Spring 2006 Version 3.0
Overview Module
FTA/ESF Overview Module
Introduction to the SessionIntroduction to the Session
Welcome to the
FTA/ESF Overview Training Session
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FTA/ESF Overview Module
Introduction to the SessionIntroduction to the Session
Session Objectives Understand business managed by FTA &
ESF Applications Understand how to:
• Access FTA• Search FTA• Use FTA Inbox• Understand Admin Functions• Understand ESF Submissions• Understand ESF Error Messages• Use FTA & ESF On-Line Help
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FTA/ESF Overview Module
Introduction to the SessionIntroduction to the Session
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Topic Time
Introduction to Session 10 min
Understanding the Business 15 min
Accessing FTA 20 min
Searching in FTA 15 min
Using the FTA Inbox 20 min
Understanding Admin Functions 10 min
Understanding ESF Submissions 15 min
Understanding ESF Error Messages 5 min
FTA & ESF On-Line Help 5 min
Wrap-Up 5 min
Training Session Duration 2 hours
FTA/ESF Overview Module
Introduction to the SessionIntroduction to the Session
Online Classroom Basics Eliminate distractions Time allowed for Q & A Use “Raise Hand” function for questions Keep text chat on topic Contact TM NewMedia for LearnLinc
Support (David He)• [email protected]• 250-475-0808
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FTA/ESF Overview Module
Introduction to the SessionIntroduction to the Session
Participant Guide = On the Job Resource
Contains:• Additional topic details• Additional information• Step by step summaries
Downloadable from FTA Training Website
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FTA/ESF Overview Module
Introduction to the SessionIntroduction to the Session
Purpose of Participant Guide Useful as a support tool when using:
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Forest Tenure Administration System (FTA)
Electronic Submission Framework (ESF)
Supports FTA/ESF Overview Training Session Assists participants during online session
FTA/ESF Overview Module
Introduction to the SessionIntroduction to the Session
Audience for Guide Ministry of Forests and Range (MoFR) Ministry of Agriculture and Lands (MoAL) District, Region, & Headquarters Staff
responsible for processing & administrating Tenure applications
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FTA/ESF Overview Module
Introduction to the SessionIntroduction to the Session
Structure of Guide Participants may read entire Guide or select
areas of interest from following topics:• Understanding the Business• Accessing FTA• Searching FTA• Using the FTA Inbox• Understanding Admin Functions• Understanding ESF Submissions• Understanding ESF Error Messages• FTA & ESF On-Line Help
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FTA/ESF Overview Module
Topic #1:
Understanding the Business
FTA/ESF Overview Module
Topic #1: Understanding the BusinessTopic #1: Understanding the Business
Topic Objectives Understand business
managed by FTA & ESF Applications
Understand how ESF & FTA meet the business need
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FTA/ESF Overview Module
Topic #1: Understanding the BusinessTopic #1: Understanding the Business
The Business: MoFR manages forested lands in BC MoFR is primary authority for granting
permissions to:• Harvest timber • Provide grazing rights• Recreation opportunities on provincial
land base• Build Roads
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FTA/ESF Overview Module
Topic #1: Understanding the BusinessTopic #1: Understanding the Business
Tenuring business has become more complex
FTA most recent system deployed to meet MoFR business needs
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FTA/ESF Overview Module
Topic #1: Understanding the BusinessTopic #1: Understanding the Business
How FTA Meets the Business Need Manages all Tenure types in BC from
single data repository Main business objectives are:
• Identify & protect interests of clients • Use spatial information linked to data
elements (attribute data) to manage:Forest TenuresRecreation Tenures Range AgreementsPrivate Marks
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FTA/ESF Overview Module
Topic #1: Understanding the BusinessTopic #1: Understanding the Business
Electronic Submission Framework ESF key component in FTA implementation Designed to accept attribute & spatial data
• MoFR clients submit data in a single electronic • Submission accessible by:
MoFR Tenure administration MoAL Tenure registry
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FTA/ESF Overview Module
