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MyCLSS User's Guide

1. Figure 34 Mouse over on checklist items The progress of checklist answers is indicated by the number of items completed for each category Figure 35 These counters are refreshed each time the Update button is selected CHECKLIST NAME Checklist for Help Document INCLUDES NATURAL BOUNDARY INCLUDES GEOREFERENCING DATA _ SAVE CHECKLIST _ RESET CHECKLIST _ DELETE CHECKLIST Your checklist is comprised of the following categories Please access each category sub list and address each line item Once all category sub lists are complete you will be given the opportunity to submit the completed checklist to the ACLS Plan Title 11 of 11 complete Legend 0 of 9 complete beoreferencing 0 of 9 complete Natural Boundary 0 of 7 complete Signatures 0 of 5 complete Plan Diagram 0 of 28 complete Background Information 0 of 5 complete Plan legibility format 0 of 7 complete Survey Report 0 of 1 complete Digital Spatial File 0 of 7 complete READY TO SUBMIT CHECKLIST TO ACLS FINAL PLAN SUBMISSION Figure 35 Progress of checklist answers 7 2 View Print Checklist This allows the user to view or print completed and uncompleted checklists Both the CLS and the company representative can view and print checklists You can always use the hyperlinked checklist number in the project pane to go to the View Update Checklist page at any time during the process Note that if your project has been closed you will need to v
2. Joint Initiative Between The Association of Canada Lands Surveyors and the Surveyor General Branch fia ACLS AATC MyCLSS Web Application User Guide acls aatc ca sgb nrcan gc ca Version 1 0 March 2011 This HELP Document is for MyCLSS Version 1 0 TABLE OF CONTENTS L VV sacctre sete csee see sues vote nade E ee susueuetonsdsoseocategetecstasss eeemaetonsie ne EE 4 1 1 E E E E E E E N E 4 1 1 1 SUD OMG OW SOUS eceran E E A 2 1 2 Overview of the Plan Review Process ccccssssssssecccccceeeeeeseesccceeeesaaesseeeeeees 5 1 2 1 Log In Validation and User Profile sisscssssassscecsnsteraaveaie cedars tedartevaaces 5 122 TIS UC ONS rapes ces ct E E EEE EE 6 1 23 SUPVEY DOCUIMCM ocncoserasaccesserecnsesaseaasanernsnenagassarancannedobadenannvoasesaudubeadeneeetanys 6 1 2 4 Professional Review portion of Checklist cccccccccccccnssseeseeeeeeeeeeaeeeeees 6 1 2 5 Approval Portion of Checklist 2 0 ccccccccccccssssseseeeceeeceeseeeseeeeeeseeseaeeeenees 7 1 2 6 ACLS Plan and Monument Levy Report Form ee eccecccceceeeesseeeseeees 7 1 2 7 Pinal E A S erre E E E E eae ee wavacesdeceataedeccca dese 7 1 2 8 PA IVI Vet TAI ee E E E E ES 7 1 2 9 SGD PA R Wy eE E E E 7 A EO a E E A E E creeeteesvesaeds 8 2 1 My PROTA seteecd acuta ssansececepaastaesecinced acutassaasecesepaauiaesecinced aauiasseaseces paasteesecleeses 9 PA NCU E E po eee T so eee nics ane E A oer E 10 22 Company Repres ntati Ves ic
3. My Projects CREATE ANEW PROJECT 111 PROJECT NUMBER SURVEY PROJECT DESCRIPTION 201014102 Test Project 3 STATUS Instructions Issued 2011 02 26 ARCHIVED PROJECTS O s a Create a New Survey Document CLS Act Sec 31 Registration Plan H Survey Document Name Project 011Feb 6 Survey Document Type Full Survey Checklist Name Feb26 2 Checklist Number TA CLSR Plan Number Not yet assigned oF CLS Professional Review COMPLETE CLS Finalization and Submission COMPLETE COMPLETE a 3GB Final Submission Review Figure 63 Completed Review after amending a checklist 9 View Checklist Report Click on the checklist number in the My Projects pane to bring up the View Update Checklist page Figure 64 View Update Checklist VIEW PRINT CHECKLIST _view PLAN _ Mew invoice PROJECT TYPE OF SURVEY SURVEY DOCUMENT SURVEYOR PERMIT HOLDER CHECKLIST NUMBER CHECKLIST NAME INCLUDES NATURAL BOUNDARY INCLUDES GEOREFERENCING DATA Figure 64 View Checklist Report Click on the View Print Checklist button to display the checklist report in PDF format part of which is seen below Figure 65 This figure shows a report for Checklist 6 which has four pages Note that the time stamp is based on Pacific Time MyCLSS User s Guide Version 1 0 44 mrt mock JUL LT EH i4 Ih ey G 100 j amp Collaborate A Sign 7 lea Fir j https t
4. TYPE OF SURVEY SURVEY DOCUMENT SURVEYOR i PERMIT HOLDER CHECKLIST NAME Feb26 2 COPY PREVIOUSLY COMPLETED CHECKLIST Feb26 1 INCLUDES NATURAL BOUNDARY INCLUDES GEOREFERENCING DATA CANCEL CREATE CHECKLIST Figure 59 Create Amendment Checklist After creating the Amendment checklist and before submitting it the My Projects status is as shown The new Checklist Name is given and the CLS Professional Review is set to IN PROGRESS Figure 60 My Projects CREATE A NEW PROJECT O ARCHIVED PROJECTS O 111 PROJECT NUMBER SURVEY PROJECT DESCRIPTION STATUS CLS Act Sec 31 Registration Plan 2011 02 26 Survey Document Name Project2011Feb26 Survey Document Type Full Survey Checklist Name Feb26 2 Checklist Number Not yet assigned CLSR Plan Number Not yet assigned gt CLS Professional Review IN PROGRESS CLS Finalization and Submission SGB Final Submission Review Figure 60 Amended Checklist Name in My Projects pane After submitting the Amendment Checklist the new checklist number is displayed with a new checklist number The number consists of the number of the previous checklist being amended with the letter A or the next available MYyCLSS User s Guide Version 1 0 42 letter added to it Figure 61 My Projects CREATE ANEW PROJECT 111 PROJECT NUMBER SURVEY PROJECT DESCRIPTION 201014102 Test Project 3 C
5. of New Monuments Placed BbB o CALCULATE FEES PLAN FEE MONUMENT FEE L GSTIHST Total NOTE You are atthe final stage of the plan submission process After clicking on Submit please send your final hard copy package as required by your specific survey instructions CANCEL suBmit Figure 46 ACLS Invoice information Calculate Fees Click on the Submit button or cancel your submission After afew seconds processing the system gives a message as in Figure 47 this is for a different Checklist name than the one in the previous figure but the concept is illustrated MyCLSS User s Guide Version 1 0 35 Click OK to proceed Final Plan Submission Checklist Name Project 1 Checklist x M Plot to Mylar and Sign information Message Obtain Required Approvals 113 Plan submission for checklist Project 1 Checklist was of New Monuments Placed 8 successfully completed PLAN FEE MONUMENT FEE m Figure 47 Successful plan submission The project status after the above step will show CLS Finalization and Submission as Complete The progress arrow moves to SGB Final Submission Review with status Waiting Returns Figure 48 The Surveyor General Branch s action on plan review will change the status here My Projects CREATE A NEW PROJECT ARCHIVED PROJECTS 111 PROJECT NUMBER SURVEY PROJECT DESCRIPTION STATUS
6. O Yes ONIA Figure 32 Unanswered checklist items All checklist items must be answered You can click on Yes or N A and supply comments using the Comments input field Comments are voluntary MyCLSS User s Guide Version 1 0 26 Adding a comment particularly if N A is chosen Figure 33 is meant to be used as a tool for the CLS to document their rationale You can save your responses in a category at any point by clicking Update You can then come back to the same category at a later date or time to complete the responses Checklists continue to be editable until they are submitted Allow time for the View Update page to automatically refresh View Update Checklist Items Checklist Name Checklist for Help Document CANCEL _ UPDATE Plan Title 0 of 11 complete CLSR plan number block Unanswered ves ONIA O Type of survey in upper right comer of the plan No Survey Partial Survey Full Survey Unanswered yes O NIA L Specify o Sheet x of no for multi sheet plans Unanswered O ves Plan and Field Notes of Survey of 0 O Unanswered Yes D MJA New parcel designators shown e g lot numbers block numbers Quad Road subdivision name Parcel designators match those shown on the plan diagram and Survey Instructions Unanswered Yes O NIA E System of Survey Designation O e g Tp River Lot etc O Unanswered Yes O NA Figure 33 Responding to checkli
7. Reguest Amendment sssr sctutenwsseuacocedludectectesetedsuiee 38 WCW CCK ISR PO eE r ESE 44 MyCLSS User s Guide Version 1 0 2 10 NV WN VOC neran a tres btw cee ssl ee tan ata eae nee ota 11 Unsuccessful Plan Revie Wireman eee eee ea T VT 12 Project CIosednaiisorire na ane awa eanieees 13 MYCESS Men Bar resnun a A E O DURE DA Research Me Mien A atee aeeteesuiae ate eaceoee I ARUEOFIZAM ONS MoM eien duaed tees ieenddasadasteasnsecniaet Go Dataand Loole UC a cdo ter sates takers ind a WS Pa CHSC Me Minis aaa natok teen ae dees RCC ORCI IVIC e E E A EN List of Acronyms ACLS Association of Canada Lands Surveyors CLS Canada Lands Surveyor s CLU Client Liaison Unit of the Surveyor General Branch MyCLSS My Canada Lands Survey System SGB Surveyor General Branch SI Survey Instructions MyCLSS User s Guide Version 1 0 1 OVERVIEW 1 1 General This User Guide is to serve as an on line HELP tool that facilitates the use of the MyCLSS web system for the processing of survey plans by members of the Association of Canada Lands Surveyors ACLS MyCLSS is an acronym for My Canada Lands Survey System and is a collaborative web resource developed between the Association of Canada Lands Surveyors and the Government of Canada represented by the Surveyor General Branch SGB Natural Resources Canada NRCan The web site allows surveyors to access relevant on line information search existing survey plan and project databases req
8. Review Wait for the page to refresh The system assigns a Checklist Number with a Date Issued MYyCLSS User s Guide Version 1 0 3 Professional Review Completed Project 201014100 A Project example for User s Guide PROJECT TYPE OF SURVEY SURVEY DOCUMENT SURVEYOR PERMIT HOLDER Checklist Name Checklist for Help Document CHECKLIST NUMBER DATE ISSUED Figure 40 Professional Review Completed Click the OK Figure 40 button to continue The View Update Checklist page is displayed with the checklist number and date of issue showing Figure 41 The Final Plan Submission button is now enabled The surveyor will use this button after the checklist number has been included on the plan and the Mylar has been plotted and signed For some projects the CLS will be responsible for obtaining approval of the Survey Document from certain parties As an example a Band Council Resolution accepting a Registration Plan may be required prior to submitting a final package to the SGB Any such approvals should be gathered prior to entering the Final Plan Submission stage CHECKLIST NUMBER DATE ISSUED CHECKLIST NAME gt INCLUDES NATURAL BOUNDARY INCLUDES GEOREFERENCING DATA Your checklist is comprised of the following categories Please access each category sub list and address each line item Once all category sub lists are complete y
