Skip to end of metadata
Go to start of metadata

Welcome to the NEW HabITS V5 Help Center 

**It is recommended that you use Google Chrome as your internet browser when working in HabITS V5. Other internet browsers may not work properly.**


*****FY2019 HabITS Training Schedule*****


****FY2018 Recorded Training Webinar - Map Editor and Creating Accomplishment Geometries****


***FY2017 HabITS V5 Recorded Training Webinars***



HabITS V5 User Guide


Getting Started

This document is meant to be used as general guidance for using the HabITS application.  It provides a general introduction to the HabITS application in the first section with a focus on application access, navigation, and the data which may be found under separate modules within the application. 

ECOS Profile 

In order to access the HabITS application a user must first have an account with ECOS.

Login to Secure ECOS at https://ecos.fws.gov and supply the users AD credentials.  If the user has never established an account they will be asked to setup their profile at this time.  If they already have an ECOS account access the PROFILE page (under My Account) and verify their current profile.  If the user has switched stations recently it may not be accurate and they will need to submit a help desk ticket to have ECOS change their profile.

top

Requesting HabITS Access

top

Data Sharing Restrictions

HabITS is a robust database with quite a bit of data both historic and present.  There are many times that the programs work with other entities collaboratively.  The success of the Partners and Coastal Programs relies upon voluntary partnerships founded in trust.  As such, we cannot over emphasize the importance of protecting the privacy of our partners.  To the extent possible, any reports run or shared must have any landowner names and other sensitive information of private citizens and organizations removed.  Spatial data must be accompanied by a Data Sharing Agreement (Link to example agreement to be uploaded soon).

What's NEW in HabITS V5

Release Notes (link also found at the top of the HabITS Dashboard)

Advanced Mapper (5.11 Released )

New Report Interface (5.11 Released )

New Report Platform (5.11 Released )

Focus Area Module (5.11 Released )

Strategic Planning Module (5.12 Released)

Analysis Mapper (5.13 Released)

top

HabITS V5 Training Videos and Webinars - 2017

Recorded HabITS V5 Map Editor and Creating Accomplishment Geometries Webinar given by Sherri Mosley - August 17, 2018

HabITS V5 Map Editor and Creating Accomplishment Geometries Time Stamp Document - This shows the times stamps in the recorded webinar where certain tasks occurred.

Recorded HabITS V5 Reports Training Webinar given by Sherri Mosley - HabITS V5 Reports, running and searchin - August 23, 2017

Recorded HabITS V5 Strategic Planning Activities Module Training Webinar given by Sherri Mosley - HabITS V5 SPA, searching and creating strategic plan activities, tracking targets - August 14, 2017 

HabITS Strategic Planning Activities Module Webinar Time Stamps Document  - This shows the time stamps in the recorded webinar where certain tasks occurred.

HabITS Strategic Planning Activities Power Point Presentation given by Sherri Mosley - August 14, 2017.

Recorded HabITS V5 Refresher Training Webinar given by Sherri Mosley - HabITS V5 refresher, advanced map editing and creating strategic plan activities - August 2, 2017 

HabITS Refresher Webinar Time Stamps Document  - This shows the time stamps in the recorded webinar where certain tasks occurred.

Recorded New Biologist Training Webinar given by Sherri Mosley - HabITS V5 overview, creating accomplishments and strategic plan activities - July 26, 2017

New Biologist Training Webinar Time Stamps Document - This shows the time stamps in the recorded webinar where certain tasks occurred.


R4 CP Training Presentation given by Bret Beasley - HabITS V5 update and training presentation - May 2017


These videos are older versions but still a good place to start if you have never really worked in HabITS V5.  They will familiarize you with the new V5.

Webinar given by Eric Rank - Basic work flow demonstration in the new HabITS V5 - July 2015

top

HabITS V5 User's Guide

Introduction to HabITS V5

How to use Tool Tips

More detailed definitions and domain values can be found by clicking the  icon within the HabITS V5 application.  Tool tips can be found anywhere a user would input data.  Anytime there are multiple choices for an entry the user can go to a domain value table for definitions on the possible selections.


Navigating HabITS V5

PRINTABLE TUTORIAL; Navigating HabITS V5 **UPDATED**

1. After logging into the Environmental Conservation Online System (ECOS) click HabITS 5 Dashboard to access HabITS. 

 


2. The first page you will see is the HabITS 5 Dashboard, from here you will see a list of your office’s Recent Mechanism, Projects, and Accomplishments. These lists can also be sorted. From this page you can also search for a Mechanism, Project, or Accomplishment


 

3. Next, hover your mouse pointer over the Habitat Improvement tab to see the options available in the Habitat Improvement Module. From here, under the Feature Search category you can Search for a Mechanism, Search for a Project, Search for an Accomplishment, Search for a Focus Area, Search for a Strategic Plan, File Search, or Keyword Search. You can also Create a New Mechanism, Create a New Focus Area, access a Strategic Plan Targets and Progress, and Create a New Strategic Plan Activity. For more information about how to Create a Mechanism click here or how to Create a Focus Area click here.

 

 

4. Now hover your mouse pointer over the Strategic Planning tab to see the options available in the Strategic Planning Module. From here, under the Strategic Plans category you can Create a New Strategic Plan Activity, Search for a Strategic Plan Activity, or view Strategic Plan Targets and Progress. You can also create or search for a Technical Assistance Activity. For more information about how to Create a New Strategic Plan Activity click here or access a Strategic Plan Targets and Progress click here or how to Create a New Technical Assistance Activity click here.



5. Now hover your mouse pointer over the Reports tab, from here you can choose to run a Basic Report, Advanced Filtering Report, or a Summary Report. To learn more about how to run a Basic Report click here or how to run an Advanced Filtering Report click here or how to run a Summary Report click here.


 

6. Now hover your mouse pointer over the Map tab, from here you enter the HabITS Mapper to view Mechanism, Project, and Accomplishment locations.

 


7. Now hover your mouse pointer over the Customization tab, this is where you can edit/delete your species list by going to Manage Species Lists or you can Create a New Species List. These species list will be used when creating new Projects, Accomplishments, and Focus Areas. For more information about how to Manage Species List click here or how to Create a New Species List click here.


