Context. PRIME User Guide. 10/10/2018 Version 1.0

Transcription

1 Cntext PRIME User Guide 10/10/2018 Versin 1.0

2 TABLE OF CONTENTS Table f Cntents... ii Dcument Versin Infrmatin... v Intrductin... 1 Welcme T PRIME... 1 Abut This User Guide... 2 User Access... 3 User Access Levels Overview... 3 Registered Users... 3 Publisher... 3 Agency / Subregin Administratr... 3 System Administratr... 3 System Access... 3 Submit an Access Request... 4 Setting Yur System t Accept PRIME s... 5 Intrductin Vide... 7 Hw-T Vides... 7 User Dashbards... 7 Main Tls and Map... 8 System Refresh Methds... 9 My Accunt... 9 Update Yur Cntact Inf ii

3 Change Yur Passwrd Request Additinal Access t PRIME Passwrd Reset Data Analysis Tls Interactive Map Tls Search & Cnnect Manual Search Lcatin Filter Facility Filter PRIME ID Filter Keywrds Filter Mre Filters: Planning Surces Mre Filters: Needs r Recmmendatins Search n the Map Viewing Search Results Cnnecting Needs and Recmmendatins Saving a Search Viewing Saved Searches Reprts PRIME Reprt Saving and Printing PRIME Reprts Scping Reprt Saving, Printing and Exprting Scping Reprts Viewing Saved Reprts iii

4 Data Management Tls Tls fr Publishers Add a New Study Surce Add Study Surce Features Select Pre-Defined Lcatins Select frm Map Add Search Results t the Surce Define Custm Lcatin(s) Add a Recmmendatin r Need t a Surce Edit Surce, Needs and Recmmendatins Recrds My Data Edit Yur Recrds My Agency Data Edit Agency Recrds Administratr Level Tls Administratr Review and Apprval f Recrds User Management New User Requests Update Access Level Requests Manage Users Agency and Grup Management Add / Edit Grups Appendices APPENDIX A: Menu Selectin Chices iv

5 Dcument Versin Infrmatin VERSION DATE EDITOR COMMENTS 1/10/2017 J. Lcklear Initial Draft Dcument 5/2/2017 J. Lcklear, M. Banick Final Draft Dcument 10/1/2018 J. Vernick Refine and Finalize Draft Dcument v

6 INTRODUCTION Welcme T PRIME Each year the NJTPA, its subregins and partner agencies cnduct studies fcused n a variety f transprtatin issues. Many relate t the NJTPA Reginal Transprtatin Plan and ther agency plicies and prgrams. As this bdy f research cntinues t grw, maintaining access t study findings and relating them t each ther is an enrmus challenge. The Planning Recmmendatins Integratin Management Engine (PRIME), is a searchable nline database designed t make lcating and analyzing study findings efficient and interactive. PRIME prvides the capability t rganize, track, map and relate the fllwing three types f planning result recrds identified by the NJTPA, subregins and partner agencies: Surce: A recrd describing the study, utreach r plicy prduct that cntains planning findings (i.e., Needs and Recmmendatins). Need: A prblem, issue, challenge r pprtunity finding identified in a Surce that describes the perfrmance f the transprtatin system, a facility r a lcatin. Recmmendatin: A strategy, slutin, methd r apprach finding identified in the Surce that addresses ne r mre Needs. Page 1 Intrductin - Welcme T PRIME

7 Additinal features f PRIME include an interactive map highlighting gegraphic lcatins f studies and a data analysis feature that allws yu t make cnnectins amng findings frm different studies. By crrelating planning findings acrss many agencies, PRIME infrms the NJTPA s systematic perfrmance-based planning prcess, supprts imprved inter-agency planning crdinatin and encurages multi-mdal appraches t slutins. Abut This User Guide This User Guide prvides prcedures t access and use the PRIME applicatin. Each sectin includes step-by-step instructins and illustratins that walk yu thrugh the varius features and functins f the applicatin. Further infrmatin abut PRIME including Intrductin and Hw-T Vides, a Quick Start Guide, FAQs and a Glssary f PRIME terminlgy are available under the PRIME Supprt menu. Page 2 Intrductin - Abut This User Guide

8 ACCESS User Access Levels Overview PRIME has fur built-in User Access Levels that cntrl and gvern user access t the varius tls and features within the applicatin. Registered Users The Registered User level prvides full access t search and analytical tls, including printing, exprting results and saved search features. Publisher The Publisher level prvides Registered User level access plus the ability t enter, cnnect and update recrds fr their agency. These recrds may nly be seen by ther internal users within their agency. Agency / Subregin Administratr The Agency / Subregin Administratr level prvides Publisher level access, the ability t manage their agency s user accunts and the authrity t review / apprve their agency s internal recrds fr viewing by all PRIME users. System Administratr The System Administratr level prvides Agency / Subregin Administratr level access, the ability t manage all user access levels, agency grups, prject types, categries, ntificatins, recrds and system ntificatins, and final authrity n review / apprval f recrds advanced frm Agency / Subregin Administratr level fr viewing by all PRIME users. Fr guidance n selecting an apprpriate accunt, see PRIME FAQs. System Access T use PRIME, yu must first submit an access request and create an accunt with lgin credentials. Once yur request is submitted, it is reviewed by a System r Agency / Subregin Administratr wh will then review and either apprve r deny yur request. Page 3 User Access - User Access Levels Overview

9 Ntificatin updates n the status f yur request are sent via thrughut the apprval prcess t the address yu prvided. Once apprved, yu ll be able t lgin and access PRIME using yur username and passwrd credentials. Submit an Access Request 1.) Click the Request Access buttn lcated n PRIME s hme screen. 2.) Select yur Agency and Grup (if applicable) frm the drpdwns then enter yur Name, Phne Number, , Username and desired Passwrd* int the prvided fields. *Passwrd must meet cmplexity requirements and cntain a minimum f 6 characters, at least ne digit and at least ne alphanumeric character. 3.) Indicate which access level yu d like t request by selecting ne f the fllwing: Registered User, Publisher r Agency / Subregin Administratr then click Cntinue t submit yur request. Page 4 User Access - System Access

10 Cnfirmatin message. Setting Yur System t Accept PRIME s PRIME issues system-generated s during the new user signup prcess and the user accunt passwrd reset prcess. The fllwing steps are required t ensure that s frm PRIME will be received in yur inbx and avid being mislabeled as spam. The fllwing instructins apply t adjusting settings fr the Outlk 2013 desktp client.* 1.) On the tp ribbn, under Hme click the Junk drpdwn icn and frm the drpdwn menu, and select Junk ptins. Page 5 User Access - System Access

11 2.) The Junk Optins windw will appear. Click n the Safe Senders tab, and click the Add buttn n the right. 3.) Add n-reply@njtpa.rg t add PRIME t Outlk s safe sender list. Click OK. Page 6 User Access - System Access

12 4.) Back in the Safe Senders tab, click Apply, and then click OK t cmmit yur Junk settings update. * NOTE: The instructins abve apply nly t Outlk Users with ther clients shuld cnsult their IT department n white-listing PRIME. Intrductin Vide The first time yu lg int PRIME, yu re presented with an Intrductin Vide that prvides an verview f PRIME. After viewing the vide, yu can click Dn t shw this again. Otherwise, the Intrductin Vide will display each time yu lg int PRIME. Yu can als access this vide under the Supprt drp-dwn menu in the PRIME Main Navigatin bar at any time. Hw-T Vides Several Hw-T vides are available t explain PRIME features. These include the Welcme t PRIME, Using PRIME Search, Entering PRIME Text Recrds, Mapping PRIME Recrds and Managing and Using PRIME Search Results. These are available under the Supprt drp-dwn menu in the PRIME Main Navigatin bar. User Dashbards Once yu have successfully lgged in t PRIME, yu will arrive at My Dashbard, a multi-faceted hme screen that allws yu access all f PRIME tls and features*, quickly find recrds that yu have entered, call up frequently used search cmmands and view scping reprts that yu have generated and saved. PRIME will autmatically lg-ut user accunts fllwing 60 minutes f inactivity. Page 7 User Access - Intrductin Vide