9. by clicking on the checkbox Upload PDF version of your plan This is an unsigned plan in PDF that is complete in the eyes of the CLS except for adding the Checklist number and the CLS signature The PDF may be used as part of a Practice Review by the ACLS and will not be available to the SGB Once submitted there is no provision on the Web for replacing the PDF If you have inadvertently uploaded the wrong file and wish to have the version on record replaced please send the correct version to the ACLS office via email along with the following information o Project number o Survey Document name and o Checklist number Click on the Submit and Complete Professional Review button You can still go back at this point and make changes to the checklist before this step Complete Professional Review Checklist Name Checklist for Help Document The checklistis a tool to help complete the plan By clicking on the Submit and Complete Professional Review button you confirm that you have finished the professional review of your plan Please upload the unsigned PDF copy of your plan that may be used in the ACLS Practice Review process have read and understand the above statement UPLOAD PDF C Documents and Settings bagi Desktop PDF Plan dummy padf j SUBMIT AND COMPLETE PROFESSIONAL REVIEW Q This request may take some time Please wait until a confirmation screen appears _ lt BACK 0 Figure 39 Complete Professional
10. drop down menu if you have one or many permit holders registered with the ACLS Though not seen as mandatory here if the project is being set up and the work is to be done through an organization holding a permit then the permit holder needs to be defined Region of Survey Select a region of survey from the drop down list Figure 11 REGION OF SURVEY ONTARIO PROJECT CONTACT INFORMATION 4 BERTA BRITISH COLUMBIA MANITOBA NEW BRUNSWICK NEWFOUNDLAND amp LABRADOR NOVA SCOTIA NORTHWEST TERRITORIES NUNAVUT ONTARIO PRINCE EDWARD ISLAND QUEBEC SASKATCHEWAN YUKON Figure 11 Selecting Region of Survey LOCATION OF SURVEY When the region of survey has been selected a default list containing some items relevant to the location is displayed under Location of Survey Figure 12 Also the contact information of the relevant SGB s Client Liaison Unit CLU office is displayed against Project Contact Information field ET i fa 1l j L h r E j j REGION OF SURVEY ONTARIO m PROJECT CONTACT INFORMATION TORONTO ONTARIO KLIAMAN CINDY PHONE 416 973 1006 LOCATION OF SURVEY 12 MILE LAKE DAM ABITIBI INDIAN RESERVE NO 70 AGENCY INDIAN RESERVE NO 1 AGENCY INDIAN RESERVE NO 30 Figure 12 Default display with Region of Survey selected Location of Survey User can select from the default display which will show the first 20 locations available if the location is found there To refine the list of locations to be displ
11. links reference the applicable chapters of the plan for this project General Instructions for Surveys eEdition for this project Pat A Legislation Chapter B1 2 INTERDEPARTMENTAL AGREEMENT WITH THE DEPARTMENT OF INDIAN AFFAIRS AND NORTHERN DEVELOPMENT RE LAND TRANSACTIONS ON RESERVE LANDS 2003 Chapter C1 GENERAL REQUIREMENTS AND PROCEDURES FOR SURVEYS Chapter C5 SURVEYS OF INDIAN LANDS Chapter D1 OFFICIAL SURVEYS Chapter D15 SURVEY REPORTS Chapter D3 STRATA SURVEYS Chapter D5 REGISTRATION AND LAND USE AREA PLANS Table of Contents Part E Project Documents FILE NAME PURPOSE DATE UPLOADED Sl Request dummy doc pdf Approval documents received 2011 01 14 Survey sketch Additional comments Land Status Figure 20 System response to submitted request for Survey Instructions 2 A Note about File Upload You can delete uploaded files prior to submission of the request for survey instruction by clicking on the cross Delete icon which is enabled to the left of the file name Figure 20 Once a request for survey instructions has been sent you cannot delete an upload file again the icon ts disabled You will need to contact SGB directly to change such a file You can view an uploaded file at any time by clicking on the second View icon to the left of the file name 4 3 Instructions Requested After the request for instructions has been sent the surveyor can go to their My Projects
12. page is displayed Notice that the project tree is now expandable Figure 25 MyCLSS User s Guide Version 1 0 21 My Projects CREATE A NEW PROJECT ARCHIVED PROJECTS 111 PROJECT NUMBER 201014100 SURVEY PROJECT DESCRIPTION STATUS A Project example for Users Guide Instructions Issued Create a New Survey Document CLS Act Sec 31 Registration Pian 2011 02 25 l Figure 25 Project tree after creating a Survey Document Click the sign to expand the tree and see the milestones for the specific Survey Document My Projects CREATE A NEW PROJECT ARCHIVED PROJECTS 1 1 PROJECT NUMBER SURVEY PROJECT DESCRIPTION STATUS 201014100 A Project example for Users Guide Instructions Issued Create a New Survey Document CLS Act Sec 31 Registration Plan 2011 02 25 Survey Document Name Survey Document for Help Survey Document Type Full Survey Checklist Name Add Checklist Checklist Number Not yet assigned CLSR Plan Number Not yet assigned CLS Professional Review CLS Finalization and Submission 5GB Final Submission Review Figure 26 Survey Document and Milestones More information has been added to the project tree Figure 26 O O O The Survey Document name label and the assigned name The Survey Document type label and Survey Document type you selected Checklist Name and a hyperlink to Add Checklist Every Survey Document that requires a checklist will show t
13. pane to view the status of the new project Sign in Gif you have logged out and click on My Projects to view active projects You will see that the status of your new project reading Instructions Requested Figure 21 The Create a New Survey Document button is disabled at this point My Projects CREATE A NEW PROJECT ARCHIVED PROJECTS 111 PROJECT NUMBER SURVEY PROJECT DESCRIPTION STATUS 201014100 Project example for Users Guide Instructions Requested CLS Act Sec 31 Registration Plan Figure 21 Instructions Requested status in My Projects pane MYyCLSS User s Guide Version 1 0 19 4 4 Instruction Issued After SGB staff has issued survey instructions an email message will be sent to the user at the current address in the user s profile and also the project pane will be updated with the Status column showing Instructions Issued Figure 22 My Projects CREATE A NEW PROJECT ARCHIVED PROJECTS 111 PROJECT NUMBER SURVEY PROJECT DESCRIPTION STATUS 201014100 A Project example for Users Guide Instructions Issued ope eet Create a New Survey Document CLS Act Sec 31 Registration Plan 2011 02 25 Figure 22 Instructions Issued status in My Projects pane A hyperlinked date shows against the status Click on this to view the issued instructions in PDF format You can also view the instructions by clicking on the hyperlinked project number and using the View Survey Inst
14. 0 of 9 complete Signatures 0 of 5 complete Plan Diagram 0 of 28 complete Ef mere beri atin rit Om rbot Figure 36 Reset a Checklist 7 4 Delete Checklist Click this button to delete a checklist that has not been submitted Only the project s CLS can delete a checklist Completed checklists cannot be deleted A confirmation screen will pop up for the CLS to confirm delete Figure 37 MyCLSS User s Guide Version 1 0 29 View Update Checklist VIEW PRINT CHECKLIST VIEW PLAN VIEW INVOICE PROJECT TYPE OF SURVEY ICLS Act Sec Delete Confirmation ee reer This action will permanently delete the checklist This action cannot be undone SURVEYOR Are you sure CHECKLIST NAME INCLUDES NATURAL BOUNDARY E INCLUDES GEOREFERENCING DATA O SAVE CHECKLIST RESET CHECKLIST Your checklist is comprised of the following categories Please access each category sub list and address each line item Once all category sub lists are complete you will be given the opportunity to submit the completed checklist to the ACLS Plan Title 11 of 11 complete Legend 0 of 9 complete Signatures 0 of 5 complete Plan Diagram 0 of 28 complete Figure 37 Delete a Checklist 7 45 Save Checklist Click the Save Checklist button to save the checklist You can save and come back to it later to edit providing the final submission has not been done Checklists that have been submitted cannot
15. 201014100 A Project example for Users Guide Instructions Issued Create a New Survey Document CLS Act Sec 31 Registration Plan 2011 02 25 Survey Document Name Survey Document for Help Survey Document Type Full Survey Checklist Name Checklist for Help Document Checklist Number 6 CLSR Plan Number Not yet assigned a CLS Professional Review COMPLETE ff CLS Finalization and Submission COMPLETE gt SGB Final Submission Review WAITING RETURNS Figure 48 Status after final plan submission In order to obtain a copy of the invoice that has been generated by the ACLS click on the checklist number to open the checklist in the View Update mode You can now click on the View Invoice button which will render the invoice in a PDF that you can review or print See Section 10 below for more details When the SGB acknowledges in their system PMIS that returns have been received SGB Final Submission Review changes to In Progress in MyCLSS project pane Figure 49 MyCLSS User s Guide Version 1 0 36 My Projects CREATE A NEW PROJECT ARCHIVED PROJECTS 111 PROJECT NUMBER SURVEY PROJECT DESCRIPTION STATUS 201014100 A Project example for Users Guide Instructions Issued Create a New Survey Document CLS Act Sec 31 Registration Plan 2011 02 25 Survey Document Name Survey Document for Help Survey Document Type Full Survey Checklist Name Checklist for Help Document Checklist Number 6 CLSR Plan N
16. CLS server that contains membership data The SGB is responsible for maintaining the Log In interface and the ACLS is responsible for the validation of users Surveyors can update their profile information by using the My Profile tool after a login this 1s described later MyCLSS User s Guide Version 1 0 5 1 2 2 elnstructions The eInstructions user interface also resides on MyCLSS ca and it interacts with the eInstructions application at the SGB side The tool enables the surveyor to request survey instructions after the surveyor has selected the region of survey the location and type of survey which are fields provided in MyCLSS ca and uploaded relevant authorization documents Survey instructions are then generated and stored in MyCLSS ca with a relevant notice to the surveyor The SGB is responsible for maintaining the eInstructions interface and application with the relevant web communications Any information supplied by the CLS in the course of requesting Survey Instructions or amendments thereto 1s provided to the SGB 1 2 3 Survey Document Once survey instructions have been generated the surveyor can request the creation of a Survey Document under the project The type of Survey Document determines what checklist if one is applicable the system presents to the surveyor Policies that affect the generation of a checklist have been put in place by the SGB and ACLS The ACLS is responsible for maintaining the Checklist i