8. If you need further help click the Help tab, this will link you to the main HabITS Confluence page where you can find many resources on how to use HabITS Version 5.

HabITS Data Entry Guidance

Writing AWESOME HabITS Narratives

Why do we even need to write a narrative?

  • Narratives are where you can tell your story to include: How, what, and why?
  • Narratives help to fill in the blanks and connect the dots between partnerships, restoration treatments, and benefits.
  • Narratives help to show the significance and need for a project and help justify the Service investment.
  • Narratives are used by HQ for outreach and in-reach including: annual accomplishment reports, Congressional correspondence, budget justifications, briefing materials, articles, social media & MORE!
  • Well-written narratives increase the efficiency of our work and reduce the need of HQ and Regional staff to continually contact field staff.

What NOT to include:

  • The natural history of species. Just include information that is relevant to the work you did or will do.  (i.e., the grassland will provide stop-over habitat for migratory birds and nesting habitat for native song birds)
  • Background information on the relationship with the Landowner/Partner (Save that for your project files)
  • Background information regarding the restoration approach or treatment (e.g., Historically, we used to do XYZ, but it was ineffective because of ABC, and after X years of legal issues regarding landowner complaints….blah, blah, blah…it was determined that the practice of EFG was preferable because of....blah, blah, blah).

Elements of AWESOME Narratives

Be concise and try to use a narrative tone. It’s important to put the correct information in the correct spot so that in the future we can pull the information out in relevant reports.  If the same information is cut and pasted to each type of narrative, then it can potentially be a lot of information for the reader to wade through and it makes setting up automated reports more difficult.  For example, if in the future we just want a report with all of the description of our project partnerships in a given fiscal year for a specific region, State, field office or POC, we could easily pull the mechanism narratives. 

Mechanism Narratives

Mechanism narratives should describe the roles of your partnership, highlight responsibilities of your partnership, provide some context to the rationale/importance of the partnership, and briefly describe the partner.

Example Mechanism Narrative w/NGO:

This MOU is with the Big Watershed Land Conservancy (BWLC) which works with partners in the 5,000 acre Big Watershed to restore habitat and protect land by acquiring, holding, and enforcing easements.  We have worked with the BLWC since 2012 to protect and restore habitat for the small shiny fish, a federally endangered species endemic only to this watershed.   The BLWC is important to the success of our work in this watershed because they have the capacity to do landowner outreach, they leverage money for restoration projects, and provide assistance to landowners interested in placing an easement on their lands.  BWLC also secured a NFWF grant for restoration and protection work that will be used to cost share on this project.  Our role in this partnership is to provide matching program funding, as well as project design and implementation assistance. 

Example Mechanism Narrative w/ Landowner:

This Landowner Agreement is for 10 years on the landowner’s 70 acre property in Suffolk County in the Little Grass Watershed.  The landowner is working with NRCS on a WRP easement and wanted us to assist on planning and implementing a restoration project to benefit waterfowl on his property.  We are also providing cost share for this project with the landowner covering 50% project cost for the waterfowl restoration portion.

Project Narratives 

Project narratives should describe the project in general, its importance, the biological benefits, and the initiatives it addresses. Additionally, project narratives: 

  • Should describe the “big picture” of the restoration project on a specific site and how it supports our Service priorities.
  • Should clearly describe the Service’s role and show substantial involvement. Showing substantial involvement is important to distinguish our programs from conventional grant programs (See 505 DM 2.9 for the definition of “Substantial Involvement,” text is attached below) 
  • Be specific regarding the technical assistance you are providing: project design and project implementation, assistance in writing grant proposals, site assessments, navigating the regulatory compliance requirements, developing and/or implementing project monitoring plans, etc.
  • Should describe the specific project benefits such as reduction of shoreline erosion, enhancement of migratory bird habitat, protection of specific habitat, implementation of specific recovery actions
  • Should describe biological outcomes (if applicable): Increased population, increased number of breeding pairs, or use of habitat by target species.
  • Describe how the project supports a Service initiative. Remember to also select the initiative in project initiative section.
  • Describe any economic (i.e., jobs/jobs training), community (i.e., recreation), or youth benefits created by the project (if applicable).
  • If this project is notable in any way (e.g., new innovative technique, received awards, received press coverage, project site was visited by VIPs)
  • Narratives should be in past tense and describe the work that was completed in the project. Once the project is completed, the narrative should be edited to reflect anything that may NOT have been completed.


Example Project Narrative

This project consisted of establishing a 5 acre warm-season grass and forb prairie with firebreaks by converting a previously cropped fallow sand ridge. Site preparation consisted of one glyphosate herbicide application prior to planting. The site was planted by no-till warm-season grass drill in the spring of 2013. The species that were planted include little bluestem, side-oats grama, Indian grass and Canada wild rye plus 10 forbs. (Species list in project file.) The conversion of the site to warm-season grasses and forbs will provide nesting habitat for migratory song birds such as eastern meadowlarks and dickcissels.
 

The Partners biologist assessed the site, developed the restoration plan, reviewed the seed mix species, and oversaw completion of the project. The PFW program also purchased the seed. The project site is adjacent to a Big Polygon State Fish & Wildlife Area and a local community college which will be using this area as a living classroom.  Interpretive signs will be installed and students will have the opportunity to assist in monitoring projects.  This supports the Department’s America’s Great Outdoors’ Youth Initiative. The project is also in the Awesome Habitat Focus Area which as the highest diversity of grassland songbirds and rare plants in the Big Polygon State. 

 

Accomplishment Narratives 

When the Project involves different performance habitat types (wetland, upland, in-stream, shoreline, etc), different types of treatments, or is multiyear, it may be necessary to include accomplishments narratives to describe the details of the specific accomplishment, especially if each accomplishment addresses different species, different service priorities, different economic/community/youth benefits, etc.

 

Example Accomplishment Narrative #1

This accomplishment involved the restoration of a wetland at the Awesome Landowner Project Site.  The Coastal Program Biologist designed the restoration project, secured the regulatory permits, and oversaw the application of glyphosate to treat invasive species and the removal of excess woody vegetation to help control water and shade levels which will directly benefit Bog Turtles which are a federally listed species in this northern population.  The Local Boy Scout Troops provided much needed man power to hand remove woody vegetation in the winter while the wetland was frozen to prevent soil disturbance. 


