datasites used to display analyze and report on project features across several datasites A Level 1 Category is the highest level that information is stored at in the Project Hi
53. hen rolled up to projects at higher levels in the hierarchy NOTE This attribute is only available on Level 3 and Standard Projects What to do How to do it Assign Contact to the Project a From the Project Attributes screen click People and Organizations hyperlink Ca Description 2313 Ca Notes None Ca People and organizations 3 lt Ca Goals and objectives 0 Ta Budget funds and expenses 4 Ca Photos and Documents 5 Ca Task schedule 0 Ta Property references 0 Ta Reporting codes measurements 5 a External data references 0 b Click the Add Contact button Project Contacts 4 Add Contact 3 Close oy PrinttoPDF Download c Filter the search by Selecting a Role E People and Organizations lal Apply Filter Options e Click here to filter the list by type Click here to filter the list by type sponsar Project Contact Funding Source d Select one or more contacts from list by clicking the e Click Apply EK amp SYSTEM 54 Environmental Knowledge Organizer What to do How to do it Remove Contact from a a From the Project Attributes Screen Click People and Project Organizations hyperlink Ta Description 2313 Ta Notes None Ca People and organizations 3 4 Goals and objectives 0 Ca Budget funds and expenses 4 Ta Photos and Documents 5 Ca Task schedule 0 Ca Property references 0 CA Reporting codes measurements 5 Ca External data
54. ick Next NOTE Project Categories are not assigned to Level 1 or 2 Projects Step 4 Identify the Project a Enter a Project ID e Assign a project ID that is intuitive to the organization e Alpha numeric combination e Symbols permitted e 13 characters maximum b Enter a Project Name e Assign a Project Name that is descriptive of the project e Can be an alpha numeric combination e Symbols permitted e 80 characters maximum EK amp SYSTEM Environmental Knowledge Organizer EK amp SYSTEM Environmental Knowledge Organizer _ New Project sl Previous gt Next Start gt Template Option gt Category gt Name Enter an ID and name for your project and click Next c Click Next Step 5 Review a Click Change to make any edits before creating the project _ New Project oO d Previous gt Next Start gt Template Option gt Category gt Name gt Review Review Your Selections and click Next to continue Standard or Multi level Project Change Standard Project Template Option Change No Template Project Category Change Assessment New Project ID Name Change ID 11 2011 Name ERO System b Click Next to create the project c Click Cancel to exit without creating a project NOTE Once created it is time to Enter the Project Information 41 Create a Multi level Project From Project Face page Attach a Standard Level 3 Project to the Multi level Hierarchy EK amp S
55. inistrator Project Task Leader GIS Editor View Last logon EKO Testers Paladin Data Systems e Ability to view all or some of the following File repository Control Areas Contracts Projects and Private project attributes Create Modify e Ability to view all or some of the following File repository Control Areas Contracts Projects and Private project attributes Run Reports e Ability to run reports on Projects EK amp SYSTEM Environmental Knowledge Organizer 17 Data Access Security Level The Security level determines the files projects and general information available to the user EKO System utilizes a hierarchy of security levels listed in ascending order from least access to most Group Partner Internal and Internal Restricted A user with a security level at Internal will have access to all data set at Internal or below Group and Partner but not data set at the Internal Restricted level To control a user s Data Access Right click on their name from the user list and click rights checkboxes as need m User Profile fal Save and Close User profile for lsecrest Last logon Name Lynn Secrest License EKO Testers Phone Number 360 779 2400 Organization Paladin Data Systems Email Address Isecrest paladindata com Data Access Rights Create Modity Run Report Files Control areas Contracts Roles Data Administrator Security Administrator Project Task Leader GIS Editor Project
56. ions 5 Da Goals and objectives 2 Ta Budget funds and expenses 8 CA Photos and Documents 2 qe a Task schedule 0 Ca Property references 0 Ca Reporting codes measurements 7 Ca External data references 0 b Click the Add File button Project el Add File a Add Link amp Close c Click Select button to open the File Browser d Double click the file or select it and click the Open button e Press the Continue button f Enter a file Date use the file date to determine the display order of files descending sort g Enter a Description h Click Save and Close EK amp SYSTEM Environmental Knowledge Organizer What to do How to do it Add a Project Link a From the Project Attributes Screen click the Photos and Documents link Ca Description None Ca Notes None Ta People and organizations 5 Ca Goals and objectives 2 Ta Budget funds and expenses E Ca Photos and Documents 2 qe Ca Task schedule 0 Ta Property references 0 Ta Reporting codes measurements 7 Ta External data references 0 b Click the Add Link button L Project 4 Add File ep Add Link Close c Paste or type a web address into the textbox B Project Web Reference Link to a website or online document Enter a website address Cancel Continue gt Enter a website address then click Continue d Press the Continue button e Enter a file Date use the file date to determin
57. ject Project Budget d DATE FUNDER CONTRAC AMOUNT There no funding entries for this project yet Totals Allocated 0 00 Expenses 0 00 Balance 0 00 EK amp SYSTEM 58 Environmental Knowledge Organizer What to do Add a Funding Entry EK amp SYSTEM Environmental Knowledge Organizer How to do it m CD m p D From the Project Funding Screen click the Enter Funding button LI Project Funding 4 Enter Funding Enter Expense Close Enter Entry Date defaults to today Select a Funding Source from lookup list if no funding source has been assigned click the Add funder link to add a funding source Select a Contract optional if a Contract is tied to the funding source Enter an Amount do not enter Enter Description optional Enter Reference info optional Click Save and Close Click Close to exit without saving changes E Project Funding Entry kg Save and Close amp Close Standard Level 3 Project 2 25 2011 No funding sources assigned v Add funder No Contract 59 What to do Add Expense Entry EK amp SYSTEM Environmental Knowledge Organizer How to do it Ep m kel 7 From the Project Funding Screen click the Enter Expense button L Project Funding ao 4 Enter Funding jz Enter Expense amp Close Enter the expense entry Date Defaults to today Select Funding Source from lookup list Enter
58. ject d Test Project Category Y Control Areas E HWS Control Area Type HWS CIS HWS Type Polygon HWS IA Mason River Reaches CIA Testing Line Control Areas oO DI Testing Point Type C Testing Polygon Control Areas gt My Layers Geographic Boundaries E 2 USGS Hydrology C c amp City Locations O amp ArcGIS Server Details e Select All 124 Apple Bay Restoration Project 5929 New project location GE 5980 New project location 10 48455 Lincoln H gt 5942 Lincoln Hill Project 654 684 Cherry Cove Restoration 5955 New project location 09 789687 Toandos Shoreline Restoration Figure 21 Map Layers Multi Level View Full Screen View Click the Full Screen link in the upper right corner to view a larger map Sign Out Change Password Edit Profile Options e Full screen mode is view only edits cannot be made while in full screen Press the ESC on your keyboard to leave full screen and enter edit mode EK amp SYSTEM a Environmental Knowledge Organizer What to do Display Project Locations as Points Lines or Polygons EK amp SYSTEM Environmental Knowledge Organizer How to do it a Click the check box in front of the word Projects to display projects in all categories as points on the map or b Click to expand and display categories Select which category to display d Right click the Category to reach the shortcut menu e Select Show al