Topic #1: Understanding the BusinessTopic #1: Understanding the Business
FTA & ESF FTA accepts Tenure applications submitted
electronically through ESF & makes data available
• Districts – responsible for processing data submitted via ESF
• Region & Headquarters staff – have read access only to data
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FTA/ESF Overview Module
Topic #1: Understanding the BusinessTopic #1: Understanding the Business
Key Objectives of FTA• Replace manual, labour intensive submission process • Improve timeliness & accuracy of Tenure data• Extend licensees’ business process to include electronic file
submission• Provide spatial & attribute data from a single source• Maintain Tenure map images• Allow clients to submit Tenure info directly via ESF• Allow users to view maps associated with Tenure applications• Create & maintain linkages to other Ministry systems• Create graphic interface that adheres to MoFR web standards• Support core business of Forest and Range Practices Act
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FTA/ESF Overview Module
Topic #1: Understanding the BusinessTopic #1: Understanding the Business
FTA & ESF User Groups Internal:
• MoFR Staff• BC Timber Sales
External:• MoAL Staff• Oil & Gas Commission• Clients (Licensees or delegates)
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FTA/ESF Overview Module
Topic #1: Understanding the BusinessTopic #1: Understanding the Business
Meeting the Business Need Using ESF ESF allows client data & information to be
submitted to MoFR over the internet ESF is application neutral ESF is a secure system
• Data in ESF system is secure
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FTA/ESF Overview Module
Topic #1: Understanding the BusinessTopic #1: Understanding the Business
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ESF supports both attribute & spatial data
Each business area system using this framework has its own data schemas and specific business rule validations
FTA/ESF Overview Module
Topic #1: Understanding the BusinessTopic #1: Understanding the Business
ESF Key Objectives• Provide portal to make standardized Tenure
& regulatory data submissions • Provide capability to submit Tenure data
directly to FTA • Create standard data format – XML/GML• Create & maintain spatial & attribute data linkage• Capture data once at the source – eliminate need
for duplicate data entry• Reduce paper submissions • Provide Licensees capability to track submissions
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FTA/ESF Overview Module
Topic #2
Accessing FTA
FTA/ESF Overview Module
Topic #2: Accessing FTATopic #2: Accessing FTA
FTA is a web-based application
No special software required on your computer Edits & updates are centralized and seamless
for end user No specific computer configuration necessary
FTA Web site URL: http://gww7.for.gov.bc.ca/fta/
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FTA/ESF Overview Module
Topic #2: Accessing FTATopic #2: Accessing FTA
FTA is a secure site Users prompted for:
• IDIR User Name• Password
Sign-in steps dependent on whether sign-in is from:
• within MoFR • outside MoFR (i.e., at home)
Topic 2 of Participant Guide provides detailed Sign-in steps
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FTA/ESF Overview Module
Topic #2: Accessing FTATopic #2: Accessing FTA
Navigate Using Buttons
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Adjacent to a field. Populates page with data corresponding to entry in adjacent field.
Insert new record or save changes to existing one.
Display more specific information regarding record of interest.
Clear entered data to start new Search.
Execute a search based on selected parameters.
Navigate to a search specific to a field.
Takes you to previous page.
Back button must be used to navigate within FTA.
Internet browser back function will not work.
Buttons are icons that help users navigate in FTA
FTA/ESF Overview Module
Topic #2: Accessing FTATopic #2: Accessing FTANavigate Using Fields
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Fields are areas where information may be entered or edited in FTA
Target field.
Manually enter data.
Drop-down field.
Click arrow to select valid field entries.
Target field with ellipse button.
Manually enter data or use ellipse button to search for valid input from FTA or another application.
Useful if unsure of data/format to enter in field.
Date field with calendar icon.
Click calendar icon to select dates.
Manual date format entry is YYYY-MM-DD.
Asterisk indicates information is mandatory.