Example Accomplishment Narrative #2

Adjacent to the wetland restoration at the Awesome Landowner Project Site, the Coastal Program also installed 20 acres of native warm season grassland to benefit grassland song birds including Grasshopper Sparrows and Dickcissels.  The project biologist designed the plan for the grassland including choosing the native seed mix and the density, and then supervised the site preparation and planting of the seeds.  A local University professor will be using the area as a research site for his field course “Cool Birds you see from far away with binoculars.” This supports the Department’s America’s Great Outdoors’ Youth Initiative. 

 


Dashboard

Mechanisms

Projects

Accomplishments

Habitat Improvement Module

Search Feature

PRINTABLE TUTORIAL; Feature Search **NEW**

1. From the HabITS 5 Dashboard, you will see various tabs at the top of the page. Searching for different HabITS data can be found under the Habitat Improvement and Strategic Planning tabs. From this page you can also search for a Mechanism, Project, or Accomplishment.


2. Hover your mouse pointer over the Habitat Improvement tab to see the search options available in the Habitat Improvement Module. From here, under the Feature Search category you can Search for a Mechanism, Search for a Project, Search for an Accomplishment, Search for a Focus Area, File Search, or Keyword Search.

Searching for a Mechanism, Project, or Accomplishment

3. For this example, we’re going to search for a Mechanism. Start from the Habitat Improvement module on the HabITS V5 Dashboard and click Search for a Mechanism.


4. After clicking Search for a Mechanism, you will see a search box. From here you can choose many different way to search for a Mechanism. For this tutorial we have chosen to search by the Lead Office and for Mechanisms without geometry by typing the first few letters of the office name into the Lead Office search box and selecting No from the Has Geometry dropdown list. You should then see a list of Mechanisms you are searching for in the list below. Click on the Mechanism you would like to access.


5. After clicking on the Mechanism, a box will open showing more information. From here you can choose to view, edit, or delete the Mechanism.


6. Click More Actions in the bottom right corner of the box.  From here you can choose to create a New Project or view a detailed report of the Mechanism.

Search for a Focus Area

7. Next select Search for a Focus Area under the Feature Search of the Habitat Improvement Module.


8. The Focus Area Search will open a search box with criteria to select from. For this Tutorial, we will search for a Focus Area in the Partners for Fish and Wildlife Program in Region 8 using the dropdowns in the Program and the Region boxes. You should then see a list of Focus Areas in the list below. Click on the Focus Area you would like to access.


9. After clicking on the Focus Area, a box will open showing more information. From here you can choose to view or edit the Focus Area.


10. Click More Actions in the bottom right corner of the box.  From here you can choose to view a Detail Report or Summary Report of the Focus Area.

Search for a File

11. Next, search for a file that has been uploaded to HabITS by selecting File Search to under the Feature Search of the Habitat Improvement Module.


12. In the File Search box you can filter in many different way to narrow your search for a file. For this tutorial we have chosen to search by the Point of Contact and Document Type by typing the first few letters of the point of contact name into the Point of Contact search box and selecting Photo from the Document Type dropdown list. You should then see thumbnails of the files with your search parameters below. Click on the file you would like to access.


13. A new window will open up with the File Details. You can View, Download, or Close the window by selecting from the buttons in the bottom right of the new window.

Search using Keyword Search

14. Next, search for an Accomplishment using keywords by selecting the Keyword Search under the Feature Search of the Habitat Improvement Module. Keywords are searched for in the Name, Special Activities, Narrative and Initiative Justification fields of the Accomplishment.


15. After clicking Keyword Search, you will see an Accomplishment search box. From here you can type in keywords as well as the state(s) or region(s). For this tutorial we have chosen to search using the keywords “pond” and “anadromous” in California and Oregon, and Regions 1 and 8. Use standard search syntax in the Keywords box (click the Search Syntax Help if for tips). State and Region is selected using their respective dropdown boxes. You should then see a list of Accomplishments filtered by your search parameters in the list below. Click on the Accomplishment you would like to access.


16. After clicking on the Accomplishment, a box will open showing more information. From here you can select View Properties to see the Accomplishments properties.

Search for a Strategic Plan Activity or Technical Assistance Activity

17. Now hover your mouse pointer over the Strategic Planning tab to see the options available in the Strategic Planning Module. From here, you can Search for a Strategic Plan Activity or Search for a Technical Assistance Activity, selecting either will take you to the Strategic Plan & Technical Assistance Activity Search screen.


18. Next, search for a strategic plan activity by selecting either Search for a Strategic Plan Activity or Search for a Technical Assistance Activity under the Strategic Plans section of the Habitat Improvement Module.


19. After clicking either the Search for a Strategic Plan Activity or the Search for a Technical Assistance Activity, you will see an search box. From here you can search with many parameters. For this tutorial we have chosen to search using Connect Youth to Nature and Technical Assistance from the Activity Type dropdown and Generation 3 from the Generation dropdown. You can select one or more in each of these dropdowns. Once your selections are made, you should see a list of Strategic Plan/Technical Assistance Activities filtered by the search parameters in the list below. Click on the Activity you would like to access.


20. After clicking on the Activity, a box will open showing more information. From here you can select view, edit or delete the Activity.


Creating a Mechanism

PRINTABLE TUTORIAL; Creating a Mechanism**UPDATED**

1. Start from the HabITS Dashboard and click the Habitat Improvement module, then click Create a New Mechanism under Mechanisms.

  

2. Start by clicking the Planning? check box, this will allow you to start entering your information and save the Mechanism as a draft. Continue by entering a Mechanism Name, Type, Agreement Number, Parent Mechanism (if applicable), Lead Office, etc. After entering all of your information click the save button at the bottom of your screen. **After you have entered all required data and the Mechanism Geometry has been created you will need to uncheck the Planning? check box, if you do not all Projects and Accomplishments nested under the Mechanism will only be in planning mode.**  

  

3. After clicking save you should see a green splash banner (for just a second or two) saying your Mechanism was saved successfully. After saving you will see a message in the upper right of your screen “This Mechanism does not have a geometry”, this will be the next step in the tutorial, click +Create Mechanism Geometry now.  **Note – Mechanism geometry is optional**

    


4. After clicking +Create Mechanism Geometry you will be taken to the HabITS mapper. From here you can choose to draw or upload your mechanisms geometry. For this tutorial we will be uploading a shapefile that has already been created using ArcMap. Click upload now.  For more information on how to create and package shapefiles to be uploaded into HabITS click How-To Create and Package Spatial Data in ArcGIS for Uploading in HabITS V5. To Be Created.

