Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

Session 9: Website

What Is On the Website A Projects page that identifies if project needs are questioned or deleted by EPA and why, along with a forum for States to respond to EPA questions or provide additional project information. A Projects page that identifies if project needs are questioned or deleted by EPA and why, along with a forum for States to respond to EPA questions or provide additional project information. A System Stats page that shows which questionnaires have been entered into the database and a count of all projects in each questionnaire broken down by project status. A System Stats page that shows which questionnaires have been entered into the database and a count of all projects in each questionnaire broken down by project status. A Progress Meter page that shows: the percentage of questionnaires received to date for the State compared to the percentage expected; and the State’s percentage of projects accepted. A Progress Meter page that shows: the percentage of questionnaires received to date for the State compared to the percentage expected; and the State’s percentage of projects accepted.

What Is On the Website (continued) A Contacts page that identifies a phone number for Needs Survey questions and an address for website technical support A Contacts page that identifies a phone number for Needs Survey questions and an address for website technical support A “Hot List” page that identifies projects that you are currently working on or have flagged because they are the subject of a dialogue between you and the EPA. A “Hot List” page that identifies projects that you are currently working on or have flagged because they are the subject of a dialogue between you and the EPA. An Unread Messages page that shows any important messages received from the EPA that result in changes to project statuses. An Unread Messages page that shows any important messages received from the EPA that result in changes to project statuses.

How to Access the Web Page Web address: Web address: The website is password protected. You must provide Cadmus/EPA with names of users that will need accounts. We can create Read-Only or Read/Write accounts for users. (‘Editor’ status) The website is password protected. You must provide Cadmus/EPA with names of users that will need accounts. We can create Read-Only or Read/Write accounts for users. (‘Editor’ status)

Whom To Call For Help Needs Survey Helpline (Toll Free) Needs Survey Helpline (Toll Free) NEEDS03 ( ) NEEDS03 ( ) Website technical support & problems: Website technical support & problems:

Login Page

Login Page (continued) You will receive a login and user id to be entered into the Needs Survey login page. You will receive a login and user id to be entered into the Needs Survey login page. Additionally, the main login page contains links to download documents such as the Survey Questionnaire in Excel (xls) format. Additionally, the main login page contains links to download documents such as the Survey Questionnaire in Excel (xls) format.

Home Page

Website Symbols There are many symbols used on the website. Hovering your mouse over the symbols will show you an alternate description. There are many symbols used on the website. Hovering your mouse over the symbols will show you an alternate description. Accepted with Cost Accepted with Modified Cost Accepted with No Cost Deleted Mark a Message as Read Enter a State Comment Positive Acceptability Issue Negative Acceptability Issue Cost Issue Read/Reply To a Message Add to Hot List Remove from Hot List

Projects Tab Click to go to System View Click to go to Project View State users can click to add notes Use Filters to limit lists

Projects Tab Three types of users Three types of users Admin – users have full access to the site with the ability to view/modify data, set tracking information Admin – users have full access to the site with the ability to view/modify data, set tracking information Region – EPA regional users that have access to all PWSIDs within their region Region – EPA regional users that have access to all PWSIDs within their region State – State water system users that have access to PWSIDs within their State State – State water system users that have access to PWSIDs within their State

System View – Projects Tab Click to send a reply message Click to see cost issue Click to see acceptability issue Click to see System Details

System View – Details Tab

Project View – Table View Projects under the Water System may be displayed in a table layout where each table row represents a project. Projects under the Water System may be displayed in a table layout where each table row represents a project.

Project View – Table View (continued) Users may modify data fields of a project by clicking on the ‘pencil’ in the 1 st column to expose editing tools. Users may modify data fields of a project by clicking on the ‘pencil’ in the 1 st column to expose editing tools. Click to save record Click cancel changes

Project View – Excel Upload 3 step process to import Excel format 2007 Needs Survey Questionnaire: 3 step process to import Excel format 2007 Needs Survey Questionnaire: Select and Upload the Excel file Select and Upload the Excel file Review data in web grid and correct any errors Review data in web grid and correct any errors Finalize import which adds/updates the projects to the database Finalize import which adds/updates the projects to the database

Excel Upload Select Excel File and starting data row Click to initiate the upload

Excel Upload Optionally remap Excel fields

Excel Upload Review and correct uploaded data Click the ‘pencil’ in 1st column to enable editing tools. Click the ‘pencil’ in 1st column to enable editing tools. Save row once highlighted errors are corrected Save row once highlighted errors are corrected Click save changes Click cancel changes Removes project record from upload

Excel Upload Finalizing upload Only projects without data errors will be added to database Only projects without data errors will be added to database Click add projects to database

Example below shows 8 project records were added to the database Example below shows 8 project records were added to the database Project records with data errors may be corrected and finalized at a later time Project records with data errors may be corrected and finalized at a later time Existing database projects will be updated if project number matches Existing database projects will be updated if project number matches Excel Upload Finalizing upload

System Stats Tab Click to view accepted projects Click column titles to sort data by that column

Progress Meter Tab Shows % of all Surveys received Shows % of all Projects accepted

Hot List Tab Click to remove a project from your Hot List

Project View – Messages Tab Click to read or reply to message Click to view Project Details

Project View – Details Tab Click to Add/Remove project from your Hot List

Unread Messages Tab Click here to open and read Click here to remove from list without reading

Project View - Reply To Message Enter your message and click Send

Contacts Tab

Log Out & Close Browser Click here to log out, then close your browser Clicking on the Log Out tab will log out the current user and return the browser to the Log In screen. Clicking on the Log Out tab will log out the current user and return the browser to the Log In screen.

Website Demo