13 *NOTE; The visibility and availability f dashbard tls and features is dependent upn yur accunt Access Level. See User Access Levels Overview as well as the descriptins belw. Main Navigatin Bar 1.) My Dashbard: [All User Access Levels] Returns yu t yur dashbard frm any screen in the applicatin. 2.) My Accunt: [All User Access Levels] Links t yur accunt infrmatin page. 3.) Lgut: [All User Access Levels] Signs yu ut f the applicatin. 4.) System Ntificatins: [Administratrs Only] Shws number f user access requests and reprts awaiting review. 5.) Supprt: [All User Access Levels] Prvides links fr requesting supprt, training, and ther supprt features. 6.) Administratin: [Administratrs Only] Prvides links t user, system and recrds management tls. Main Tls and Map 7.) Analysis Tls: [All User Access Levels] Tls fr search and management* f needs, recmmendatins and surces. *Dependent n user access level. Page 8 User Access - User Dashbards

14 8.) Map: [All User Access Levels] Map interface fr viewing and management* f needs, recmmendatins and surces. *Dependent n user access level. 9.) Interactive Map Tls: [All User Access Levels] Tlset that allws yu t adjust map layer visibility, pan and zm the map and identify surces, needs and recmmendatins. 10.) Results Panel: [All User Access Levels] Display f search results. System Refresh Methds PRIME cmmands ffer differing levels f map, filter and system refresh capabilities. The fllwing list sme f the primary ways that users can clear results r refresh system selectins. Cmmand Sequence Result Ntes ->My Accunt -> Cancel Cmplete refresh Cmplete return t lg-in state ->My Dashbard; ->PRIME Lg Clear Results Buttn Clears results table and map results; returns map view t that selected fr Search n Map/Manual Search Clears Results Table and map results Partial refresh supprts similar repetitive searches Partial refresh supprts similar repetitive searches Clear Filters Clears all selected filters Click x n individual filters t remve My Accunt My Accunt prvides access t yur accunt details and is accessible frm the tp main menu. Accunt details include: yur username, agency, user grup and cntact inf. Frm here, yu can update yur cntact infrmatin, change yur passwrd and request additinal access t PRIME. Page 9 User Access - My Accunt

15 Update Yur Cntact Inf T update yur cntact inf: 1. Click My Accunt t pen yur accunt details. 2. Make desired edits t yur First Name, Last Name, Phne Number r then click Save t save yur edits. 3.) Click Cancel t cancel and return t My Dashbard. NOTE: Once yur accunt is created yu will nt be able t make changes t yur username. Change Yur Passwrd T change yur passwrd: 1. Click My Accunt t pen yur accunt details. 2. Click the Change Passwrd link t pen the change passwrd frm. Page 10 User Access - My Accunt

16 3. Current Passwrd: Enter yur current passwrd. 4. New Passwrd: Enter a new passwrd.* 5. Cnfirm Passwrd: Enter the new passwrd again. 6. Click Submit t submit the request. 7. Click Cancel t cancel and return t My Accunt * NOTE: New Passwrd requires minimum f 6 characters with at least ne digit and ne nn-alphanumeric character. Request Additinal Access t PRIME T request additinal access: 1. Click My Accunt t pen yur accunt details. 2. Click the Request Additinal Access t PRIME link t pen t access request frm. Page 11 User Access - My Accunt

17 3. Click the access level yu d like t request. 4. Click Cntinue t submit the request. Yu ll receive cnfirmatin that the request was sent. 5. Click Return t Dashbard t return t My Dashbard. 6. Or, click Cancel frm the access request frm t return t My Accunt. Passwrd Reset Frm the lgin screen, yu have the ptin t reset yur passwrd if yu happen t frget it. Page 12 User Access - Passwrd Reset

18 T use: 1. Click the Frgt Passwrd? Link. 2. Prvide the Username used t pen yur accunt. 3. Click Reset Passwrd t submit the request. Yu ll receive a cnfirmatin . NOTE: Yu als have the ptin t reset yur passwrd frm yur accunt details. See the My Accunt sectin fr instructins. Page 13 User Access - Passwrd Reset

19 DATA ANALYSIS TOOLS PRIME recrd analysis tls prvide the ability t search fr surces, needs and recmmendatins. Yu can save yur searches fr future use as well as create and save reprts. Additinally, if yu have a Publisher user Accunt Level r higher, yu can als relate and cnnect needs and recmmendatins acrss different study surces. Interactive Map Tls The map tls allw yu t cnfigure the map display, pan and zm selected map areas and identify map features. Tls include: Basemap Selectin Allws yu t chse frm a selectin f basemap displays. Map Layer Visibility Turns display f map feature layers ff and n.* Re-center Map Re-centers and fcuses the map t its default scale and lcatin. Zm In Prvides the ability t zm int a selected area n the map. Zm Out Prvides the ability t zm ut f a selected area n the map. Pan Turns ff selectin mde allwing yu t drag and pan the map. Identify Allws yu t click anywhere n the map and identify map features. * NOTE: The Map Layer Visibility bx als serves as the key t map features. Page 14 Data Analysis Tls - Interactive Map Tls

20 Search & Cnnect The Search & Cnnect tls prvide the ability t search fr surces, needs and recmmendatins manually by specific attributes as well as by interactive map. Guidance n adjusting and ptimizing map and tabular display settings, selecting Manual Search vs. Search n Map methds and cnnecting recrds can be fund in the PRIME FAQ dcument. Manual Search Manual Search allws yu t drill dwn int lcatins and facilities manually using a hierarchal filter apprach as well as search using keywrds. This type f search wrks well when the exact map lcatin is nt knwn, but yu knw sme infrmatin such as the facility type r agency fr example. The search filters can be used individually r in cnjunctin with each ther t build a truly custm search. Filters include: Lcatin filters by municipality r cunty Facility filters by facility type including (rail statins, rads, etc.) PRIME ID filters by recrd identificatin number Keywrd filters by keywrd Mre Filters filters by surce type, agency and mre Fllw the steps belw t cnduct a Manual Search. 1.) Start by clicking Search & Cnnect in the Main analysis tls. Page 15 Data Analysis Tls - Search & Cnnect

21 2.) Select Planning Surce, Needs r Recmmendatins frm the I m lking fr drpdwn. 3.) Ensure the Manual Search radi is selected. Next, use the filters t build yur Manual Search. Instructins fr using each filter type are prvided belw. Lcatin Filter The lcatin filter search ptins include by: Cunties Municipalities Legislative Districts (State) MPO Bundaries Steps: 1.) If cllapsed, click Lcatin t expand the Lcatin filter. Page 16 Data Analysis Tls - Search & Cnnect

22 2.) Search by: Select Municipalities r Cunties frm the Search by drpdwn t filter available features. 3.) Select Feature: Select the desired municipality r cunty frm the drpdwn. 4.) Click Add t Filter t add the selectins t the search. 5.) Next, click Search t run the query and return a list f results r add mre filters. Facility Filter The facility filter ptins include: Light Rail Statins NJ Transit Rail Statins Railrad Lines Ferry Lines Rads Steps: 1.) If cllapsed, click Facility t expand the Facility filter. Page 17 Data Analysis Tls - Search & Cnnect

23 NOTE: Rads has different filter ptins. Advance t step 6: additinal steps belw. 2.) Search by: Select ne f the ptins listed abve frm the Search by drpdwn t filter the available features. 3.) Select Feature: Select the desired feature frm the drpdwn. 4.) Click Add t Filter t add the selectins t the search. 5.) Next, click Search t run the query and return a list f results r cntinue t add mre filters. Additinal Rads Filter Steps: Page 18 Data Analysis Tls - Search & Cnnect