  


5. After clicking Upload, a file explorer window will open allowing you to search for an choose your shapefile. Once you select your shapefile click Open

  


6. After opening your shapefile in the HabITS mapper you should see your Mechanisms polygon.  

  


7. Click on the polygon and you will see a small box that says +Activate. Click it in order to make the polygon active in the Mapper. 

   


8. After clicking +Activate, your polygon should turn blue and you should be able to see the vertices within the polygon. Now click on the green Return to Mechanism Form button in the upper left of the screen.

  


9. After returning to the Mechanism Form you should see your geometry in the small mapper window in the upper right of your screen. You must hit the Save button in order to save the geometry to the Mechanism, after saving you should see the green splash screen (for a couple of seconds) saying your Mechanism has been saved successfully. After saving, move on to entering information in the Non-FWS Partners and Files if applicable. 

  


10. Now you can fill in additional information about the Mechanism. Click the Non-FWS Partners tab then proceed by clicking the Partner Search dropdown box. Type the name of the Partner to search, after searching, select the Partner by clicking on it. 

  


11. After clicking the Partner you would like to select, click Select Partner to add them. Repeat the previous steps to add multiple partners. 

  


12. After adding your Partners you can now choose to select their rolls in the Mechanism. You must click the save button in order to fully add the Partners to the Mechanism. After saving you will see the green splash screen (for a couple of seconds) saying your Mechanism has been saved successfully. 

  


13. Next click the Files tab to the right of the Non-FWS Partners tab. Click the +Add File button if desired.

  


14. From this page you can add any files related to the Mechanism. 

  


15. Proceed by entering the Title, Document Type, Author, and Abstract. Then click Choose File, a file explorer window will open allowing you to select the file you would like to upload, select file and click open then click the Save button. **You must remove Publically Identifiable Information (PII) from ANY file you add to HabITS**

  


16. After saving you should see the file you added in a list. Repeat the previous steps to add more files. Now that all applicable information has been entered in to the Mechanism, uncheck the Planning? check box to save the final version (you can still edit if needed).

  


17. Now that a Mechanism has been created you can move on to adding a Project to the Mechanism. For more information click How-To Create a Project in HabITS V5.

 


Creating a Project

PRINTABLE TUTORIAL; Creating a Project **UPDATED**

1. All Projects must be assigned to a Mechanism, to create a project you must first choose the Mechanism to assign it to. Start from the Habitat Improvement module on the HabITS V5 Dashboard and clicking Search for a Mechanism.


2. After clicking Search for a Mechanism, you will see a search box. From here you can choose many different way to search for a Mechanism. For this tutorial we have chosen to search by the Mechanism Name by typing the name into the search box. After typing the name you should see the Mechanism you are searching for in the list below. Click on the Mechanism you would like to create a project under.


3. After clicking on the Mechanism, a box will open showing more information. Click More Actions in the bottom right corner of the box.  From here you can choose to create a New Project with the same geometry as your Mechanism by clicking +New Project with Mechanism Geometry or you can create new geometry specific to the project by clicking +New Project. For the purpose of this tutorial we are choosing to create a project with new geometry.


 4. You should now see a Create a Project page. If you are in Planning mode and will be coming back to edit your Project, click the Planning? checkbox now.  Go ahead and enter your project information including Project Name, Descriptive Project Name, FWS Point of Contact, Lead Office, etc. After entering your information you must create a geometry by clicking +Create Project Geometry before you are allowed to save the Project.


5. After clicking +Create Project Geometry you will be directed to the HabITS Mapper where you will see the polygon of the original Mechanism that your project will be within unless your Mechanism has no geometry. If your Mechanism has no geometry, you will see the national map with current Mechanisms, Projects, and Accomplishments.


6. From here you can choose to add the geometry by either using the Draw Tools to Sketch your polygon or by uploading a shapefile that has already been created using ArcGIS. For this tutorial we will be uploading a shapefile that has already been created. Click Upload, you should now see a file explorer window, click to select your shapefile and click Open. For more information on how to create and package shapefiles to be uploaded into HabITS click How-To Create and Package Spatial Data in ArcGIS for Uploading in HabITS V5. To Be Created.


7. After clicking Open you will see your polygon projected into the Mapper.


8. Click on the polygon and select +Activate from the dropdown to activate your polygon.


9. You will know your polygon has been activated because it will turn blue and you will see your shapes vertices. Now click Return to Project Form


10. After clicking Return to Project Form you will be directed back to the Create a Project page where you should see your Project polygon in the small Mapper window. If you are completely done creating your Project you can uncheck the Planning? button now. Next, you must click the Save button to save your Project.


11. After clicking Save you should see a green splash banner (for just a second or two) saying your Project was saved successfully. You will see three new tabs next to the Properties tab allowing you to add additional information such as Files, Monitoring, and Accomplishments. Proceed by adding files as demonstrated in the How-To Create a Mechanism in HabITS V5 tutorial and any monitoring that has been completed. For a tutorial on how to create an accomplishment, click How-To Create an Accomplishment in HabITS V5.


Creating an Accomplishment

PRINTABLE TUTORIAL; Creating an Accomplishment **UPDATED**

1. All Accomplishments must be assigned to a Project. To create an Accomplishment you must first choose the Project to assign it to. Start from the main HabITS V5 page by going to the Habitat Improvement module and click Search for a Project.


2. After clicking Search for a Project, you will see a search box. From here you can choose many different way to search for a Project. For this tutorial we have chosen to search by the Project Name by typing the name into the search box. After typing the name you should see the Project you are searching for in the list below. Click on the Project you would like to create an Accomplishment under.


