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Drinking Water Infrastructure Needs Survey and Assessment 2007 Training Training

Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

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Page 1: Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

Drinking WaterInfrastructureNeeds Survey and Assessment

2007

TrainingTraining

Page 2: Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

Session 9:Session 9:WebsiteWebsite

Page 3: Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

www.DWNeeds.cwww.DWNeeds.comom

Page 4: Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

What Is On the What Is On the WebsiteWebsite

A A ProjectsProjects page that identifies if project needs are page that identifies if project needs are questioned or deleted by EPA and why, along with a questioned or deleted by EPA and why, along with a forum for States to respond to EPA questions or forum for States to respond to EPA questions or provide additional project information.provide additional project information.

A A System StatsSystem Stats page that shows which page that shows which questionnaires have been entered into the database questionnaires have been entered into the database and a count of all projects in each questionnaire and a count of all projects in each questionnaire broken down by project status.broken down by project status.

A A Progress MeterProgress Meter page that shows: the percentage page that shows: the percentage of questionnaires received to date for the State of questionnaires received to date for the State compared to the percentage expected; and the compared to the percentage expected; and the State’s percentage of projects accepted.State’s percentage of projects accepted.

Page 5: Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

What Is On the Website What Is On the Website (continued)(continued)

A A ContactsContacts page that identifies a phone number page that identifies a phone number for Needs Survey questions and an email address for Needs Survey questions and an email address for website technical support for website technical support

A “A “Hot ListHot List” page that identifies projects that you ” page that identifies projects that you are currently working on or have flagged because are currently working on or have flagged because they are the subject of a dialogue between you and they are the subject of a dialogue between you and the EPA.the EPA.

An An Unread MessagesUnread Messages page that shows any page that shows any important messages received from the EPA that important messages received from the EPA that result in changes to project statuses. result in changes to project statuses.

Page 6: Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

How to Access the Web How to Access the Web PagePage

Web address:Web address:

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

http://www.DWNeeds.com

Page 7: Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

Whom To Call For HelpWhom To Call For Help

Needs Survey Helpline (Toll Free)Needs Survey Helpline (Toll Free)

1-877-NEEDS03 (1-877-633-3703)1-877-NEEDS03 (1-877-633-3703)

Website technical support & Website technical support &

problems: problems:

[email protected]@2007Needs.com

Page 8: Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

Login PageLogin Page

Page 9: Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

Login PageLogin Page (continued)(continued)

You will receive a login and user id You will receive a login and user id to be entered into the Needs Survey to be entered into the Needs Survey login page.login page.

Additionally, the main login page Additionally, the main login page contains links to download contains links to download documents such as the Survey documents such as the Survey Questionnaire in Excel (xls) format.Questionnaire in Excel (xls) format.

Page 10: Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

Home PageHome Page

Page 11: Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

Website SymbolsWebsite Symbols There are many symbols used on the website. There are many symbols used on the website.

Hovering your mouse over the symbols will show Hovering your mouse over the symbols will show you an alternate description.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

Page 12: Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

Projects TabProjects 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

Page 13: Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

Projects TabProjects Tab

Three types of usersThree types of users Admin – users have full access to the Admin – users have full access to the

site with the ability to view/modify data, site with the ability to view/modify data, set tracking informationset tracking information

Region – EPA regional users that have Region – EPA regional users that have access to all PWSIDs within their regionaccess to all PWSIDs within their region

State – State water system users that State – State water system users that have access to PWSIDs within their have access to PWSIDs within their StateState

Page 14: Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

System View – Projects System View – Projects TabTab

Click to send a reply

message

Click to see cost issue

Click to see acceptability issue

Click to see System Details

Page 15: Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

System View – Details System View – Details TabTab

Page 16: Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

Project View – Table ViewProject View – Table View Projects under the Water System may be displayed Projects under the Water System may be displayed

in a table layout where each table row represents a in a table layout where each table row represents a project.project.

Page 17: Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

Project View – Table View Project View – Table View (continued)(continued)

Users may modify data fields of a project by clicking Users may modify data fields of a project by clicking on the ‘pencil’ in the 1on the ‘pencil’ in the 1stst column to expose editing column to expose editing tools.tools.

Click to save record

Click cancel changes

Page 18: Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

Project View – Excel Project View – Excel UploadUpload

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

database database

Page 19: Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

Excel Upload Excel Upload Select Excel File and starting data Select Excel File and starting data

rowrow

Click to initiate the upload

Page 20: Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

Excel Upload Excel Upload Optionally remap Excel fieldsOptionally remap Excel fields

Page 21: Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

Excel Upload Excel Upload Review and correct uploaded dataReview 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 correctedSave row once highlighted errors are corrected

Click save changes

Click cancel changes

Removes project record from upload

Page 22: Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

Excel Upload Excel Upload Finalizing uploadFinalizing upload

Only projects without data errors will be added to databaseOnly projects without data errors will be added to database

Click add projects to database

Page 23: Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

Example below shows 8 project records were added to the databaseExample below shows 8 project records were added to the database Project records with data errors may be corrected and finalized at a later Project records with data errors may be corrected and finalized at a later

timetime Existing database projects will be updated if project number matchesExisting database projects will be updated if project number matches

Excel Upload Excel Upload Finalizing upload Finalizing upload

Page 24: Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

System Stats TabSystem Stats Tab

Click to view accepted projects

Click column titles to sort data by that

column

Page 25: Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

Progress Meter TabProgress Meter TabShows % of all

Surveys received

Shows % of all Projects accepted

Page 26: Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

Hot List TabHot List Tab

Click to remove a project from your Hot List

Page 27: Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

Project View – Messages Project View – Messages TabTab

Click to read or reply to

message

Click to view Project Details

Page 28: Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

Project View – Details Project View – Details TabTab

Click to Add/Remove project from your Hot List

Page 29: Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

Unread Messages TabUnread Messages Tab

Click here to open and read

Click here to remove from list without reading

Page 30: Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

Project View - Reply To Project View - Reply To MessageMessage

Enter your message and click Send

Page 31: Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

Contacts TabContacts Tab

Page 32: Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

Log Out & Close BrowserLog 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 Clicking on the Log Out tab will log out the current user and return the browser to the Log In screen.the browser to the Log In screen.

Page 33: Drinking Water Infrastructure Needs Survey and Assessment 2007 Training

Website Website DemoDemo