59. l Point Color Transparency Border Color 10 pixels Cancel Ok 68 What to do Edit Line Feature Properties Edit Polygon Features Properties EK amp SYSTEM Environmental Knowledge Organizer How to do it a From the Object Properties window Line tab click on any of the drop down menus to set the properties b From the Line Separators tab click on any of the drop down menus to change the separator c Click OK to apply settings Line Line Separator Text Label Line Line Separators Text Label Starting Point Ending Point Line Color Symbol a Symbol Transparency Color Color Width i Size Size Style Thickness Thickness Cancel Ok A Cancel Ok a From the Object Properties window click the Line tab b Click on any of the drop down menus to set the polygon border properties c From the Line Separators tab click on any of the drop down menus to change the separator d From the Fill tab click on the options to change the fill settings e Click OK to apply settings Line Line Separators Fill Text Label Line Line Separators Fill Text Label Fill Color Line Color Transparency Transparency Width Pixels Style Cancel Ok Last updated By Col y Colin Spikes 3 3 2011 1 18 29 PM Cancel Ok 69 6 4 Feature
60. l Project Locations EKOSYSTEM 2 Aenal k EN Layers V Multi Level El Projects Habitat Protection amp Restoration HWS Outreach and Education HWS Planning and Assessment HWS Programs HWS Salmon Enhancement HWS Salmon Research Monitoring amp Evaluation H Level 1 Project Category E Level 1 Project Test Project Category Y Control Areas O tous Control Area Type HWS Om pws Type Polygon HWS CIA Mason River Reaches g N Testing Line Control Areas oO Testing Point Type C B Testing Polygon Control Areas My Layers ay Geographic Boundaries ves USGS Hydrology gaa City Locations vee ArcGIS Server 124 Apple Bay Restoration Project D 5929 New project location 5980 New project location 10 48455 Lincoln Hill 5942 Lincoln Hill Project 654 684 Cherry Cove Restoration 5955 New project location 09 7896687 Toandos Shoreline Restoration L a e e When the location is selected on the map the corresponding detail line is auto selected e Spatial Attributes and Object Data displays e Right click the highlighted project to reach the shortcut menu o Center Object centers the object on the map o Show Label displays the label on the map 93 Users can display feature data on the map from shapefile or web services The ESRI shapefile is a geospatial vector data format for GIS software It is developed and regulated by ESRI as a mostly open specification for data
61. lect OK to continue EK amp SYSTEM Environmental Knowledge Organizer 11 4 Map a Control Area What to do Create Object EK amp SYSTEM Environmental Knowledge Organizer How to do it a Launch the Control Areas module b Select the Control Area c Expand the Options drop down list Click Create Edit Maps or click the Edit Map link 1 Control Area Options v ki Testing Polygon Control Areas e Edit Attributes Ra Le Create Edit Map Print View Delete Control Area D Control Area Options Fi HWS Control Area Type e New Control Area Description Enter control area description here Edit description Associated Projects Notes Standard Level 3 Project Test Project Category Enter additional notes here Edit notes e Right click the Control Area Name in the details window f Click Create Object or Copy Feature see NOTE g Click on map to create a location or enter coordinates in drawing editor dialogue box h Right click object on the map or click Ok in the dialogue box i Click Save and Close NOTE Load a layer to use the copy feature Options e Drawing Editor a Control Area d 4 C Associated Projects A Copy from Shape Files e Select a Polygon from a shape Projects file to copy E Acquisition Projects HWS Press Escape or click Cancel to cancel copy E Assessment HWS Cl Non Capital Projects HWS E Restoration Projects
62. lete Activity Log Entry a From the Contract Attributes screen click on the Contract Activity Log hyperlink b Click ona Log Entry Select an Entry Date d Click on Delete button from the toolbar E Contract Activity Log ja Save and Close Close Delete Contract Example 11 1758 44 7011 Contract cancelled kal Contract canceled EK amp SYSTEM said Environmental Knowledge Organizer 12 6 Associate Contract with Project E Project Funding o Ge Save and Close Close After creating a Contract users can associate the s RE RE Contract with one or many Projects to better track funding of the Project s add files from the Project ay and display Project attributes on the Contract Face a Soo ee unter te ada tnden page Users will associate the Contract with a aa oe Project by creating a Funding Entry against the 11 1758 Contract Example b Project using the Contract as the Funding Source 100 000 00 To learn more about creating a Funding Entry against a project click here What to do How to do it Associate Contract with To associate a Contract with a project user must enter the Projects Project module Then add the Contract to the Project as a Funding Source by creating a Funding Entry against the Project d j k In the Projects module locate the Project you want to associate with the Contract Open the Project Add the same funding source as your Contract to the
63. load d Filter search by clicking the Select by Category drop down menu and selecting a Reporting Code Category e Select individual Reporting Codes by clicking the checkbox or click the Select All checkbox kg Apply Filter Options e Category T HCCC EN LI ALE 1 igen shart all 2010 SRFB Proposal 2011 SRFB Proposal Additional Landowner Consent Forms CNRP Community Nearshore Restoration Program Dike levee or berm modification removal Engineered Log Jams Installed Floodplain Protected HCSEG Knotweed Assessment amp Control Herbicide Used for Treatment gallons Hood Canal Regional Knotweed Control Strategy Knohaood Accaccmant f Click Apply EK amp SYSTEM ze Environmental Knowledge Organizer Remove a Reporting Code Measurement Edit a Reporting Code Measurement EK amp SYSTEM Environmental Knowledge Organizer a From the Project Attributes Screen click the Reporting Codes Measurements hyperlink b Click the red X next to the reporting code Se B Project Reporting Codes D e 4 Add Code Close GG PrinttoPOF Download Standard Level 3 Project CATEGORY COOE VALUE Testing Category X Testing 123 LJ YesiNo X Testing Basic Type a From the Project Attributes screen click the Reporting Codes Measurements hyperlink Ta Description None Ca Notes None Ca People and organizations 1 Ca Goals and objectives 0 CA Budget funds and expenses 0 Ca Photos and Docu
64. lows users to create a new Contract by making a copy of an existing Contract This feature speeds up data entry enabling users to start with copy of an existing Contract What to do How to do it Save as Copy a From the Contract Face page click Options e g 2011 Contracts on the Options drop down menu 7 Edit Contract Attributes b Select Save as Copy eS Lock Contract Contract Copy Opens Print view d Rename Contract Copy Save as Copy d 2 Delete Contract j 128 EK SYSTEM Environmental Knowledge Organizer 12 12 Delete Contract What to do How to do it Delete Contract a From the Contract Face page click on the Options drop down menu b Delete Contract Options e 9 2011 Contracts Edit Contract Attributes Lock Contract Print view Save as Copy Delete Contract NOTE The Contract cannot be retrieved after it is deleted EK amp SYSTEM sald Environmental Knowledge Organizer