3. After clicking on the Project, a box will open showing more information, click More Actions in the bottom right corner of the box.  Select the More Actions dropdown arrow. From here you can choose to create a new Accomplishment  with the same geometry as your Project by clicking +New Accomplishment with Project Geometry or you can create new geometry specific to the Accomplishment by clicking +New Accomplishment.  For the purpose of this tutorial we are choosing to create an accomplishment with new geometry. 


4. You should now see a Create an Accomplishment page. If you are in planning mode and will be coming back to edit your Accomplishment, click the Planning? checkbox now. Go ahead and enter your Accomplishment Name and Lead Program then click +Create Accomplishment Geometry


5. After clicking +Create Accomplishment Geometry you will be directed to the HabITS Mapper where you will see the polygon of the Project that your Accomplishment will be within. From here you can choose to add the geometry by either using the Draw Tools to Sketch your polygon or by uploading a shapefile that has already been created using ArcGIS. For this tutorial we will be uploading a shapefile that has already been created. Click Upload……


6. …. you should now see a file explorer window, click to select your shapefile and click Open. For more information on how to create and package shapefiles to be uploaded into HabITS click How-To Create and Package Spatial Data in ArcGIS for Uploading in HabITS V5. To Be Created


7. After clicking Open you will see your polygon projected into the Mapper. 


8. Click on the polygon and select +Activate from the dropdown to activate the polygon.


9. You will know your polygon has been activated because it will turn blue and you will see your shape's vertices. Now click Return to Accomplishment Form.


10. After clicking Return to Accomplishment Form you will be directed back to the Create a Project page where you should see your Project polygon in the small Mapper window.


11. Next, continue to populate the remaining fields in the Properties tab. 


12. Continue to populate all required fields. Narratives aren’t required but are recommended as they can provide more details about the project. Next, click Save.


13. After clicking Save, you should see a green splash box popup in the top of the page saying Accomplishment saved successfully.

How to Create a Secretarial Order

14. Next, click on the Secretarial Orders tab and select +Add Secretarial Order


15. On the Create/Edit Secretarial Order page, click in the Type box and select the Secretarial Order from the dropdown. 


16. From the Migration Corridors (SO3362) page, click in the Big-Game Species box and select the appropriate species from the dropdown (required). On both pages, fill in comments if desired. Click the Add Secretarial Order button in the lower right.

How to Add Species from a Species List

17. Next select the Species tab. Choose Species List to select species from by clicking in the Species List box and selecting from the dropdown.


18. After choosing your species list, select the species you would like to add to the Accomplishment by clicking on them in the Available Species dropdown box. Next, click +Add Selected Species to assign them to the Accomplishment.


19. Now you will see that your species have been assigned to the Accomplishment, you can also remove a species from an Accomplishment by clicking Remove. Now click Save to save your species to the Accomplishment.

How to Add Service Financial Information

20. Next click the Financials tab and click +Add Service Contribution.


21. Populate all the required fields and add comments. Now click Add Service Contribution to add the contribution to the Accomplishment.

How to Add Partner Financial Information

22. After clicking Add Service Contribution you should see a box showing that contribution, from here you can edit/remove as well as add Partner Contributions. Proceed by clicking Partner Contributions.


23. Continue to populate the fields and click Add Partners Contribution.


24. After clicking Add Partner Contribution you should see a box showing that contribution, from here you can edit/remove. Now click Save to save the contributions to the Accomplishment.

How to Add Files

25. Next, click the Files tab and then click +Add Files if you have any supporting files you would like to add. Proceed by adding files as demonstrated in the How-To Create a Mechanism in HabITS V5 tutorial. At this point, if you are done planning the Accomplishment you can uncheck the Planning? checkbox and then click Save


Creating a MULTI polygon Accomplishment Geometry

Creating a multipolygon accomplishment becomes important when work is being done on the same property, same accomplishment and habitat type with the same treatments.  For example: You are working on a project for a landowner and you are going to enhance 5 wetlands.  All 5 wetlands have exactly the same treatment.  This would be a multipolygon accomplishment with 5 polygons.

Currently there are 5 scenarios you may encounter when needing to create a multipolygon accomplishment.

1) By far the easiest option; you already have a shapefile with all the polygons created

2) You have multiply shapefiles each with one polygon

3) You are creating a brand new accomplishment and digitizing all the polygons in the HabITS V5 Map Editor

4) You already have an accomplishment created and you need to add more polygons

5) By far the most difficult option; you have already input multiple accomplishments and need to combine them into one multipolygon accomplishment

Reports Module

Basic Reports

PRINTABLE TUTORIAL; Running a Basic Report **UPDATED**

1. Start from the main HabITS Dashboard by going to the Reports module and clicking Basic Reports. 


2. From this screen you can choose to filter your report by My Reports, Office, State, Region, Fiscal Year, and Program. This report only allows you to select a single year, if you would like to select multiple years, or filter by other criteria not available in the redesigned Basic Performance Reports click How-To Run a Advanced Filter Performance Report in HabITS V5.  After selecting your reporting filters, select Performance. For this tutorial we have chosen to run an FY2016 Performance report for the Partners for Fish and Wildlife Program within the State of Colorado. From here you can choose to run a report to give you either the Totals or a List. You can also choose to receive the report in an excel or PDF format. Here we are selecting to receive a list in PDF format. 


3. After clicking either the PDF or the Excel icon a new Save As window will open. Browse to the location you want to save the file to and click the Save button. Now you will see a file download in the bottom left of your screen, click to open the file. If you do not see the downloaded file on the bottom of your screen look in your internet browser's downloads page.


4. If you choose to receive the report in PDF format this is an example of what you will receive. In the top right corner of the screen you can choose to print or save the PDF.


5. If you choose to receive the report in Excel format this is an example of what you will receive. In the top left corner of the screen you can click on the file tab to choose to print or save the Excel file.


Advanced Filtering Reports

PRINTABLE TUTORIAL; Running an Advanced Filtering Report **UPDATED**

1. Start from the main HabITS Dashboard by going to the Reports module and clicking Advanced Filtering Reports.


2. From this screen you can first choose to filter your report by FWS POCs, Office, State, or Region. Within each of these filter categories you will be able to also filter by Fiscal Year, Program, Accomplishment Type, and Habitat Types. 