17. CT DESCRIPTION STATUS 201014080 OFFICIAL SURVEY Instructions Issued CLS Act Sec 31 Registration Plan 2011 01 13 Create a New Survey Document Survey Document Name full Survey Survey Document Type Full Survey Checklist Name test2 Checklist Number 8A Figure 8 Expandable Project tree 4 Create a New Project and Request Survey Instructions 4 1 Create a New Project The CLS uses the Create a New Project button to create a new project and request survey instructions The procedure is as follows Click on the Create a New Project button in My Projects pane MyCLSS User s Guide Version 1 0 12 The Request Survey Instructions page is displayed The Request Survey Instructions button is disabled and the text to the left of the button is displayed in red until all relevant information has been supplied The page displayed before user input is as shown in Figure 9 and continued in Figure 10 Request Survey Instructions ACTIVE PROJECTS A ARCHIVED PROJECTS Please provide all required information to enable request survey instruction Required information is identified with an asterix Project Information SURVEY PROJECT DESCRIPTION CLIENT REFERENCE NUMBER PERMIT HOLDER REGION OF SURVEY PROJECT CONTACT INFORMATION LOCATION OF SURVEY Search starts after first 2 characters typed Type dash instead of degree degree E g to search GRID AREA 60 20 N please type GRID A
18. Company representatives can only view or print checklist If you click Return to My Projects the system will bring you back to the My Projects page where you can see all your active projects You can also access the project details page from the My Projects page 7 View Update Checklist The CLS user or the company representative can always view their checklists Before the final submission of a checklist CLS can update reset or delete the checklist Checklists cannot be edited or deleted after final submission Below is an example of a successfully created checklist Figure 31 which is ready to be populated and updated Notes The user can print any page of a checklist or any page in the system by using the Browser s Print functionality Users must disable pop up blockers in their browsers as some of the functions of this application use pop ups The Update Checklist button saves the answers to checklist categories and items The Save Checklist button saves all changes to checklist input including the checklist name and the checkboxes MYyCLSS User s Guide Version 1 0 25 View Update Checklist VIEW PRINT CHECKLIST VIEW PLAN VIEW INVOICE PROJECT TYPE OF SURVEY SURVEY DOCUMENT CHECKLIST NAMES Checklist for Help Document INCLUDES NATURAL BOUNDARY INCLUDES GEOREFERENCING DATA SAVE CHECKLIST RESET CHECKLIST DELETE CHECKLIST Your checklistis comprised of the following cate
19. GEOREFERENCING DATA CANCEL CREATE CHECKLIST Figure 29 Create Checklist Fill in the input fields and checkboxes if required Some of the fields have been automatically filled from the existing project information Provide the name of the current checklist and use the optional checkboxes to specify whether the Survey Document includes a natural boundary and or georeferencing data Click Create Checklist to proceed An information message is displayed Click Return to My Projects or View Update Checklist to continue Figure 30 MYyCLSS User s Guide Version 1 0 24 Create Checklist PROJECT TYPE OF SURVEY Information Message SURVEY DOCUMENT 111 The Requested Checklist Checklist for Help Document was successfully created SURVEYOR CHECKLIST NAME Return to My Projects View Update Checklist INCLUDES NATURAL BOUNDARY INCLUDES GEOREFERENCING DATA cance CREATE CHECKLIST Figure 30 Message on creation of a checklist If the CLS clicks View Update Checklist the View Update Checklist page is displayed to enable surveyor to begin to use the checklist to review their Survey Document by changing user input viewing or printing the checklist saving the checklist resetting the checklist or deleting the checklist The page also shows the hyperlinked categories and the status progress of each category with respect to answering checklist items
20. LS Act Sec 31 Registration Plan Survey Document Name Project 011Feb 6 Survey Document Type Full Survey Checklist Name Feb26 2 Checklist Number TA CLSR Plan Number Not yet assigned ff CLS Professional Review gt CLS Finalization and Submission SGB Final Submission Review ARCHIVEDPROJECTS STATUS Instructions Issued Create a New Survey Document 2011 02 26 COMPLETE IN PROGRESS Figure 61 Amended Checklist Number in My Projects pane To get to the previous checklist that has been amended from the View Update Checklist page click on the hyperlinked checklist name provided for AMENDS CHECKLIST field Figure 62 To access the previous checklist from the My Projects page first click on the hyperlinked new checklist number to open the View Update Checklist page Each invoice and uploaded PDF is stored with its respective checklist and can be accessed from that checklist View Update Checklist VIEW PRINT CHECKLIST VIEW PLAN VIEW INVOICE PROJECT TYPE OF SURVEY SURVEY DOCUMENT SURVEYOR AMENDS CHECKLIST CHECKLIST NUMBER PERMIT HOLDER DATE ISSUED CHECKLIST NAME INCLUDES NATURAL BOUNDARY INCLUDES GEOREFERENCING DATA Figure 62 Accessing the previous checklist MyCLSS User s Guide Version 1 0 43 The completed review after amending a checklist can be seen in Figure 63
21. REA 60 20 N or simply 60 20 N Figure 9 The Create a New Project page no user input LOCATION OF SURVEY Search starts after first 2 characters typed Type dash instead of degree degree E g to search GRID AREA 60 20 N please type GRID AREA 60 20 N or simply 60 20 N TYPE OF SURVEY Figure 10 The Create a New Project page no user input continued Fill in information in the input fields Some fields take information from drop down lists Fields with labels asterisked are mandatory and must have user input for a project to be created Input in some fields will trigger the display of information in other fields e g choosing a Region from the drop down list will display the correct project contact information below it and also display the corresponding list of Canada Lands under Location of Survey and a list of the types of survey to choose from It is recommended that the information be provided in the order shown on the form from top to bottom Survey Project Description Enter some text to describe your project This text will be displayed with the project number that will be assigned by the SGB in the My Projects MYyCLSS User s Guide Version 1 0 13 pane It is suggested that you enter text that would help you to locate the particular project you are looking for on the My Projects page Client Reference Number Fill in your reference number not a mandatory field Permit Holder Use the
22. RESS Figure 67 SGB Review in progress CLS Act Sec 31 Registration Plan 2011 01 17 Survey Document Name Project 1 Survey Document Type Full Survey Checklist Name Project 2 Checklist Checklist Number 11A CLSR Plan Number Survey Document Name Added Document 1 Survey Document Type Full Survey Checklist Name Addendum 1 Checklist Number 17 CLSR Plan Number ff CLS Professional Review COMPLETE Pi CLS Finalization and Submission COMPLETE A SGB Final Submission Review Critical Issue Found Figure 68 SGB Critical Issue alert The surveyor will have two options in addressing critical issues Option 1 The surveyor accepts that there is a critical issue amends the Survey Document and submits an amended checklist Click on the hyperlinked SGB Final Submission Review to amend the checklist The Critical Issue Found page opens up Figure 69 MyCLSS User s Guide Version 1 0 Critical Issue Found Project Information SURVEY PROJECT DESCRIPTION TEST with Hai 1 CLIENT REFERENCE NUMBER normal way PERMIT HOLDER REGION OF SURVEY ONTARIO LOCATION OF SURVEY PIKWWAKANAGAN TYPE OF SURVEY CLS Act Sec 31 Registration Plan SGB CONTACT The contact information can be found on the Critical Issue notice SURVEY DOCUMENT TYPE No Survey SURVEY DOCUMENT NAME no survey testtest CHECKLIST NAME checklist 3 CHECKLIST NUMBER 9B Figure 69 Critical Issue Found page Scroll down to amend the checklist Resolu
23. SURVEY PROJECT DESCRIPTION A Project example for Users Guide CLIENT REFERENCE NUMBER PERMIT HOLDER 99999 REGION OF SURVEY ONTARIO LOCATION OF SURVEY AKWESASNE RESERVE NO 59 TYPE OF SURVEY CLS Act Sec 31 Registration Plan SGB CONTACT Kliaman Cindy 55 St Clair Avenue East Room 606 Toronto ON MAT 1M2 416 973 1006 Cindy Kliaman nrcan mcan gc ca Add Survey Document f Y DOCUMENT WOE SURVEY DOCUMENT TYPE Full Survey JRVEY DOCUMENT i 3 ae SURVEY DOCUMENT NAME Survey Document for Help CANCEL Q Figure 23 Creating a new Survey Document Survey Document Type Select from the drop down list Figure 24 This list is generated based on certain information provided when requesting survey instructions If appropriate the CLS can prepare more than one Survey Document for a specific project If an expected Survey Document type 1s not found in the dropdown list then there may be a conflict with the information used to request survey instructions In that case the CLS should contact the SGB contact to discuss Add Survey Document SURVEY DOCUMER z SURVEY DOCUMENT TYPE Please Select Please Select SURVEY DOCUMENT NAME Field notes of Survey of Full Survey L556 No Survey YNo Survey Building Units Partial Survey Figure 24 Survey Document type Survey Document Name Assign a name by which you will identify this document Click Save to proceed The My Projects
24. SURVEYS Chapter D15 SURVEY REPORTS Chapter D3 STRATA SURVEYS Chapter D5 REGISTRATION AND LAND USE AREA PLANS Table of Contents Part E PURPOSE DATE UPLOADED Sl Request dummy doc pdf Approval documents received 2011 01 14 Milestones 201014083 Survey sketch Additional comments Land Status Create a New Survey Document Figure 27 Endorsement blocks You can view an endorsement block by clicking on the hyperlinked name in the list of items e g E02 Clicking on the text will display the block in a web page The information also shows that the endorsement blocks belong to Full Survey You can download an endorsement block by clicking on the corresponding icon Clicking on the icon will ask you to save the DWG block file Note You can create multiple Survey Documents for a project hence the Create a New Survey Document remains enabled If you add another Survey Document another set of processes Added Document 1 in this case will be added to the project tree as shown in this example Figure This will enable you to add a new checklist if the type needs a checklist 201014100 A Project example for Users Guide Instructions Issued Create a New Survey Document CLS Act Sec 31 Registration Plan 2011 02 25 Survey Document Name Survey Document Type Checklist Name Checklist Number CLSR Plan Number Survey Document Name Survey Document Type Checklist Name Ch