65. ments OO CA Task schedule 0 G4 Property references 0 a Ca Reporting codes measurements 0 Ca External data references 0 b Click the Edit button next to the reporting code to enter numeric value Click the Yes No checkbox to indicate the Yes value d Click the Close button C Project Reporting Codes o A Add Code Close Gi PrinttaPDF Download Standard Level 3 Project CATEGORY CODE ALUE Testing Category A Basic Type Reporting Code Value Type Reporting Code 2 YesiNo Reporting Code x 57 Budget Funds and Expenses Project budget funding expenses and contracts can be tracked throughout the life of a project To create funding entries click the Budget Funds and Expenses hyperlink from the Project Attributes Screen Ca Description None Ca Notes None Ca People and organizations 1 Ca Goals and objectives 0 T Budget funds and expenses 0 bg Ta Photos and Documents 0 Ca Task schedule 0 Ca Property references 0 Ca Reporting codes measurements 3 Ca External data references 0 NOTE This link is only available on Level 3 and Standard Projects What to do How to do it Assign Project Budget a From the Project Attributes Screen click the Budget funds and expenses hyperlink b Enter amount numbers only in Project Budget field Project Budget Es c Click the Save button Project Funding Enter Funding Enter Expense e Close Standard Level 3 Pro
66. new project e Entering project attributes e Assigning People and Organizations e Using Report Codes e Creating Budget Funding and Expense entries e Creating and assigning Tasks EK amp SYSTEM ge Environmental Knowledge Organizer Examine Projects Before projects are added to a datasite a brainstorming session should occur within the user s organization Some of the topics that need to be discussed are project names categories what are our reports who maintains the data and so on Once the groundwork is laid data entry can begin If you received the Getting Started guide and provided information to Paladin Data Systems much of this information may already be setup in the database as part of the initial configuration If not ata minimum you will need to enter the following information in order to create projects in the EKO System e Project Categories e People and Organization Roles e People and Organizations e Contracts e Reporting Code Categories e Reporting Codes e Secondary Status Codes NOTE Projects are populated using various lookup lists throughout the system so lists of project related data such as funding information contact names reporting codes and categories MUST be created via the Configuration module BEFORE these data elements can be added to projects EK amp SYSTEM si Environmental Knowledge Organizer 5 1 Create a Project This section will discuss the methods for creating a project in EKO Sy
67. next to the date and enter the correct date Optional Information e Enter Search Tags e Set the Link Security Level by clicking on the Who can view this file Button and selecting the appropriate file security fel Save Move tofolder a Who Seege RS 3E Delete To publish the file click the Publish checkbox 4 3 Publish a File Link EKO System implementations may include a Public Portal which allows each organization to display projects and provide supporting documentation to the local community funders sponsors and other types of entities To display documentation on the Public Portal the security level needs to be updated to Public level Files published to the Public Portal are organized in File Categories and sorted in descending order by date newest first oldest last Files Add File Add Link L Add Folder TITLE FOE OET SOSE HERAN Recent Uploads Foster Creek CD 3 31 2008 3 31 2008 All Files Green Cove 3 25 2008 3 25 2008 a HWS Training Grays Harbor County websites 6 2 2008 6 2 2008 ing 2011 File Category image 3 7 2008 3 7 2008 Ea HWS New File Category 3 7 2008 3 7 2008 K Artificial Insemination records kal Brian s Folder Kl Chad Olympia Training ki ChrisE April 10 ki DW Photo tarzan Mid Sound Website 6 2 2008 6 2 2008 picture of knotweed 2 5 2009 2 5 2009 Picture of Beaver 4 7 2008 2 4 2009 SS SS ee SS e O O o RW O o RW O stream kick 2 5 2009 2 5 2009 What to do Ho
68. nfigured web services to display feature data on the Map What to do How to do it Display Web Service Features a Click My Layers b Click the in front of a group feature dataset c Click the check box to display a feature dataset My Layers d Geographic Boundaries cca USGS Hydrology USGS Level 2 HUCS USGS Level 3 HUCS USGS Level 4 HUTS USGS Level 5 HUCS USGS Level 6 HUCS EK amp SYSTEM Environmental Knowledge Organizer 95 SECTION 11 CONTROL AREAS Control Area Categories Control Area Associate Project with Control Area The Control Areas module allows users to associate projects with geographic features for reporting and display purposes This section will discuss the following topics e Creating a Control Area e Storing Control Areas in Control Are Categories e Associating a Project with a Control Area EK amp SYSTEM gw Environmental Knowledge Organizer 11 1 Control Area Categories The Control Area Module allows the user to create and maintain Control Areas used in identifying and monitoring affected geographical areas Control Areas are assigned to projects used for project reports and can be used as search criteria when looking for project information Organizing control areas is best done by creating categories Q Home Projects Codes Measurements Files dh Projects Secondary Status Cod Folders Categories Cod Code Measurement Categorie Folders Categories LE es
69. nge Site Photo Site photo tips 1 Choose a good quality image 2 The image should be in JPG format e 3 The image should be at least 450 pixels wide by 300 pixels high g A Larger images will be resized to 450x300 pixels words 0 Characters 0 EK amp SYSTEM Environmental Knowledge Organizer 12 What to do Upload New Site Photo Change Organization Description EK amp SYSTEM Environmental Knowledge Organizer How to do it a Click the Change Site Photo button b Click the Select button c Select an image from your machine or network d Click the Continue button To enter a description into the Home Page Content simply type or paste text into the textbox The Home Page Content description is the text that will be displayed on the Home Page screen internally and will be the Organization description on the Public Portal This description can be up to 4000 characters not including HTML formatting Using the Content control bar text can be made bold italic placed into list or indented Hyperlinks can be created using URLS Any text entered into this box can also be spelled checked NOTE Text copied from a website Microsoft Word or other technologies that support other rich text format should be stripped of all formatting using the Strip All Formatting option from the Strip drop down menu Strip All Formatting Strip Css Formatting Strip Font Elements Strip Span Elements Strip Word Format
70. nternal Internal Restricted Data Access Rights a E RiRESECECE Create Modify Run Report Control areas Contracts Projects Private project attributes Data Administrator e Access to the Configuration Menu within EKO System e Ability to configure datasite Code Measurement Project Categories Contact and Contracts e All edit capabilities Security Administrator e Access to the Settings Module e Ability to change roles and user access level Project Task Leader e Adds users name to the Project Task Leader Look up List e Searchable field GIS Editor e Access to the Mapping Module GIS Browser e Allows users to map projects EK amp SYSTEM gw Environmental Knowledge Organizer User Profile Data Access Rights Data Access Rights are determined on a attribute by attribute basis These rights grant users permission to view create modify and run reports on Files Control Area Contracts Projects and Private Attributes Each organization will decide what level access will be granted to each individual user based on need To control a user s Data Access Right click on their name from the user list and click rights checkboxes as need _ User Profile Lal Save and Close User profile for lsecrest Name Lynn Secrest Phone Number 360 779 2400 Email Address lsecrest paladindata com Secunty Level Group Partner Internal Gei Internal Restricted Roles Data Administrator security Adm
