# Presentation: 128715

## What’s New in Toolkit SP-3

- Customer Service Toolkit Service Pack 3 is commonly referred to as Toolkit SP-3

## What’s New in Toolkit SP-3

**Features are listed in the attachment sent in email**_[: ](file:///What_s_New_in_Toolkit_SP3_v1_4.doc)__[What’s](file:///C:/Documents%20and%20Settings/cheryl.johnson/My%20Documents/What_s_New_in_Toolkit_SP3_v1_4.doc)__[ New In Toolkit SP-3](file:///C:/Documents%20and%20Settings/cheryl.johnson/My%20Documents/What_s_New_in_Toolkit_SP3_v1_4.doc)__._

## Encryption

- Support for multiple user file system encryption on laptops and desktops.

- The “Customer Files Toolkit” folder changed to “My Customer Files Toolkit” located in the user’s file system
- Any files, other than practice polygons, practice lines and practice points, will need to be re-added to your customer folders the next time you open the customer’s project.
- GPS files: present GPS software will not save to this new folder. Must save the files somewhere else on C: drive and then move them into the customer folder using Windows Explorer.

## C:\Documents_and_Settings\<login>\My_Customer_Files_Toolkit

## Impacts of new placement of Customer Folder

- No **Customer Files Toolkit** on C:\ drive
- Must navigate further to find the folder and subdirectories to save documents
*Build Your Own *and *Resource Inventory* shapefiles must be brought into the project again.
- Other data layers may not display until you add them again to the project.

## Example of an existing project opened in SP-3 

**Example of an existing project opened in SP-3**

## Source tab in Layer Properties gives location of files.

**Source tab in *****Layer Properties***** gives location of files.**

## Set Data Source

***Set Data Source***
**Assists in adding the existing files**

## However....

**Make sure you name files appropriately...**

## eAuthentication Login

- The Toolkit eAuthentication Login screen now includes standard eAuthentication features:

- Change My Password

- Reset My Forgotten Password

## Slide 11

## Delete Unassigned Folders

- File menu option allows users to delete unassigned customer folders - customer folders on the endpoint that are not currently associated with a record in the NCPDB

**Note**:  This option does not appear until after you eAuthenticate.  You can do this when in the Check In/Out tab—select the GO command button, then eAuthenticate.  After you are successfully eAuthenticated, select **File** and then **Delete Unassisgned Folders.**

## Slide 13

## Last Check In Date

- “Last Check In” date was added to Toolkit Check In/Out tab and Folders tab

## Slide 15

## Search the NCPDB for Specific Customer Folders

- New Advanced Search capabilities in the Check In/Out tab, including searches by program or practice code, by planned and applied date, and/or by associated customer.
**Associated Customer**
**Programs**
**Practices**

**Planned Date**
**Applied Date**
**Customer Name**

## Slide 17

## Rename a Customer Folder

- Allows you to rename:
- Customer/Business Name
- Business ID
- Both

## Slide 19

## Rename Plan(s)

## Slide 21

## General Tab

- The General Tab has been changed for SP-3.  The new design points out that the contact information for a given customer comes from SCIMS.

## Slide 23

## Sort Assistance Notes

- Assistance notes may be sorted by assistance date, assisted by, or program code within a given customer folder.
- To sort assistance notes within a given customer folder, simply click on the heading of the column you wish to sort by.

## Notice that an arrow appears to the right of the column heading to indicate that the notes are being sorted by that data field.

## Practice Schedule: Hide Buttons

- In Toolkit SP-3, the Practice Schedule has a new feature which allows you to hide applied and/or recurring practices.

## You may check one or both check boxes, depending on what practices you wish to hide (if any).  The default settings when you open Toolkit, open a customer folder, and then navigate to the Practice Schedule, are for the hide applied and hide recurring practices options to be unchecked (as shown in the above screen shot). The options you check will remain active until you uncheck them, or until you close and then restart Toolkit.  
Note:  Selecting the Hide Recurring Practices or Hide Applied Practices option disables the Plan and Contract Wizard buttons.  To activate these buttons, uncheck the checkboxes for the hide practices options. 

*Note:  Selecting the Hide Recurring Practices or Hide Applied Practices option disables the Plan and Contract Wizard buttons.  To activate these buttons, uncheck the checkboxes for the hide practices options.*

- Practice Schedule: Hide Buttons

## Extended Narrative ID

*With SP-3, you have a new capability for customizing narratives:  You may create an Extended Narrative ID for a narrative you have modified via the Practice Schedule.*

## Slide 29

## Customize the Plan

*With Toolkit SP-3, an option is available in the Plan Wizard to not limit the practice acres to the total acres of the land unit.*

## Follow these instructions to set your desired preferences for the plan that you are building.
In the Check Option block, remove a check mark to any option you wish to remove from the plan document. 
By default, all options are turned on (i.e., checked). 
In the Total Practice Acres block, the default option is to limit the land unit acres to the acres for that land unit.  
If desired, you may click the Radio button labeled, Do not limit to land unit acres.
This calculation for total acres only appears in the plan.xls document.
Select the method by which practices are sorted on the plan document. 
Sorting by Land Use, the default, groups information on the plan by land use, practice, tract, and land unit number. 
Sorting by Practice, groups information by practice, tract, and land unit number. This method displays the practice code on the plan.