25. Y PROJECT CONTACT INFORMATION Toronto ONTARIO Kliaman Cindy Phone 416 973 1006 LOCATION OF SURVEY AKWESASNE RESERVE NO 59 ABITIBI INDIAN RESERVE NO 70 AGENCY INDIAN RESERVE NO 1 AGENCY INDIAN RESERVE NO 30 AKWESASNE RESERVE NO 59 BY Figure 14 Request Survey Instructions user input Type of Survey When a location has been chosen options are immediately displayed for the types of survey that are available in the chosen region and the selected Canada Lands Click on the desired option e g CLS ACT SEC 31 REGISTRATION PLAN Figure 15 MyCLSS User s Guide Version 1 0 15 LOCATION OF SURVEY AKWESASNE RESERVE NO 59 TYPE OF SURVEY BOUNDARY INVESTIGATION SURVEYS BOUNDARY MAINTENANCE SURVEYS O CLS ACT SEC 29 OFFICIAL SURVEY 93 CLS ACT SEC 31 REGISTRATION PLAN CONTROL SURVEY FIELD NOTES ONLY O Lss6 PROVINCIAL SURVEYS THAT ABUT CANADA LANDS NEXT O Figure 15 Request survey instructions type of survey Click the Next button to proceed The page is updated displaying the Project Files Documentation section Figure 17 to allow user to upload project file s A list of required documents is given with an upload mechanism and check boxes for the documents Note The project has been created at this point Scroll up the page to see the new project number Figure 16 You can save your work without requesting survey instructions and come back to the sit
26. and staff that the surveyor has authorized can view the checklist The ACLS interest in the responses to the checklist is for Practice Review purposes 1 2 5 Approval Portion of Checklist After the Professional Review is done a checklist number is issued that the CLS adds to the Mylar before signing the Survey Document The surveyor then sends the Survey Document for all required approvals and signatures of clients as applicable After all signatures other than those of the Surveyor General and or the Registrar have been collected all endorsement blocks completed and the checklist number inserted on the plan the plan will be ready for final submission The final submission process involves some confirmations and filling out invoice information 1 2 6 ACLS Plan and Monument Levy Report Form The surveyor completes the monument and levy form that is contained within the Checklist interface in MyCLSS ca This information is used by the ACLS for invoicing and accounting purposes in accordance with ACLS Bylaws 1 2 7 Final Checklist After completing the monument and levy form the final checklist process is completed The CLS is expected to send the final returns to the SGB at this point 1 2 8 Final Mylar Plan The final Mylar will contain the checklist number and all required certificates and signatures signifying approvals of relevant authorities The final Mylar the corresponding digital spatial file main monument coordinates file
27. ayed the user needs to input at least two characters in this field for a search to be performed for locations containing those characters Then select the location from the displayed list This tool makes the information access fast by not displaying too many items on the page at one time For example typing si in the input field displays the search results as in Figure 13 Click on the desired location name in the list The chosen user input can be seen in Figure 14 MyCLSS User s Guide Version 1 0 14 CE TS J i x z REGION OF SURVEY ONTARIO PROJECT CONTACT INFORMATION TORONTO ONTARIO KLIAMAN CINDY PHONE 416 973 1006 LOCATION OF SURVEY SIOUX LOOKOUT RESIDENTIAL SCHOOL SIR JOHN JOHNSON HOUSE SIX NATIONS INDIAN RESERVE NO 40 TYPE OF SURVEY Figure 13 Search location of survey Note For Location of Survey searches involving Grid Areas use the instruction given near the input field This means Type dash instead of Degree in Grid Area search e g to search GRID AREA 60 20 N type GRID AREA 60 20 N or simply 60 20 N Request Survey Instructions ACTIVE PROJECTS ARCHIVED PROJECTS Please provide all required information to enable request survey instruction Required information is identified with an Asterix Project Information SURVEY PROJECT DESCRIPTION Test Survey on an Indian Reserve CLIENT REFERENCE NUMBER PERMIT HOLDER REGION OF SURVE
28. be edited but can be viewed at any time 7 6 Ready to Submit Checklist to ACLS When all the categories have been fully responded to the Ready To Submit Checklist To ACLS button becomes enabled before then it is not enabled Figure 38 Note The Final Plan Submission button is not enabled at this point Also the View Plan and View Invoice button at the top of the page are disabled at this point CHECKLIST NAME Checklist for Help Document INCLUDES NATURAL BOUNDARY INCLUDES GEOREFERENCING DATA SAVE CHECKLIST RESET CHECKLIST DELETE CHECKLIST Your checklist is comprised of the following categories Please access each category sub list and address each line item Once all category sub lists are complete you will be given the opportunity to submit the completed checklist to the ACLS Plan Title 11 of 11 complete Legend 9 of 9 complete Georeferencing 9 of 9 complete Natural Boundary 7 of 7 complete Signatures 5 of 5 complete Plan Diagram 28 of 28 complete Background Information 5 of 5 complete Plan legibility format 7 of 7 complete Survey Report 1 of 1 complete Digital Spatial File 7 of 7 complete READY TO SUBMIT CHECKLIST TOACLS FINAL PLAN SUBMISSION Figure 38 Ready to submit checklist to ACLS MyCLSS User s Guide Version 1 0 30 Click on the Ready to Submit Checklist button to proceed A page Complete Professional Review is displayed Figure 39 Read the acknowledgment and accept
29. c c0 soisorssntnesccvsnsiersdamattateyaseasusastonsbovesuuctsasnessbevedwewers 11 IN e E E E EE E T E E E E 11 4 Create a New Project and Request Survey Instructions ccccccecssssseeeeeeeeeeeeees 12 4 1 Oh FINS PMO Je OU sia catenaaccnsmanasnamannanonde E N 12 4 2 Upload File and Send Request Survey Instructions to SGB eeeeeeees 16 4 3 ITISTROCTIONS Rogues leessen E r 19 de S e e e E EE E E E E eee eee 20 3 Create a No w Suey DOCUMGN arse ace teases E esas centers oetencsssusees aes 20 a 6 0 01 ey lt n hs Cee ee ee ee 24 T VewU pdite Checkisi ascetics sees innn te ateosne rS N N ENS 25 7 1 Checklist ates Ones and Moms sursin eniri R Ee NENE 26 L2 NAG WPT CC CRIS 6 ee ote case ene E EREE E EESE I 28 7 3 FRSC EC CONS ac gaits E E couse seseseuneaeeseuacctoresteceoue 29 IA Bi oon o o 6 oer erm er nnn een a ene en ee ee eee 29 7 5 BAS LEE E E A A A E 30 7 6 Ready to Submit Checklist to ACLS sacccdecscostssnteregert io isemetoneecteengeniodin 30 7 7 yy Prae E scenes E ct eeaeecesuceetcn E A 33 7 8 Status of My Projects After Submission of Checklist cc eecceccccceeeeeeeeeeees 33 19 Pina Pho ey 0l b alice 0 Eeeeh ee eee eeteaen tener ree enemas nr eer erm hr eter tee terre 34 TAQ Successful Final Plan RCViCW weiss isevsaccesawies Uoesiaccsanies osawncedherndewersansadeloagiesstsuns 37 7 11 Project Details and Amendment cccccccccccccccesesseeecccceeeeaeeesseeceeeseeeaaaeeeses 37
30. cklist number a letter is added to the original number e g 17A is assigned as seen in the project status in Figure 72 201014083 Test Section 31 Project 1 _ Instructions Issued Create a New Survey Document CLS Act Sec 31 Registration Plan 2011 01 17 Survey Document Name Project 1 Survey Document Type Full Survey Checklist Name Project 2 Checklist Checklist Number 11A CLSR Plan Number Survey Document Name Added Document 1 Survey Document Type Full Survey Checklist Name Addendum 2 Checklist Number 17A CLSR Plan Number A CLS Professional Review COMPLETE gt CLS Finalization and Submission IN PROGRESS gt SGB Final Submission Review IN PROGRESS Figure 72 New checklist number to correct critical issue Submit final plan submission Enter 0 if no new monuments have been placed during the amendment and calculate fee 0 00 Note there is no additional Plan levy charged for an amended Survey Document If approved by SGB the SGB Final Submission Review status will change to COMPLETE fit fails again another Critical Issue alert will be issued and the process is repeated Option 2 The surveyor appeals the critical issue decision This appeal could be that the surveyor contacts SGB and convinces SGB that it is not a case of critical issues The SGB will then remove the critical issue message and approve the plan The SGB Final Submission Revi
31. d producing survey products These menus are described at the end of this document MyCLSS User s Guide Version 1 0 4 Version francaise Help Log in MyCLSS is a collaborative site between the Association of Canada Lands Surveyors ACLS and the Surveyor General Branch SGB to allow surveyors to initiate a survey project request survey instructions use online tools to help the surveyor in the production of official plans monitor project status until completion MyCLSS also provides surveyors quick reference to relevent survey information to assist them through the survey process please obtain access from the ACLS Contact ACLS Contact SGB Terms of Use Privacy eas Canada Figure 1 User access page 1 1 1 Supported Browsers The system has been tested in the browsers listed below Contact the ACLS or SGB if you have any issues with browser or platform compatibility e Internet Explorer 8 e FireFox 3 1 2 Overview of the Plan Review Process The detailed processes and responsibilities in the MyCLSS ca and its components are described in the following sub sections 1 2 1 Log In Validation and User Profile The Log In interface is resident in MyCLSS ca collaborative site The surveyor logs in through this interface and his her login profile 1s validated by an ACLS process that confirms user s privilege to use the system In principle this process enables web communications between MyCLSS ca and an A
32. displayed as seen in Figure 3 This is also what surveyors will see at the first login Welcome Support SGB3 Log out Version francaise My Projects MyProfile Help My Projects CREATE A NEW PROJECT M ARCHIVED PROJECTS PROJECT NUMBER SURVEY PROJECT DESCRIPTION STATUS Figure 3 Successful Login Click on the language version hyperlink at the top right corner to toggle between French and English version of the application 2 1 My Profile My Profile is a tool used to view or update user profile with the ACLS and the SGB A user can use this tool to change their password address and contact information Click on the My Profile hyperlink to access the tool as shown in Figure 4 Click the Change Password button to change your password The page displayed in Figure 5 allows you to perform the change Note there are no strict standards enforced for passwords within MyCLSS Itis recommended that you choose a password having at least 6 characters and include a variety of letters and numbers in the password to improve its security strength If you have forgotten your password please contact the ACLS to have it reset Click on the View Update Profile button to display or change your contact information The page shown in Figure 6 is displayed to you To change other membership information CLS need to contact the ACLS MyCLSS User s Guide Version 1 0 9 Welcome Support SGB3 Log out Version francaise My Project