71. ntract Face page click on the Submit button on the Contract toolbar b PRISM Only e Enter PRISM Username e Enter PRISM Password e Select PRISM Lead Entity c Click the Continue button d Ifsuccessful press the Close button The Contract will be submitted to PRISM or other external database If submitted to PRISM the Contract ID will be over written with a PRISM Project ID An entry will be made in the Contract Log E Contract m 23 A Options e ES 2011 Contracts x Publish B Submit ab View in PRISM Mew Submit Contract Example 11 1282 Status Start Date End Date Category Prime Contract Application 4142011 4 14 2012 2011 Contracts Nof enfered EK amp SYSTEM e Environmental Knowledge Organizer What to do View PRISM Submit Project Snapshot EK amp SYSTEM Environmental Knowledge Organizer How to do it Contracts submitted to RCO s PRISM database can be viewed by calling the PRISM Project Snapshot This Snapshot page will allow users to easily see PRISM Project information associated with HWS Contracts and Projects To call the PRISM Snapshot page follow the instructions below a From the Contract Face page click on the View in PRISM button b PRISM Snapshot will open in another window ki Contract Options ba TestContracts Publish B Submit 2 view in PRISM salmon River Project 11 125 Status Start Date End Date Category Application Aral201 1 Afar 12 Test Contracts 125 12 9 Lo
72. o How to do it Remove Project a From the Contract Face page click on a Project in the Funding Attributes from Contract Projects section if you have already associated the Contract with a Face page Project to open the associated Project b From the Project Face page click on the Edit Funding hyperlink c Click the Expense Entry you want to remove d Click the Delete button on the Project Expense toolbar The Reporting Code Measurement will no longer displayed on the Contract Face page in the Codes and Measures section P Project Expense D ll Save and Close Close 3 Delete Toandos Shoreline Restoration 442011 SRFA Salmon Recovery Funding Board 11 1756 Contract Example wi 10 000 00 Armor Modification Removal Area Regained x Acres EK amp SYSTEM Environmental Knowledge Organizer 12 8 Submit Contract to PRISM or Other External Database The Contracts module allows users to submit Contracts to RCO s PRISM database and potentially other external databases in the future Contracts should only be submitted after all the attributes are filled in Projects are linked to documents are attached and other information is added A Contract will only be submitted to PRISM and other external databases if initially created using the correct template Templates will be clearly named so that users know which templates will allow them to submit the contract What to do How to do it Submit Contract a From the Co
73. ontact Agreement secondary Point of Contact Privacy Property Check the box to show there is an active agreement tied to contact Privacy Property LI There is an active contract or agreement with this contact f Save and Close EK amp SYSTEM Environmental Knowledge Organizer 3 6 Codes Measurements The Reporting Code Categories Menu allows data administrators to group Reporting Codes together into topical categories or groups Reporting Code Categories are created edited and deleted in this module Once the Reporting Code Category is created Reporting Codes can be entered into this category The Reporting Code Category feature is designed to help organize codes filter searches and create reports Assigning reporting codes to projects allows the user to then generate reports and track expenses What to do How to do it Create Reporting Code a From the Configuration main page click on the Codes Measurement Category Categories link b Click the Add Category button Enter a name in the Reporting Code Category field d Enter a Description Optional e Click the check boxes as appropriate e Check the Hide from look up lists box to keep the Category hidden during searches e Check the Summarize these codes box to summarize Reporting Codes across multi level hierarchy projects e Check the Prompt users to select b0x to display a link on the Project Face page prompting the user to update the field f Cli
74. open it Recently Updated Contracts Contracts recently created or saved will be displayed beneath the Contracts heading in the Activity section on the right hand side The five most recently created or updated Contracts will be listed The name displayed in this list is the Contract name If a user hovers over the Contract name a tool tip will appear to inform you who created or updated the Contract and on what day Click on the Contract to open it EK amp SYSTEM Environmental Knowledge Organizer New consumers low cost o New http www lipsum com feed html a Ferries es 2011Winter EKO Enor2 a new New Boston Levee Tosndos Shoreline Restoration Level 3 Project Standard Level 3 Project s Apple Bay Restoration Project New Copy of2011 Testing Contract 2011 Testing Contract New Contract Example Contract Name 3 s Contract Name 3 SECTION 2 SETTINGS Site Profile Information Home Page Settings Map Settings User Permission and Access Other Settings The Settings module allows the Data Administrator to control site settings and user permissions Only users with the Data Administrator role have access to this module Security Administrators will have the Settings button in left toolbar This section will discuss the following topics e Organization address and contact information e Home Page settings including description and photo e Map settings e Setting user permission an
75. ot entered Summary Funding Summary Source Poulsbo City of Edit contract information Show detailed description Edit description eT PP 1 000 Project allocated 0 Project expended 0 Balance 1 000 Edit funding Funded Projects ey EE GN ER E e a SEET EN There are no projects funded by this contract Documents and Attachments Photos There are no published contract documents There are no published contract photos Edit documents and photos EK amp SYSTEM Environmental Knowledge Organizer What to do How to do it Create a Contract to To submit a contract to PRISM or another external database users must Submit to PRISM or create a contract based on a template The PRISM template will be in the other External Database available template list for HWS users From the main page click the Contracts link click the Add Contract button to start the wizard a Step 1 Start e Create a contract based on template to submit to PRISM or other external database P New Contract IS pen gt Next stat Create a standard contract Create a contract based on template ab e Select PRISM template from list o Ka Filter Options se H Ahi E SOURCE PRISM Submit 2011 HS e Click Next b Step 2 Follow remaining steps for a standard contract from previous section EK amp SYSTEM Environmental Knowledge Organizer 12 2 Enter Contract Attributes From the Contract Attributes screen pictured below
