1. October 2008 Version 4.0 FTA/ESF Recreation Module

2. Introduction to the Session 4.1

3. FTA/ESF Recreation Module Introduction to the Session Session Objectives  Understand Recreation (Rec) Tenures  Understand how to use FTA to: Clear (Geomatics Technicians Staff) and Approve (District Staff) the Tenure Work with Rec Projects Work with Structures Work with Rec Project Activities Add Project Agreement Holders Add Project Objectives Add Project Defined Campsites Add Trail Segments and Repair Details Add Comments Associate Files and Notes to the Rec Tenure Search for Rec Tenures Amend and Archive a Rec Tenure 4.2

4. FTA/ESF Recreation Module Introduction to the Session Session Pre-requisites:  An Orientation to MoF Business Applications  Module 1.1 Overview of FTA/ESF 4.3 If you have NOT completed the pre-requisite training requirements, you may find sections of this training challenging

5. FTA/ESF Recreation Module Introduction to the Session 4.4 TopicTime Introduction to Session5 min Topic 1: Understanding the Rec Tenure Process10 min Topic 2: Clearing and Approving the Tenure10 min Topic 3: Working with Rec Projects25 min Topic 4: Adding Rec Details45 min Topic 5: Associating Files and Notes5min Topic 6: Using the Rec Search5 min Topic 7: Amending and Archiving a Rec Tenure5 min Wrap-Up10 min Training Session Duration2 hours

6. FTA/ESF Recreation Module Introduction to the Session Online Classroom Basics  Eliminate distractions  Time is allowed for Q & A  Use “Raise Hand” function for questions  Keep text chat to a minimum  Only 1 person can speak at a time  Contact:  david.he@tmnewmedia.com david.he@tmnewmedia.com  250-475-0808 4.5

7. FTA/ESF Recreation Module Introduction to the Session 4.6 FTA Website: http://gww.for.gov.bc.ca/his/fta/ Contains: Communication Training Links to FTA Application

8. FTA/ESF Recreation Module Introduction to the Session Participant Guide = On the Job Resource  Contains: Additional topic details Additional information Step by step summaries  Download: MoFR Online Classroom  http://www.learningestore.com/bcmof http://www.learningestore.com/bcmof FTA Website  http://gww.for.gov.bc.ca/his/fta/ http://gww.for.gov.bc.ca/his/fta/  Link to “FTA Training and User Guides” 4.7

9. FTA/ESF Recreation Module Introduction to the Session Topic Wrap-Up  Bookmark the FTA Website  Use On-Line Help first before calling Help Desk Useful initial resource to answer questions 4.8

10. FTA/ESF Recreation Module Topic #1: Understanding the Rec Tenure Process

11. FTA/ESF Recreation Module Topic #1: Understanding Rec Tenures Topic Objectives Understand:  Rec Tenure Types  Rec Tenure Issuance Process 4.9

12. FTA/ESF Recreation Module Topic #1: Understanding Rec Tenures What is a Rec Tenure?  Management of recreational use of Crown Land in B.C. outside of parks & settled areas  Ministry of Tourism, Culture, and the Arts & MoFR 4.10 Public recreation management on Crown Lands outside of parks and settled areas occurs on over 80% of the provincial land base

13. FTA/ESF Recreation Module Topic #1: Understanding Rec Tenures Rec Tenure Types  F05 – Rec Tenure Type  Historic Tenure Types (not used):  F01 – Wilderness Area  F02 – Untenured Area  F03 – UREP OIC Reserve  F04 – UREP Map Reserve 4.11 You may search for Historic Tenure Types but you may NOT modify these in FTA

14. FTA/ESF Recreation Module What is a Rec Project?  Rec Tenure is further defined by a project  A project can be one of the following Rec Reserve Rec Site Interpretive Forest Rec Trail 4.12 Topic #1: Understanding Rec Tenures

15. FTA/ESF Recreation Module 4.13 Topic #1: Understanding Rec Tenures Who Issues & Manages Rec Tenures?  Managed at District Level Rec District StaffGeomatics Technicians Complete DocumentationCreate Exhibit A & Submit Application Approve / Reject TenureMap Reporting and Map Conflict Resolution Clear Tenure Approve/Reject Tenure Liaise with District Staff