33. e 50 Plan is approved 7 11 Project Details and Amendments Clicking on a hyperlinked project number in the project pane opens a page where you can view project information This page enables the user to view survey instructions and request amendments Figure 51 and Figure 52 It also displays project summary MYyCLSS User s Guide Version 1 0 37 endorsement blocks eEdition links uploaded project documents and milestones and a button for creating a new Survey Document Click on the VIEW SURVEY INSTRUCTIONS button to open or save the PDF version of the Survey Instructions that were issued for this project You can print the file after opening or saving it Click on the REQUEST AMENDMENT button if you need the Survey Instructions amended this is fully described in the next section Project Details 201014083 vew SURVEYINSTRUCTIONS REQUESTAMENDMENTS O Project Information SURVEY PROJECT DESCRIPTION Test Section 31 Project 1 CLIENT REFERENCE NUMBER PERMIT HOLDER REGION OF SURVEY ONTARIO LOCATION OF SURVEY AKWESASNE RESERVE NO 59 TYPE OF SURVEY CLS Act Sec 31 Registration Plan SGB CONTACT Kliaman Cindy 55 St Clair Avenue East Room 606 Toronto ON M4T 1M2 416 973 1006 Cindy Kliaman nrcan mcan gc ca Endorsement Blocks eEdition Chapters The following endorsement blocks are to be used in your final The following links reference the applicable chapters of the plan for this project General Instr
34. e later to upload the required project file s Scroll down the page to see the Save Project button Welcome User Manual Log out Version francaise My Projects MyProfile Help Edit Project 201014083 ACTIVE PROJECTS O ARCHIVED PROJECTS Please provide all required information to enable request survey instruction Required information is identified with an Asterix Project Information SURVEY PROJECT DESCRIPTION Test Section 31 Project 1 CLIENT REFERENCE NUMBER PERMIT HOLDER nein REGION OF SURVEY ONTARIO Figure 16 Project Number generated 4 2 Upload File and Send Request Survey Instructions to SGB MyCLSS User s Guide Version 1 0 16 Once the project has been created and a number assigned the system will list the documentation required for the type of survey selected followed by the upload mechanism Figure 17 In the example screenshot below the documentation required comprises of a Approval documents received b Survey sketch and c Land status You may also choose to upload a file containing additional information though this is not a requirement here SAVE PROJECT Project Files and Documentation The type of survey identified for this project requires the following documentation to be supplied in PDF Fortable Document Format Using the checkboxes please indicate what can be found in the PDF file These files will be uploaded to the Surveyor General Branch SB in order to issue Surve
35. earch Authorizations Data and Tools Plan Check Recording These menus are used to help surveyors perform related online research have access to survey records and databases computational tools regulations and process documentation Each one is described below 13 1 Research Menu Use the research menu to look for information at various online locations that are shown in Figure 75 MyCLSS User s Guide Version 1 0 50 Research Figure 75 Research menu You can search survey plans and survey projects browse maps access information on Yukon Nunavut and Northwest Territories Land Title information and see other information contained in the hyperlinked menu elements More information can be accessed through the sub menu items for example Standards as shown in Figure 76 anada Lands Surveyors ACLS and production of official plans Standards gt Figure 76 Example of sub menu items 13 2 Authorizations Menu This menu can be used to access information concerning the requirements to obtain permission to do a survey requesting survey instructions and others that are involved before field work and also showing what is involved after field work Figure 77 MyCLSS User s Guide Version 1 0 51 Before field work gt gt ive Site between the Association of Canada Lands ite a survey project Figure 77 Authorization menu 13 3 Data and Tools Menu This menu is used to access online geospatial tools a
36. ecklist Number CLSR Plan Number Survey Document for Help Full Survey Checklist for Help Document 6 Not yet assigned Added Document 1 Full Survey Add Checklist Not yet assigned Not yet assigned CLS Professional Review CLS Finalization and Submission 5GB Final Submission Review Figure 28 Additional Survey Document in a project MyCLSS User s Guide Version 1 0 23 6 Add Checklist Every new Survey Document that requires a checklist allows the CLS to add a checklist The concept of the checklist is that a specific set of items that are relevant to the Survey Document selected are brought into a specific checklist and divided into categories By going through each of these items and considering their relevance to the Survey Document being prepared the surveyor can ensure that they have addressed all the requirements of the General Instructions and the Manual of Standard Practice before finalizing the Survey Document and submitting it to the SGB Click the Add Checklist button in the project pane The Create Checklist page is displayed Figure 29 The CLS can cancel the request by clicking on the Cancel button or make a request by clicking the Create Checklist button after filling the input fields Create Checklist PROJECT TYPE OF SURVEY SURVEY DOCUMENT SURVEYOR PERMIT HOLDER CHECKLIST NAME Checklist for Help Document INCLUDES NATURAL BOUNDARY INCLUDES
37. een in the next Figure 56 Scroll down the page and click Submit Figure 57 What happens in this case is described on the Request Amendments page If the amendment request affects an existing Survey Document for which a checklist has already been completed that is a checklist number exists for that document then a new checklist has to be completed MyCLSS User s Guide Version 1 0 39 STEP 1 Select survey documents that the amendment affects L SURVEY DOCUMENT FOR HELP CI PROJECT2011FEB26 Note the ACLS requires completion of an amended checklist when amended survey instructions impact a survey document that has already received a checklist number By identifying which survey documents are potentially affected by the amended survey instructions you will be given the opportunity to amend the checklists for those survey documents selected above Once you have submitted the information to request an amendment the project data will be locked to allow staff to prepare your amended instructions Amended checklists can be created from the My Projects page after the amended instructions have been issued by the SGB STEP 2 Please describe your amendment AMENDMENT NEEDS Amend SUBMIT AMENDMENT Figure 55 Amendment Request when there is a Survey Document Amendment Request Project Number 201014102 ACTIVE PROJECTS O ARCHIVED PROJECTS This area will allow you to specify your needs for a request to the issued instruction
38. est2 myclss ca view 18_ ACLS Checklist Report Printed 2011 Feb 27 05 31 Project 201014100 A Project example for User s Guide 286 CLS Act Sec 31 Registration Plan Survey Document Survey Document for Help Full DO Permit Holder SURVEYOR GENERAL BRANCH NRCAN Checklist Checklist for Help Document Checklist Number Date Issued 2011 Feb 25 Amended Checklist From Includes Natural Boundary Includes Georeferencing Data Category fem ooo oe Plan Title CLSR plan number block Yes Plan Title Type of survey in upper right comer of the plan No Survey Partial Survey Full Survey Yes ee M A Plan Title Plan and Field Notes of Survey of Yes Plan Title New parcel designators shown e g lot numbers block numbers Quad Road subdivision name Parcel Yes designators match those shown on the pla Plan Title System of Survey Designation e g Tp River Lot etc Yes Plan Title Location specified e g community place name province or territory Plan Title Name and number of Reserve Spell out National Park of Canada etc Plan Title Approx latitude and longitude specified for remote surveys Figure 65 Example of Checklist report 10 View Invoice Clicking on the View Invoice button from the View Update Checklist page will display the invoice as seen here Figure 66 MyCLSS User s Guide Version 1 0 45 Association of Canada Lands Surveyors L Association des Arpenteurs des Terres du Canada vot a
39. ew status will then change to COMPLETE 12 Project Closed Projects are closed by SGB When a project is closed it will no longer appear in the surveyor s active projects page rather it will be moved to Archived Projects From My Projects page click on the Archived Projects button to view closed project Figure 73 MyCLSS User s Guide Version 1 0 49 Note Once a project is closed the information about it becomes Read Only therefore no actions such as Requesting Amended Instructions or initiating new Survey Documents can occur If these actions are needed then the CLS should consult with the SGB My Projects ACTIVEPROJECTS O CREATEANEWPROJECT O 1 1 PROJECT NUMBER SURVEY PROJECT DESCRIPTION STATUS 201014078 Test project for Benson 3 Closed CLS Act Sec 31 Registration Plan 2011 01 12 2010714077 TEST PROJECT FOR BENSON 2 Closed CLS Act Sec 29 Official Survey 2011 01 12 2010714076 Test project for Benson Closed CLS Act Sec 31 Registration Plan Full 2011 01 12 Survey 201013012 Martin Testing Closed CLS Act Sec 31 Registration Plan 2011 01 12 201004017 test avec louis Closed CLS Act Sec 31 Registration Plan Figure 73 Closed projects archived 13 MyCLSS Menu Bar Welcome User Manual Log out Version francaise My Projects MyProfile Help Figure 74 MyCLSS menu bar The MyCLSS menu bar Figure 74 consists of the following items Res
40. gories Please access each category sub list and address each line item Once all category sub lists are complete you will be given the opportunity to submit the completed checklist to the ACLS Plan Title 0 of 11 complete Legend 0 of 9 complete Georeferencing 0 of 9 complete Natural Boundary 0 of 7 complete Signatures 0 of 5 complete Dlan Diarra ir a Cer is Figure 31 View or update Checklist 7 1 Checklist Categories and Items A checklist is comprised of categories each of which has a list of items to be responded to Clicking on a category hyperlink takes you to the list of items that corresponds to that category as shown below for Plan Title Figure 32 View Update Checklist Checklist Name Project 1 Checklist cance _vppate Plan Title L CLSR plan number block Unanswered Oves ONIA T Type of survey in upper right corner of the plan No Survey Partial Survey Full Survey Unanswered O Yes ONIA T Specify 0 Sheet x of nO for multi sheet plans Unanswered O Yes _ Plan and Field Notes of Survey of O Unanswered O Yes O n A New parcel designators shown e g lot numbers block numbers Quad Road subdivision name Parcel designators match those shown on the plan diagram and Survey Instructions Unanswered O yes O N A 0 system of Survey Designation 5 e g Tp River Lot etc Unanswered O Yes O N A O Location specified e g community place name province or territory Unanswered
41. gure 44 Final Plan Submission The following page will be displayed to allow the CLS to provide the information required to allow the ACLS to generate an invoice for the Plan and Monument MyCLSS User s Guide Version 1 0 34 Levies payable in accordance with the ACLS bylaws Figure 45 This process is part of the final plan submission Final Plan Submission Checklist Name Checklist for Help Document C Add a checklist number where the project number and the file number are shown usually at the bottom right of the plan plot to mylar and sign C obtain Required Approvals of New Monuments Placed e CALCULATE FEES PLAN FEE MONUMENT FEE GSTI HST Total NOTE You are at the final stage of the plan submission process After clicking on Submit please send your final hard copy package as required by your specific survey instructions CANCEL Figure 45 ACLS Invoice information Fill in the checkboxes the number of new monuments placed and click on the Calculate Fees button Figure 46 It is important to fill the checkbox for Obtain Required Approvals even if no approvals are needed Note It is important to ensure that you calculate the fees before submitting otherwise the total shown on the page may be incorrect Final Plan Submission Checklist Name Checklist for Help Document Add Checklist Number Plotto Mylar and Sign Obtain Required Approvals