76. otes Edit notes Gch tre edit tind to add motes 76 7 3 Editing Multi level Hierarchy Once a standard project has been created it can be attached to a Level 2 which converts the standard project to a Level 3 project and places it in the hierarchy What to do How to do it Attach Standard Project to a Open the Project Multi level Hierarchy b Click Options c Click Edit Project Attributes d Click the No Project Folder Selected ink e Expand the Project Category folder list f Select a Level 2 project g Click Save and Close E Multi Level Project Folders 4 om Level 1 Project Category a ke Level 1 Project G5 Select Level 2 Project Detach Level 3 Project from Once a standard project has been attached to a Level 2 it becomes a Multi level Hierarchy Level 3 project To remove that level 3 project from the Multi level hierarchy folder the level 3 project needs to be converted back to a standard project a Open the Project b Click Options Click Edit Project Attributes E Click the Remove Project from this link L Project LJ Save and Close o Close CH X Del 2 Project EK amp SYSTEM 77 Environmental Knowledge Organizer 7 4 View Project Information Once all information has been entered on the project attributes page click Save and Close EKO System defaults to the Project View Screen with a project security level of Region Guest From this screen users can view all attributes of the Proj
77. ports Tab c Click the appropriate report Change Report Settings a Click the Options drop down menu Options e Print Cal Send P Change Report Settings YW Change Report Filter Save as a Custom Report b Select Change Report Settings Close ej Save fe Save as Default General Settings Name Stillaguamish Metrics for 10 yr Restoration Targets Report type Project By Reporting Code Originator System Report Title Stillaguamish Metrics for 10 yr Restoration Targets Sub title Print orientation Landscape Share this report v Summary Report Settings Chart type Horizontal Bar Chart Height 300 Width 600 Auto expand Expand Vertically Show legend d Auto expand legend Do not auto expand Legend position Right Show legend border v Show legend values d e Modify the applicable settings c Press Apply EK amp SYSTEM gw Environmental Knowledge Organizer Change Report Filter Save as Custom Report EK amp SYSTEM Environmental Knowledge Organizer Click the Options drop down menu Select Change Report Filter ted Apply CG ClearFilter gj Save as Report Default Sy Project Dates s7 Primary Status s7 Secondary Status T Project Category Sy People and Organizations Sy Reporting Code Category Y Reporting Code Remove Remove All 2010 SRFB Proposal 2011 SRFB Proposal Add applicable filter s Click Apply Click the Options drop down menu Select Save as Custom Report
78. re displayed as folders in the right navigation bar in the Files Module What to do How to do it Create File Category a From the Configuration main page click the Folders Categories link under the Files header b Click the Add Category button c Enter a Category name d Click Save and Close button to finish P File Category fe Save and Close Close EK amp SYSTEM Environmental Knowledge Organizer 3 5 People and Organizations In EKO System a person or organization may serve more than one purpose For example a certain organization may be the funder property owner and partner Setting up the roles will allow the user to assign as many roles as necessary The People and Organizations menu contains the Contacts module Contacts are created edited and deleted in this module Once the contact is created one or more roles can be associated with the contact all from this module What to do How to do it Create People and a From the Configuration main page click Roles Organization Role b Click the Add Role button c Enter the Role Name d Mark checkboxes accordingly e Check the Summarize the contacts box if the contact is to be incorporated across the multi level hierarchy projects e Check the Prompt users to select box to display a link on the Project Face page prompting the user to update the field e Click the Save and Close button to finish E People and Organization Role kg Save and Close amp Clos
79. references 0 b Click the red X next to the contact LI Project Contacts o Ka 4 Add Contact 3 Close GG Frintto POF Download Standard Level 3 Project CONTACT Sponsor 2 EKO System Contact NOTE After the contact is added it displays on the People and Organizations page To delete click the X in front of the contact EK amp SYSTEM Environmental Knowledge Organizer Reporting Codes and Measurements Reporting codes are assigned to projects and project tasks basic and subtask only to describe project activities and information These codes are used to generate project reports and quantify results for project Goals and Objectives Reporting codes are also search able when looking for project information and can be summarized throughout the Multi level Hierarchy NOTE This attribute is only available on Level 3 and Standard Projects What to do How to do it Add a Reporting a From the project attributes screen click the Reporting Code Measurement Codes Measurements hyperlink b Click the Add Code measurements link Ca Description None CA Notes None Ca People and organizations 1 FA Goals and objectives 0 Ca Budget funds and expenses 0 C4 Photos and Documents 0 Ca Task schedule 0 Ca Property references 0 Je C4 Reporting codes measurements 0 3 External data references 0 c Click the Add Code button D Project Reporting Codes Add Code Close Printto PDF SS Down
80. res Load Shapefiles Create Annotation Attached Control Area to Project Once projects have been created the location can be mapped Creating a project map helps to communicate the project s spatial context and is critical to generating reports using the GeoRegion feature The EKO System GIS Browser allows users to create maps save them in their project or download them as images Maps can be created using points lines and polygons to display to position of project features Map Settings can be adjusted to meet the needs of the user This section consists of the following exercises e Creating a project map e Creating geographic features points lines and polygons e Creating features from existing shapefiles e Creating map annotation e Attaching Control Area to a Project e Saving your map EK amp SYSTEM 64 Environmental Knowledge Organizer 6 1 Project Map Feature s E Project Options e E gt Test Project Category hl Edit Project Attributes 5 Printview 4 Task Schedule 0 o ES Da EA Who can see this project w See i oject 11 2011 CreatwEdit Project Map r Save as Copy Save Copy as a Template Delete Project Description Och thre edit tink to eier a desototor Edit description What to do Create a Project Location Photos Edit photos Co Pe edn O Ire Documents Edit files Gch fre egit tink bo ad documents cb Edit map Gick tie act ine fo create a project man
81. riority 1 Documents Description c Make appropriate changes d Click Save and Close e Click Close to exit without saving changes EK amp SYSTEM Environmental Knowledge Organizer Project Description Enter pertinent information about the project The screen allows up to 4000 characters This attribute is available on all three levels What to do Enter Project Description EK amp SYSTEM Environmental Knowledge Organizer How to do it a Click the Description hyperlink or the Edit Description link from the Project face page CA Description None df TA Notes None Ca People and organizations 0 Ca Goals and objectives 0 Ca Budget funds and expenses 0 Ca Documents attachments and photos 0 CA Task schedule 0 Ca Property references 0 Ca Reporting codes measurements 0 Ca External data references 0 Enter the Description Click Save and Close 46 Goals and Objectives Use the description field of goals and objectives to relay information about the intent of the project progress and outcome can be entered in text form in the results field The user may also use charts and graphs to track goals and objective if the goal is quantifiable This attribute is available on all three levels What to do Create Goals and Objectives Edit Goal Objective EK amp SYSTEM Environmental Knowledge Organizer How to do it a Click the Create Goal Objective hyperlink