- In the Check Option block, remove a check mark to any option you wish to remove from the plan document.
- By default, all options are turned on (i.e., checked).
- In the Total Practice Acres block, the default option is to limit the land unit acres to the acres for that land unit.
- If desired, you may click the Radio button labeled, **Do not limit to land unit acres**.
- This calculation for total acres only appears in the plan.xls document.
- Select the method by which practices are sorted on the plan document.
- Sorting by Land Use, the default, groups information on the plan by land use, practice, tract, and land unit number.
- Sorting by Practice, groups information by practice, tract, and land unit number. This method displays the practice code on the plan.

## Select How to print Recurring Practices.
By default recurring practices are displayed on the plan for each year they occur.
If you wish to consolidate the practices and only display them for the first year (followed by an R to indicate that it is a recurring practice), select Consolidate recurring practices to first year.  Mark with 'R.'
If more than one Field Office and/or Conservation District have been set up (check your settings in Toolkit Preferences), you may change the office or district by using the drop-down list in the Signature Box area.
By default the Signature Box area displays the Field Office, the Designated Conservationist Name and Title, as well as the Conservation District.  
Enter a Standard Statements that you wish to use on the plan (optional).  
You may save standard statements to use on multiple plans by creating them with a text editor (MS Word, Note Pad, etc) and saving them as text files (with a .txt extension) in the default directory C:\Program Files\USDA\Toolkit5\Templates\PlanWizard.

- By default recurring practices are displayed on the plan for each year they occur.
- If you wish to consolidate the practices and only display them for the first year (followed by an R to indicate that it is a recurring practice), select Consolidate recurring practices to first year.  Mark with 'R.'
- If more than one Field Office and/or Conservation District have been set up (check your settings in Toolkit Preferences), you may change the office or district by using the drop-down list in the Signature Box area.
- By default the Signature Box area displays the Field Office, the Designated Conservationist Name and Title, as well as the Conservation District.
- Enter a Standard Statements that you wish to use on the plan (optional).
- You may save standard statements to use on multiple plans by creating them with a text editor (MS Word, Note Pad, etc) and saving them as text files (with a .txt extension) in the default directory C:\Program Files\USDA\Toolkit5\Templates\PlanWizard.

## To insert an existing statement, click on the Browse button to the right of the Standard Statements area and click Open.
The statement is displayed in the Standard Statements box.
As needed, edit the statement.
Enter any desired text in the Plan Objectives field (optional). 
If plan objectives are entered, a box titled Objective(s) appears at the top of the plan displaying the text.
To produce the plan document, click Finish.
Wait for the plan to be displayed in Excel.
As needed, adjust page breaks. Select View in the Excel menu and select Page Break Preview. 
The page breaks appear as dashed blue lines. 
Use the mouse to click and drag page breaks to the desired location.
Page breaks that have been moved appear as solid blue lines.
At this point you have the option of printing the plan or saving the plan.

- The statement is displayed in the Standard Statements box.
- As needed, edit the statement.
- Enter any desired text in the Plan Objectives field (optional).
- If plan objectives are entered, a box titled Objective(s) appears at the top of the plan displaying the text.
- To produce the plan document, click Finish.
- Wait for the plan to be displayed in Excel.
- As needed, adjust page breaks. Select View in the Excel menu and select Page Break Preview.
- The page breaks appear as dashed blue lines.
- Use the mouse to click and drag page breaks to the desired location.
- Page breaks that have been moved appear as solid blue lines.
- At this point you have the option of printing the plan or saving the plan.

## Contract Wizard Forms

*With Toolkit SP-3, the most recent version of the contract forms (NRCS-CPA-1155 and NRCS-CPA-1156) approved by the OMB in 2006, are available.*

## Select Guide from a Nearby State

*With Toolkit SP-3, you may now select a guide from a different state.*

## Common Tools on All Digitizing Toolbars

*With Toolkit SP-3, the polygon tool will create an inclusion in the land unit.*
*Could be practice features that are becoming fields*
*Buffer*
*Waterway*
*Field borders*
*Or simply an island polygon*

## Several tools are common to all digitizing toolbars, regardless of the type of layer you are editing.  These common tools include the:
            Editor  - use to display the following menu options:
Start Editing - for turning on an edit session.
Stop Editing - for ending an edit session.
Save Edits - for saving edits periodically during the edit session.
Use vertical topology - use to ensure topology rules between layers.  If turned on, it prevents overlapping features between layers. If turned off, the topology rules are not enforced. 
Snapping - used to set snapping parameters for the target layer.
Undo Edit  - use to undo the last vertex or last completed feature.
Redo Edit  - use to redo the last undo action.
Copy and Paste - use to copy features from one layer and paste them into another layer.