42. half of the CLS company or organization The CLS will contact the ACLS to set up the company representative s profile Note when there is more than one CLS in an organization each CLS may wish to have 2 user 1d s one as a CLS for their own projects and one as a Company Representative so that they have view print access to the projects that have been created by other CLS within their organization Company representatives can log into the system and view print the following information The CLS projects and project details Issued Survey Instructions Survey Documents Checklists Can create a checklist and print out the Unanswered version if the CLS has already created the Survey Document Company representatives cannot Request Survey Instructions Create a Survey Document Answer checklist items Note The Company Representative role will be available shortly after the initial release of the application 3 My Projects The My Projects pane contains a button by which a surveyor can create a new project and also another button by which the surveyor can display archived projects in the project pane The pane also displays a summary of all the user s open or active projects if any arranging the information by browsing order where the first number sign stands for the page currently displayed and the double number sign stands for the total number of pages containing the surveyor
43. his or the system will tell you that a checklist is not required Checklist Number this will be populated when a checklist has been submitted the default is Not yet assigned CLSR Number this will be populated when plan review has been successfully completed and the number assigned the default is Not yet assigned CLS Professional Review CLS Finalization and Submission and SGB Final Submission Review are the milestones for the Survey Document these will be updated as the plan review process progresses Also at this point the Endorsement Blocks are added to the project information You can see this by clicking on the hyperlinked project number in My Projects pane which displays the Project Details Scroll down the Project Details page to the Endorsement Blocks section Figure 27Figure MYyCLSS User s Guide Version 1 0 22 Endorsement Blocks eEdition Chapters The following endorsement blocks are to be used in your final The following links reference the applicable chapters of the plan for this project Full Survey Project Documents FILE NAME General Instructions for Surveys eEdition for this project PartA Legislation Chapter B1 2 INTERDEPARTMENTAL AGREEMENT WITH THE DEPARTMENT OF INDIAN AFFAIRS AND NORTHERN DEVELOPMENT RE LAND TRANSACTIONS ON RESERVE LANDS 2003 Chapter C1 GENERAL REQUIREMENTS AND PROCEDURES FOR SURVEYS Chapter C5 SURVEYS OF INDIAN LANDS Chapter D1 OFFICIAL
44. iew your archived projects You can view each category by clicking on the hyperlinked name Figure 35 The View Print tool renders the checklist in its current state into a PDF that can be viewed using a PDF viewer such as Adobe Reader then once the PDF is open it can be printed there is no direct Print function MYyCLSS User s Guide Version 1 0 28 7 3 Reset Checklist Click the Reset Checklist button to reset a partly completed checklist or a completed checklist that has not been submitted for editing This tool is not available after submitting the checklist but it 1s a useful tool if the user for some reason wants to reset all responses back to Unanswered A pop up will ask for your confirmation Figure 36 View Update Checklist VIEW PRINT CHECKLIST VIEW PLAN VIEW INVOICE PROJECT TYPE OF SURVEY CLS Act Sec Reset Confirmation serial lates ged Vocun This action will reset all responses and comments in all pepee SGB3 Suppo component categories of the Checklist Are you sure CHECKLIST NAME No Yes INCLUDES NATURAL BOUNDARY INCLUDES GEOREFERENCING DATA SAVE CHECKLIST 1 DELETE CHECKLIST Your checklistis comprised of the following categories Please access each category sub list and address each line item Once all category sub lists are complete you will be given the opportunity to submit the completed checklist to the ACLS Plan Title 11 of 11 complete Legend
45. in username and password or if you are having any problem signing in with your known login information see Figure I for contact link to ACLS 2 CLS needs to log into the system at least once in order to activate his her profile in the system 3 There is a session expiry of 60 minutes from the time you log in The session is timed out when there is no activity for that amount of time There is a SAVE or UPDATE functionality when providing input data to enable surveyors to continue from where they stopped Use this tool frequently to avoid data loss Version francaise Help Login Log in Please provide username password to log in PASSWORD ooo Figure 2 Log in page MyCLSS User s Guide Version 1 0 8 After a successful login the browser displays a page similar to the example in Figure 3 or Figure 7 if you already have some active projects showing the following information e Welcome to the user Log out and language toggle links at the top right corner of the top pane e My Projects My Profile and Help links just below the above information e A menu bar containing Research Authorizations Data and Tools Plan Check and Recording menus which are described at the end of this document e My Projects pane showing CREATE A NEW PROJECT and ARCHIVED PROJECTS buttons and a table of open projects if any belonging to the surveyor If a surveyor has no active or open projects the My Projects part of the page will be
46. issue Ifa Survey Document existed when the amendment was requested and was checked off in the amendment process then the Checklist Name status will change to Amend Checklist hyperlink text Figure 58 My Projects CREATE A NEW PROJECT ARCHIVEDPROJECTS O 111 PROJECT NUMBER SURVEY PROJECT DESCRIPTION STATUS CLS Act Sec 31 Registration Plan 2011 02 26 Survey Document Name Project2011Feb26 Survey Document Type Full Survey Checklist Name Amend Checklist Checklist Number Not yet assigned CLSR Plan Number Not yet assigned CLS Professional Review CLS Finalization and Submission SGB Final Submission Review Figure 58 Project status for Amend Checklist MyCLSS User s Guide Version 1 0 41 Click on the Amend Checklist hyperlink to go to Create Checklist page Figure 59 Give the new checklist a name There is a COPY Previously Completed Checklist tool to allow the surveyor to copy a previous checklist associated with this Survey Document and modify the appropriate checklist answers This saves time Check the box for this and select the desired previous checklist from the dropdown list If you choose to not copy a Previously Completed Checklist you will have the option of selecting Includes Natural Boundary and or Includes Georeferencing Data as appropriate Click the Create Checklist button Click OK in the resulting window Create Checklist PROJECT
47. ject 1 Figure 18 Ready to submit request for Survey Instructions After the request has been sent the response will be displayed showing the project information Endorsement Blocks section that contains no information at this point eEdition Chapters section that contains links to relevant portions of the General Instructions for Surveys and a section for Project Documents Figure 19 and Figure 20 You can log out at this point and wait for instructions to be issued or click on My Projects to go to My Projects page Project Details 201014083 Thank you for your request for survey instructions An email notice will be sent to you once the survey instructions are prepared Project Information SURVEY PROJECT DESCRIPTION Test Section 31 Project 1 CLIENT REFERENCE NUMBER PERMIT HOLDER REGION OF SURVEY ONTARIO LOCATION OF SURVEY AKWESASNE RESERVE NO 59 TYPE OF SURVEY CLS Act Sec 31 Registration Plan SGB CONTACT Kliaman Cindy 55 St Clair Avenue East Room 606 Toronto ON M4T 1M2 416 973 1006 Cindy Kliaman nrcan mncan gc ca Endorsement Blocks eEdition Chapters The following endorsement blocks are to be used in your final The following links reference the applicable chapters of the Figure 19 System response to submitted request for Survey Instructions 1 MyCLSS User s Guide Version 1 0 18 Endorsement Blocks eEdition Chapters The following endorsement blocks are to be used in your final The following
48. l 900 Dynes Road Suite 100E SLLSi4 L Ottawa ON K2C3L6 Invoice Date 2011 02 25 To Surveyor General Branch NRCan Support SGB3 615 Booth Street Ottawa ON K1A0E9 Project 201014100 A Project example for User s Guide Checklist 6 Checklist for Help Document Region ONTARIO Location AKWESASNE RESERVE NO 59 Surveyor Support SGB3 Permit Holder Surveyor General Branch NRCan Item Quantity nit Amount Total Amount 128 82 Figure 66 View Invoice 11 Unsuccessful Plan Review If due to critical issues SGB does not approve the plan a message is recorded against the project that alerts the surveyor This means that CLS Professional Review and CLS Finalization and Submission will have COMPLETE status However the In Progress status of SGB Final Submission Review Figure 67 will be over written with an issue alert Figure 68 MyCLSS User s Guide Version 1 0 46 201014083 Test Section 31 Project 1 Instructions Issued Create a New Survey Document CLS Act Sec 31 Registration Plan 2011 01 17 Survey Document Name Project 1 Survey Document Type Full Survey Checklist Name Project 2 Checklist Checklist Number 11A CLSR Plan Number Survey Document Name Added Document 1 Survey Document Type Full Survey Checklist Name Addendum 1 Checklist Number 17 CLSR Plan Number P CLS Professional Review COMPLETE a CLS Finalization and Submission COMPLETE gt SGB Final Submission Review IN PROG
49. lready exists for the affected Survey Document and the CLS has the choice of starting a fresh checklist or starting from the previous checklist that was associated with the Survey Document being amended Click on the hyperlinked project number in the My Projects pane Figure 53 to display the Project Details page Figure 54 My Projects CREATEANEWPROJECT ARCHIVED PROJECTS ili PROJECT NUMBER SURVEY PROJECT DESCRIPTION STATUS 201014102 Test Project 3 Instructions Issued CLS Act Sec 31 Registration Plan 2011 02 26 Create a New Survey Document Survey Document Name Project 011Feb26 Survey Document Type Full Survey Checklist Name Feb26 1 Checklist Number T CLSR Plan Number Not yet assigned wr i CLS Professional Review COMPLETE CLS Finalization and Submission IN PROGRESS SGB Final Submission Review Figure 53 Amendment Request and Project Detail Project Details 201014101 VIEW SURVEY INSTRUCTIONS REQUEST AMENDMENTS Project Information SURVEY PROJECT DESCRIPTION Test Project 2 CLIENT REFERENCE NUMBER PERMIT HOLDER REGION OF SURVEY ONTARIO LOCATION OF SURVEY AKWESASNE RESERVE NO 59 Figure 54 Request amendments Click on the Request Amendments button and complete the input fields Figure 54 Two steps are involved when there is one or more Survey Documents already created for the project as seen in Figure 55 But when no Survey Document exists only one step is involved as s