16. FTA/ESF Recreation Module 4.14 Topic #1: Understanding Rec Tenures How is a Rec Tenure Created?  Data for Rec Tenure is uploaded to FTA via ESF

17. FTA/ESF Recreation Module How is a Rec Feature Type Selected?  Rec Project Type can be known as Rec Feature Type  District Staff must select correct Feature Type prior to forwarding info to Geomatics Technicians 4.15 Topic #1: Understanding Rec Tenures Use the definitions in Appendix A of your Participant Guide to help you select correct Feature Type If file does NOT meet any of these definitions then the Project Type is a Rec Reserve

18. FTA/ESF Recreation Module How is a Rec Tenure Managed in FTA?  Management of the Tenure may include adding/modifying the following:  Project Details  Agreement Holders  Structures  Activities  Trails  Objectives  Defined Campsites  Comments 4.16 Topic #1: Understanding Rec Tenures

19. FTA/ESF Recreation Module Topic #1: Understanding Rec Tenures 4.17

20. FTA/ESF Recreation Module Topic #1: Understanding Rec Tenures Understanding Tenure Status 4.18 Status Code Description PEPending Electronic PIPending Issuance HIIssued DDDisallowed by District ARArchived

21. FTA/ESF Recreation Module 4.19 Topic #1: Understanding Rec Tenures Topic Wrap-Up  Rec Tenure = F05  A Tenure is further defined by a Project  A Project can include:  Project Details  Agreement Holders  Structures  Activities  Trails  Objectives  Defined Campsites  Comments

22. FTA/ESF Recreation Module Topic #2: Clearing & Approving the Tenure in FTA

23. FTA/ESF Recreation Module 4.20 Topic #2: Clearing and Approving Topic Objectives Learn how to:  Clear a Rec Tenure in FTA  Approve/Reject a Rec Tenure in FTA  Explore the Tenure Application List Page  Explore the Tenure Page

24. FTA/ESF Recreation Module 4.21 Topic #2: Clearing and Approving Clearing the Tenure  Rec submission must pass validation via ESF prior to residing in FTA  Geomatics Technicians Examine submission for conflicts Resolve conflicts & clear submission (FTA300-Inbox) Both new & amended submissions must be cleared

25. FTA/ESF Recreation Module Topic #2: Clearing and Approving Approving the Tenure  Approval or Rejection of submission is completed by District Rec Staff (FTA300-Inbox page)  Submission no longer appears in the Inbox 4.22 Approved Rejected

26. FTA/ESF Recreation Module 4.23 Topic #2: Clearing and Approving Explore Tenure Application Tab  FTA950-Tenure Application page allows users to view: Attribute Data Spatial Data  Contains details of ESF Submission (application)  Access by clicking Tenure Appl. tab

27. FTA/ESF Recreation Module 4.24 Topic #2: Clearing and Approving Tenure Application Tab Details  View Tenure Application Attributes  View Tenure Application Spatial Data  Access Map View for the Web  Examine the Adjudication Status Report A single electronic submission can contain multiple applications. This page allows you to view the submission details of a single feature type.

28. FTA/ESF Recreation Module 4.25 Topic #2: Clearing and Approving Explore Tenure Tab  FTA100-Tenure page allows users to view details of the Tenure  Access by clicking Tenure tab

29. FTA/ESF Recreation Module 4.26 Topic #2: Clearing and Approving Tenure Tab Details  Mandatory fields populated based on logon ID HQ Users select district you are working with  Project Type details are displayed  Status Field indicates where Tenure is in business cycle You will not be able to modify any data for the Tenure until the associated spatial submission has been approved

30. FTA/ESF Recreation Module 4.27 Topic Wrap-Up  FTA950-Tenure Application page = ESF Application Details  FTA300-Inbox page = Clear; Approve/Reject Tenure  FTA100-Tenure page = Tenure Details Topic #2: Clearing and Approving

31. FTA/ESF Recreation Module Topic #3: Working with Rec Projects

32. FTA/ESF Recreation Module 4.28 Topic #3: Working with Rec Projects Topic Objectives Learn:  What Rec Project Types may be entered  How to enter Rec Project Details in FTA

