Home

MyCLSS User's Guide - My Canada Lands Survey System

1. Figure 14 Upload Supporting Documentation Browse to your file location and input the documentation Documentation must be in PDF format Check the corresponding documentation checkbox You can upload one file or any number of files for the documentation check all boxes that are covered by the upload File upload can be done in multiple sessions allowing for updates of the upload prior to submitting the request for instructions Click on the Upload button to submit your file A page is displayed enabling the Request Instructions tab Figure 15 4 3 Request Survey Instructions MyCLSS User s Guide Version 2 0 16 Project User File 01 SGB 201514008 PROJECT INFORMATION SURVEY DOCUMENTS SURVEY INFORMATION SUPPORT DOCUMENTS REQUEST INSTRUCTIONS Ready to request instructions All necessary information has been provided You may now send your request for survey instructions To add more documents click the Previous button Previous Request survey instructions Figure 15 Ready to submit request for Survey Instructions Click on the Request survey instructions button to send your request to the SGB After the request has been sent a response will be displayed showing the completion of the request for survey instructions and also the project number Figure 16 There two project numbers the surveyor s project number or reference and the SGB s project number At this point you can click on the highlighte
2. ACLS Checklist Name CL Test2 ACLS Checklist Number 160 CLSR Number Not available CLS Professional Review Complete ACLS Levy Form Complete Finalization and Submission Complete SGB Final Submission Review In progress Figure 40 Project Status before Critical Issues My Projects New survey project Archived projects Project Number Status Survey Project Description Canada Lands Survey Instructions A SGB2 04 Instructions Issued For User Guide 3 AKWESASNE RESERVE NO 59 L e5 number 201414131 Parcel Survey Figure 41 Critical Issue Alert on My Projects page Click on the hyperlinked Project Number to open the project workflow The Survey Document workflow shows the Critical Issue notice and Resolution Options Figure 42 Surveyor can choose Option and amend the checklist or Option 2 to appeal the critical issue assignment Option 2 The surveyor appeals the critical issue decision This appeal would be that the surveyor contacts SGB and convinces SGB that it is not a case of critical issues The SGB will then remove the critical issue message and approve the plan The SGB Final Submission Review status will then change to COMPLETE The following steps describe Option 1 MyCLSS User s Guide Version 2 0 36 Project SGB2 04 SGB 201414131 PROJECT INFORMATION SURVEY DOCUMENTS SD Test A SD Test2 CREATE SURVEY DOCUMENT COMPLETE CHECKLIST SUBMISSIONS O Survey document type Field Not
3. Box 668 Yellowknife NT X1A 2N5 867 766 8544 david urso nrcan rncan gc ca v Survey Instructions Specific 2015 05 05 Request Amendments v Reference and support documents National Standards for the Survey of Canada Lands vy Endorsement Blocks Available when survey documents created for this project Figure 47 Project Information Request Amendment Amendment request Project Number 201518002 This area will allow you to specify your needs for a request to the issued instructions Please supply pertinent information about the required amendments in the text area Once you have submitted the information to request an amendment the project data will be locked to allow staff to prepare your amended instructions Please describe your amendment Amendment needs Denotes Required Field Cancel Figure 48 Amendment Request input Click the Next button to continue MyCLSS User s Guide Version 2 0 40 An optional document Upload section is displayed to allow you to upload an additional file if so desired Figure 49 Click on the Submit Amendment button to send your request An acknowledgment of the request is displayed Figure 50 Please describe your amendment Amendment needs Amend the instructions Add documents File Choose File No file chosen Max 25 00MB of type pdf File contains If all documents are contained in the same PDF you only need to upload the document once and c