50. nal Plan Submission Add the Checklist Number below the SGB Project Number and the SGB File Number to the plan usually at the bottom right of the plan Plot the Mylar and sign the plan Obtain any relevant approvals such as a Band Council Resolution or client s signature When the plan has been completed with the checklist number endorsement blocks and relevant signatures Click on the hyperlinked CLS Finalization and Submission to submit plan to the SGB This step does not actually complete the submission but enables the CLS to complete the following steps before the final submission The View Update Checklist page is displayed again Scroll to the button and click on the Final Plan Submission button Figure 44 CHECKLIST NUMBER DATE ISSUED CHECKLIST NAME INCLUDES NATURAL BOUNDARY INCLUDES GEOREFERENCING DATA Your checklist is comprised of the following categories Please access each category sub list and address each line item Once all category sub lists are complete you will be given the opportunity to submit the completed checklist to the ACLS Plan Title 11 of 11 complete Legend 9 of 9 complete Georeferencing 9 of 9 complete Natural Boundary 7 of 7 complete Signatures 5 of 5 complete Plan Diagram 28 of 28 complete Background Information 5 of 5 complete Plan legibility format 7 of 7 complete Survey Report 1 of 1 complete Digital Spatial File 7 of 7 complete FINAL PLAN SUBMISSION Fi
51. nd databases that are shown below Figure 78 The menu items are hyperlinks to the respective web sites and data repositories Data and Tools Figure 78 Data and Tools menu 13 4 Plan Check Menu The Plan Check menu Figure 79 contains a hyperlink that leads to a short overview of the Checklist process Plan check Figure 79 Plan Check menu 13 5 Recording Menu MyCLSS User s Guide Version 1 0 52 The Recording menu Figure 80 contains the Recording hyperlink to the description of the plan recording process and also eRecording hyperlink to future development of electronic recording of plans Recording Figure 80 Recording menu MyCLSS User s Guide Version 1 0 53
52. nterface and application and also the update of the checklist content The surveyor performs the survey work and creates the Survey Document he she wants Plan of Survey of Field Notes of Survey of etc The system will display a list of possible Survey Document types to choose from A Survey Document milestone is generated and stored under the project in MyCLSS ca 1 2 4 Professional Review portion of Checklist The Professional Review portion is basically the whole checklist without the approvals portion This process is to help the surveyor apply greater and more consistent scrutiny to the preparation of the product based on the relevant portions of the regulations practice manual and policies and to make corrections to the product as may be necessary before finalizing the Survey Document and submitting it to the SGB for review The answers to checklist items are either YES or N A not applicable with an option of acomment It is not provided for to have a NO answer After the surveyor creates a PDF copy of the plan and uploads it in MyCLSS ca the surveyor will complete the checklist in MyCLSS ca Submission at the end of the Professional Review automatically triggers the system to generate a checklist number MyCLSS User s Guide Version 1 0 6 The system will send the checklist number to the SGB but the SGB has no access to the actual responses by a CLS on a checklist Only the ACLS the project s surveyor
53. ou will be given the opportunity to submit the completed checklist to the ACLS Plan Title 11 of 11 complete Legend 9 of 9 complete Georeferencing 9 of 9 complete Natural Boundary 7 of 7 complete Signatures 5 of 5 complete Plan Diagram 28 of 28 complete Background Information 5 of 5 complete Plan legibility format 7 of 7 complete Survey Report 1 of 1 complete Digital Spatial File 7 of 7 complete FINAL PLAN SUBMISSION Figure 41 Checklist after completing professional review Note At this point you can only view checklist answers the checklist cannot be updated again Example clicking on the Plan Title category hyperlink will display the non editable checklist as in Figure 42 MYyCLSS User s Guide Version 1 0 32 View Update Checklist Items Checklist Name Checklist for Help Document CANCEL UPDATE Plan Title 11 of 11 complete L CLSR plan number block Unanswered Yes NIA E Type of survey in upper night comer of the plan No Survey Partial Survey Full Survey Unanswered Yes NIA L Specify oSheet x of no for multi sheet plans Unanswered Yes L Plan and Field Notes of Survey of D Unanswered Yes Figure 42 Non editable checklist 7 7 View Plan Once the PDF plan has been uploaded and the checklist submitted you can view the uploaded file at any time On the View Update Checklist page Figure 31 click the View Plan button The PDF plan will open up if you have a viewer like Adobe Reader Once
54. ructions button on the resulting page The Create a New Survey Document is now enabled Note that the project does not have an expandable tree at this point as evidenced by the symbol against the project number After a Survey Document has been created the symbol will change to indication there is more information Comment Please note that the Instructions Issued status may take some time as it depends on action by SGB staff which in turn depends on the day and time of your requesting survey instructions and whether there are issues surrounding your request which may necessitate additional SGB follow ups with you 5 Create a New Survey Document After survey instructions have been issued this tool is enabled to allow a surveyor to create a new Survey Document A Survey Document can be a survey plan or another item such as field notes All Survey Documents will be tracked using the MyCLSS application but only certain types of Survey Documents require a checklist and are subject to a fee from the ACLS A list of available Survey Documents for the selected Survey type is presented to choose from e g full survey partial survey no survey etc A project may have more than one Survey Document Click on the Create a New Survey Document button in the My Projects pane Fill in the input fields on the page that is displayed Figure 23 MYyCLSS User s Guide Version 1 0 20 Project Information Project Number 201014100
55. s Please supply pertinent information about the required amendments in the text area Once you have submitted the information to request an amendment the project data will be locked to allow staff to prepare your amended instructions Please describe your amendment ee Please add an access Road between Lots 24 1 and 24 2 Figure 56 Amendment Request when there is no Survey Document Scroll down the page to submit the request MyCLSS User s Guide Version 1 0 40 Note the ACLS requires completion of an amended checklist when amended survey instructions impact a survey document that has already received a checklist number By identifying which survey documents are potentially affected by the amended survey instructions you will be given the opportunity to amend the checklists for those survey documents selected above Once you have submitted the information to request an amendment the project data will be locked to allow staff to prepare your amended instructions Amended checklists can be created from the My Projects page after the amended instructions have been issued by the SGB SUBMIT AMENDMENT Figure 57 Submit amendment After an amendment request is submitted the status of the project will change to Amendment Requested The project will be frozen until the SGB issued new instructions When SGB has issued new instructions the status will change to Instructions Issued again with the new date of
56. s MyProfile Help My Profile Use this page to change your address contact information or to change your password This information is used by the SGB for correspondence concerning your projects and by the ACLS to update its membership database For other changes or questions about your profile please contact the ACLS using this e mail admin acls aatc ca _ VIEW UPDATE PROFILE gt CHANGE PASSWORD Figure 4 My Profile page Change password Support SGB3 CURRENTPASSWORD sd NEWPASSWORD sd CONFIRM PASSWORD Po Figure 5 Change Password page View Update Profile Support SGB3 STREET CITy PROVINCE ON POSTAL CODE OFFICE PHONE HOME PHONE MOBILE PHONE FAX EMAIL bagi nrcan gc ca LANGUAGE Eng Figure 6 View or Update Profile 2 2 Help The Help tool allows the user to access information that provides understanding of the system and how to use it for example this User s Guide is accessed through the Help hyperlink Other helpful information will be available through this tool for example MyCLSS User s Guide Version 1 0 10 The requirements for setting up your system for optimal use of MyCLSS An overview presentation of MyCLSS A list of known issues 2 3 Company Representatives In some cases Company Representatives may need to access information on the system on be
57. s projects in the first row and columns of Project Number as assigned by the SGB Survey Project Description as defined by the surveyor and Status Figure 7 If there are no active projects the pane is displayed as in Figure 3 after successful login MYyCLSS User s Guide Version 1 0 1 Welcome User Manual Log out Version fran aise My Projects MyProfile Help My Projects CREATE A NEW PROJECT ARCHIVED PROJECTS LiT PROJECT NUMBER SURVEY PROJECT DESCRIPTION STATUS 201014080 OFFICIAL SURVEY Instructions Issued Create a New Survey Document CLS Act Sec 31 Registration Pian 2011 01 13 201013013 NEWE TPOR Instructions Requestin progress Create a New Survey CLS Act Sec 29 Official Survey Figure 7 My Projects pane with some active projects If My Projects pane contains active projects you can click on the icon just before a project number to expand or to contract the project information Expanding the project tree shows the Survey Documents tied to the project and the milestones if there are any with the corresponding status Figure 8 This feature will be explained later as we proceed with using the tool Please note you will not see this feature if you do not have any active projects going on for example the first time you start to use the system there will be no projects to expand My Projects CREATEANEWPROJECT ARCHIVED PROJECTS 111 PROJECT NUMBER SURVEY PROJE