24 6.) Cunty: Select a Cunty frm the drpdwn. 7.) Municipality: Select a Municipality frm the drpdwn. 8.) Rute Type: Select Rute Type frm the drpdwn. 9.) Rute Number: Select Rute Number frm the drpdwn. 10.) Rad Name: Select Rad Name frm the drpdwn. 11.) Frm MP: Select the Frm Mile Pint frm the drpdwn. 12.) T MP: Select the T Mile Pint frm the drpdwn. 13.) Click Add t Filter t add the selectins t the search. 14.) Next, click Search t run the query and return a list f results r cntinue adding mre filters. NOTE: Fr radways with separate directinal travel lanes (e.g., a divided highway r interstate highway), yu will be asked t specify Rute Directin fllwing item 10.) abve. Frm the drp dwn menu Select the S r W entry fr Suthbund r Westbund MPs; select the blank chice fr the ppsite directin (i.e., Nrthbund r Eastbund) MPs. PRIME ID Filter The PRIME ID filter searches fr specific PRIME recrd identificatin numbers. Page 19 Data Analysis Tls - Search & Cnnect

25 PRIME autmatically assigns an alphanumeric PRIME ID t each Surce, Need and Recmmendatin recrd at the time f entry t the system. These IDs are visible when a recrd is pened in the Details windw view r in the PRIME Reprt and Scping Reprt results tables. Surce IDs begin with an S (Surce) fllwed by 3 (r mre) numeric digits. Because Need and Recmmendatin recrds belng t a specific Surce, their IDs begin with the Surce ID fllwed by N (Need) r R (Recmmendatin and 3 (r mre) numeric digits. Recrd Type PRIME ID Prtcl Example Surce Sxxx S254 Need SxxxNxxx S254N356 Recmmendatin SxxxRxxx S254R426 Steps: 1.) If cllapsed, click PRIME ID t expand the PRIME ID filter. 2.) Enter a PRIME ID int the PRIME ID field. Keywrds Filter The Keywrds filter searches the fllwing recrd fields fr ptential matches: Selected Recrd Recrd Fields Searched Type fr Search Surce Study / Plicy / Event Title Study / Plicy / Event Descriptin Need Need Title Need Summary Need Tag Type Need Tag Page 20 Data Analysis Tls - Search & Cnnect

26 Recmmendatin Recmmendatin Title Recmmendatin Summary Recmmendatin Tag Type Recmmendatin Tag Steps: 3.) If cllapsed, click Keywrds t expand the Keywrds filter. 4.) Enter a keywrd int the Keywrds field. 5.) Next, click Add t Filter t add the selectin t the search. 6.) Next, click Search t run the query and return a list f results r cntinue adding mre filters. NOTE: Mre Filters selectins when searching fr a planning surce versus a need r recmmendatin vary slightly. Therefre, each is discussed separately belw. Mre Filters: Planning Surces Mre Filters ffers specific search criteria fr planning Surces that include: Planning Study Plicy Outreach Event Planning Tpics include: Transprtatin Page 21 Data Analysis Tls - Search & Cnnect

27 Land Use Envirnment Steps fr using Mre Filters with a planning surce: 1.) Select Planning Surce frm the I m lking fr drpdwn and ensure that Manual Search is selected. 2.) If cllapsed, click Mre Filters t expand the Mre Filters. 3.) Dcument Type: Select Planning Study, Plicy r Outreach Event frm the drpdwn. 4.) Agency: Select an agency frm the drpdwn. 5.) Study Date: This represents a date range yu wish t search. a. Start Date: Starting date fr the range. b. End Date: Ending date fr the range. 6.) Planning Tpic: Select Transprtatin, Land Use r Envirnment frm the drpdwn. Page 22 Data Analysis Tls - Search & Cnnect

28 7.) Next, click Add t Filter t add the selectins t the search. 8.) Next, click Search t run the query and return a list f results r cntinue adding mre filters. Mre Filters: Needs r Recmmendatins Mre Filters fr Needs and Recmmendatins allws yu t filter results by Agency, Planning Tpic, and Mde, and drill dwn by Need Type r Recmmendatin Type. Mre Filters allws yu t use ne r multiple filters at nce. See table belw fr ptins. See Appendix A fr a full list f drp-dwn selectins fr these filters. Filter Name Need / Recmmendatin Type Agency Bth Drp-dwn Planning Tpic Bth Drp-dwn Tag Type Bth* Drp-dwn Tag Bth* Drp-dwn Need Type Need Drp-dwn Recmmendatin Type** Recmmendatin Drp-dwn Actin** Recmmendatin Drp-dwn * Althugh Needs and Recmmendatins bth use Tag Types and Tags, drp-dwn selectin lists fr each are different. A Tag Type and Tag must be selected tgether in rder t Add Filter. ** A Recmmendatin Type and Actin must be selected tgether in rder t Add Filter. Steps fr using Mre Filters with a Need r Recmmendatin: 1.) Select Needs r Recmmendatins frm the I m lking fr drpdwn and ensure that Manual Search is selected. Page 23 Data Analysis Tls - Search & Cnnect

29 2.) If cllapsed, click Mre Filters t expand the Mre Filters. Fr Bth Need and Recmmendatin Recrds: 3.) Agency: Select an agency frm the drpdwn. 4.) Planning Tpic: Select a tpic frm the drpdwn. 5.) Tag Type: Select a descriptr categry frm the drpdwn.* 6.) Tag: Select a descriptr term frm the drpdwn.* * Must be selected tgether in rder t Add Filter. Fr Need Recrds: Page 24 Data Analysis Tls - Search & Cnnect

30 7.) Need Type [Need]: Select ne f the ptins frm the drpdwn list. Fr Recmmendatin Recrds: 8.) Actin Type: Select ne f the ptins frm the drpdwn list.* 9.) Actin: Select ne f the ptins frm the drpdwn list.* * Must be selected tgether in rder t Add Filter. Fr Bth Need and Recmmendatin Recrds: 10.) Next, click Add t Filter t add the selectins t the search. 11.) Next, click Search t run the query and return a list f results r cntinue adding mre filters. Page 25 Data Analysis Tls - Search & Cnnect

31 Search n the Map The Search n Map tl prvides a way t search fr planning surces, needs and recmmendatins directly n the map using map selectin tls. Available Selectin Tls and Usage: Pinter: Will search a selected pint n the map. Best fr querying a specific map feature. Usage: Click a lcatin n the map t perfrm query. Circle Select: Will search a circular area n the map. Usage: Click and drag muse t draw circular area n the map t search. Plygn Select: Will search a precise plygn area n the map. Usage: Use a series f single muse clicks n the map t define a cmpletely bunded search area then duble-click t perfrm the query. Steps: 1.) Start by clicking Search & Cnnect in the Main analysis tls. Page 26 Data Analysis Tls - Search & Cnnect

32 2.) Select Planning Surce, Needs r Recmmendatins frm the I m lking fr drpdwn. 3.) Ensure the Search n Map radi is selected, then select Pint, Circle r Plygn. 4.) Next, based n selectin tl, click r click and drag muse n the map t select the desired area t search. Page 27 Data Analysis Tls - Search & Cnnect

33 5.) The selected area is then queried and the search results are highlighted n the map and ppulated in the Results. Viewing Search Results Search results recrds are returned in the Results table and illustrated n the map screen. In rder t view the full range f recrds returned n the map, the map scale will re-adjust t shw the largest gegraphic feature f any recrd returned. Where PRIME map views appear stacked r cluttered, users may want t adjust layer settings, use zm t fcus in clser n an area and make use f the tabular recrds and detail windws t interpret results. The PRIME FAQs dcument prvides additinal guidance n using map and tabular results tgether. Page 28 Data Analysis Tls - Search & Cnnect