4. Request Survey Instructions Create a Survey Document Answer checklist items Note The Company Representative role is not available for now 3 My Projects The My Projects pane contains a button by which a surveyor can create a new project and also another button by which the surveyor can display archived projects in the project pane The pane also displays a summary of all the user s open or active projects if any arranging the information by browsing order with the current page number highlighted in the first row and columns of Project Number one portion as assigned by the surveyor and the other portion showing the SGB project number Status Survey Project Description as defined by the surveyor Canada Lands and Survey Instructions Figure 9 If there are no active projects the pane is displayed as in Figure 5 after successful login The system displays up to twenty projects per page in My Projects pane Version francaise Welcome Support SGB2 Ottawa My Projects My Profile Help Log Out eae Home My Projects My Projects My Projects New survey project Archived projects E 2 3 Next gt Survey Project Number Status Survey Project Description Canada Lands Instructions MyFile 001 Amendments Testing stage of Dev ARCTIC BAY SGB number 201420007 Requested CLS Act Survey of Commissioners Land GN administration LTA plan Nunavut Instructions Test this process IQALUIT FROBISHER BAY SGB number 201
5. 7 complete Plan legibility format 8 of 8 complete Survey Report 3 of 3 complete Digital Spatial File 4 of 4 complete SUBMIT YOUR CHECKLIST TO ACLS Figure 56 Copied Checklist The Levy Form is displayed showing the new Checklist Name and Checklist Number Figure 57 The Check number is the previous number plus the letter A added to it The alphabetic character will be incremented as more amendments are made to the survey document ACLS Levy Form Checklist Name Test CL 2 Checklist Number 207A Add your checklist number on the plan Billing Address 615 Booth Street Ottawa ON K1A0E9 v New Monuments Placed CALCULATE FEES PLAN FEE 0 00 MONUMENT FEE 0 00 Total 0 00 NOTE You are at the final stage of the plan submission process After clicking on Submit please send your final hard copy package as required by your specific survey instructions CANCEL SUBMIT LEVY FORM Figure 57 Levy Form and New Checklist Number Complete the Levy Form and submit Remember to type in the number of new monuments placed 0 if no new monument is placed and click on the Calculate Fees MyCLSS User s Guide Version 2 0 45 button The Submit Levy Form button is not enabled until all fields have been completed After the Levy Form has been submitted the process brings up the Submissions Upload page Figure 58 This page shows the Amended Checklist Number the letter A added to the firs
6. ACLS Practice Review Choose File No file chosen Committee PDF JPG JPEG TXT DWG RTF TIF DXF Reset Upload Submit amp Finalize Project documents File Checklist Purpose s Date uploaded Actions Sl request pdf Approval documents received 2015 05 01 Remove Survey sketch Additional comments Figure 34 Submission Upload Files MyCLSS User s Guide Version 2 0 31 Document 1 CREATE SURVEY DOCUMENT ACLS Checklist Number Survey plan signed by surveyor Survey Report Field notes Digital Spatial File Other Project documents COMPLETE CHECKLIST 206 Completed Completed Completed Choose File No file chosen PDF JPG JPEG TXT DWG RTE TIEF DXF Showing 1 to 4 of 4 entries Show 10 entries File t Checklist 4 Sl request pdf Plan CLS pdf Report pdf DSF 1 dwg SUBMISSIONS O Survey Plans and Survey Reports will be shared with the ACLS Practice Review Committee Reset Upload Submit amp Finalize Filter items Purpose s Date uploaded t Actions Approval documents received 2015 05 01 Remove Survey sketch Additional comments Information regarding Status of Land Survey plan signed by surveyor 2015 05 04 Survey Report Field notes 2015 05 04 Digital Spatial File 2015 05 04 Remove Remove Figure 35 Submissions Documents Uploaded If you are satisfied with your upload click the Submit amp Finalize butt
7. Amendments Previously issued 2015 05 05 v Reference and support documents National Standards for the Survey of Canada Lands SURVEY DOCUMENTS Instructions Issued Another test survey User File 02 ALPINE LAND SURVEYS LTD NORTHWEST TERRITORIES AKLAVIK Parcel Survey Urso David 5101 50th Avenue P O Box 668 Yellowknife NT X1A 2N5 867 766 8544 david urso nrcan rncan gc ca Figure 51 Amended Survey Instructions issued 9 2 Amendment Request affecting Existing Checklist By the business rule if a checklist has already been submitted to the ACLS that is a Checklist Number exists amending the survey instructions will require a new checklist to be completed and a new Levy Form also completed As an example In this example we have one Survey Document SD Test Figure 52 for which a Checklist Number 207 has been completed So Amendment Request will affect this survey document and an amended checklist needs to be completed for it MyCLSS User s Guide Version 2 0 42 Project User File 02 SGB 201518002 PROJECT INFORMATION SURVEY DOCUMENTS SD Test CREATE SURVEY DOCUMENT COMPLETE CHECKLIST SUBMISSIONS O ACLS Checklist Number 207 You must supply files of the following Survey plan signed by surveyor Choose File No file chosen types before you may submit and finalize PDF your survey document e Digital Spatial File Survey Report Field notes Choose File No file cho