33. FTA/ESF Recreation Module 4.29 Understanding Project Types  Rec Reserve  Rec Trail  Rec Site  Interpretive Forest Use Appendix A of your Participant Guide The terms Feature Type and Project Type can be used interchangeably when discussing Rec Tenures Topic #3: Working with Rec Projects

34. FTA/ESF Recreation Module 4.30 Topic #3: Working with Rec Projects Recreation Project Tabs  Rec Reserve Only input data on these tabs (as required):  Project  Objectives  Comments  Rec Site, Trail, and Interpretive Forest Input data on all FTA Recreation Project tabs (as required)

35. FTA/ESF Recreation Module 4.31 Explore Project Tab  FTA701-Recreation Project Details page contains: Tenure details Project Details Recreation District Fee Types Access Information Establishment Order Topic #3: Working with Rec Projects

36. FTA/ESF Recreation Module 4.32 Topic Wrap-Up  Rec Project is one of 4 types Rec Reserve, Trail, Site, or Interpretive Forest  All Rec Projects are set for duration of Tenure except Rec Reserve  FTA701-Recreation Project Details Displays: Tenure Information Captures: Project Details, Recreation District, Fees, Access Information, and Establishment Order(s) Topic #3: Working with Rec Projects

37. FTA/ESF Recreation Module Topic #4: Adding Project Details

38. FTA/ESF Recreation Module 4.33 Topic #4: Adding Project Details Topic Objectives Learn about Project:  Agreement Holders  Structures  Activities  Trail Segments  Objectives  Defined Campsites  Comments

39. FTA/ESF Recreation Module 4.34 Topic #4: Adding Project Details What is an Agreement Holder?  Rec Project may have none, one, or many Agreement Holders  Agreement Holders: Work on behalf of government to manage Rec Project May be responsible for Rec Project for duration of project or a set timeframe An Agreement Holder must exist in the CLIENT System

40. FTA/ESF Recreation Module 4.35 Topic #4: Adding Project Details Where are Agreement Holders Entered?  FTA702-Recreation Project Agreement Holders page  Access by clicking Agreement Holder tab  You may enter, update, delete or view Agreement Holders When you use the delete function, you are deleting the association of the Agreement Holder with the Rec Project Do not select a Deactivated Client as an Agreement Holder

41. FTA/ESF Recreation Module 4.36 Topic #4: Adding Project Details What are Rec Structures?  Physical structures found within a Rec Tenure  Examples: Boat Launches, Boardwalks, Litter Barrels, Tables, Signs, etc. Refer to Appendix B (Structure Dimension Combinations) for complete listing of structures and their attributes Trails and Trail Segment(s) and associated repair details are now tracked on the FTA705-Recreation Trail Segments page

42. FTA/ESF Recreation Module 4.37 Topic #4: Adding Project Details Where are Rec Structures Entered?  FTA703-Recreation Project Structures page  Access by clicking Structures tab  Examine: Structure Details Structure Rollup  User may enter, modify, delete of view Structure Details

43. FTA/ESF Recreation Module 4.38 Topic #4: Adding Project Details What are Rec Project Activities?  Rec Project may have 1 or more activities associated with it  Activities define use for geographic area  Examples: Angling, Swimming & Bathing, Canoeing, Ski Touring, Mountain Biking, etc.

44. FTA/ESF Recreation Module 4.39 Topic #4: Adding Project Details Ranking Activities  Activities within Rec Project need to be ranked Mandatory to rank activities 1, 2, and 3 Optional to rank activities 4 and beyond  For example: 1-Angling 2-Canoeing 3-Swimming & Bathing

45. FTA/ESF Recreation Module 4.40 Topic #4: Adding Project Details Where are Rec Activities Entered?  FTA704-Recreation Project Activities page  Access by clicking Activities tab  You may: Select Activities Rank Activities  User may enter, modify, or view Activity Details

46. FTA/ESF Recreation Module 4.41 Topic #4: Adding Project Details What are Trail Segments and Repair Details?  Within a trail, site, or interpretive forest there are smaller trails known as trail segments  Trails and trail segments may require repair  FTA can be used to record Trail repairs to whole project trails Trail repairs to trail segments