FTA/ESF Overview Module
Topic #2: Accessing FTATopic #2: Accessing FTA
Navigate Using File Tabs
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}File Tabs
File tabs provide navigation to Tenure information from the main Tenure page in FTA
FTA/ESF Overview Module
Topic #2: Accessing FTATopic #2: Accessing FTAScreen Identification
Each screen identified with unique number & name • references your location in FTA • valuable when obtaining support or using On-Line Help
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FTA/ESF Overview Module
Topic #2: Accessing FTATopic #2: Accessing FTA
Security Access FTA through User ID & password Users assigned specific Security Levels (Roles)
• Dependent on their business needs
Security Levels:• Restrict pages user can view in FTA• Restrict functions that can be performed in FTA
i.e.: select, insert, update, delete
Search functions can be accessed by majority of users Inbox functions granted to users with specific
authority/security
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FTA/ESF Overview Module
Topic #2: Accessing FTATopic #2: Accessing FTA
Understanding Limited Access Users are assigned functional areas directly
related to work they perform Example:
• User has permission to view the FTA Inbox details• User does not have permissions required to Re-assign,
Clear, Approve or Adjudicate Tenure file
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FTA Security Levels are explained at:
http://gww.for.gov.bc.ca/his/fta/access.htm
FTA/ESF Overview Module
Topic #2: Accessing FTATopic #2: Accessing FTA
“No Authority” error message appears if you do not have necessary permissions to navigate to a FTA screen
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FTA/ESF Overview Module
Topic #3:
Searching in FTA
FTA/ESF Overview Module
Topic #3: Searching in FTATopic #3: Searching in FTA
Search Function
Using a variety of methods, users can search FTA for: • A Tenure • Client information
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FTA/ESF Overview Module
Topic #3: Searching in FTATopic #3: Searching in FTA
Search Function Defines a Tenure by 3 key items that
align with hierarchical information structure in FTA:• Organizational Unit • Tenure Type• File Type
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FTA/ESF Overview Module
Topic #3: Searching in FTATopic #3: Searching in FTA
Organizational Unit FTA uses Region, District &
Headquarters organizational unit codes to subset Tenure data
Defines geographic location of the Tenure information
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FTA/ESF Overview Module
Topic #3: Searching in FTATopic #3: Searching in FTA
Tenure Type Defines type of Tenure unique to a
business area Examples:
• Timber Tenures• Range Tenures• Recreation Tenures
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FTA/ESF Overview Module
Topic #3: Searching in FTATopic #3: Searching in FTA
File Type Defines specific Tenure file type Examples:
• A01 – Forest Licence• E02 – Grazing Permit• F05 – Recreation
File types are specific to Tenures Selecting a specific Tenure type always
filters list of available file types for searching
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FTA/ESF Overview Module
Topic #3: Searching in FTATopic #3: Searching in FTA
Search Methods & Features Search function allows quick & easy access to
Tenure information Features & Methods include:
• Search independently for Forest, Range, or Recreation Tenures
• Search for Timber Marks• Search for Tenure Files using Cut Block criteria• Search related Client System for Client Codes without
leaving FTA• Drill down to view specific record details• Dedicated Back button maintains reference to current file
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FTA/ESF Overview Module
Topic #3: Searching in FTATopic #3: Searching in FTA
Additional Tips
Use calendar icon to enter correct date
Click to re-start a search
Use Sort By option
• Displays search results in alternate or more convenient arrangement
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FTA/ESF Overview Module
Topic #4
Using the FTA Inbox
FTA/ESF Overview Module
Topic #4: Using the FTA InboxTopic #4: Using the FTA Inbox
FTA Inbox All electronic submissions transmitted to FTA (via
ESF) are displayed in the Inbox A submission is always for a specific feature type Example:
• Cut Block or Cutting Permit Inbox functions as an electronic filing cabinet for
all types of submissions Provides easy access to spatial & attribute
information required for submission approval • Provides access to details, status & history of a
submission
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FTA/ESF Overview Module
Topic #4: Using the FTA InboxTopic #4: Using the FTA Inbox
FTA Inbox
Think of the Inbox as the central repository of electronic submissions awaiting processing
Both applications and amendments follow the same path through the Inbox
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FTA/ESF Overview Module
Topic #4: Using the FTA InboxTopic #4: Using the FTA Inbox
Inbox Workflow Inbox is the FTA workflow tool Applications are made to FTA via ESF
Each submission is queued in the Inbox & initially assigned to MoFR
• Spatial conflicts requiring an official decision are assigned to MoAL
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FTA/ESF Overview Module
Topic #4: Using the FTA InboxTopic #4: Using the FTA Inbox
Inbox Workflow Inbox is first step in Tenure management MoFR clerks & Tenure specialists must
monitor Inbox contents daily:• For arrival of new submissions• For status of submissions in process • To keep submissions moving through system
