Creating & Editing Firewise Activities in the Planner Application

Creating activities in Planner

View corresponding workflow video here.

Click ‘+Create,’ ‘New Activity’ in the top right corner of the Planner application. 

Or

Click ‘Projects’ in the Plan Management column on the left side of the Planner application. Search for the specific project, then under the Actions column on the right side, click the eye icon labeled ‘Summary’ on the project’s respective row. This is the project’s summary page, click ‘New,’ ‘New Activity in the top right corner. 

1. Summary 

   • Activity Name: Project name + “Firewise” + specific activity (ex. Bellyache Ridge Firewise Risk Assessment). 

     • Please be consistent with things like acronyms, punctuation and specific activity labels throughout activities in all projects. 

   • DPA Plan: Select the project’s DPA plan. 

     • This will autofill if the activity was created through the project’s summary page. 

   • Project: Select the appropriate project. 

     • The chosen DPA plan will determine the project selection list. 

     • This will autofill if the activity was created through the project’s summary page. 

   • Category: Select the appropriate category. 

     • ‘Assessments’ for supporting community wildfire risk assessments. 

     • ‘Community Assists’ for general Firewise application development support. 

     • ‘Outreach Programs’ for supporting or leading Firewise educational events. 

     • ‘Recognition Programs’ for a site’s inaugural approval in the program. 

   • Type: Select the appropriate type (selection list depends on the chosen category). 

     • ‘Firewise USA Risk Assessment’ for supporting risk assessments. 

     • ‘Firewise USA Assistance’ for general application development support. 

     • ‘Outreach Program’ for supporting or leading educational events. 

     • ‘Firewise USA Recognition’ for approved first-time applications; this is likely a type mostly only used by the State Liaison. 

   • Unit of Measure: Select ‘Each’ for every activity. 

   • Comments: Any potentially useful information that won’t be captured elsewhere. 

   • Dates: Select the bubble next to ‘Completed.’ 

     • Enter the date the activity was completed. 

     • Enter “1” for UOM value for every activity. 

     • By the time an activity is being entered into the Planner application, its likely that activity has already been completed, so ‘Planned’ and ‘In Progress’ should rarely be selected. Be sure to go back and mark ‘Completed’ if activities get proactively entered before they actually are performed. 

2. Location 

   • Ensure the box next to ‘Use Project Location’ is checked. 

   • Disregard the Activity Field Office section. 

3. Funding  

   • Click ‘+Add Source’ and select ‘State Fire Assistance’ for every activity. 

     • No need to select account or subaccount numbers. 

4. Landowner 

   • Leave blank – do not enter the resident leader’s or other community member’s information. 

5. Personnel 

   • Select ‘Add Personnel,’ then use the search function to select the appropriate individual and click ‘Save.’ Repeat for all personnel that participated in the activity. 

   • Staff Responsible: The individual creating the activity should select themselves here. 

6. Click ‘Save’ 

Repeat for more activities as necessary, but please note: for every activity created in the Planner application, additional details will be needed in the GeoTracks application. Please see the next section for elaboration. 

Editing Firewise activities that were created in the Planner application 

View corresponding workflow video here.

Open the activity through two different ways: 

On the left side of the Planner application, click ‘Activities’ in the Plan Management column. Search for the specific activity, then under the Actions column on the right side, click the three-dots icon labeled ‘More Options’ on the activity’s respective row. Click ‘Open in GeoTracks.’ 

OR

On the left side of the GeoTracks application, click ‘Activities’ and search for the specific activity. Hover over the desired activity with the mouse and click the icon labeled ‘Open Activity.’ 

The activity’s details will open on the right side of the application. Click the icon in the bottom right corner to add/edit information in each of the tabs. Edits made in the GeoTracks application will be automatically applied to the activity in the Planner application. 

1. Summary: Verify the necessary information is correct.  

2. Details: Enter the requested information. 

   • Risk Assessments: 5-year plan length; select the appropriate expiration date. 

   • Community Assists: No information needed. 

   • Outreach Programs: Enter the requested information. 

   • Recognition Program (State Liaison only): Active status 

3. Personnel: Add all personnel that participated in the activity. 

4. Mapping: Only needed for the Recognition Programs activity category. WRCs are tasked with gathering shapefiles for new sites every year. 

   • Click the ‘+’ icon in the bottom right corner, then ‘Upload.’ 

   • Browse to find the specific file, then click ‘Select All’ under Select Features. 

   • Click ‘Next,’ then in Symbology select ‘Solid Red.’ 

   • Disregard Step 2: Enter details and click ‘Save.’ 

5. Landowner: Leave blank – do not enter the resident leader’s or other community member’s information. 

6. Notes: Add notes if necessary. 

7. Media: Leave blank – do not upload photos of the community/site. 

8. History: No action needed. 

9. Hover over the activity name at the top and click the ‘X’ icon labeled ‘Close.’ 

Important Note: Do not create activities from scratch in the GeoTracks application. Currently, there’s no obvious option to automatically tie an activity to the project’s location, like there is in the Planner application (see Step 3a on page 4). That missing option in GeoTracks creates the potential for discrepancies to occur between a project’s location and its respective activities’ location – please help avoid such discrepancies. 

Linking Firewise projects (and activities) to a new DPA plan 

This is likely a process only needing to be used by WRCs and the State Liaison. 

1. From the Planner application, under the Plan Management section on the left side, click ‘DPA Plans.’ 

2. Search for the appropriate DPA plan that the projects/activities are currently assigned to. 

   • Once found, click the eye icon labeled ‘Summary’ on the DPA plan’s respective row. 

3. From the plan’s details page, click the three-dot icon in the top right corner labeled ‘Options’ then ‘Link data to another plan.’ 

4. Under the Current Plan section on the left, use the search function, filters, and sort by function to find the appropriate projects. 

   • Then under the Destination DPA Plan section, select the new appropriate plan. 

   • Back on the Current Plan section, click the check boxes next to the appropriate projects to select them. 

   • Click ‘Apply’ in the bottom right corner.