34 In the Results table, click n any header t srt results by that criteria. Mve yur muse acrss each recrd t enlarge it t shw the full narrative and light up the gegraphy n the map view. Use the scrll bar at the right f the table t access recrds dwn in lnger results lists. At the right f each Surce, Need and Recmmendatin recrd are several recrd-specific cmmand ptins. The table belw illustrates cmmands that are available given the type f recrd, recrd wnership status and PRIME Accunt Access level f the user. Cmmand Descriptin Type(s) f Recrd Recrd Ownership Accunt Access Level Zm Adjusts map scale and view t display the gegraphic area fr that recrd All All All Details Opens windw displaying full infrmatin fr that recrd All All All Cnnect Set cnnectins between Recmmendatin and/r Needs and Recmmendatins Only All Publisher and abve Need recrds Page 29 Data Analysis Tls - Search & Cnnect

35 Edit Access the Edit functin fr that recrd All User accunts with Agency f Recrd Owner Only Publisher and abve Add Need Add a new Need recrd t that Surce Surce Only User accunts with Agency f Recrd Owner Only Publisher and abve Add Recmmendatin Add a new Recmmendatin recrd that Surce Surce Only User accunts with Agency f Recrd Owner Only Publisher and abve Zm t result: 1.) Click the Zm link next t the feature t highlight it and zm int it n the map. View Details f a result and Dwnlad Dcuments: 1.) Click the Details link t bring up details abut the selected result. Page 30 Data Analysis Tls - Search & Cnnect

36 2.) Further cmmand ptins are available within the Details windw. a. Click View Cnnectins t bring up cnnected recrds in the Results screen belw the map. b. Click Dwnlad Dcuments t dwnlad attachments assciated with the recrd. c. Click Edit Recmmendatin t access the recrd, if frm yur agency, in editing mde. NOTE: Where buttn(s) a. c. appear faded, this selectin is nt available fr that recrd. Page 31 Data Analysis Tls - Search & Cnnect

37 Cnnecting Needs and Recmmendatins If yu have Publisher r higher level credentials, yu have the additinal ptin t cnnect a need r recmmendatin t anther need r recmmendatin frm the same r different Surce. Use f the Cnnectin feature is intended t highlight highly inter-dependent r strngly related Need issues and/r Recmmendatin slutins. Additinal recrds may als be cnnected t these recrds. This will allw users t pivt between a series f cnnected recrds that have been identified as strngly r integrally related. The fllwing ptins are available fr cnnecting recrds. Recrd 1 Type Recrd 2 Type Purpse f Cnnectin Planning Surces Need Need Identify inter-dependent r strngly crrelated needs issues that shuld be cnsidered r addressed in cntext with each ther. Need Recmmendatin Identify ne r mre Recmmendatin(s) that are capable f / intended t address a specific Need issue. Same r Different Same r Different Recmmendatin Recmmendatin Identify a Recmmendatin that is integral t r strngly cnnected with selecting r implementing ther Recmmendatin(s). Same r Different NOTE: Where pssible, users shuld limit the number f cnnectins between recrds t ensure that nly the mst imprtant r inter-dependent relatinships are highlighted. Steps t cnnect: 1.) Click Cnnect t select the first item yu wish t cnnect. 2.) This will pen a ppup fr the select item. Page 32 Data Analysis Tls - Search & Cnnect

38 3.) Next, click Cnnect in the Results table fr the next item yu wish t cnnect. NOTE: Yu may need t perfrm multiple searches t access the recrds yu want t cnnect (e.g., after selecting a Need recrd frm a Need search results list, yu wuld have t perfrm a Recmmendatin search t generate a Recmmendatin results list in rder t select a Recmmendatin recrd that yu want t cnnect). 4.) This will add the selected item t the same ppup. Yu can add as many items as yu like by repeating steps 1-3. Page 33 Data Analysis Tls - Search & Cnnect

39 5.) If yu need t delete a selectin, simply click the X in the header at the tp left t remve. 6.) Once yu re satisfied with yur selectins, click Cnnect. 7.) The selected items will nw be cnnected. T view the cnnectin, click Details fr the item yu wish t view. 8.) This will pen the details ppup fr the selected item. Click the View Cnnectins ptin. Page 34 Data Analysis Tls - Search & Cnnect

40 9.) All results will lad in the Search Results table Page 35 Data Analysis Tls - Search & Cnnect

41 Saving a Search The Save Filter tl prvides the ability t save a custm search fr later use. Steps: 1.) Enter a name fr the search in the Filter Name field. 2.) Click Save Filter t save the filter then click OK n the cnfirmatin ppup. NOTE: Fllwing a Search, if yu intend t perfrm certain fllw-n functins (i.e., Edit, Add Need r Add Recmmendatin) t a recrd in the Search Results windw, r select View Cnnected Recrds frm the Details windw fr any recrd, PRIME is unable t return t the riginal Search Results Windw. T access the riginal search results list again, use the Save Filter cmmand immediately after perfrming yur initial search. Yu can then re-run the search using Saved Filter t access the same returned results. Steps: Viewing Saved Searches 1.) Frm My Dashbard, click the Saved Searches tab in the main analysis tls. Page 36 Data Analysis Tls - Search & Cnnect

42 2.) All yur saved searches will be listed here. 3.) Click Lad t lad the saved search filter. Alternatively, click Delete t delete a saved search filter. Page 37 Data Analysis Tls - Search & Cnnect

43 4.) Select the Manual Search Radi Buttn. Click Search buttn t cmplete a Saved Search. NOTE: Yu can mdify r adjust filters laded thrugh Saved Search. Click the x within individual filters t remve them, add additinal filters thrugh the menus prvided r click the Clear Filters buttn t remve all filters. Reprts PRIME reprting tls prvide the capability t query PRIME data and create reprts. Currently there are tw reprt ptins available: PRIME Reprt and Scping Reprt PRIME Reprt PRIME Reprt creates graphic and tabular summaries f the number f recrds by wner and assigned categries fr a gegraphic area such as a cunty, municipality r a custm area yu select and name. The resulting reprt can be saved via the web brwser t yur lcal cmputer. There are tw search methds fr the PRIME Reprt: Page 38 Data Analysis Tls - Reprts

44 Manual Search create a reprt using standard gegraphic features in PRIME Search n Map create a reprt using map by selecting a lcatin n the map Steps t create a PRIME Reprt using a Manual Search: 1.) Start by clicking Reprts in the Main analysis tls. 2.) Select PRIME Reprt frm the Which type f reprt wuld yu like t create? drpdwn. 3.) Select either by Municipalities r Cunties in the Search by drpdwn. Page 39 Data Analysis Tls - Reprts

45 4.) Next, based n yur selectin frm step 3 - select a cunty r municipality frm the drpdwn and click Create Reprt t run the reprt. 5.) The PRIME Reprt will pen in a separate brwser windw. The reprt will be titled based n the drpdwn area selected. Steps t create a PRIME Reprt using a Search n Map: Page 40 Data Analysis Tls - Reprts

46 1.) Start by clicking Reprts in the Main analysis tls. 2.) First, name the area yu will select fr the reprt in the Describe General Lcatin bx. Next, chse a selectin tl: Pint, Circle r Plygn, then click and/r draw the search area n the map t run the reprt. NOTE: In rder fr the area name yu entered t appear as a title n the reprt page, yu must enter it befre selecting and using the map selectin tl. 3.) The PRIME Reprt will pen in a separate brwser windw. Page 41 Data Analysis Tls - Reprts

47 Saving and Printing PRIME Reprts 1.) T save a cpy f the reprt as an HTML file, right-click anywhere n the reprt and select Save As, then chse where yu want t save the reprt. 2.) T save a cpy f the reprt as a PDF, right-click anywhere n the reprt and select Print then select Save as PDF as the Destinatin. Page 42 Data Analysis Tls - Reprts