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FTA/ESF Overview Module
Topic #4: Using the FTA InboxTopic #4: Using the FTA Inbox
Monitoring the FTA Inbox
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MoAL Registry staff monitor the assignment of applications & adjudicate applications that have been assigned to them
FTA/ESF Overview Module
Topic #4: Using the FTA InboxTopic #4: Using the FTA InboxAdditional FTA Inbox Functions
Map Reporting• is the process of identifying, qualifying & resolving
conflicts that may exist between submitted map & existing Tenures, or rights, assigned to area of interest
Map Feature List• provides summary of application & list of features within
application Map Report Conflicts
• page provides a summary of the application & list of identified conflicts for the feature
Participant Guide provides details on FTA Inbox Functions
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FTA/ESF Overview Module
Topic #4: Using the FTA InboxTopic #4: Using the FTA Inbox
Approving/Rejecting Applications
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FTA/ESF Overview Module
Topic #4: Using the FTA InboxTopic #4: Using the FTA Inbox
Tenure File Status Every Tenure File managed by Ministry is
bound by legal & business status Movement of a Tenure file through FTA is
tracked by Status Codes • Status Codes correspond to legal & business
status of file at any point in Tenure lifecycle
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FTA/ESF Overview Module
Topic #4: Using the FTA InboxTopic #4: Using the FTA Inbox
Most FTA statuscodes have beencarried over fromprevious ForestTenureAdministrationSystem (FTAS) withthe same meaning
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Pending Pending PendingElectronic Application Proposed
Pending Issued LoggingIssuance Approved
Logging Closed CancelledComplete
Common FTA Status Codes
Entered SilvicultureIn Error
FTA/ESF Overview Module
Topic #4: Using the FTA InboxTopic #4: Using the FTA Inbox
Status Progression FTA is a status driven system Status progression defines how a Tenure file moves
forward in the administrative & business cycle • Certain processes will not be performed until the Tenure
File & its components have reached the required status points to move forward in the workflow
Status codes are used to track progression• statuses will change, as an application progresses through
the Inbox to an issued state, through a combination of manual & automated businesses processes
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FTA/ESF Overview Module
Topic #4: Using the FTA InboxTopic #4: Using the FTA InboxHigh Level Status Progression Example
Harvest with Cutting Permit Application rec’d by FTA via ESF.Tenure file status HI set manually.Cutting Permit & Block initial PE Status set automatically.
Harvest with CP Application reviewed, Conflicts resolved & Exhibit A cleared.
Cutting Permit status moves to PI automatically with Exhibit A clearance.
Harvest application approved by District Manager/Designate; CP issued.When approved, status changes to HI-Issued.
When CP status is HI, all blocks automatically change to HB-Logging Approved.
Harvesting Activities completed.Automated status change on block.
Cutting Permit completed.
Cut Block status change to S. Once status on all blocks set to S, Cutting Permit manually changed to HC.
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FTA/ESF Overview Module
Topic #5
Understanding Admin Functions
FTA/ESF Overview Module
Topic #5: Understanding Admin FunctionsTopic #5: Understanding Admin Functions
FTA Administrative Functions
FTA Admin tab contains:
• general administrative functions
• business area specific administrative functions
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FTA/ESF Overview Module
Topic #5: Understanding Admin FunctionsTopic #5: Understanding Admin Functions
Audit Reports FTA675 – Audit Report page contains two
audit reports for Tenure Files:
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District Override Audit Report
Delete EE Audit Report
FTA/ESF Overview Module
Topic #5: Understanding Admin FunctionsTopic #5: Understanding Admin Functions
District Override Audit Report Lists district overrides made to Tenure status Provides audit trail, in report form, for every
change made It reports:
• Before & after change• Date stamp• User ID of person who made change • Identifies status rollbacks to Tenure Files
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FTA/ESF Overview Module
Topic #5: Understanding Admin FunctionsTopic #5: Understanding Admin Functions
District EE Audit Report Lets you view files, entered in error, that
should be removed from FTA database
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Tenure files with a status of EE are not required to remain in FTA
FTA/ESF Overview Module
Topic #6:
Understanding ESF Submissions
FTA/ESF Overview Module
Topic #6: Understanding ESF SubmissionsTopic #6: Understanding ESF Submissions
Electronic Submission Framework (ESF) Secure extranet web portal for data exchange
• Accepts standardized attribute & spatial data submissions
• Provides data consistency
Provides benefits to Ministry & Forest Clients• Captures data at source • Improves data accuracy
All ESF clients require authorized government client user ID to submit & view ESF data
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FTA/ESF Overview Module
Topic #6: Understanding ESF SubmissionsTopic #6: Understanding ESF Submissions
How ESF and FTA are Linked FTA is one of the destination applications
for data submitted through ESF ESF has a defined schema for FTA
business data• A schema is an electronic document containing data