-             Editor  - use to display the following menu options:
- Start Editing - for turning on an edit session.
- Stop Editing - for ending an edit session.
- Save Edits - for saving edits periodically during the edit session.
- Use vertical topology - use to ensure topology rules between layers.  If turned on, it prevents overlapping features between layers. If turned off, the topology rules are not enforced.
- Snapping - used to set snapping parameters for the target layer.
- Undo Edit  - use to undo the last vertex or last completed feature.
- Redo Edit  - use to redo the last undo action.
- Copy and Paste - use to copy features from one layer and paste them into another layer.

## Land Unit Editor Digitizing Toolbar

The Land Unit Editor includes the following tools, in addition to the common tools described above:
Select Feature  -         use to select features in the layer, prior to using other tools, such as split or merge.
Add Field Tool  -         use to add fields, append fields and add inclusions to the planned land units layer.
Split Field Tool  -        use to split an existing field.

- The Land Unit Editor includes the following tools, in addition to the common tools described above:
- Select Feature  -         use to select features in the layer, prior to using other tools, such as split or merge.
- Add Field Tool  -         use to add fields, append fields and add inclusions to the planned land units layer.
- Split Field Tool  -        use to split an existing field.

## Merge Tool  -         use to merge two or more fields together.
Topology Editor  -            use to select a common boundary before using reshape or vertex tools.
Reshape Tool  -          use to reshape an existing field boundary.
Vertex Edit Tool  -        use to edit vertices of an existing field.
Circle Tool  -         use to add circles to the layer. Press 'R' on the keyboard to specify the radius while digitizing.
Center Pivot Tool  -               use to cut out center pivot shape.

- Topology Editor  -            use to select a common boundary before using reshape or vertex tools.
- Reshape Tool  -          use to reshape an existing field boundary.
- Vertex Edit Tool  -        use to edit vertices of an existing field.
- Circle Tool  -         use to add circles to the layer. Press 'R' on the keyboard to specify the radius while digitizing.
- Center Pivot Tool  -               use to cut out center pivot shape.

## Map Products Tool

*With Toolkit SP-3, a new feature provides the ability to set user preferences on Map Products map generation.*

## Use the Map Products tool to create a map with a heading, legend, scale, and North arrow. This tool is always active.
General information that you type in the choice lists in the Map Products dialog box is saved in: C:\Documents and Settings\<login>\Local Settings\Application Data\USDA\Toolkit5.  The information saved includes Map Title, Agency, District, Field Office and Assisted By values,  The next time you open the Map Products tool, the previous settings are available in the choice lists on the dialog box. 
The values entered for Approximate Acres, Date and Legal Description are not saved. 

- General information that you type in the choice lists in the Map Products dialog box is saved in: ***C:\Documents and Settings\<login>\Local Settings\Application Data\USDA\Toolkit5***.  The information saved includes Map Title, Agency, District, Field Office and Assisted By values,  The next time you open the Map Products tool, the previous settings are available in the choice lists on the dialog box.
- The values entered for Approximate Acres, Date and Legal Description are not saved.

## Click the Map Products icon  to open the Map Products dialog box.

- Click the Map Products icon  to open the Map Products dialog box.

## Soils Map/Inventory Tool

*In Toolkit SP-3, the Soils Map / Inventory tool has options to generate the map and/or the report.  You will see the new check boxes near the center of the Soils Map and Inventory dialog window.*

## Slide 44

## The Soils Map/Inventory tool on the Toolkit toolbar works only when a soils theme and a land unit layer are added to the view.  You can use the Soils Map/Inventory tool to: 
Produce a customized soils map and legend for the customer.
View an inventory of soils for a specific field(s).
To create a Soils Map layer for all the land units in the land unit layer, clear any selected features in the land unit layer. You may use the Clear Selected Features icon to clear a selection.

- Produce a customized soils map and legend for the customer.
- View an inventory of soils for a specific field(s).
- To create a Soils Map layer for all the land units in the land unit layer, clear any selected features in the land unit layer. You may use the Clear Selected Features icon to clear a selection.

## Save Symbology

*With Toolkit SP-3, a new auto-save feature has been implemented for saving symbology.  *
*Previous to Toolkit SP-3, the user would need to complete the following steps to save a legend for the current map document.*
*From the table of contents, right-click on the layer.*
*Select Save Symbology.*
*Using Toolkit SP-3, the symbology is automatically saved when the user clicks on Save, Save As or Exits a map document in ArcGIS.*

## Auto-Save Symbology only works if you save your project!!

## Check in Customer Folders Regularly!!!

- When you have worked with a customer for an hour or two, check the customer folder back into the NCPDB to save the data in the central repository
- Check the folder back out and continue working
- Checking in your folders regularly will prevent loss of data, as well as your time and effort, due to unexpected power outage, random network issues, or any other unplanned event.