Editing Customer Folders

From Wikiagro.com

This exercise is included in the tutorial: Getting started with Cplanner, GeoAgro for CNMP Development

In this learning guide, you will learn to make modifications to your customer folder data. You will learn how to check out a folder for editing and how to add conservation plans, land units and practices.

To proceed with this learning guide you need to have reviewed the following learning guides:

• Download, install and sign in to Cplanner
• Download customer folders
  
  
  

Contents 1 Video 1.1 Adding data to a customer folder 2 Exercises 2.1 Exercise 01 - Search and check out a Customer Folder 2.2 Exercise 02 – Adding data to a customer folder 2.2.1 Create a new conservation plan 2.2.2 Add a tract and a land unit 2.2.3 Add a new Conservation Practice 2.3 Exercise 03 - Uploading your modifications

Video

Adding data to a customer folder

Exercises

Exercise 01 - Search and check out a Customer Folder

In this exercise, you will learn how to search for a particular customer folder, and to check it out for editing.

1. Open GeoAgro CPlanner, and login with GeoAgro Training credentials as detailed in this exercise: Log in to Cplanner using USDA e-authentication
   
   
2. The initial screen will show you your conservation plans. Select “Hardin County” and click on “Go Search”.
   
   
   
   
3. This will bring the list of Conservation folders available for your user in Hardin County, IA. There are 10 training folders in that County that you may use.
   
   
   
   
4. The conservation plans shown on the left panel are obtained directly from NRCS Servers.Click on the left panel, on one of the folders where column "Owner" = "Available for check-out". Please note that if there is a name under the column 'Owner', that person is editing the plan, and you can only download it for viewing it.
   Click on "Check out". The status bar on the lower side of the screen informs you of the status of your operations.
   
   
   
5. On the right panel, click on the downloaded folder to select it and click on “Open folder” to open it. Cplanner will open the Customer folder window.
   
   
   
6. You'll notice the folder you downloaded now appears again on the right panel, which contains the customer folders that are available locally (in your computer). This time it's coloured green; that means it's in editable mode.
   
   
7. On the right panel, click on the “der----Geoagro1” folder to select it and click on “Open folder” to open it.
   
   
   
   
8. Cplanner will open the Customer folder window.
   

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Exercise 02 – Adding data to a customer folder

In this exercise you will learn how to use Cplanner to upload Conservation Practices to the National Conservation Planning Database (NCPDB). First, you will create a new conservation plan for your plan data. Then, you will add the land unit and tract where the practice will be performed. Finally, you will add a new practice.

Create a new conservation plan

1. While you are on the conservation plans tab, click on “New item”
   
   
   
2. Click on “Conservation plan” and then on “Next”
   
   
   
3. Enter the new plan name and click on “Next”
   
   
   
4. Click on “Finish”. The new plan will show up.

Add a tract and a land unit

1. Click on “New item”
   
   
   
   
2. The “New item” window will pop up. Click on “Land unit” and then click on “Next”
   
   
   
   
3. In “Select a Conservation Plan”, select your new conservation plan.
   
   
   
   
4. In “Add a land unit” complete the form as shown below:
   
   
   
   
5. Complete the land unit properties as shown below and click on “Next”
   
   
   
   
6. In the “Final step” window, click on “Finish”.

Add a new Conservation Practice

1. Click on Land unit “1” under “Tract 1” on the new conservation plan to select it.
   
   
   
   
2. Click on “New Item”.
   
   
   
   
   
3. The “New item” window will pop up. Click on “Scheduled practice” and then click on “Next”.
   
   
   
   
4. In “Select a Conservation Plan”, select your new conservation plan
   
   
   
   
5. In “Select a land unit...” click the checkbox for land unit 1 and click on “Next”
   
   
   
   
6. In “Select the datasource of the scheduled practices” click on “Available practices” and click on “Next”.
   
   
   
   
7. A list of available practices will come up. Look for the “Filter Strip”, practice code 393.
   
   
   
   
8. Check it to select the practice. Click on “Next”
   
   
9. Cplanner will move on to the “Add practice properties” window. Click on “Narrative” to select a narrative.
   
   
   
   
   
10. Select the first-listed narrative (code 00N). Click on “Ok”
    
    
    
    
11. Drop down the Program menu to select “EQIP”
    
    
    
    
    
12. In “Planned amount” enter the number of acres shown in the Filter Strip. In “Planned date” enter the date planned for the practice.
    
    
    
    
13. Leave the “Additional info...” form untouched and click on “Next”.
    
14. In the “Final step” window, click on “Finish”. Your practices will appear listed under the corresponding land unit.
    
    
    
    

Note:

After creating the practice, you may modify it, as detailed in this article. Please note that Practices from previous contracts may not be modified.

Exercise 03 - Uploading your modifications

Warning:

This last step is very important. To save your changes and upload them to the NRCS servers, you need to 'check-in' your plan. Otherwise, if the Folder remains 'checked-out' for a couple of days, the Field Office/NRCS staff may cancel your changes to work on the folder again

Click on “Check in” to upload your newly created practices and wait for the download to complete.

You'll notice the customer folder has disappeared from the right panel and is coloured green on the left panel.

This exercise is included in the tutorial: Getting started with Cplanner, GeoAgro for CNMP Development