3. This advance filtering reports interface will allow you to select multiple criteria within each filter type. For this example we are choosing to run a report for the state of Colorado by selecting all years, the PFW Program, Restoration and Enhancement Accomplishment Types within the Uplands Habitat Type. To select multiple values just continue clicking on each of them.


4. After selecting your reporting filters, select Performance, from here you can choose to run a report to give you either the Totals or a List. We are choosing List for this tutorial. 


5. After making your selection you will see a table containing the report data. From this screen you can choose to receive the report in an excel or PDF format. If needed you can also click on the hyperlinked Accomplishment or Project ID numbers to take you directly to the entry in HabITS, these links will also be available in the Excel and PDF downloads. After choosing your download a new Save As window will open. Browse to the location that you want to save the file, then click save. The file will appear in the bottom left of your screen or in your computers downloads folder. 


Summary Reports

PRINTABLE TUTORIAL; Running a Summary Report **NEW*

1. Start from the main HabITS Dashboard by going to the Reports module and clicking Summary Reports.


2. From this screen you can choose to create a Geographic, Partner, Species, or Secretarial Orders report. These reports summarize all the years of data in HabITS for the selection.


3. Select the Geographic tab. From the Geographic Type drop down, select Region, State, County, Congressional District, etc., as desired. A Geographic Area box will appear. Select the desired area from the dropdown or type in the desired area, then select the Run Report button to the right. A new window will open with the summary report, hot links for associated accomplishments are included by fiscal year.


4. A new window will open with the summary report, hot links for accomplishments the selected Partner are associated with are included by fiscal year.


5. Scroll down to see all the information in the report.


6. Select the Partner tab. Select the Partners to be summarized from the Partner box by typing in their name. Select the Run Report button to the right. A new window will open with the summary report, hot links for accomplishments the selected Partner are associated with are included by fiscal year.


7. A new window will open with the summary report.


8. Hot links for accomplishments the selected Partner are associated with are included by fiscal year.


9. Select the Species tab. Select the species to be summarized from the Species box by typing in the species. Select the Region from the Region dropdown and the State from the State dropdown. Select the Run Report button to the right.


10. A new window will open with the summary report.


11. Hot links for accomplishments the selected Species are associated with are included by fiscal year.


12. Select the Secretarial Orders tab. Select the Secretarial Order to be summarized from the Secretarial Order drop down. Select the Region from the Region dropdown and the State from the State dropdown. Select the Run Report button to the right. 


13. A new window will open with the summary report, hot links for accomplishments the selected Secretarial Order are associated with are included by fiscal year.


14. Hot links for accomplishments the selected Secretarial Order are associated with are included by fiscal year.


Customization Module

Create a Species List 

PRINTABLE TUTORIAL; Creating a Species List **UPDATED**

1. To create a new species list, click Create a New Species List under the Customization module. 


2. Start by creating a name for your species list. Then select Yes or No if you would like to share with your office (users with higher user power will see Shared with State or Region). If you select Yes your new species list will be available to others in your office (or State or Region) to use. Next click on Species List to see a drop down of your current Species List. 


3. Scroll down and choose the All TESS & IT IS Species list to access all species. You can also choose any of the other lists from this dropdown but the All TESS & IT IS Species contains any (and all) of species you would need to make a new list.


4. After choosing a Species List you can search for available species by typing in the name or scrolling through the list (the All TESS & ITIS Species list is too large to scroll through). Click to select the species you want to add to your new list.


5. Continue to select all of the species you would like to add to your new list. Once all of your species have been selected, click the Add Selected Species button.


6. Now all of your species have been added. If you would like to remove a species from the list click the Remove button to the right of the species. Next click Save to save your new species list.


7. After clicking save you will see a green banner (for just a couple of seconds) saying “Species List saved successfully” and you will see the newly created list below. If needed, from this page you can choose to Edit, Copy, or Delete a species list. 


Edit a Species List

PRINTABLE TUTORIAL; Editing a Species List  **UPDATED**

1. Start from the main HabITS Dashboard by going to the Customization module and selecting Manage Species List.


2. After clicking Manage Species List you will now see all of the lists that you have created or that has been shared with you. Click the Edit button next to the list you would like to change. (Please note you will not be able to edit, copy, or delete a list that you did not create.)


3. From this screen you can rename, share, and add or remove species from the list. To add species, click the Species List dropdown to select a list to pull species from. The All TESS & ITIS list contains all the species you may need. 


4. Once you have selected the list that you would like to pull species from click the Available Species drop down box and start typing the name of the species you would like to add or scroll through the list (the All TESS & ITIS Species list is too large to scroll through). Once you locate the species you are looking for, click it to select it.


5. Once you have selected the species you would like to add click Add Selected Species.


6. Now you will see the species you selected has been added to the list. You can also delete species from the list by clicking Remove. Once you are done adding or deleting species from the list, click Save.


7. After clicking Save you will see a splash banner (for just a couple of seconds) saying Species List saved successfully. 


Focus Areas Module

Creating a Focus Area

PRINTABLE TUTORIAL; Creating a Focus Area **UPDATED**

1. Under Focus Areas on the Habitat Improvement tab, click on Create a New Focus Area.


2. You must select Active in order to publish the new Focus Area, but you can create the Focus Area as inactive until ready to publish.


3. On the Properties tab, you will be required to fill in the Focus Area Name, and select the Lead Program and FWS Point of Contact. There is also a narrative box that can be used to describe the Focus Area, but this is not required. Click Save as Draft which will take you to the Edit Focus Area module.


4. From the Edit Focus Area page, select the +Create Focus Area Geometry button to add geometry for the Focus Area.


5. Under the Layers box, use the Upload button to import a shapefile created in ArcGIS.


6. Browse to the location of a zipped shapefile created in ArcGIS. See How to upload a Shapefile for more information. To Be Created


7. The Mapper will zoom-in to the imported shapefile.


8. Click on the imported shapefile and select +Activate from the drop-down.


9. Once you have activated the shape, click on the Save Geometry button. This will save the shape as your new focus area geometry and return you to the Edit Focus Area screen.


