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Customer Service Toolkit 7

PIA Toolkit Guidance

  1. PIA Toolkit Assistance Protocol (PDF; 103 KB)
    1. Who to contact, levels of assistance and what information is needed to submit a support issue to the Area Toolkit Coordinators/Toolkit Support.
       
  2. Borrowing an ArcGIS Concurrent Use License for Off-Network Use - 6/12/2014 (PDF; 218 KB)
    1. Ever received a message that began with “ESRI license is not available”, “Provide your license server administrator with the following information”?  most ArcGIS and Toolkit users now have a concurrent use license which means that they need to be connected to the USDA network.  This guidance will show you how to check out a license so you can run ArcGIS without being on the network.
       
  3. PIA Naming Convention for Toolkit Folders and Consplans (Coming Soon)

Toolkit 7 Hints & Tips

  1. Verifying What Version of Toolkit 7.0 was Loaded on My Computer – 1/29/2014 (PDF; 38.6 KB)
    1. Determining the version of Toolkit 7 loaded on your computer.
       
  2. 7.1.21 Update Instructions – 3/31/2014 (PDF; 254 KB)
    1. Guidance on how to determine if Toolkit update 3 is installed on your computer and how to update it if it is not.
       
  3. Using the "Change/Add ArcGIS Template" Icon to Add A Customized Toolkit Template to Your Toolkit Folder - 4/9/2014 (PDF; 451 KB)
    1. Learn how to add a Custom Toolkit template to your client's Toolkit folder.
       
  4. Creating & Exporting Data Layers and Creating a Buffer in Toolkit - 5/6/2014 (PDF; 953 KB)
    1. Creating and exporting a data layer using the consplan layer; a portion of the Consplan layer as well as creating a buffer and locating the shapefiles that were exported.
       
  5.  Contract Modifications in ProTracts/Toolkit (PDF; 71 KB) 
    1. Guidance on how to:
      1. Remove a contracted land unit from ProTracts and Toolkit
      2. Modify a Toolkit land unit locked by ProTracts (includes splitting and land unit)
      3. Adding a New Item to A ProTracts Contract
      4. Deleting an item (practice) from a ProTracts contract
      5. Increasing/Reducing the extent of an item (practice) in a ProTracts Contract
      6. Changing Geometry of contracted practices in Toolkit
         
  6. Toolkit Warning "Your local geo database is busy being updated - 6/4/2014 (PDF; 70 KB)
    1. Answers questions on what to do and why you’re receiving this warning.

Toolkit 7 Fixes

  1. Clean-Up of .mdb File for Toolkit 7.0 – 2/4/2014 (PDF; 1.2 MB)
    1. Fix for “Toolkit error: ArcPortal is unable to fill table ’d_consplan_land_use_modifier’ from pgdb.” 
       
  2. Showing Hidden Files 11/6/2014 (PDF; 180 KB) Updated!
    1. Showing hidden files to perform various fixes in Toolkit.
       
  3. Deleting Orphaned Land Units from a Conservation Plan - 2/10/2014 (PDF; 55 KB)
     
  4. Check In Folder Issue Resolution - Toolkit Support - 2/27/2014 (PDF; 435 KB)
    1. Resolution for two errors: “An exception occurred in CheckInCustomerFolder.  -> Sequence contains no elements.“ and “An exception occurred in CheckInCustomerFolder.  -> Customer folder update failed”. 
       
  5. Deleting & Updating Customer Service Toolkit Preferences - 4/4/2014 (PDF; 1.1 MB)
    1. Fixes duplicate NRCS Land Uses and Programs in Toolkit Preferences.  May prevent issues when in checking in Land Units.
       
  6. Steps to Upgrade Geodatabase to version 10 and increase the precision of the data - 5/8/2014 (PDF; 213 KB)
    1. Fix to help resolve some Toolkit check-in issues that occur due to the low-precision setting currently in the local GDBs.
    2. Link to script:  Toolkit 7 Fix #6 (Application/py; 3 KB) 
       
  7. Fix for Issues Accessing Toolkit and ProTracts Using LincPass Card - 6/4/2014 (PDF; 301 KB) NEW!

ArcGIS Tips & Tricks

  1. How to Load a File Geodatabase in Toolkit/ArcMap - 1/30/2014 (PDF; 202 KB)
    1. Supplement to Biology Tech Note 13 – “Candidate, Threatened, and Endangered Species Inventory”.  Explains how to add the newly created database to your map document.
       
  2. How to Use the C, T, & E Template - 5/8/2014 (PDF; 3.3 MB) 
    1. Guidance on how to use the CT&E (Critical, Threatened, & Endangered) Toolkit Template and customize it for your Area of Potential Effect (APE) or project area.

Toolkit 7 User Guides and Release Notes

  1. Toolkit 7.1 User Guide v2.1 - May 12, 2014 (PDF 8.8 MB)
     
  2. Toolkit 7.1 User Guide v2.2 - June 6, 2014 (PDF; 9 MB)
     
  3. Toolkit 7.1 User Guide v2.4 - July 29, 2014 (PDF; 10 MB)
     
  4. Toolkit 7.1 User Guide v2.5 - August 26, 2014 (PDF; 10 MB)
     
  5. Toolkit 7.1 User Guide v2.6 - October 2, 2014 (PDF; 7 MB) NEW

Toolkit 7 Frequently Asked Questions (FAQs)

  1. FAQs 2014-01-23 (PDF; 180 KB)
     
  2. FAQs 2014-02-07 (PDF; 311 KB)
     
  3. FAQs 2014-03-03 (PDF; 399 KB)