82. ription detailed description of your Contract than the Contract Summary The field contains a 4000 character maximum a From the Contracts Attributes screen click Detailed Description b Enter a description c Click Save and Close from the toolbar ki Contract Detailed Description fq Save and Close amp Close Contract Example 11 1758 B I d Words 0 Characters 0 EK amp SYSTEM Environmental Knowledge Organizer What to do How to do it Add Contract Funding When creating a contract a funding source is identified by the user To add funding to the Contract from the funding source follow the steps below a From the Contracts Attributes screen click Contract Funding b Click Add Funding c Enter an Entry Date d Select the Fiscal Year Enter the Funding Amount En Enter a Funding Entry Description g Click Save and Close from the toolbar Contract Funding D la Save and Close Close Contract Example 11 1758 Funding Source SRFB Salmon Recovery Funding Board EK amp SYSTEM Di Environmental Knowledge Organizer What to do How to do it Enter Contract Contract Attributes are determined by the Contract template configuration Attributes These attributes can be configured to track a wide variety of data types Contracts using the PRISM 2011 Submit template will have four required attributes Project Type Primary Sponsor Lead Entity and Grant Amount To enter Contract attributes follow the
83. s fs fs Ef I EJ Private project attributes Group e The lowest level of the security hierarchy that only has access to the data set at the Public and Group levels Partner e User has access to the data set at the Public Group and Partner levels Internal e User has access to the data set at the Public Group Partner and Internal levels Internal Restricted e The highest level of the security hierarchy and has access to all data EK amp SYSTEM gw Environmental Knowledge Organizer 2 5 Other Settings Other site settings are configured from this page These settings include the following Site Profile Home Page Map Settings Other Settings Riis a pm oe Se EN Miscellaneous site settings E Show project names to read only users show funding summary on project view page LJ Email site contact when projects are created Property link URL Projects and Places Show project names to read only users e Check to display the names of projects to read only users Show funding summary on project view page e Check to display funding information on the project view page Email site contact when projects are created e Check to email the person listed as the site contract on the Site Profile tab when projects are created EK amp SYSTEM g Environmental Knowledge Organizer SECTION 3 DATA CONFIGURATION Contract Configuration Control Areas Configuration File Configuration People and Organization
84. s and Documents e Task Schedule e Property References e Reporting Codes Measurements e External Data References EK amp SYSTEM Environmental Knowledge Organizer Project kg Save and Close Close CH No project folder selected Click here fo select a folder in the project hierarchy Standard Level 3 Project 11 2011 Conceptual alo o 1 Hig e Enter Date Enter Date Enter Date C4 Description None Ca Notes None 4 People and organizations 0 4 Goals and objectives 0 CA Budget funds and expenses 0 Ca Documents attachments and photos C4 Task schedule 0 Ca Property references 0 Ca Reporting codes measurements 0 4 External data references 0 44 What to do How to do it Project Attributes Page a Click Options on the Project View Screen e Click Edit Project Attributes NOTE The Project Wizard will Project display this page by default Options e amp Edit Project Attributes Create Edit Project Map Save as Copy Save Copy as a Template Delete Project e Edit any of the fields or click a hyperlink Project Face Page a From the Project Attributes Pages click Save and Close b Click Edit under the applicable section on the Project View Screen _ Project Options e E Test Project Category y PrintView A Task Schedule 0 Who can see this project e Standard Level 3 Project 11 2011 Status and Schedule Photos Conceptual P
85. s g Can upload files 2 Can edit contol areas g Can edit points of interest di cs a Can edit maps Jim Smith DFW Internal zs ee d Data Ad ministrator ih Project Ma nager Remove User Can edit projects amp Can upload files g Can edit control areas gA Ca ty 5 Can edit contecis Can edit maps a i a Kien Dang Paladin pnterngl scoess Cats Administirate i Internal Data A MNO Remove Liser g Can edit projects Can upload files Jo Can edit control areas g Can edit points of interest g5 Can edit contacts dan edit maps Lynn Secrest Paladin Data Systems Internal access Data Administrator amp Project Manager Remove User e Can edit projects a Can upload files 4 Can edit control areas Can edit points of interest e Can edit contacs dan edit maps EK amp SYSTEM Environmental Knowledge Organizer User Profile Roles Assigning roles to specific users allows a greater degree of control over who has access to what data stored in the datasite To control a user s roles click on their name from the user list and click the checkbox next to that role from the user s security profile page Each of the four Security Roles is listed below User Profile kal Save and Close User profile for lsecrest Last logon Name ynn Secrest License EKO Testers Phone Number 360 779 2400 Organization Paladin Data Systems Email Address crest paladindata com Security Level Grou p Partner Files I
86. s to current date d Previous p Next Stat gt Contract Name 3 30 2011 3 30 2012 e Click Next c Step 3 Summary e Enter Summary d Previous p Next Stat gt Contract Name gt Contract summary Summarize this contract in 1000 characters or less Summary e Click Next EK amp SYSTEM Environmental Knowledge Organizer 104 d Step 4 Contract Funding e Enter Funding Source or click in the field to search e Update Entry date Defaults to current date e Update Fiscal Year Defaults to current year e Enter Amount e Enter Description Optional d Previous gt Next Start gt Contract Name gt Contract Summary gt Contract Funding Click in textbox to select a funding source 3 30 2011 2011 Enter an Amount e Click Next e Step 5 Contract Final Review e Click Change next to the applicable field to edit data d Previous gt Next Start gt Contract Name gt Contract Summary gt Contract Funding gt Contract Final Review Your Selections and click Next to continue ae Standard contract or from template Change Standard Contract 2 Contract name Change Contract Name 3 Contract summary Change Summary Contract funding Change Source Poulsbo City of Am e Click Next to Save and Create Contract Options e Movetofolder e x Publish Contract Name 11 001 Status Start Date End Date Category Prime Contract Application 3 30 2011 3 30 2012 Not entered N
87. stem There are two types of projects e Standard project a standalone project not associated with another project e Multi level project a project that is associated with another project by selecting the appropriate folder EKO System provides a Project Wizard to help the user create both types of projects To reach the Project Wizard enter the Projects module and click the Add Project button Projects Add Project Reload 3 PrinttoPDF 3 Download There are two options for creating the project e Empty projects are projects created from scratch All information will need to be added e Project templates once created can be used to create projects that have similar information e g objectives tasks and reporting codes NOTE To create a project template an empty project needs to be created then the Save Copy as Template option needs to be selected See Create a Template EK amp SYSTEM Environmental Knowledge Organizer 38 What to do Create a Multi level Project Project Wizard EK amp SYSTEM Environmental Knowledge Organizer How to do it Step 1 Select Project Type a Click the Add Project button b Toggle to the Create a project in the multi level hierarchy radio button gt Next start select one of the following options and click Next Create a standard project Create a project in the multi level hierarchy Click in textbox to select project hierarchy e Click the Proje