10. From Edit Focus Area, select the Benefits by Habitat Type tab.


11. Click on the tab for each habitat type to add target values


12. Fill in the Cumulative 5-Year Targets in the boxes for each restoration activity to be tracked under the new Focus Area. Click on the +Add Citation button to add citations that support the creation of the new Focus Area. Click the Species List down arrow.


13. Select a Species List from the list.


14. Click in the Available Species box for a list of species. Click on species to select, the click on the +Add Selected Species button.


15. You must select Active? in order to save the new Focus Area.


16. Once Active, a Please describe any changes made to this Focus Area text box will appear. This is required. Type in a description of the changes made (such as “newly created”). The narrative text box also becomes required with a minimum character count of 350.


17. Click the Save as Draft.


18. From the Edit Focus Area module, Click on the Files tab.


19. Click on +Add File to upload files associated with the Focus Area.


20. Click the Publish button at the bottom to finish creating the Focus Area.

Editing a Focus Area

PRINTABLE TUTORIAL; Editing a Focus Area **UPDATED**

1. Start from the main HabITS Dashboard by going to the Habitat Improvement module and selecting Search for a Focus Area.


2. You can search for a focus area by entering the Focus Area ID, Focus Area Name, Point of Contact, Program, or Region. You can also specify the focus area Status or Active/Inactive. After you have entered your search criteria, a list of focus areas will automatically show below.  Click on the Focus Area you would like to view or edit.


3. After selecting a focus area, a box will open allowing you to View properties, Edit Properties, Delete Focus Area or More Actions.  To edit your focus area click Edit Properties.

How to Edit the Focus Area Polygon

4. After clicking Edit Properties you will see a screen that will allow you to edit the Focus Area Name, Lead Program, FWS Point of Contact and the Narrative. You will also see the spatial data (polygon) for your Focus Area in the small mapper box on the upper right of the screen.  ***Note the Active? checkbox in the upper left of the screen. This must be unchecked in order to edit the Focus Area. If the Focus Area is active, you will need to de-select the Active? button and update the Focus Area Changelog in order to save any changes. Making the Focus Area active will be the last step before saving your final draft.*** Click the Edit Focus Area Geometry under the small mapper box to edit the Focus Area polygon.


5. The Mapper will open in a new window, zoomed to the Focus Area polygon. The polygon will be in edit mode as indicated by the blue color and apparent vertices. You can edit the shape by moving the vertices or using any of the Mapper editing tools. If you want more information on how to edit in the Mapper see the Mapper Tutorial - to be created. Once you’ve made all the changes you want, click the Save Geometry button in the upper left.


6. On the Properties tab, make changes to the Focus Area Name, Lead Program, Point of Contact, and Narrative. Once changes have been made, the “Change Log” box (with pink outline) appears at the top of the screen. The purpose of this box is to log the changes you have made to the Focus Area. The Save as Draft box at the bottom right of the screen will not appear until information has been entered into the change log box.


7. Once you have entered information into the change log, click Save as Draft.  Your updated information has now been saved.


8. After updating the Properties tab, click the Benefits by Habitat Type tab to update your 5 year targets including acres, miles, and other as well as Citations and Species for each habitat type. Enter your target numbers for each category now. Repeat for each habitat type (Other, River, Shoreline, Stream Channel, Upland, and Wetland).


9. After entering your 5 year targets for each habitat type you will need to update the change log at the top of the screen before you can Save as Draft.


10. Now you can add citations that support your focus areas. ***You can add all of your citations under one habitat type or you can add select citations under a specific habitat type, the choice is yours.*** To add a citation click Add Citation.


11. Now you can add the citation. You can also add a supporting website by copy and pasting a web address into the URL box.  Once you have entered your information, click Add Citation.


12. After clicking Add citation you should now see the citation listed under that habitat type. Continue to add multiple citations one at a time. Repeat for the other habitat types if desired.


13. Once you have finished adding citations you will need to fill out the change log at the top of the screen before proceeding to Save as Draft.


14. After adding citations, add a list of Species to each category. Click Species List to see a drop down of lists that’s available to you.


15. Click the list that you would like to pull from to add species for that particular habitat type. If you need to create a new species list click here to learn how to Create a Species List.


16. Once you have selected a species list you can now select each species that would fall under that habitat type. You can either scroll through and click the species to add them (the All TESS & ITIS Species list is too large to scroll through) or type the name of the species and then click it to add. Continue to add the applicable species.


17. After you have selected all of the species for that habitat type, click Add Selected Species.


18. Now all of your species should be assigned to that habitat type. If you would like to remove any click the Remove button next to the species you would like to remove.


19. After adding your species you will need to update the change log at the top of the screen before you will have the option to Save as Draft. After updating the change log, click Save as Draft. Repeat for each habitat type applicable to your Focus Area.


20. Next you can add supporting files to a Focus Area by clicking on the Files tab to the right of the Benefits by Habitat Type tab.


21. Click Add File  to add a supporting document.  


22. Now add the Title, Document Type, Author  and Abstract (optional) of the file, then click Choose File to browse to the file to be uploaded.


23. After clicking Choose File a Windows File Explorer window will open. Navigate to your file and click Open.


24. Now confirm that your file has been uploaded by looking next to Choose File, you should now see the selected file. Click Save.


25. Update the Change Log and click Save as Draft.


26. After saving you will see a green splash screen (for just a couple of seconds) confirming your Focus Area has been saved successfully.


27. After you have entered and confirmed that all of the information for a Focus Area is correct, click the Active? check box to make the focus area active in the mapper. 


28. After clicking Active?, update the Change Log and click Save as Draft.


29. After you Save as Draft you will now see a green Publish button at the bottom of the page. Click it to publish your Focus Area.


30. After clicking Publish you will see a green banner saying This Focus Area is currently Published. If you make any updates to your Focus Area after this step it will remove the Focus Area from being published, you will need to republish.


Focus Area Progress Bar

PRINTABLE TUTORIAL; Viewing the Focus Area Progress Bar **UPDATED**

1. Start from the HabITS Dashboard page by going to the Habitat Improvement module, and select Search for a Focus Area.


2. You can search for a focus area by entering the Focus Area ID, Focus Area Name, Point of ContactProgram, or Region. You can also select from the Status drop-down for Draft or Published Focus Area and from the Is Active drop-down for Active or Inactive Focus Area. After you have entered your search criteria a list of Focus Areas will automatically show below.  Click on the Focus Area you would like to view.