structure defined in industry standard formatsAttribute data = XML format Spatial data = GML format
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FTA/ESF Overview Module
Topic #6: Understanding ESF SubmissionsTopic #6: Understanding ESF SubmissionsThe ESF Process
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Clients log on to ESF & upload file containing spatial & attribute data
ESF validates file
Validations on data directed to destination business application & related processes
FTA/ESF Overview Module
Topic #6: Understanding ESF SubmissionsTopic #6: Understanding ESF Submissions
ESF is a Secure Site
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Users require an
IDIR User Name
and Password
Access ESF at:
http://extranet7.for.gov.bc.ca/esf/submissionWelcome.do
FTA/ESF Overview Module
Topic #6: Understanding ESF SubmissionsTopic #6: Understanding ESF Submissions
ESF Upload Submission Page
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Allows users to submit formatted XML/GML attribute & spatial data submissions to supported business areas
FTA/ESF Overview Module
Topic #7:
Understanding ESF Error Messages
FTA/ESF Overview Module
Topic #7: Understanding ESF Error MessagesTopic #7: Understanding ESF Error Messages
ESF Error Messages
ESF will generate errors messages for:• Schema Validation• Spatial Validation• Business Rule Validation
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FTA/ESF Overview Module
Topic #7: Understanding ESF Error MessagesTopic #7: Understanding ESF Error Messages
Schema Validation Errors Occur when XML/GML submission is not
formed to schema requirement
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Typical schema validation error message
FTA/ESF Overview Module
Topic #7: Understanding ESF Error MessagesTopic #7: Understanding ESF Error Messages
Spatial Validation Errors Occur when spatial component violates
a topology rule
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Typical spatial validation error message
FTA/ESF Overview Module
Topic #7: Understanding ESF Error MessagesTopic #7: Understanding ESF Error Messages
Business Rule Validation Errors Occur when attribute data content of
submission violates a business rule
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Forest File ID for the Timber Licence Application is mandatory
Typical business rule validation error message
FTA/ESF Overview Module
Topic #7: Understanding ESF Error MessagesTopic #7: Understanding ESF Error MessagesMoFR Error Message Cross Reference Sitehttp://www.for.gov.bc.ca/pscripts/pab/fordisc/view_discussion.asp?TopicID
=63
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Content of site is generated on an as needed basis
FTA/ESF Overview Module
Topic #8:
FTA and ESF On-Line Help
FTA/ESF Overview Module
Topic #8: FTA and ESF On-Line HelpTopic #8: FTA and ESF On-Line Help
FTA & ESF On-Line Help Share a common On-Line Help framework Look, feel & operation are consistent
across both applications
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FTA/ESF Overview Module
Topic #8: FTA and ESF On-Line HelpTopic #8: FTA and ESF On-Line Help
FTA Help Icon Located in upper right corner on each
FTA Web page
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Click to access On-Line Help Guide
FTA/ESF Overview Module
Topic #8: FTA and ESF On-Line HelpTopic #8: FTA and ESF On-Line Help
ESF Help Icon Located in upper right corner on each
ESF Web page
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Click to access On-Line Help Guide
FTA/ESF Overview Module
Topic #8: FTA and ESF On-Line HelpTopic #8: FTA and ESF On-Line Help
Context Sensitive Help Select Help in upper right corner of any page in
FTA or ESF• Pop-up window will appear with On-Line Help
information for corresponding FTA or ESF page
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FTA/ESF Overview Module
Topic #8: FTA and ESF On-Line HelpTopic #8: FTA and ESF On-Line HelpFull Content Help
Navigation tree displays to allow access to On-Line Help for entire application
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button provides alphabetical lists of topics
button allows user to type in keyword
1st select Help icon on any FTA or ESF application page
Then, select Show hyperlink
FTA/ESF Overview Module
Topic #8: FTA and ESF On-Line HelpTopic #8: FTA and ESF On-Line Help
Business Application Support Centre
Email: [email protected]
Phone: 250-387-8888
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FTA/ESF Overview Module
Topic #9:
Wrap-Up
FTA/ESF Overview Module
Topic #9: Wrap-UpTopic #9: Wrap-Up
Learning Objectives Achieved Understand FTA & the Tenure business
processes it’s designed to manage Understand Electronic Submission
Framework (ESF) & role it plays in Tenure business process
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FTA/ESF Overview Module
Topic #9: Wrap-UpTopic #9: Wrap-Up
Tasks Achieved• Log into FTA• Search FTA • Navigate FTA Inbox• Perform FTA Inbox functions • Log on to ESF• Search ESF & download an ESF submission• Upload a submission to ESF• View file types & download XML/GML Schemas
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FTA/ESF Overview Module
Topic #9: Wrap-UpTopic #9: Wrap-Up
Additional Resources Quick Reference Card FTA Search Simulation ESF Submission Framework Website District champion
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FTA/ESF Overview Module
Topic #9: Wrap-UpTopic #9: Wrap-UpAcrobat Preferences
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FTA/ESF Overview Module
Topic #9: Wrap-UpTopic #9: Wrap-Up
Thank you for attending theFTA/ESF Overview Training Session
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