48 NOTE: Remember t clse the brwser windw cntaining PRIME Reprt when finished. Page 43 Data Analysis Tls - Reprts

49 Scping Reprt The Scping Reprt is a cmparisn tl that allws yu t search and select existing Needs and Recmmendatins recrds fr inclusin in a reprt, and t utput the results t CSV. The reprt can prvide a starting pint fr discussin between agencies when seeking t scpe ut further study, prblem statement r even prject cncepts fr lcatins. Tw search methds are available t create a Scping Reprt: Manual Search create the reprt using a hierarchal filter t find lcatins Search n Map create the reprt using map selectin tls t select custm lcatins frm the map Steps t create a Scping Reprt using Manual Search: 1.) Start by clicking Reprts in the Main analysis tls. 2.) Select Scping Reprt frm the drpdwn t pen the reprt inf frm (Step 1). Page 44 Data Analysis Tls - Reprts

50 3.) Enter Scping Reprt Infrmatin that will be incrprated int the title and header f the Scping Reprt prduct. Althugh a text entry is required fr each, these may be as frmal r infrmal as needed fr yur wrking purpses: a. Enter the type f analysis (e.g., crridr study, pedestrian walkability audit, site review, etc.) prpsed in the Study Type field. b. Enter a title fr yur scping reprt in the Study Name field. Because all Scping Reprt utputs are autmatically saved, the name yu select will be used t access the reprt thrugh the My Dashbard Saved Reprts Tab. c. Enter the main study gal (e.g., Cngestin Reductin, Safety Imprvement) in the Study Gal field. d. Enter a descriptin f the analysis methds prpsed in the Study Apprach field (e.g., travel demand mdel, cmmunity utreach, etc.). 4.) Select either by Municipalities r Cunties. Page 45 Data Analysis Tls - Reprts

51 5.) Next, based n yur selectin frm step 4, select a cunty r municipality frm the drpdwn and click Create Reprt t run the reprt and generate prpsed study area utcmes. Advance t step 10.) t view prpsed utcmes and cntinue creating the reprt. Steps t create a Scping Reprt using Search n Map: 6.) Start by clicking Reprts in the Main analysis tls. 7.) Select Scping Reprt frm the drpdwn t pen the reprt inf frm (Step 1). Page 46 Data Analysis Tls - Reprts

52 8.) Enter Scping Reprt Infrmatin that will be incrprated int the title and header f the Scping Reprt prduct. Althugh a text entry is required fr each, these may be as frmal r infrmal as needed fr yur wrking purpses: a. Enter the type f analysis (e.g., crridr study, pedestrian walkability audit, site review, etc.) prpsed in the Study Type field. b. Enter a title fr yur scping reprt in the Study Name field. Because all Scping Reprt utputs are autmatically saved, the name yu select will be used t access the reprt thrugh the My Dashbard Saved Reprts Tab. c. Enter the main study gal (e.g., Cngestin Reductin, Safety Imprvement) in the Study Gal field. d. Enter a descriptin f the analysis methds prpsed in the Study Apprach field (e.g., travel demand mdel, cmmunity utreach, etc.). 9.) Select Search n Map. Enter text that describes the custm lcatin. This text will appear in the header f the Scping reprt. Page 47 Data Analysis Tls - Reprts

53 10.) Chse a selectin tl: Pint, Circle r Plygn, then click and/r draw the search area n the map t run the reprt and generate prpsed study area utcmes. 11.) The Prpsed Study Area Outcmes will pen in a separate brwser windw and will be rganized by Recrd Type, Needs and Recmmendatins. Page 48 Data Analysis Tls - Reprts

54 12.) Click Add t Reprt t select and add an utcme t the reprt. Once selected the text will change t Remve frm Reprt (which yu can click t remve an utcme frm the reprt). 13.) When yu ve cmpleted yur selectins, click Create Scping Reprt t save the reprt and view yur selected utcmes. Saving, Printing and Exprting Scping Reprts 1.) T Print a Scping Reprt, cpy and paste text cntained in the reprt t anther dcument and then print ut. Fr best results, click and hld the left muse buttn and drag yur muse t highlight all text frm the header thrugh the table that yu wish t cpy fr print. Release the left muse buttn, mve yur cursr ver highlighted text and click the right muse buttn t pen a dialgue bx. Click the left muse buttn n Cpy. Page 49 Data Analysis Tls - Reprts

55 2.) Open a new blank dcument in MS Wrd (r ther ffice sftware) (recmmended page settings: 11 x 17 ; landscape rientatin) 3.) Click the right muse buttn t pen a dialgue bx. Click Paste using left muse buttn. Using MS Wrd, the Scping Reprt will be cpied in a tabular frmat that can be edited and frmatted. Alternatively, yu can click Exprt t CSV buttn t dwnlad a cpy f the utcmes int an MS Excel file. Viewing Saved Reprts Whenever yu create a Scping Reprt it is saved t yur main tls under Saved Reprts. T view a saved reprt: 1.) Start by clicking Saved Reprts in the Main analysis tls. 2.) Click Access next t the reprt yu wish t view. 3.) The reprt is then laded in the brwser where yu have the ptin t cpy it int a MS Wrd file r Exprt t CSV (see the Saving, Printing and Exprting Scping Reprts sectin abve). Page 50 Data Analysis Tls - Reprts

56 Page 51 Data Analysis Tls - Reprts

57 DATA MANAGEMENT TOOLS If yu re a user with Publisher r Administratr level access, yu can add, edit and manage study surces, needs and recmmendatins in the PRIME database using the analysis tls. Guidance n selecting and entering cntent t, and maintaining, recrds can be fund in PRIME FAQs. Tls fr Publishers Add a New Study Surce Fllw the steps belw t add a new study surce. 1.) Click Add in the Main analysis tls. 2.) Select the Yes, I m adding a new planning surce ptin, then click Cntinue. Page 52 Data Management Tls - Tls fr Publishers

58 Yu re nw presented with the New Planning Surce entry frm which cntains three tabs. Yu can navigate back and frth between the tabs by clicking the tab name. Tabs include: Details cntains the title, surce type and ther relevant details abut the planning surce [Default tab] Cntacts allws yu t list the names, phne numbers and addresses f all relevant cntacts fr the planning surce Attachments prvides the ability t add images, dcuments and ther files t the surce NOTE: Yu must cmplete all required fields n the Details, Cntacts and Attachments tabs. Required fields are indicated by an asterisk (*). On the Details tab: 3.) Study/Plicy/Event Title: Enter the full title fr the study, plicy r event. Page 53 Data Management Tls - Tls fr Publishers

59 Figure 1: example study/plicy/event title. 4.) Surce Type: Select a surce type frm the drpdwn, ptins include: Planning Study, Plicy and Outreach Event. 5.) Study/Plicy/Event Date: Enter date f the study, plicy, r event by selecting the numeric mnth and year frm the drpdwns. 6.) Prepared By: Enter the name f the agency r rganizatin that prepared the surce. Figure 2: planning surce prepared by example. 7.) Prepared Fr: Enter the name f the entity the planning surce was prepared fr. Figure 3: planning surce prepared fr example 8.) Planning Tpic: Select a planning tpic frm the drpdwn, ptins include: Transprtatin, Land Use and Envirnment. Click the Add Tpic buttn t add the selected tpic t the planning surce. Nte: Yu can add mre than ne tpic if needed. Figure 4: planning tpic examples. 9.) Study/Plicy/Event Descriptin: Enter a descriptin fr the planning surce. This is typically an verview r summary f the study, plicy r event. Page 54 Data Management Tls - Tls fr Publishers

60 10.) Figure 5: planning surce descriptin example. 11.) Study/Plicy/Event Lcatin Descriptin: Enter a descriptin fr the lcatin. Figure 6: planning surce lcatin example. 12.) Agency: Select yur agency frm the drpdwn. 13.) Status: Select the current status f the planning surce. Optins include: a. Pending (Default Value, Inactive N knwn fllw-up) b. Active (In Prcess Being utilized fr prject develpment that is scheduled r underway) c. Partially Addressed (Sme Prgress - Sme elements advanced, addressed r therwise reslved) d. Addressed (Prgress cmplete - Cmpleted, addressed r therwise reslved) e. Mckup (Fr testing purpses nly) Page 55 Data Management Tls - Tls fr Publishers