88. t points of interest go gt Can edit A Test Site For V5 are eee _ ss default S Can edit point o areas Chelan County LE nterns access Security Administrator jata Administrator Project Manager mm internal scoess gh Security Admini j 3 Set as default P an edit projects iianuploaoiles Can edit control areas g Can edit points of n edit maps Hood Canal Coordinating Council LE Internal access Security Administrator 4 Data Administrator roject Manager Set as default Cc it projects g Can u s Can edit control areas Can edit points of ects Cs plosd files edit control areas Cs ecit ator gh Project Manager i Set as default ss Can edit points o 1 4 EKO System Navigation Hyperlinks and buttons have been setup throughout EKO System to ease transition from one module to the next Click the hyperlink to quickly navigate to the main functions of the system e g Map Files Projects or Contracts EKOSYSTEM Current Site 2011 Testing Site Hi olin Sign Out Change Password Edit Profile Click here to select another datasite Click here to search for Contracts Files Advanced Search Projects Files and Ga a a gh Projects E Contracts BB Fies e Control Areas 3 Map P Settings 11 Configuration 19362 Powder Hill PI Poulsbo WA S370 Contact mail Visit Website Ge Administration Click on the module name to enter it Documents Files Get Help Report a Problem EK
89. tasite level and should be used in addition to the nation wide configuration Projects Codes Measurements Files Secondary Status Codes Code Measurement Categories Folders Cateqgories FoldersiCategories Codes Measurements Control Areas Contracts People and Organizations Folders Categories Folders Cateqores Roles People and Organizations EK amp SYSTEM Environmental Knowledge Organizer ah Projects B i Contracts 2 Files E Control 4reas a Map P ennas ae S Configuration E Administration 21 3 1 Projects Project Categories organize the various types of projects into groups Project Categories can be configured at either the Level 3 or Level 1 Project levels What to do How to do it Project Categories a From the Configuration main page click the Folders Categories link under the Projects heading b Click the Add Category button c Enter the Project Category name d Provide a Description optional Select applicable project level s The system defaults to Level 3 f Click the Save and Close button le Save and Close Close Cl Level 1 project category M Level 3 and standard project category Secondary Project Status a From the Configuration main page click Secondary Status Codes b Click the Add Secondary Status Code button Enter the name of the Status Code a 9 Click the Save and Close button ej Secondary Status Code lal Save and Close Close EK amp SYSTEM e
90. tation Intertidal Subtidal Area Created Restored x 100 00 oq Ft 49 Notes Use the Notes field to enter additional data about the project This information can be shown to read only users via the project face page by selecting the checkbox What to do How to do it Create Notes a Click the Notes hyperlink Ta Description None Ca Motes None wb Ca People and organizations 0 Ca Goals and objectives i0 Ca Budget funds and expenses 0 Ca Documents attachments and photos 0 Ca Task schedule 0 Ca Property references 0 Ca Reporting codes measurerments 0 Ca External data references 0 b Enter information in the Notes field c Check the Publish Notes button if desired Li Project Notes kg Save and Close amp Close Powder Hill Enter project notes up to 4000 characters d Click Save and Close NOTE This attribute is available on all three levels EK amp SYSTEM Environmental Knowledge Organizer Photos Documents and Links Click the Files hyperlink on the project edit screen to attach documents photos reference materials and any other information useful in managing the project There is an option to save a copy of the file in the File Manager by checking Add to File Repository What to do How to do it Add a Project File or Photo a From the Project Attributes Screen click the Photos and Documents link Ca Description None Ca Notes None Ta People and organizat
91. te Ee gl te 107 12 4 View Contract Information E 117 dn EIER EECHER eebe 118 12 6 Associate Contract With Project scicciecssescancsciestvccesstvevesizaiecverse wetchaes scnasthayessouadeansechaestelenieieae oradanda 120 12 7 Display Project Attributes on Contract Face Page EENEG 122 12 8 Submit Contract to PRISM or Other External Database eu 124 i AT el Re E 126 12 10 COU aC Pe Eeer 127 AVS COME ACE AS EE 128 E DY eg E ermerere rene mene ne rere recent trent ee ere tartrate ere eee ee ee ere 129 EK amp SYSTEM Environmental Knowledge Organizer IW EK amp SYSTEM Environmental Knowledge Organizer INTRODUCTION Paladin Data Systems is pleased to present EKO System EKO System is a robust data and project management system designed specifically and customized accordingly for use by natural resource professionals In addition to this user training manual Paladin Data Systems offers support via the Service Desk Monday Friday 9am 5pm PST PDT Email support ekosystem us Phone 360 394 5995 The goal of this user manual is to familiarize the user with the various capabilities that EKO System has to offer It will provide the necessary information to navigate around and manage the different modules Each chapter will include instruction and several screenshots of administrator level pages to yield a more comprehensive view and understanding of EKO System NOTE Your organization will determine what functions are most applicabl
92. ter Unit of measure e g trees e Format Numeric Type count money decimal e Enter Decimal Digits e Enter Goal e Enter Actual value d Check the applicable box es to Show in Project View e Click Save and Close f Click Close to exit without saving changes te Save and Close Close Delete Acquire and Restore Restore 100 square feet of intertidal habitat iow description on project Show result description on project GR LO N LO show results pie chart on project Quantify result O Automatic Manual Percentage completed Go Percent increase So Percent decrease KO Cont sell ooo ooo o EK amp SYSTEM H Environmental Knowledge Organizer Quantify Results Reporting Codes EK amp SYSTEM Environmental Knowledge Organizer Ge Check the Quantify Result box Select a Quantify Mode Click Automatic to quantify the Goal using a Reporting Code does not roll up in multi level hierarchy Select a Reporting code from the drop down list Enter Goal Actual Value computed automatically from reporting code s updates within project s Click Save and Close Click Close to exit without saving changes bel Save and Close Close Delete Acquire and Restore Restore 100 square feet of intertidal habitat Show description on project show result description on project show results pie chart on project Quantify result Automatic O Manual Revege