8. Log out and language toggle links at the top right corner of the top pane e My Projects My Profile and Help links just below the above information MyCLSS User s Guide Version 2 0 9 e A menu bar containing Research Authorizations Data and Tools Plan Check Recording News and Search menus which are described at the end of this document e My Projects pane showing New Survey Project and Archived Projects buttons and a table of open active projects if any belonging to the surveyor If a surveyor has no active or open projects the My Projects part of the page will be displayed as seen in Figure 5 This is also what surveyors will see at the first login Version francaise Welcome Support SGB3 Ottawa My Projects My Profile Help Login Log Out id Seren Home My Projects My Projects My Projects New survey project Archived projects Survey Project Number Status Survey Project Description Canada Lands Instructions Figure 5 Successful Login Click on the language version hyperlink at the top right corner to toggle between French and English version of the application 2 1 My Profile My Profile is a tool used to view or update user profile with the ACLS and the SGB A user can use this tool to change their password address and contact information Click on the My Profile hyperlink to access the tool as shown in Figure 6 Click the Change Password button to change your password The page d
9. complete 5 CLSR and LTO LRO plan number blocks present on the plan Unanswered Yes N A Specify Sheet x of n for multi sheet plans Unanswered Yes N A Plan of Survey of boundary parcel desginator easement row licence etc See mouse over for details Unanswered Yes N A Name and number of Reserve spell out National Park of Canada etc Unanswered Yes N A New Parcel designators shown Lot Block Quad Road Subdivision names Figure 32 Non editable checklist MyCLSS User s Guide Version 2 0 29 7 Final Submissions 7 1 Prepare Documents for Submission With the implementation of the e Recording initiative there is a significant change in the submission process All documents including the digital survey plan survey report digital spatial file and others are uploaded through MyCLSS Ideally the digital survey plan will be produced in the PDF A 2B format and digitally signed by the surveyor This is the format that is suitable for digital archiving and long term preservation The procedure for creating the required format and securely signing it digitally is described in another documentation that will be made available to surveyors Surveyors are required to register into the NRCan myKEY infrastructure In cases where Mylar submissions are allowed surveyors will still need to upload the PDF survey plans with other digital documents through MyCLSS The PDF plans are needed as a condition attached to
10. completing a checklist and will be used by the ACLS Practice Review Add the Checklist Number to the plan below the SGB Project Number and the SGB File Number usually at the bottom right of the plan Create a PDF A 2B version of the survey plan Place your digital signature and seal in the Surveyor s endorsement block After this you should not make any changes to the digitally signed plan Prepare the digital spatial file survey report and any other documents for upload 7 2 Document Upload and Submission The next logical step after completing a checklist is to upload documents and complete the submissions The Upload tool is shown in Figure 33 It is mandatory to upload a digital survey plan and a digital spatial file before the Submission 1s enabled All uploaded documents are shown in the Project Documents section and can be removed prior to clicking the Submit amp Finalize button The document upload used for requesting Survey Instructions is also shown in the Project Documents section but cannot be removed MyCLSS User s Guide Version 2 0 30 Project User File 01 SGB 201514008 PROJECT INFORMATION SURVEY DOCUMENTS Document 1 CREATE SURVEY DOCUMENT G COMPLETE CHECKLIST G SUBMISSIONS O ACLS Checklist Number 20 You must supply files of the following Survey plan signed by surveyor Choose File No file chosen types before you may submit and finalize PDF your survey document e Digi