61 14.) Click Cntinue t navigate t the Cntacts tab. On the Cntacts tab: 15.) Select an Existing Cntact: Check the existing cntacts list first by typing an entry int the Cntact Name, Cntact Phne r Cntact fields r use the scrll bar at right t view the list. 16.) Put check marks next t the individual cntacts yu wish t add, then click the Add Selected Cntacts buttn. 17.) The selected cntacts will nw be listed in the Added Cntacts list. Page 56 Data Management Tls - Tls fr Publishers

62 18.) Add a New Selected Cntact: If yur cntact is nt fund in the Existing Cntact list, enter the Cntact Name, Cntact Phne and Cntact int the prvided fields under Add New Cntact then click the Add New Cntact buttn. 19.) The cntact will nw be listed in the Added Cntacts List. The cntact will als be recrded and added t the Existing Cntacts list fr future use. 20.) Click Cntinue t g t the Attachments tab. On the Attachments tab: Page 57 Data Management Tls - Tls fr Publishers

63 21.) Uplad Attachments: Click the Chse File buttn t pen file explrer n yur cmputer, then select the file yu wish t uplad. Next, click the Open buttn t uplad the file.* 22.) Attachments: The upladed file will nw be listed in the Attachments list. 23.) Delete an Attachment: Clicking the [x] next an attachment will delete it frm the planning surce. 24.) Once yu ve cmpleted yur entries n all three tabs, click Cntinue. If yu have nt entered all required fields when pressing Cntinue, the system will return yu t the specific tab lcatin where an errr message will identify the field(s) that are missing infrmatin. Yu are nw directed t the map where yu can select and enter lcatin features fr the new planning surce. See the next tpic t learn hw t add surce features. * Attachment size limit is 75 MB per file with n limit n number f files. Page 58 Data Management Tls - Tls fr Publishers

64 Add Study Surce Features After cmpleting all three tabs n the New Study Surce frm and clicking Cntinue, yu will be directed t the Map Lcatins interface t enter the lcatin f yur recrd int PRIME. Yu can add and select study surce lcatins manually using the Select Pre-Defined Lcatins hierarchal filter, r use the Define Custm Lcatins tls t add a new study lcatin t the map interface. Guidance n selecting and entering gegraphic features t recrds can be fund in PRIME FAQs. Select Pre-Defined Lcatins The Menu Select ptin prvides a way t drill dwn int lcatins and facilities manually using a hierarchal filter apprach. This type f search wrks well when the exact map crdinates fr a lcatin r facility are nt knwn r yu need t search fr specific attributes. Lcatin Searches Menu Select Search. Optins include: Cunties Municipalities Legislative Districts (State) MPO Bundaries Steps: 1.) Ensure the Menu Select radi is selected. Page 59 Data Management Tls - Tls fr Publishers

65 2.) Next, if cllapsed, click Lcatin t expand the Lcatin filter. 3.) Search by: Select Municipalities r Cunties frm the Search by drpdwn t filter available features. 4.) Select Feature: Select the desired municipality r cunty frm the drpdwn. 5.) Then, click Search t run the query and ppulate the Search Results. Facility Searches Manual Facility Search ptins include: Light Rail Statins NJ Transit Rail Statins Railrad Lines Ferry Lines Rads Page 60 Data Management Tls - Tls fr Publishers

66 Steps: 1.) Ensure the Menu Select radi is selected. 2.) Next, if cllapsed, click Facility t expand the Facility filter. Nte: Rads has different filter ptins. Advance t step 6: additinal steps belw. 3.) Search by: Select ne f the ptins listed abve frm the Search by drpdwn t filter the available features. 4.) Select Feature: Select the desired feature frm the drpdwn. 5.) Click Search t run the query and ppulate the Search Results. Additinal Rads Filter Steps: Page 61 Data Management Tls - Tls fr Publishers

67 6.) Cunty: Select a Cunty frm the drpdwn. 7.) Municipality: Select a Municipality frm the drpdwn. 8.) Rute Type: Select Rute Type frm the drpdwn. 9.) Rute Number: Select Rute Number frm the drpdwn. 10.) Rute Name: Select Rute Name frm the drpdwn. 11.) Rute Directin: Select the directin f rute* 12.) Frm MP: Select the Frm Mile Pint frm the drpdwn. 13.) T MP: Select the T Mile Pint frm the drpdwn. 14.) Click Select Rads t run the query and ppulate the Search Results. Page 62 Data Management Tls - Tls fr Publishers

68 NOTE: Fr radways with separate directinal travel lanes (e.g., a divided highway r interstate highway), yu will be asked t specify Rute Directin fllwing item 10.) abve. Frm the drp dwn menu Select the S r W entry fr Suthbund r Westbund MPs; select the blank chice fr the ppsite directin (i.e., Nrthbund r Eastbund) MPs. Select frm Map The Select frm Map tl prvides a way t query fr lcatins and facilities directly n the map. This type f search wrks well when yu knw the general lcatin f a facility and aren t searching fr a specific attribute. Select frm Map includes three different map selectin mdes and selectin tls. Selectin Mdes: New: Select this mde fr new map queries. It adds the queried features t the Search Results. Add: Use this mde t query additinal lcatins and add thse features t the current Search Results. Remve: Use this mde t remve queried results fr a selected lcatin frm the Search Results. Selectin Tls and Usage: Pinter: Will query a selected pint n the map. Best fr querying a specific map feature. Usage: Simply click a lcatin n the map t perfrm query. Circle Select: Will query a circular area n the map. Usage: Click and drag muse t draw circular area n the map t query. Plygn Select: Will query a precise plygn area n the map. Page 63 Data Management Tls - Tls fr Publishers

69 Usage: Use single muse clicks n the map t define the query area then dubleclick t perfrm the query. T perfrm a new query: 1.) Click n the Map Layer Visibility buttn and select layer features t make available fr selectin. 2.) Ensure the Select frm Map radi is selected. 3.) Select New as yur Selectin Mde. 4.) Click desired selectin tl: Pint, Circle r Plygn. Page 64 Data Management Tls - Tls fr Publishers

70 5.) Next, based n selectin tl, click r click and drag muse n the map t select the desired area and run the query. 6.) The selected area is then queried and the results are highlighted n the map and ppulated in the Search Results. Page 65 Data Management Tls - Tls fr Publishers

71 T Add t current query: 1.) Click n the Map Layer Visibility buttn and select layer features t make available fr selectin. 2.) Ensure the Select frm Map radi is selected. 3.) Select Add as yur Selectin Mde. 4.) Click desired selectin tl: Pint, Circle r Plygn. 5.) Next, based n selectin tl, click r drag muse n the map t select the additinal area t query. Page 66 Data Management Tls - Tls fr Publishers

72 6.) The selected area is then queried and the results are highlighted n the map and ppulated in the Search Results. T Remve features frm the current query: 1.) Ensure the Select frm Map radi is selected. Page 67 Data Management Tls - Tls fr Publishers

73 2.) Select Remve as yur Selectin Mde. 3.) Click desired selectin tl: Pint, Circle r Plygn. 4.) Next, based n selectin tl, click r drag muse n the map t select the features yu wish t remve frm the current query. 5.) Features in the selected area are then remved frm the Search Results and n lnger highlighted n the map. Page 68 Data Management Tls - Tls fr Publishers

74 Add Search Results t the Surce Whenever yu perfrm a query using the Menu Select r Select frm Map ptins, the results are returned in the Search Results table. Frm here, yu can zm int a search result feature n the map as well as add the selected feature t the surce. Menu Select searches return nly the filtered feature type r attribute in the results, while Select frm Map searches return all feature types listed ut by categry and number f results per categry. Page 69 Data Management Tls - Tls fr Publishers