3. After selecting a focus area, a box will open allowing you to View properties, Edit Properties, Delete Focus Area or More Actions.  To view the Focus Area Progress Bar click View Properties.


4. After clicking View Properties you will see a link to Display Progress of Benefited Habitat Type Targets.


5. Now you can see a progress bar that shows the progress of completed accomplishments within the focus area based on your 5 year targets by habitat type. To see a progress bar of all targets of all habitat types within a Focus Area click Show All Focus Area Activity.


6. Now you can see a progress bar of all 5 year targets of all habitat types within a Focus Area.


7. You can also see the progress by Habitat Type by selecting the Benefits by Habitat Type tab and the associated Files by selecting the Files tab.


8. Select a Benefits by Habitat Type tab to see the Cumulative 5-Year Targets, Citations, and Species.

Strategic Planning Module

Search Feature

PRINTABLE TUTORIAL; Feature Search **NEW**

Click here to see the Search Feature Tutorial under the Habitat Improvement Module.

Creating a New Strategic Plan Activity

PRINTABLE TUTORIAL; Creating_Strategic_Plan_Activity_V5 **NEW**

1. Start from the HabITS dashboard and click the Strategic Planning module, then click Create a New Strategic Plan Activity under Strategic Plans.


2. Populate the fields in the Properties tab. Note - the Activities box will appear once the Activity Type is selected and will be either hours or numbers, depending on the Activity Type.


3. After entering all of your information click the Save button at the bottom of your screen.


4. After clicking Save you should see a green splash banner (for just a second or two) saying your Activity was saved successfully. You will see a new Files tab next to the Properties tab allowing you to add Files. Proceed by adding files as demonstrated in the How-To Create a Mechanism in HabITS V5 tutorial. Then click Save.


Strategic Plan Targets and Progress

PRINTABLE TUTORIAL; Strategic_Plan_Targets_Progress_V5 **NEW**

1. Start from the HabITS Dashboard page by going to the Strategic Planning module, and select Strategic Plan Targets and Progress.


2. Select the Plan Generation, Program, and Region for the Strategic Plan Goal that you want to edit, then click Submit.


3. Select the Target box under each Goal that you want to edit and click Save. Also displayed are the Actual metrics set for the selected Strategic Plan set by the Regional Coordinator.


4. After clicking save you should see a green splash banner (for just a second or two) saying the Region Measures was saved successfully.


Creating a New Technical Assistance Activity

PRINTABLE TUTORIAL; Creating_Technical Assistance_Activity_V5 **NEW**

1. Start from the HabITS dashboard and click the Strategic Planning module, then click Create a New Technical Assistance Activity under Technical Assistance.


2. Populate the fields in the Properties tab.


3. The Activity Type is pre-selected for Goal 1 Conserve Habitat – Technical Assistance. Enter the total number of hours spent on the activity.


4. After entering all of your information click the Save button at the bottom of your screen.


5. After clicking Save you should see a green splash banner (for just a second or two) saying your Activity was saved successfully. You will see a new Files tab next to the Properties tab allowing you to add Files. Proceed by adding files as demonstrated in the How-To Create a Mechanism in HabITS V5 tutorial. Then click Save.



Program Goals and Minimum Metrics


GOAL 1 - Conserve Habitat


*Habitat Improvement: Entered in HabITS


*Technical Assistance: Entered as a Strategic Planning Activity, calculated from those activities.




GOAL 2 - Broaden & Strengthen Partnerships


*Annual Partnerships: Derived from HabITS entries


*Annual Private Landowner Agreements: Derived from HabITS entries


*Percent Leveraged for Projects: Derived from HabITS entries


*Number of Other Activities to Strengthen Partnerships: Entered as a Strategic Planning Activity, calculated from those activities.




GOAL 3 - Improve Info Sharing & Communications


*Activities that Connect Youth to Nature: Entered as a Strategic Planning Activity, calculated from those activities.


*Congressional Outreach Activities: Entered as a Strategic Planning Activity, calculated from those activities.


*Number of Other Staff Hours spent on Communications Activities: Entered as a Strategic Planning Activity, calculated from those activities.




GOAL 4 - Enhance our Workforce


*Annual Number of Staff Hours spent on Professional Development or Training: Entered as a Strategic Planning Activity, calculated from those activities.


*Number of Other Staff Hours spent on Enhancing the Workforce: Entered as a Strategic Planning Activity, calculated from those activities.




GOAL 5 - Increase Accountability


*100% of Projects have Completed Level 1 Monitoring: Implementation & Compliance: Derived from the Monitoring Tab at the Project Level


*Number of Other Staff Hours spent on Accountability: Entered as a Strategic Planning Activity, calculated from those activities.


*Produce or Publish an Annual Accomplishment Report: Entered as a Strategic Planning Activity, calculated from those activities.




Strategic Plan Activities

Creating a Strategic Plan Activity

Strategic Plan Targeting


 

Advanced Mapper

Uploading Shapefiles

Digitizing Shapefiles

Advanced Geometry Editing

Tips and Tricks

Preparing Spatial Data

How-To Create and Package Spatial Data in ArcGIS for Uploading in HabITS V5

Troubleshooting

Common Errors




 


Other Pages

 

PFW/CP Staff Point of Contact Information Link:

National Contacts

Directory of all PFW/CP staff

Financial Assistance (FA) Guidance Links:

FY2017 End of Year QA/QC Documents:

  • End of the Year Calendar

  • Guidance Documents:

    • FY17 Partners and Coastal Accomplishment Reporting Memo

    • FY17 HabITS QA/QC Guidelines and Instructions

    • FY17 Washington Office

    •  QA/QC “Flagged” Error Lists

    • FY17 PTrac Process: Directions for PFW & CP Regional Program Entries

    • FY17 Business Rules and Guidance – Annual Target Setting and Reporting

    • FY17 Director’s Memo with Attached PTrac Timeline




  • No labels

1 Comment

  1. Hey! Drop us a line if you stop by. Let us know if the tutorials are working for you. (thumbs up)