11. in the list or refine the search by changing or typing more characters The chosen user input can be seen in Figure 11 o Choose your type of survey from the Type of survey radio buttons When a location has been chosen options are immediately displayed for the types of MyCLSS User s Guide Version 2 0 14 survey that are available in the chosen region and the selected Canada Lands Click on the desired option e g Parcel Survey Figure 11 Region of survey Please Select ALBERTA BRITISH COLUMBIA Location of survey MANITOBA NEW BRUNSWICK NEWFOUNDLAND amp LABRADOR Type of survey NOVA SCOTIA NORTHWEST TERRITORIES Denotes Required Field NUNAVUT ONTARIO PRINCE EDWARD ISLAND QUEBEC SASKATCHEWAN YUKON Figure 12 Selecting Region of Survey Region of survey ONTARIO Location of survey ak 12 MILE LAKE DAM PRES AKWESASNE RESERVE NO 59 Denotes Required Field BAMAII LAKE BEARSKIN LAKE INDIAN RESERVE BIG BEAR LAKE DAM BIG BOB LAKE DAM CAT LAKE INDIAN RESERVE NO 63C CHAPLEAU CREE FOX LAKE INDIAN RESERVE CONSTANCE LAKE INDIAN RESERVE NO 92 CONTAU LAKE DAM Figure 13 Search Location of Survey Note For Location of Survey searches involving Grid Areas use the instruction given near the input field This means Type dash instead of Degree in Grid Area search e g to search GRID AREA 60 20 N type GRID AREA 60 20 N or simply 60 20 N After supplyin
12. 3 complete 12 of 12 complete 19 of 19 complete 8 of 8 complete 39 of 39 complete 7 of 7 complete 8 of 8 complete 3 of 3 complete 4 of 4 complete SUBMIT YOUR CHECKLIST TO ACLS Figure 29 Submit Checklist to ACLS MyCLSS User s Guide Version 2 0 Click on the Submit Checklist to ACLS button to proceed This will obtain a Checklist Number from the ACLS A page ACLS Levy Form is displayed Figure 30 The Checklist Name and Number are displayed on the top of the page Complete the Form and click on the Submit Levy Form button to proceed 2 ACLS Levy Form Checklist Name Checklist 1 Checklist Number 206 Add your checklist number on the plan New Monuments Placed CALCULATE FEES PLAN FEE MONUMENT FEE 0 00 GST HST 975 84 75 NOTE You are at the final stage of the plan submission process After clicking on Submit please send your final hard copy package as required by your specific survey instructions CANCEL SUBMIT LEVY FORM Figure 30 ACLS Levy Form Wait for the page to refresh The system displays the Submissions Upload page as seen in Figure 33 To view your checklist click on the hyperlinked checklist on that page to access the View Update Checklist page which shows the Checklist number and date issued Figure 31 There is no more editable field so the checklist cannot be updated again To go from the View Update Checklist page back to the Survey Documents page click on the B
13. 420006 Issued Land Titles Act Compiled CLS Act Nunavut Instructions TEST ING PROCESS IQALUIT FROBISHER BAY SGB number 201420005 Issued CLS Act Survey of Commissioners Land GN administration Figure 9 My Projects pane with some active projects MyCLSS User s Guide Version 2 0 12 If My Projects pane contains active projects you can click on a hyperlinked project number to display details of that project Figure 10 This feature will be explained later as we proceed with using the tool Home My Projects Survey Documents Project sgb2 002 SGB 201414089 PROJECT INFORMATION SURVEY DOCUMENTS Digital submission complete Thank you for your Submission The Surveyor General Branch and other agencies will be reviewing the survey documents You will receive an email from SGB with additional information Survey document type Partial Survey ACLS Checklist Name Chckist 01 ACLS Checklist Number 112 CLSR Number Not available CLS Professional Review Complete ACLS Levy Form Complete Finalization and Submission Complete SGB Final Submission Review In progress Figure 10 Expandable Project tree 4 Create a New Project and Request Survey Instructions 4 1 Create a New Project The CLS uses the New Survey Project button to create a new project and request survey instructions The procedure is as follows Click on the New Survey Project button in My Projects pane This will display the New Project page wh