75 [Example Menu Select Search] [Example Search n Map] NOTE: The applicatins map query tl has a threshld f 1K results per feature layer type. If yu dn t see a feature yu expect t see in the search results, yu may need t zm in clser n the map and submit a new query, query a smaller area r try a Menu Select search instead. Zm int a Result: 1.) Click the Zm link next t the feature t highlight it and zm int it n the map. Page 70 Data Management Tls - Tls fr Publishers

76 Add a Result t the surce: 1.) Click Add next t a feature t add it t the surce. 2.) The feature will then be listed in the Lcatins Added table. Clear Results: 1.) Click Clear Results t clear all results frm the Search Results table. Page 71 Data Management Tls - Tls fr Publishers

77 NOTE: The Search Results table disappears when there are n query results. Define Custm Lcatin(s) Yu can imprt lcatin features int PRIME using Imprt Feature(s) cmmand as well as add them manually using the drawing tls. Yu may als Use Surce Gegraphy frm an existing PRIME recrd. Add lcatins using Imprt Features: 1.) Click the Select Imprt File buttn next t Imprt Features t pen file explrer n yur cmputer, then select the file yu wish t uplad. Next, click the Open buttn t uplad the file. 2.) The upladed features will be imprted and added t the surce lcatins. Page 72 Data Management Tls - Tls fr Publishers

78 Add lcatins using Use Surce Gegraphy: 1.) Click the Use Surce Gegraphy buttn add the lcatin feature(s) frm the parent Surce recrd t the current recrd. 2.) Next, click the Edit cmmand t re-name r mdify a lcatin feature. 3.) Click Remve t delete a lcatin feature. Add lcatin using the Drawing Tls: The Add New Feature drawing tls allw yu t create and add specific map lcatins and features t a surce. This is useful when yu need t define a specific lcatin, attribute r bundary n the map that isn t a pre-defined PRIME lcatin r feature (e.g. municipality, rad, cunty, etc.) Drawing tls include: Pint: Will add a pint n the map. Usage: Simply click a lcatin t add t map. Page 73 Data Management Tls - Tls fr Publishers

79 Circle: Will draw a circle n the map. Usage: Click and drag muse t draw circle and release muse when dne. Plygn: Allws yu t draw a precise plygn area n the map. Usage: Use a series f single muse clicks n the map t define a bunded plygn area then duble-click t cmplete. Line: Adds straight lines t the map. (similar t the plygn tl, but desn t aut clse) Usage: Use a single muse click t select the starting pint then duble-click map where yu want the ending pint. T add a Feature: 1.) Click desired drawing tl: Pint, Circle, Plygn r Line. 2.) Next, based n drawing tl selected, click r drag muse n the map t draw the new feature. Release muse r duble-click when dne drawing. Figure 7: plygn example. Page 74 Data Management Tls - Tls fr Publishers

80 3.) The newly drawn feature is added t the Lcatins Added table with generic draw labels fr the Lcatin and Surce. 4.) Click Edit t rename the Lcatin r the Surce. 5.) Click Submit when dne. Zm t a Feature: 1.) Click the Zm link next t the feature t highlight it and zm int it n the map. Page 75 Data Management Tls - Tls fr Publishers

81 Add a Recmmendatin r Need t a Surce Fllw the steps belw t add a new recmmendatin r need t a study surce. 1.) Start by clicking Add in the Main analysis tls. 2.) Select the I m adding needs and recmmendatins t an existing planning surce ptin. Page 76 Data Management Tls - Tls fr Publishers

82 3.) Next, select the study surce yu wish t add the recmmendatin t frm the drpdwn, then click Cntinue. 4.) Select Need r Recmmendatin frm the Entry Type drpdwn. Like the Surce entry frm, yu re nw presented with the Need/Recmmendatin entry frm which cntains three tabs. Yu can navigate back and frth between the tabs by clicking the tab name. Tabs include: Details cntains the title, related surce and ther relevant details abut the need [Default tab] Cntacts allws yu t list the names, phne numbers and addresses f all relevant cntacts fr the planning surce and r need Attachments prvides the ability t add images, dcuments and ther files t the need The drpdwn at the tp f the frm will dente which entry type yu ve selected. Page 77 Data Management Tls - Tls fr Publishers

83 NOTE: Yu must cmplete all required fields n the Details, Cntacts and Attachments tabs. Required fields are indicated by an asterisk (*). Page 78 Data Management Tls - Tls fr Publishers

84 On the Details Tab: 5.) Need r Recmmendatin Title: Enter a title fr the need. Figure 7: example need title. 6.) Planning Surce: Select the applicable planning surce frm the drpdwn. 7.) Planning Tpic: Select a planning tpic frm the drpdwn, ptins include: Transprtatin, Land Use and Envirnment. Click the Add Tpic buttn t add the selected tpic t the need r recmmendatin. Nte: Yu can add mre than ne tpic if needed. 8.) Summary f Need r Recmmendatin: Enter a summary f the prpsed need r recmmendatin. Figure 8: example need summary. 9.) Need Type [yu ll see this ptin if adding a need. Skip t step 11 if adding a recmmendatin]: Next, select the Need Type frm drpdwn menu. Page 79 Data Management Tls - Tls fr Publishers

85 10.) Then click Add Need Type t add it t the need details. Repeat t select multiple Need Types. 11.) Actin [yu ll see this ptin if adding a recmmendatin. Return t step 10 if adding a need. Advance t step 14 if adding a need]: Next, select the actin type frm the first menu and the crrespnding sub-categry frm the secnd menu. 12.) Then click Add Actin t add it t the recmmendatin details. 13.) Tags: Select the tag type frm the first menu and the crrespnding tag frm the secnd menu. Page 80 Data Management Tls - Tls fr Publishers

86 14.) Then click Add Tag t add it t the need details. 15.) Status: Select the current status f the need r recmmendatin. Optins include: f. Pending (Default Value, Inactive N knwn fllw-up) g. Active (In Prcess Being utilized fr prject develpment that is scheduled r underway) h. Partially Addressed (Sme Prgress - Sme elements advanced, addressed r therwise reslved) i. Addressed (Prgress cmplete - Cmpleted, addressed r therwise reslved) j. Mckup (Fr testing purpses nly) 16.) Click Cntinue t g t the Cntacts Tab. On the Cntacts tab: Page 81 Data Management Tls - Tls fr Publishers

87 17.) Select an Existing Cntact: Check the existing cntacts list first by typing an entry int the Cntact Name, Cntact Phne r Cntact fields r use the scrll bar at right t view the list. 18.) Put check marks next t the individual cntacts yu wish t add, then click the Add Selected Cntacts buttn. 19.) The selected cntacts will nw be listed in the Added Cntacts list. Page 82 Data Management Tls - Tls fr Publishers

88 20.) Add a New Selected Cntact: T add new cntacts t the system. Enter the Cntact Name, Cntact Phne and Cntact int the prvided fields then click the Add New Cntact buttn. 21.) The cntact will nw be listed in the Added Cntacts List. The cntact will als be recrded and added t the Existing Cntacts list fr future use. 22.) Click Cntinue t g t the Attachments tab. On the Attachments Tab: Page 83 Data Management Tls - Tls fr Publishers

89 23.) Uplad Attachments: Click the Chse File buttn t pen a file explrer windw n yur cmputer, then select the file yu wish t uplad. Next, click the Open buttn t uplad the file. 24.) Attachments: The upladed file will nw be listed in the Attachments list. 25.) Delete an Attachment: Clicking the [x] next an attachment will delete it frm the planning surce. 26.) Click Cntinue. Yu are nw directed t the map where yu can select and enter lcatin features fr the new need r recmmendatin. See the Add Study Surce Features tpic fr detailed steps. Edit Surce, Needs and Recmmendatins Recrds There are a few ptins fr editing Surce, Need and Recmmendatin recrds in PRIME. As a Publisher, yu can edit recrds created and added by yu as well as recrds added by ther Publishers in yur agency. My Data Edit Yur Recrds The My Data tab cntains a list f all recrds yu have created and added t PRIME including Surces, Needs and Recmmendatins. Page 84 Data Management Tls - Tls fr Publishers

