Customer Service Toolkit Information

This page contains information and documents to help Pennsylvania Customer Service Toolkit users. 
 
Documents require MS Word or MS PowerPoint

Pennsylvania NRCS File Management within Toolkit:  Directory structure and description of files and folders for CCE computers--including Toolkit file management.  (This document requires Microsoft Word)

How to Prepare Toolkit 4.1 Customers for check in to the NCPDB:  How to prepare existing customer folders not in the National Conservation Planning Data Base.   (This document requires Microsoft Word)

Toolkit Check-In Wizard User Guide: A process to check in existing Toolkit 4.1 customer folders to the National Conservation Planning Data Base for use Customer Service Toolkit.  (This document requires Microsoft Word)

Getting Started: Describes Customer Service Toolkit framework, setting preferences and other customization to prepare toolkit before working with customers.   (This document requires Microsoft Word)

Managing Toolkit Data: Describes how to create new customers, check out existing customer folders, organize the customer folder, where to place planning, contract and mapping information, and report planned and applied practices to the Performance Results System.   (This document requires Microsoft Word)

Toolkit 5 Extensions: Describes the use of all the toolkit toolbar buttons in the ArcMAP GIS software as well as the process used to create a plan map and a soils map, and inventory report.   (This document requires Microsoft Word)

What's New in Toolkit (SP3): An addendum document to describe updates to the Toolkit 5 SP-3 version.   (This document requires Microsoft Word)

What's New in Toolkit(SP-3) PowerPoint Slide Show: List of changes in SP-3 version of Toolkit 5.   (This document requires Microsoft PowerPoint)

Conservation Reports : Process of producing a conservation plan report and a contract support document from the practice schedule in the customer folder.  Includes doing a revision to plan, details on how to adjust contract items, and resolving a common ProTracts upload error in Tech Note 013.   (This document requires Microsoft Word)

   

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