47. FTA/ESF Recreation Module 4.42 Topic #4: Adding Project Details Where are Trail Segments and Repair Details Entered?  FTA705- Recreation Trail Segments page  Access by clicking Trails tab  Use to enter, update, cancel, delete or view trail segments and their associated repair details

48. FTA/ESF Recreation Module 4.43 Topic #4: Adding Project Details What are Project Objectives?  Rec Project may have one or many Project Objectives associated with it  Objectives: Help Agreement Holder(s) understand purpose of the Rec Project Change over time May be amended or cancelled

49. FTA/ESF Recreation Module 4.44 Topic #4: Adding Project Details Where are Project Objectives Entered?  FTA706-Recreation Project Objectives page  Access by clicking Objectives tab  You may enter, update, delete or view Objectives  All data entered on this page applies to the objective(s) for the Recreation Project Use the Cancel option if you wish to keep a copy of the record; otherwise, use the Delete option

50. FTA/ESF Recreation Module 4.45 Topic #4: Adding Project Details What are Project Defined Campsites?  Rec Project may include a Campsite  Defined Campsite meets criteria for Excellent or Good rated campsite See Appendix C of Participant Guide  Useful to track Defined Campsites & associated Remedial Repairs Brushing, Clean, Major Repair, Minor Repairs, Remove, or Relocate

51. FTA/ESF Recreation Module 4.46 Topic #4: Adding Project Details Where are Project Defined Campsites Entered?  FTA707- Defined Campsites page  Access by clicking Defined Campsites tab  Two Sections: Populate Campsite Details Campsite Repair History  Use to enter, update, delete or view campsites & repairs

52. FTA/ESF Recreation Module 4.47 Topic #4: Adding Project Details What are Project Comments?  A Rec Project can have comments including: General Project Details Driving Directions Project Closure Information  Comments may be available on the Recreation WebMap  Comments must be accurate and professional

53. FTA/ESF Recreation Module 4.48 Topic #4: Adding Project Details Where are Project Comments Entered?  FTA708-Recreation Project Comments page  Access by clicking Comments tab  Three sections: Project Description Driving Directions Closure All files are subject to the Freedom of Information and Protection of Privacy Act

54. FTA/ESF Recreation Module 4.49 Topic Wrap-Up  Use the following tabs to enter additional details for a Rec Project: Agreement Holder Structures Activities Objectives Defined Campsites Trails Comments Topic #4: Adding Project Details

55. FTA/ESF Recreation Module Topic #5: Associating Files & Notes

56. FTA/ESF Recreation Module 4.46 Topic #5: Associating Files & Notes Topic Objectives Learn:  The benefits of Associating Files  How to Associate Files in FTA  The benefits of Adding Notes  How to Add Notes in FTA

57. FTA/ESF Recreation Module 4.51 Topic #5: Associating Files & Notes Add an Associated File  Associate Rec Tenure in FTA with one or more files  For example: Single Agreement Holder may have more than one Tenure Two Tenures may overlap

58. FTA/ESF Recreation Module 4.52 Topic #5: Associating Files & Notes Understanding File Associations  Rec Tenure in FTA can be associated with one or more files  Associated Files may be: Within FTA – associate Rec Tenure with another FTA Tenure Outside of FTA – associate Rec Tenure with a Tenure from another ministry

59. FTA/ESF Recreation Module 4.53 Topic #5: Associating Files & Notes Where are Associated Files Managed?  FTA910 – Associated Files page  Access this page by clicking the Assc. Files tab  On this page you may enter, update, delete, or view file associations

60. FTA/ESF Recreation Module 4.54 Topic #5: Associating Files & Notes Understanding the Two Way Association  If you associate a Rec Tenure with another file in FTA, that file will now also show an association to your Rec Tenure

61. FTA/ESF Recreation Module 4.55 Topic #5: Associating Files & Notes Understanding Notes  Allows you to attach a note to your Rec Tenure  Once a note is entered & saved, a “Notes Attached” message displays Provides notification to others examining the Tenure that a note exists District, Region & Headquarters’ users with read access may view note Always ensure the information you enter in the note is appropriate

62. FTA/ESF Recreation Module 4.56 Topic #5: Associating Files & Notes Where are Notes Managed?  FTA970 – Forest Notes page  Access this page by clicking the Notes tab  On this page you may enter or view Notes You can NOT delete a Note. Once you have entered it, it is always associated with the Rec Tenure.