14. 50 Research Survey Plan Search Survey Project Search Map Browser gt Land Titles Offices Yukon Lands Indian Land Registry gt Standards Canada Lands in Google Earth Legislation Justice Canada Legislation CanLil Parks Canada Figure 66 Research menu You can search survey plans and survey projects browse maps access information on Yukon Nunavut and Northwest Territories Land Title information and see other information contained in the hyperlinked menu elements More information can be accessed through the sub menu items for example Standards as shown in Figure 67 Research Survey Plan Search Survey Project Search Map Browser gt Land Titles Offices Yukon Lands Indian Land Registry v Standards National Standards for the Survey of Canada Lands g ACLS Practice Manual Canada Lands in Google Earth Legislation Justice Canada Legislation CanLil Parks Canada i MyCLSS User s Guide Version 2 0 51 12 2 Authorizations Menu This menu can be used to access information concerning the requirements to obtain permission to do a survey requesting survey instructions and others that are involved before field work and also showing what is involved after field work Figure 68 Authorizations Home My F Before field work My Pr Obtain permission to do a survey elnstructions Request survey instructions Survey Sketch New sun Land Status Report gt After field wor
15. ACK TO PROJECT button Note At this point you can only view checklist answers the checklist cannot be updated again Example clicking on the Plan Title category hyperlink will display the non editable checklist as in Figure 32 MyCLSS User s Guide Version 2 0 28 View Update Checklist VIEW PRINT CHECKLIST VIEW PRINT EXTENDED CHECKLIST BACK TO PROJECT VIEW PRACTICE REVIEW Vu 201514008 Test project Parcel Survey NL SE hair Document 1 Plan of Survey of Parcel SURVEYOR Ottawa Support SGB2 PERMIT HOLDER 206 DATE ISSUED 201 5 May 01 CHECKLIST NAME Checklist 1 INCLUDES INCLUDES GEOREFERENCING DATA Your checklist is comprised of the following categories Please access each category sub list and address each line item Once all category sub lists are complete you will be given the opportunity to submit the completed checklist to the ACLS Plan Title 13 of 13 complete Legend 12 of 12 complete Georeferencing 19 of 19 complete Signatures 8 of 8 complete Plan Diagram 39 of 39 complete Background Information 7 of 7 complete Plan legibility format 8 of 8 complete Survey Report 3 of 3 complete Digital Spatial File 4 of 4 complete Figure 31 Professional Review Completed View Update Checklist Items Checklist Name Checklist 1 CANCEL CHECKALL UPDATE Plan Title 13 of 13
16. Joint Initiative Between The Association of Canada Lands Surveyors and the Surveyor General Branch MyCLSS Web Application User Guide acls aatc ca sgb nrcan gc ca AB CLS AATC Version 2 0 May 2015 This HELP Document is for MyCLSS Version 2 0 TABLE OF CONTENTS My icc odes ra sca sence cso nse anne sna encabeek sacenaum aceawnneaundoue caso seiguaeacees 4 CE AOE AE E AEE A EE 4 Vii Supported Ti TOWS CUS vas ssesccsestccuhsnnastacecesconssaneue E E E EiS 5 1 2 Overview Of the Plan Review PTOCESS iono osent J 1 2 1 Log In Validation and User Profile ss 6 2 OS 8 0 0h A E E E EE N ee eee 6 oS UV CY DOC ANR a ed a ne do 6 1 2 4 Professional Review portion of Checklist 6 1 2 5 ACLS Plan and Monument Levy Report Form 7 t20 DisialSicnature OPA a 7 METAL SU DEMS SION 052 c0seseeceaatadstoasaasean E E EE E E ETE Ti 7 SC PA RAS een eer et ene E E E E eee eee ee 7 IR PT de see S Goa AAE A T sateianeneacteaoaseuns 8 Deh INDY TOWING a da da on ae a ee ec edit 10 ed ne 11 23 COMPANY RE CSC ali CS ne bd ect en ete mc 11 MN eg 0 OCR res Syne E E EE ry sore Cre er 12 4 Create a New Project and Request Survey Instructions 13 At reed New Proet a a E des ne 13 A Upload Support Docume eessen E E EEE 16 4 3 Request Survey IDSUCUHONS ns scessessnensssecste 16 4 4 Instructions Requested and Instructions Issued 0 0 0 0 ccseesssecceeeeeeeeeeesececeeeeeaaaeeeees 17 5 Create a New Su
17. LE PHONE EMAIL mgingras nrcan gc ca LANGUAGE Eng Y Update Cancel Figure 8 View or Update Profile 2 2 Help The Help tool allows the user to access information that provides understanding of the system and how to use it for example this User s Guide is accessed through the Help hyperlink Other helpful information will be available through this tool for example The requirements for setting up your system for optimal use of MyCLSS A YouTube video providing an overview of MyCLSS A list of known issues 2 3 Company Representatives In some cases Company Representatives may need to access information on the system on behalf of the CLS company or organization The CLS will contact the ACLS to set up the company representative s profile Note when there is more than one CLS in an organization each CLS may wish to have two user id s one as a CLS for their own projects and one as a Company Representative so that they have view print access to the projects that have been created by other CLS within their organization MyCLSS User s Guide Version 2 0 1 Company representatives can log into the system and view print the following information The CLS projects and project details Issued Survey Instructions Survey Documents Checklists Can create a checklist and print out the Unanswered version if the CLS has already created the Survey Document Company representatives cannot