90 T edit My Data: 1.) Click My Data t navigate t the My Data tab. 2.) Click Edit next t the Surce, Need r Recmmendatin recrd yu wish t edit. 3.) Next, make desired edits t the selected item. See the Add a New Study Surce fr detailed steps. 4.) When dne, click N, I m finished t save yur edits and return t My Dashbard, r 5.) Click Yes, Cntinue t add a new recmmendatin r need t the current surce. My Agency Data Edit Agency Recrds The My Agency Data table cntains a list f all recrds that ther Publishers at yur agency have added t PRIME including Surces, Needs and Recmmendatins. Fllw the steps belw t edit My Agency Data: 1.) Start by clicking Edit in the Main analysis tls. Page 85 Data Management Tls - Tls fr Publishers

91 2.) Click Edit next t the surce, need r recmmendatin yu wish t edit in the Agency Data table. 3.) Next, make desired edits t the selected item. See the Add a New Study Surce tpic fr detailed steps. 4.) When dne, click N, I m finished t save yur edits and return t My Dashbard, r 5.) Click Yes, Cntinue t add a new recmmendatin r need t the current surce. NOTE: Yu can als edit surces added by yur agency frm the Search & Cnnect Results table r frm the Details ppup windw by clicking the Edit cmmand. Page 86 Data Management Tls - Tls fr Publishers

92 ADMINISTRATOR LEVEL TOOLS Administratr Review and Apprval f Recrds Recrds entered int PRIME are subject t a review and apprval prcess that cntrls access and view capabilities t selected users at specific Access levels. This allws agencies t retain internal cntrl f their recrds until ready fr sharing with utside users. Figure 9. belw illustrates the review and apprval prcess used in PRIME and recrd visibility status. Figure 9: PRIME Review and Apprval Prcess and Recrd Visibility 1) Publisher level users and abve at Agency A enter a new recrd int PRIME. All users belnging t Agency A can view (and thse at Publisher level and abve can edit) a new recrd as sn as the entry is saved in the system. This allws users in Agency A t wrk tgether t refine the new recrd while in a draft state. During this time, the recrd will remain visible nly t Agency A staff. 2) When the recrd is ready t be made available t All Other PRIME Users utside f that agency, an Agency A Agency / Subregin Administratr must review and apprve the Page 87 Administratr Level Tls - Administratr Review and Apprval f Recrds

93 recrd befre it can be advanced fr publishing. During the review prcess, the Agency Administratr can make mdificatins t any f the entry s details including its attachments, cntacts, lcatins and cnnectins, r may reject the recrd and enter ntes in the Cmments Bx describing what steps wuld be needed by Agency A staff t address cncerns.* Once apprved, the recrd is flagged fr review by the PRIME System Administratr. During this time, the recrd will remain visible nly t Agency A staff. 3) The PRIME System Administratr will review the recrd t ensure that it cnfrms t PRIME standards. During the review prcess, the PRIME System Administratr can make mdificatins t any f the entries details including its attachments, cntacts, lcatins and cnnectins, r may reject the recrd and nte in the Cmments Bx what steps wuld be needed by Agency A staff t address cncerns.* Once apprved, the recrd is published and accessible t all user levels acrss all agencies. Ntificatin that a recrd is available fr bth Agency / Subregin Administratr and PRIME System Administratr review will appear in their respective ntificatin menus based n the abve sequence.** * NOTE: An Administratr cannt delete a recrd while underging the review prcess. This must be dne utside f the review prcess. ** NOTE: All recrds entered will appear in the Ntificatin windw as sn as they are entered. Administratrs shuld check with their agency staff t determine when recrds are actually ready fr review. Steps t review: 1.) Click GO> t navigate t the Review Data screen which shws the list f data entries awaiting review by Type, Title, Surce, Tpic and Agency. Page 88 Administratr Level Tls - Administratr Review and Apprval f Recrds

94 2.) Click Review t pen a recrd that yu wish t review. 3.) Review the fllwing tabs and make edits if needed. (See the Tls fr Publishers sectin fr detailed steps n editing each tab) a. Details cntains the title, surce type and ther relevant details abut the entry b. Attachments cntains any attached images, dcuments and ther files c. Cntacts list the names, phne numbers and addresses f all relevant cntacts fr the entry d. Cnnectins lists any cnnectins between the current entry and ther entries 4.) Click Mdify Lcatins t review the lcatins and make edits if needed. (See the Add Study Surce Features sectin fr detailed steps n editing lcatins) 5.) Next, t Apprve an Entry: Click the Cmments tab and enter any ntes r cmments yu wish the Publisher t see abut the apprval. 6.) Click Apprve t apprve the entry. 7.) T Deny an Entry: Click the Cmments tab and enter any ntes r cmments regarding why the entry is being denied. 8.) Click Nt Apprved t deny the entry. Page 89 Administratr Level Tls - Administratr Review and Apprval f Recrds

95 User Management PRIME System Administratrs have the authrity t apprve new user accunt requests. Once apprved, Agency / Subregin Administratrs manage their agency s users within PRIME. New User Requests New user requests submitted t PRIME are sent directly t the PRIME System Administratr fr review. Once apprved by the PRIME System Administratr, the user shall receive an ntifying them f the accunt apprval and lg-in credentials. User requests awaiting review will appear in the PRIME System Administratr ntificatin menu, alng with the number f requests. Fllwing PRIME System Administratr apprval, a user accunt is managed by the Agency / Subregin Administratr fr the Agency selected in the New PRIME Accunt Request screen. Agency / Subregin Administratr permissins include apprval fr changes t accunt Access Level and disabling accunts. Steps t review: 1.) Click GO> t navigate t the User Management screen which shws a list f all users and all requests. New User Requests are listed first and highlighted in green. 2.) Click Apprve t apprve the request. 3.) Or click Deny t deny the request. 4.) The user wh submitted the request will receive an update via as t the status f their request. Page 90 Administratr Level Tls - User Management

96 Update Access Level Requests Existing PRIME users have the ptin t request additinal system access r request access updates. These requests must als be apprved by an administratr. Request awaiting yur review will shw up in the ntificatin menu, alng with the number f requests. Steps t review: 1.) Click GO> t navigate t the User Management screen which shws a list f all users and all requests. User Access Update Requests are highlighted in yellw. 2.) Click Apprve t apprve the request. 3.) Or click Deny t deny the request. 4.) The user wh submitted the request will receive an update via as t the status f their request. Manage Users As an administratr, yu can disable a user s access as well as update the fllwing user infrmatin: Grup the PRIME grup the user belngs t Access Level the user s rle r level f access in the system user address T update user infrmatin: Page 91 Administratr Level Tls - User Management

97 1.) Click Manage next t the user whse infrmatin yu wish t update t enable edit mde. 2.) Make the desired edits. 3.) Click Save when dne. T disable a user: 1.) Click Manage next t the user whse infrmatin yu wish t update t enable edit mde. 2.) Click Disable. T enable a user: 1.) Click Manage next t the user whse infrmatin yu wish t update t enable edit mde. 2.) Click Enable. Agency and Grup Management As System Administratr, yu als can manage and create new Subregin & Agency Grups. Add / Edit Grups T add r edit r edit a grup, navigate t the management page by clicking Agency and Grup Management in the main navigatin menu. Page 92 Administratr Level Tls - Agency and Grup Management

98 T add a new grup: 1.) Click Add New. 2.) Enter a Name in the Grup field. 3.) Select an Agency frm the Agency drpdwn. 4.) Click Save. Page 93 Administratr Level Tls - Agency and Grup Management