# Presentation: 279712

## Module Table of Contents

Prepare for Scoping (Scoping Checklist)	
Citrix Web Interface & Load Data Artifacts
Prepare for Scoping (Schedule Meetings)	
Conduct Scoping Meeting	
Finalize Project Scope (Scoping Cost)	
Finalize Project Scope (Map Panels)	
Finalize Project Scope (Scoped Tasks) 	
Self Quiz			

- This module guides you through the process of managing the scoping efforts of study projects.  The “Prepare for Scoping” task would appear on the Work Item List of all potential **Scoping Task Lead(s)** of the organization selected to perform the scoping work.
- Only authenticated users with a **Scoping Task Lead** role can perform scoping tasks.
- Training manual users will find workflow and role diagrams throughout the modules.  Web-based users may click on the “view workflow” and “view role” buttons to see where you are in the workflow and role descriptions with associated organization types.

**Module Table of Contents**
_**[Prepare for Scoping (Scoping Checklist)](slide3.xml)**__**	**_
_**[Citrix Web Interface & Load Data Artifacts](slide5.xml)**_
_**[Prepare for Scoping (Schedule Meetings)](slide7.xml)**__**	**_
_**[Conduct Scoping Meeting](slide8.xml)**__**	**_
**Finalize Project Scope (Scoping Cost)****	**
**Finalize Project Scope (Map Panels)****	**
**Finalize Project Scope (Scoped Tasks) ****	**
**Self Quiz****	****	****	**

**Where are you in the Workflow?**

- MANAGE SCOPING

## Prepare for Scoping/Scoping Checklist

- _Reminder_:** Online Help** content provides assistance to users and is available throughout the MIP.
- Throughout this module the role performing the activity and a numerical or descriptive identifier for the screen are displayed in bold on the bottom left and right hand corners of the screen shot to the right.

- MANAGE SCOPING

_**Manage Scoping**_
**ROLE: Scoping Task Lead**
_**Description of Role**_**:  **Responsible for the scoping process (includes preparing and conducting the scoping meeting, and finalizing the scope of the project).
_**Organization Type**_**:  **Assigned Scoping Org.  Any org type could register to do this task.
**SS06**  **Prepare for scoping**
** **

**Where are you in the Workflow?**

## Citrix Web Interface & Load Data Artifacts

- While in the workflow, you will notice the Citrix Web Interface and the Load Data Artifacts portlet under the Scoping Checklist.
- Click the **Online Help** button for detailed help content about accessing the MIP Production Tools through the Citrix Web Interface or uploading data to the MIP through the Load Data Artifacts portlet.

- MANAGE SCOPING

## Citrix Web Interface & Load Data Artifacts

- Contact MIPHelp at miphelp@mapmodteam.com or call 1-877-FEMA-MAP (1-877-336-2627), select option 2, to sign up for a Citrix account or to verify your account information.
- All of the scoping screens will provide access to the MIP Production Tools through Citrix.  You can upload your scoping data (e.g. pre-scoping data, meeting minutes, meeting directions/maps) via the Load Data Artifacts portlet, and you will need to enter submission details since metadata will not accompany your scoping data.

- MANAGE SCOPING

## Prepare for Scoping/Schedule Meetings

- The proposed scoping meeting details can be modified or deleted on the **Conduct Scoping Meeting** screen.
- For all study workflow tasks, there will be a **Review** screen (where all task information entered can be reviewed) and a **Complete Task** screen.

- MANAGE SCOPING

## Conduct Scoping Meeting

- Caution: Do not enter the same meeting twice.  This will cause duplicate meetings to be saved in the database.

- MANAGE SCOPING

_**Manage Scoping**_
**ROLE: Scoping Task Lead**
**Description of Role:  **Responsible for the scoping process (includes preparing and conducting the scoping meeting, and finalizing the scope of the project).
**Organization Type:  **Assigned Scoping Org.  Any org type could register to do this task.
**SS07****  Conduct scoping meeting**
** **

**Where are you in the Workflow?**

## Finalize Project Scope/Scoping Cost

- Click “**Add Cost**” after scoping fund data is entered.  You can add multiple scoping costs before clicking “Continue” if the funds came from a different fiscal year.
- Note: The “Non-FEMA Funds Spent $” field is to enter funds contributed to the scoping task by a leverage partner.  If no Non-FEMA funds were spent, users may enter $0.

- MANAGE SCOPING

_**Manage Scoping**_
**ROLE: Scoping Task Lead**
_**Description of Role**_**:  **Responsible for the scoping process (includes preparing and conducting the scoping meeting, and finalizing the scope of the project).
_**Organization Type**_**:  **Assigned Scoping Org.  Any org type could register to do this task.
**SS08****  Finalize project scope**
** **

**Where are you in the Workflow?**

## Finalize Project Scope/Map Panels

- The goal of the **Map Panels **screen is to select the currently effective map panels that will be affected by the study.  You may choose to select panels individually from the drop-down list, clicking **“Add Map Panel” **after selecting each panel.  Or you can click **“Add All” **to select all map panels for the study area (this may be useful for countywide study projects).
- Note: The effective map panels in the drop-down list should match the data at the Map Service Center.  The

## Finalize Project Scope/Scoped Tasks

- Select the approximate percentage of the affected area(s).

- MANAGE SCOPING

## Finalize Project Scope/Scoped Tasks

- Once the information entered has been reviewed and the “**Complete Task**” button has been clicked, the “Obligate Project Funds” task will appear on the Work Item List of all potential **Study Project Administrator(s)** associated with the geography of the project study responsible for funding and planning the Data Development Tasks, Independent QA Tasks, and Mapping Tasks for each study area.
- Take the time to complete the short Self Quiz on the following page before proceeding to the next training module.

- MANAGE SCOPING

## Self Quiz

- 2.  Funds contributed to the scoping effort by a leverage partner can be captured.  True or False
- 3.  A scoped task (data development task) can be added later in the workflow if it is not selected as part of finalizing the project scope.** **.  True or False
- This concludes the **Manage Scoping** module of the “MIP Release 3 Study Workflow Training” course.  Please proceed to the next module in the course, **Manage Flood Engineering**.

- MANAGE SCOPING

**Answers: 1. False  2. True  3. False**