18. LS can delete a checklist Completed checklists cannot be deleted A confirmation screen will pop up for the CLS to confirm delete Figure 28 View Update Checklist VIEW PRINT CHECKLIST VIEW PRINT EXTENDED CHECKLIST BACK TOPROJECT VIEW NOTICE OF FEES VIEW PRACTICE REVIEW PROJECT 201514008 Test project TYPE OF survey Parcel Survey SURVEY DocuMENT Pocument 1 Plan of Survey of Parcel SURVEYOR PERMIT HOLDER Ottawa Support SGB2 Delete Confirmation This action will permanently delete the checklist This action CHECKLIST NAME de D cannot be undone INCLUDES Are you sure NATURAL BOUNDARY INCLUDES GEOREFERENCING DATA SAVE CHECKLIST RESET CHECKLIST DELETE CHECKLIST Your checklist is comprised of the following categories Please access each category sub list and address each line item Once all category sub lists are complete you will be given the opportunity to submit the completed checklist to the ACLS Plan Title 13 of 13 complete Legend 0 of 12 complete Georeferencing 0 of 19 complete Cinnnan rnran A af O nanamnlata Figure 28 Delete a Checklist 6 5 Save Checklist Click the Save Checklist button to save the checklist You can save and come back to it later to edit providing the submission has not been done Checklists that have been submitted cannot be edited but can be viewed at any time 6 6 Submit Checklist to ACLS When all the categories have been fully res
19. ST INCLUDES NATURAL BOUNDARY INCLUDES 4 GEOREFERENCING DATA CANCEL CREATE CHECKLIST Figure 43 Create a new Checklist for Critical Issues MyCLSS User s Guide Version 2 0 37 The new Checklist Name and Number will be shown at the top of the Levy Form Figure 44 When a Checklist is amended the new number will consist of the old number and a letter added to that number Complete the Levy Form Ifnew monuments were placed please indicate the number else indicate 0 in the New Monuments Placed box click on the Calculate Fees button ACLS Levy Form Checklist Name CL Test2 Checklist Number 160A Add your checklist number on the plan New Monuments Placed CALCULATE FEES PLAN FEE 0 00 MONUMENT FEE 0 00 Total 0 00 NOTE You are at the final stage of the plan submission process After clicking on Submit please send your final hard copy package as required by your specific survey instructions CANCEL SUBMIT LEVY FORM Figure 44 Levy Form after Critical Issues Click on the Submit Levy Form button to send the form to the ACLS Upload and submit final documents in the Submissions page Figure 45 Project SGB2 04 SGB 201414131 PROJECT INFORMATION SURVEY DOCUMENTS SD Test ASD Test2 CREATE SURVEY DOCUMENT COMPLETE CHECKLIST SUBMISSIONS O ACLS Checklist 160A l Number You must supply a signed Survey plan and a Digital spa
20. agram Background Information Plan legibility format Survey Report Digital Spatial File 0 of 13 complete 0 of 12 complete 0 of 19 complete 0 of 8 complete 0 of 39 complete 0 of 7 complete 0 of 8 complete 0 of 3 complete 0 of 4 complete SUBMIT YOUR CHECKLIST TO ACLS Figure 23 View and Update Checklist 6 1 Checklist Categories and Items A checklist is comprised of categories each of which has a list of items to be responded to Clicking on a category hyperlink takes you to the list of items that corresponds to that category as shown below for Plan Title Figure 24 MyCLSS User s Guide Version 2 0 22 View Update Checklist Items Checklist Name Checklist 1 CANCEL CHECKALL UPDATE UPDATE AND CLOSE Plan Title 0 of 13 complete L CLSR and LTO LRO plan number blocks present on the plan Unanswered Yes N A _ Specify Sheet x of n for multi sheet plans Unanswered Yes N A L Plan of Survey of boundary parcel desginator easement row licence etc See mouse over for details Unanswered Yes N A _ Name and number of Reserve spell out National Park of Canada etc Unanswered Yes N A _ New Parcel designators shown Lot Block Quad Road Subdivision names Unanswered Yes N A Figure 24 Unanswered Checklist items All checklist items must be answered You can click on Yes or N A and supply comments using the Comments input field Commen