63. FTA/ESF Recreation Module 4.57 Topic Wrap-Up  Files & Notes may be associated with a Tenure An Associated File may exist within FTA or outside of FTA Notes can be read by others Topic #5: Associating Files & Notes

64. FTA/ESF Recreation Module Topic #6: Using the Recreation Search

65. FTA/ESF Recreation Module 4.58 Topic #6: Using the Rec Search Topic Objectives Learn how to:  Perform a Recreation Search

66. FTA/ESF Recreation Module 4.59 Topic #6: Using the Rec Search What is the Search?  FTA007 – Rec Search page  Quickly find the Rec Tenure (i.e. Project) you need

67. FTA/ESF Recreation Module 4.60 Topic #6: Using the Rec Search Accessing the Search  Navigate to the Search Menu and select Rec Search The search is available to both District & HQ Rec Staff  May also access Rec Search by clicking Search button adjacent to File field on FTA701-Recreation Project Details page

68. FTA/ESF Recreation Module 4.61 Topic #6: Using the Rec Search Understanding the Search

69. FTA/ESF Recreation Module 4.62 Topic #6: Using the Rec Search Topic Wrap-Up  Use Rec Search to locate Rec Projects  Visit Module 1.1 (Overview of FTA/ESF) for additional assistance on searching

70. FTA/ESF Recreation Module Topic #7: Amending & Archiving a Rec Tenure

71. FTA/ESF Recreation Module 4.63 Topic #7: Amending & Archiving Topic Objectives Learn how to:  Amend a Rec Tenure  Archive a Rec Tenure

72. FTA/ESF Recreation Module 4.64 What is an Amendment?  An amendment = a change in the feature geometry  Must be completed via an ESF Submission  Rec District or HQ Staff must coordinate with Geomatics Technicians Topic #7: Amending & Archiving

73. FTA/ESF Recreation Module 4.65 How is an Amendment Processed?  Amended Submission displays in FTA300-Inbox Application Purpose = Amend Process following same steps as a new submission Topic #7: Amending & Archiving

74. FTA/ESF Recreation Module 4.66 Topic #7: Amending & Archiving What is Archiving?  Archiving a Rec Tenure changes that status from HI to AR How does Archiving Work?  Must be completed via an ESF Submission  Rec District or HQ Staff must coordinate with Geomatics Technicians

75. FTA/ESF Recreation Module 4.67 Topic Wrap-Up  Amending = Change in Tenure’s Feature Geometry  Archiving = Change in Tenure’s Status HI to AR  Both Amending & Archiving achieved via an ESF Submission Topic #7: Amending & Archiving

76. FTA/ESF Recreation Module Wrap-Up

77. FTA/ESF Recreation Module Learning Objectives Achieved  Understand Rec Tenures  Understand how to use FTA to:  Clear (Geomatics Staff) and Approve (District Staff) the Tenure  Work with Recreation Projects  Work with Structures  Work with Recreation Project Activities  Add Project Agreement Holders  Add Project Objectives  Add Project Defined Campsites  Add Trail Segments and Repair Details 4.68 Wrap-Up

78. FTA/ESF Recreation Module Learning Objectives Achieved (cont.)  Understand how to use FTA to:  Add Comments  Associate Files and Notes to the Recreation Tenure  Search for Recreation Tenures  Amend and Archive a Recreation Tenure 4.69 Wrap-Up

79. FTA/ESF Recreation Module 4.70 Wrap-Up

80. FTA/ESF Recreation Module Additional Resources  FTA Training Website http://gww.for.gov.bc.ca/his/fta/  On-Line Help  Business Application Support Center 250-387-8888 4.71 Wrap-Up

81. FTA/ESF Recreation Module Thank you for attending the FTA/ESF Rec Training Session 4.72 Wrap-Up