The Needs tab is displayed by default once the user enters the Needs interface.
Function
The Needs tab allows the user to see high-level information about the need including the Need ID, Project Title, DOT Region, Borough, Place Name, Program, and Workflow Status.
Setup
The Needs tab is composed of filters, an Add New Need button, a Needs Table, and link controls. The filters and Add New Need button are located at the top of the Needs tab, with the Needs Table residing directly below these controls. The link controls make up the base of the Needs tab.
Filters
To filter the data on the Needs Table, the user can utilize the Search By and Needs fields. These fields are further explained in the table.
| Field | Description |
| Search By | This field allows the user to choose between Show All, DOT Region, Borough, Program, or Need ID to filter the table. |
| Needs |
This field's options will be determined by the user's selection in the "Search By" picklist.
|
If the user wishes to include withdrawn and completed needs in the table results, they can click the "Include Withdrawn/Completed Needs" checkbox; this is also a filtering control. After filling the Search By and Needs fields, and checking Include Withdrawn/Completed Needs if desired, the Needs Table will display the matching needs. The filter selections will be retained when the interface is closed.
Add New Need
The Add New Need button located at the top right of the Needs tab will allow the user to create a new need directly in the STIP Manager application. When selected, the user will be moved to a blank Detail tab that allows the user to enter general information about the need and create new location records. There are fourteen fields on this new tab that can be filled; the fields with an asterisk (*) are required.
| Field | Description |
| Workflow Status | This status is set to "New" and disabled. |
| Project Title* | This is a free-form text field that can be used to enter the Project Title. When a new need is being added, the field will have a placeholder value prompting the user on the correct naming format that should be used. The "?" icon next to the Project Title field will contain additional information regarding naming conventions. |
| Description* | This is a free-form text field that can be used to enter the Project Description. |
| Work Type | This will be a picklist of all values in the Work Type code list. Multiple options can be selected from the list; once selected, the values will appear as tags. |
| Landscapes* | This is a picklist of all values in the Landscapes code list. |
| Program | This is a picklist of all abbreviated values in the Program code list. |
| Total Project Estimate* | This is a free-form text field that can be used to enter the Estimated Total Cost for the Need ID. |
| DOT Region* | This is a picklist of all values in the DOT Region code list. |
| Strategic Investment Area | This will be a picklist of all values in the Strategic Investment Area code list. Multiple options can be selected from the list; once selected, the values will appear as tags. |
| Performance Measure | This will be a picklist of all values in the Performance Measure code list. Multiple options can be selected from the list; once selected, the values will appear as tags. |
| Identified By* | This is a picklist of all values in the Identified By code list. This list will also include an < Add New > option that allows them to create a new code list value directly in the interface. If the < Add New > option is selected, a pop-up will appear, allowing the user to enter a new value. Once saved, the record will be added to the code list options and displayed in the field. |
| Primary Contact | This will be a picklist of users in the system associated with the Region selected. The names will be formatted in the picklist as "First Name" "Last Name." Once this field is filled, the user can click the field title to view the Primary Contact's First Name, Last Name, Email Address, and Phone Number. |
| Secondary Contact | This will be a picklist of users in the system associated with the Region selected. The names will be formatted in the picklist as "First Name" "Last Name." Once this field is filled, the user can click the field title to view the Secondary Contact's First Name, Last Name, Email Address, and Phone Number. |
| Project Manager | This will be a picklist of users in the system designated as "Project Manager" in User Maintenance. The names will be formatted in the picklist as "First Name" "Last Name." Once this field is filled, the user can click the field title to view the Project Manager's First Name, Last Name, Email Address, and Phone Number. |
There are also two fields located on the Location Information area.
| Field | Description |
| Place Name | This is a picklist of all values in the Place Name code list. This list will also include an < Add New > option that allows the user to create a new code list value directly in the interface. If the < Add New > option is selected, a pop-up will appear, allowing the user to enter a new value. On save, the system will check to make sure the value is not a duplicate of an existing code list item; then, the record will be added to the code list options and displayed in the field. |
| Location Description | This is a free-form text field that can be used to enter a description of the location. |
The user can enter Location Information for the new need by clicking the "Add New" link beside the title of the section (Location Information). Click here to view an article on how to add a location in the Needs interface. Once the user enters satisfactory information on the "Add New Need" screen, they can click "Save Changes" to assign the new need a Need ID and to receive a confirmation message.
Needs Table
The Needs Table serves three purposes:
- View the Need ID, Project Title, DOT Region, Borough, Place Name, Program, and Workflow Status for the needs that correspond to the selected filters.
- Fill the Detail and History tabs with data after clicking a Need ID link.
- Edit a record by clicking its Need ID which navigates the user to the Detail tab.
Link Controls
There are three link controls offered on the Needs tab: Add to STIP, Withdraw Selected, and Print. These controls are discussed further in the table and sections below.
| Link | Used To... |
| Add To STIP ( |
Add Needs to the STIP; only users with the "Needs" permission can use this link. |
| Withdraw Selected ( |
Remove a need from the table; only users with the "Needs" permission can use this link. |
| Print ( |
Open a print dialog to print the information on the Needs tab. |
Add to STIP
To add a need to the STIP, the user must select one or multiple checkboxes in the Needs Table. Once the desired needs have been chosen, the user can click the "Add to STIP" link. Then, the system will check that each need selected has all of the fields in the Detail tab populated. There are two possible outcomes for this system check:
- Not Populated -- The user will receive an error with the Need IDs that need to be corrected.
- Populated -- The user will receive a confirmation box, indicating that one or more needs are being added to the STIP.
Once confirmed, the Workflow Status for each selected Need ID will automatically be updated to "Programmed" and disabled. The user can then navigate to the "Projects" interface to input funding for these new additions.
Withdraw Selected
To withdraw a need from the table, the user must select one or multiple available checkboxes in the Needs Table. The checkbox for any need that has a Workflow Status of "Programmed" or "Completed" will be unable to be selected. Once the desired needs have been chosen, the user can click the "Withdraw Selected" link, triggering the appearance of a confirmation box. Then, the needs will be removed from the table, and their Workflow Status will automatically be updated to "Withdrawn." The "Include Withdrawn/Completed Needs" checkbox that acts as a filter for the Needs tab can be selected to view or modify these inactive entries.
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