93. the report information 87 SECTION 10 MAP MODULE Browser Setting Points of Interest Layers Project Layers Control Area Layers Shape Files This section will discuss the following e Adjusting the settings of the map on the user s computer e Manipulating layers and various options for viewing data on the map e Uploading Shapefiles e Saving Personal Maps EK amp SYSTEM e Environmental Knowledge Organizer 10 1 Change Map Settings The Map is a dynamic tool Projects Control Areas and custom GIS Layers can be displayed in here to view information in its spatial context Layers can be turned on and off and manipulated to suit communication and decision making The Map settings can be adjusted to provide a map that is most conducive to viewing the data displayed Hi Colin Sign Out Change Password Edit Profile Options e 2000 fE Mercator 122 53 22 92 W 47 38 12 03 N Details gt Attributes EKSSYSTEM g Environmental Knowledge Organizer What to do Adjust Map Settings EK amp SYSTEM Environmental Knowledge Organizer How to do it a Click the Options menu in the upper Options right hand corner of the map Print or download map b Select Change Map Settings from the drop down menu ge Hide the toolbar c Adjust Map Settings listed below as Change map settings fi needed d Press the OK button to save Map Projection e Projections system used Rebeet EE by
94. ting 13 2 3 Map Settings The Map Settings menu allows the Security Administrator to control the Map Module defaults including latitude longitude basemap and scale To edit each of these settings follow the instructions below What to do Default Basemap Default Map Scale Site Profile Home Page Were gre the man cet o far wmr ore nere Are Tne Map SEMINGS Tor Your Sle Latitude Longitude Scale zoom level Geographic region types Map Settings Users Other Settings The system will be automatically link your project locations to geographic regions in these categories Contact your support represeniaiwe 10 a00 OI remowe regione US WA Cities US WA Counties US WA PGST Watersheds US WA WRIA USFWS Ecoregions USFWS Regions from this list How to do it Default Map Location a b C Enter the default latitude Enter the default longitude Click the Save Changes button The default basemap is the layer that project locations control areas and other Map layers will be drawn on top of Basemap layers examples include aerial photography topography or a street map and will vary depending upon your configuration d From the Map Settings page click the Default map drop down menu Select the desired default from the menu Press the Save Changes button The default scale will determine what scale or zoom level the Map Module will open in d b EK amp SYSTEM Environmental Knowl
95. ur New Password again to verify e Click Change Password g Change Password Change Password Old Password Mew Password Change Password Enter wour old password then the pasaword you want to change it ta Your new password must be at least G characters and can not contain any portion of your name 1 3 Edit Profile Users have the ability to maintain personal information and set the default datasite The email address stored here is the email address that is used for the forgotten password forgotten username tool What to do Basic Information Your Sites EK amp SYSTEM Environmental Knowledge Organizer How to do it a Click Edit Profile in the upper right hand corner Sign Out Change Password git Profile advanced Search j ity b Update Basic Information e Organization e Email address e Phone Number Basic Information Your sites This information will help us identify you on the system and allow us to provide you with quality support when n ad Organization Paladin Data Systems Email Address lsecrest paladindata com Phone Number 360 7 79 2400 c Click Save Changes a Click Set as Default next to the appropriate site Basic Information Your Sites Here is a list of sites t 2011 Testing Site Default Interns access amp Security Administrator amp Data Administrator amp Project Manager amp Can edit projects Can upload files go gt Can edit control sress g Can edi
96. w to do it Publish a file link a Select the Publish checkbox e The security level changes to public e The file is now available on the Public Portal e A link also displays on the database homepage files display in descending date order Un Publish a file link a Deselect the Publish checkbox b Click the File name c Click the Edit button d Click Security e Select the appropriate Security Level EK amp SYSTEM 34 Environmental Knowledge Organizer 4 4 Search for File What to do How to do it Search for a file a Click the Files tab on the search box located in the upper right hand corner Advanced Search b Enter search text press Enter or click magnifying glass to search EK amp SYSTEM Environmental Knowledge Organizer 35 SECTION 5 PROJECT MANAGER MODULE Create a New Project Edit Projects Create a Project Template Publish Projects Project Reports In this section we learn about a core function of EKO System storing and reporting on project information Information entered at the project level is used for tracking management reporting and display in every section of the system Using Reporting Codes and quantifying Goals and Objectives assists with all of the functions listed above Understand how to create a project and what role project information plays in your datasite will help you understand other core functions of EKO System This section consists of the following e Creating a
97. will replace the old one To remove the map image click the Remove hyperlink above the map image on the project view page Project Map Remove map image Edit map EK amp SYSTEM 73 Environmental Knowledge Organizer 6 8 Attach Detach Control Area to Project Control Areas allow users to associate project with geographic features to aid with reporting Control Areas are flexible features created by users What to do How to do it Attach Project to Control Area Detach Project from Control a Area b EK amp SYSTEM Environmental Knowledge Organizer a b Open the Project Map Click the to expand the Control Areas section Select the appropriate Control Area Layer Select the Control Area Name in the Details window or select the Control Area Location on the map Right click to reach the short cut menu Click Attach to Project Open the Project Map Click on the Associated Control Areas checkbox Select the Control Area Name in the Details window or select the Control Area Location on the map Right click to reach the short cut menu Click Remove from Project 74 SECTION 7 MULTI LEVEL HIERARCHY Create Multi Level Project Reassign Project in Hierarchy The Multi level hierarchy feature helps organizations communicate how on the ground actions relate and roll up to larger initiatives By using Goals and Objectives that are automatically quantified using Reporting Codes implementation
98. wing Editor e Remove Vertex Select a vertex and click Remove on the Drawing Editor Click OK when finished editing Edit Location From the Map Details box right click the Location Center Object Name to access the Feature Menu v Show Label S Display Order gt Click Remove Object Remove Object Properties From the Map Details box right click the Location Name to access the Feature Menu Edit Location nter Object i S i Show Label Click Edit Location See Display Order From the Feature Information window click the Remove Object Delete button Properties lel Save and Close Close 8 Delete be 67 6 3 Feature Display Properties Feature settings can be configured to display locations in different ways and create thematic maps What to do Edit Feature Menu Edit Point Feature Properties EK amp SYSTEM Environmental Knowledge Organizer How to do it a Right click the Location in the Details box to reach the shortcut window b Click Properties Details oO West Sound Watershe i Edit Location New project location New project location Center Object Show Label Display Order P Remove Object Point features can be edited to display different point color transparency size and style a From the Object Properties window Point tab click on any of the drop down menus to set the Object properties b Click OK to apply settings Object Properties x Point Text Labe

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