58. st items MOUSE OVER Tool Holding the mouse over the rectangular icon by the checklist item displays some relevant information with corresponding reference to the General Instructions for Survey e Edition as well as the ACLS practice manual and other references that helps the user to understand the item An example is given in Figure 34 The mouse over text shows in blue in a rectangular box Move the mouse away or click in a blank area of the page for the text to disappear The mouse overs are meant as a quick and easy reference for you If you want to print the mouse over text you can note what sections of the General Survey Instructions are being referred to and then access the details through a link on the Project Details page or through a link on the green menu bar MyCLSS User s Guide Version 1 0 27 View Update Checklist Items Checklist Name Mouse over 1 CANCEL UPDATE Plan Title 0 of 11 complete L CLSR plan number block O Yes O N A ka Type of survey in upper right corner of the plan No Survey Partial Survey Full Survey D5 24 For the three types of registration plan the type statement appearing in the upper right corner of qthe plan shall be in one of the following forms REGISTRATION PLAN NO SURVEY REGISTRATION PLAN PARTIAL SURVEY or REGISTRATION PLAN FULL SURVEY O Specify O Sheet x of nO for multi sheet plans Unanswered Oves OD Plan and Field Notes of Survey of 0 Unanswered O Yes
59. survey report etc are sent to the SGB 1 2 9 SGB Plan Reviews The SGB will review the plan based on a list of critical items and decide if the plan is approved or critical issues are found If the plan passes the reviews it will be recorded in the CLSR and the CLSR number will be displayed in the My Projects page giving the CLS access to the accepted Survey Document MyCLSS User s Guide Version 1 0 7 In the case where the plan does not pass the SGB reviews indicating critical issues have been found there are two possibilities e The surveyor can appeal the SGB decision and if successful the notice of critical issues will be withdrawn e If corrections to the plan are required the surveyor will amend the Survey Document and complete another checklist 2 Log in While the Website allows the general public to view the information provided by the menu bar approved users must log in to have the benefit of the functionality of the MyCLSS application To login click on the Log in hyperlink at the top right corner of the page Type your username and password in the corresponding input fields and click on the SIGN IN button Figure 2 The initial username and password are assigned by the ACLS Users can change their passwords after the first login To change password or other membership information use the My Profile tool described Section 2 1 Login information is maintained by the ACLS NOTE I Contact ACLS if you need to obta
60. the checklist number has been assigned the user can click on the hyperlinked checklist number in the My Projects pane to go to the View Update Checklist page 7 8 Status of My Projects After Submission of Checklist Goto My Projects page Expand the view of the project you are interested in by clicking on the beside the project number The previously hyperlinked Add Checklist text is now replaced with the generated checklist number Figure 43 The CLS Professional Review is check marked with a status of Complete Before the checklist was submitted it would have been hyperlinked with status as In Progress CLS Finalization and Submission is now showing hyperlinked with an arrow to show the current stage of the project and with status as In Progress MYyCLSS User s Guide Version 1 0 33 My Projects CREATE A NEW PROJECT ARCHIVED PROJECTS 1 3 PROJECT NUMBER SURVEY PROJECT DESCRIPTION STATUS 201014100 A Project example for Users Guide Instructions Issued CLS Act Sec 31 Registration Plan 2011 02 25 Create a New Survey Document Survey Document Name Survey Document for Help Survey Document Type Full Survey Checklist Name Checklist for Help Document Checklist Number 6 CLSR Plan Number Not yet assigned L CLS Professional Review COMPLETE gt CLS Finalization and Submission INPROGRESS SGB Final Submission Review Figure 43 Status after professional review 7 9 Fi
61. tion Options Option 1 Amend Survey Document The ACLS requires completion of an amended checklist if addressing the critical issue requires changes to the survey document AMENDCHECKLIST Option 2 Contact the Surveyor General Branch You can contact Surveyor General Branch SGB to appeal the critical issue The contact information can be found on the Critical Issue notice If successful with your appeal the SGB will withdraw the Critical Issue Notice after which SGB will continue the recording process Figure 70 Amend checklist for critical issue Perform the required corrections to the plan Click on the Amend Checklist button Figure 70 Fill in the new information you can use the COPY checkbox to copy the previous checklist see Section 8 for the description of this tool Figure 71 Create Checklist PROJECT 901014083 Test Section 31 Project 7 TYPE OF SURVEY SURVEY DOCUMENT CHECKLIST NAME Addendum 2 COPY PREVIOUSLY COMPLETED CHECKLIST Addendum 1 k INCLUDES NATURAL BOUNDARY INCLUDES GEOREFERENCING DATA iv cancer CREATE CHECKLIST Figure 71 Amend a checklist to correct critical issue MyCLSS User s Guide Version 1 0 48 Click the Create Checklist button Make any necessary update to the checklist upload the revised PDF version of the plan and submit The PDF plan may be used by the ACLS for Practice Review but will not be provided to the SGB Anew che
62. uctions for Surveys eEdition for this project Figure 51 Project details Endorsement Blocks eEdition Chapters The following endorsement blocks are to be used in your final The following links reference the applicable chapters of the plan for this project General Instructions for Surveys eEdition for this project PartA Legislation Full Survey Chapter B1 2 INTERDEPARTMENTAL AGREEMENT WITH E02 THE DEPARTMENT OF INDIAN AFFAIRS AND NORTHERN DEVELOPMENT RE LAND TRANSACTIONS ON RESERVE LANDS 2003 Chapter C1 GENERAL REQUIREMENTS AND E01 PROCEDURES FOR SURVEYS Chapter C5 SURVEYS OF INDIAN LAND Chapter D1 OFFICIAL SURVEYS E11 Chapter D15 SURVEY REPORTS Chapter D3 STRATA SURVEYS Chapter D5 REGISTRATION AND LAND USE AREA PLANS PartE Appendices E03 Project Documents FILE NAME PURPOSE DATE UPLOADED Sl Request dummy doc pdf Approval documents received 2011 01 14 Survey sketch Additional comments Land Status Milestones 201014083 Create a New Survey Document Figure 52 Project details continued 8 Request Amendment MyCLSS User s Guide Version 1 0 38 A CLS can request an amendment to a project Survey Instructions after surveying instructions have already been issued or a checklist has already been completed If amended survey instructions affect a Survey Document that the CLS has already completed a checklist for the CLS will have to redo the checklist In this case a checklist number a
63. uest survey instructions complete a customized checklist for most Survey Documents and track the progress of Survey Documents from initiation to acceptance in the Canada Lands Survey Records CLSR system The site is put in place for the use of Canada Lands Surveyors CLS and other associated entities authorized by them The general public has access to many of the tools that are referenced on this web site After they log in a CLS has full access to special services such as requesting survey instructions from the Surveyor General Branch use of the checklist tools provided by the ACLS and the ability to maintain their profile information for use by both the ACLS and the SGB Users authorized by a CLS can also access certain information such as Survey Instructions and checklists in a view or print mode for that particular CLS The ACLS is responsible for authorizing and managing login information This document describes the various menus and processes for users who log on to the application The user access page is shown in Figure 1 and it contains the Log in function and a menu bar for other functions An overview of the plan review process that describes the various components processes and responsibilities of MyCLSS ca is given in Section 1 2 The usage of the system is described from Section 2 down The menu bar shown on the main interface contains tools that link to online resources and documentation that may be helpful in conducting surveys an
64. umber Not yet assigned vA CLS Professional Review COMPLETE ar CLS Finalization and Submission COMPLETE gt SGB Final Submission Review IN PROGRESS Figure 49 Final Review in progress 7 10 Successful Final Plan Review Ifthe plan review is successful plan is approved by SGB the result from SGB will automatically update the project in MyCLSS by changing the status to Complete for SGB Final Submission Review Figure 50 When a CLSR number is assigned in the SGB system MyCLSS is updated with the CLSR number recorded against the CLSR Plan Number label in the project pane Once the Survey Document has been scanned the CLSR number will be shown as a hyperlink and by clicking on this number you will be able to access a digital image of the Survey Document for viewing or downloading The procedure for unsuccessful final plan review is described in Section 11 My Projects CREATE A NEW PROJECT ARCHIVED PROJECTS A 111 PROJECT NUMBER SURVEY PROJECT DESCRIPTION STATUS 201014100 A Project example for Users Guide Instructions Issued Create a New Survey Document CLS Act Sec 31 Registration Plan 2011 02 25 Survey Document Name Survey Document for Help Survey Document Type Full Survey Checklist Name Checklist for Help Document Checklist Number 6 CLSR Plan Number Not yet assigned z CLS Professional Review COMPLETE SJ CLS Finalization and Submission COMPLETE oe SGB Final Submission Review COMPLETE Figur
65. y Instructions APPROVAL DOCUMENTS RECEIVED SURVEY SKETCH ADDITIONAL COMMENTS LAND STATUS G Benson Agi PlanReview WAT related Sl Regues Browse Maximum 2 MB PDF format only APPROVAL DOCUMENTS RECENED SURVEY SKETCH ADDITIONAL COMMENTS UPLOADFILETOSGB O Figure 17 Upload file to SGB Browse to your file location and input the documentation Documentation must be in PDF format Check the corresponding documentation checkbox You can upload one file or any number of files for the documentation check all boxes that are covered by the upload File upload can be done in multiple sessions allowing for updates of the upload prior to submitting the request for instructions Click on Upload File to SGB A page is displayed enabling the Request Survey Instructions button with a message in green text telling you to proceed Figure 18 If anything is wrong with the user s input the Request Survey Instructions button will not be enabled and a system message will be displayed in red text Click on this button to send your request to SGB MYyCLSS User s Guide Version 1 0 17 Edit Project 201014083 ACTIVEPROJECTS ARCHIVED PROJECTS Thank you for supplying all requested information You may A now proceed request survey instruction Your request will be REQUEST SURVEY INSTRUCTIONS sent to the Surveyor General Branch Project Information SURVEY PROJECT DESCRIPTION Test Section 31 Pro

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