21. amp Range or Lot and Concession note if theoretical Yes The District or County if appropriate es The Province or Territory DE Plan Scale Ratio and Bar Scale shown Figure 62 Example of Checklist report You can also view a fully detailed Checklist report by clicking on the View Print Extended Checklist button Clicking on the Notice of Fees button from the View Update Checklist page will display the invoice as seen here Figure 63 MyCLSS User s Guide Version 2 0 48 Association of Canada Lands Surveyors fag LAssociation des Arpenteurs des Terres du Canada 900 Dynes Road Suite 100E ALLS 4416 Ottawa ON K2C 3L6 Statement Date 2015 05 01 To Support SGB2 Ottawa ON Project 201514008 Test project Checklist 206 Checklist 1 Region ONTARIO Location AKWESASNE RESERVE NO 59 Surveyor Support SGB2 Ottawa Permit Holder Item Quantity Unit Amount __ 75 00 75 00 75 00 Monument Fee 4 10 00 40 00 Pe 115 00 SS 14 95 EE Figure 63 View Invoice 11 Project Closed Projects are closed by SGB When a project is closed it will no longer appear in the surveyor s active projects page rather it will be moved to Archived Projects From My Projects page click on the Archived Projects button to view closed project Figure 64 Toggle back and forth between Active and Archived projects Note Once a project is closed the information about it becomes Read On
22. cess These changes involve new interface looks in some cases though the processes remain essentially the same The site is put in place for the use of Canada Lands Surveyors CLS Land Administrators and other associated entities authorized by them The general public has access to many of the tools that are referenced on this web site After they log in a CLS has full access to special services such as requesting survey instructions from the Surveyor General Branch use of the checklist tools provided by the ACLS and the ability to maintain their profile information for use by both the ACLS and the SGB Users authorized by a CLS can also access certain information such as Survey Instructions and checklists in a view or print mode for that particular CLS Likewise Land Administrators have access for managing the approval process of their areas of jurisdiction The ACLS is responsible for authorizing and managing login information for Canada Land Surveyors while the SGB is responsible for managing user profiles for Land Administrators This document describes the various menus and processes for users who log on to the application The user access page is shown in Figure 1 and it contains a menu bar for useful survey related information links to the Help and Login pages and links to Contacts for the management of MyCLSS An overview of the plan review process that describes the various components processes and responsibilities of MyCLSS ca is given
23. cled by a blue line to access your checklist Notice the Complete status for CLS Professional Review ACLS Levy Form and Finalization and Submission SGB Final Submission Review now has In Progress status Wait for next response or update of the project status from SGB 8 Plan Review After a final submission is received at SGB SGB staff will start the process of critical plan review The staff works with the appropriate Land Administration agencies in getting the plan reviewed and approved The result of a review can lead to either a successful plan approval or unsuccessful approval If any critical issues are encountered the plan is not approved and the critical issue solution described later will be invoked 8 1 Successful Final Plan Review If the plan review is successful plan is approved by SGB the result from SGB will automatically update the project in MyCLSS by changing the status to Complete for SGB Final Submission Review Figure 37 When a CLSR Number is assigned in the SGB plan recording system SRIS MyCLSS is updated with the CLSR Number recorded against the CLSR Number label in the Survey MyCLSS User s Guide Version 2 0 33 Documents pane Once an image of the Survey Document has been created and attached to the SRIS record the CLSR Number will be shown as a hyperlink and by clicking on this number you will be able to access a digital image of the Survey Document for viewing or downloading Th
24. continue from where they stopped Use this tool frequently to avoid data loss MyCLSS User s Guide Version 2 0 8 Version francaise Help Login Login Surveyor s Log in Land Administrator Registrar Log in Please provide username password to log in Please provide username password to log in Username Email Password Password Forgot Your Password Forgot Your Password Figure 2 Log in page If user forgot his or her password the system can reset it User clicks on Forgot Your Password The following screen will appear Figure 3 Click on the Reset Password button Version francaise Help Login Forgotten your password Click the button below to initiate the password reset process RESET PASSWORD Figure 3 Forgotten password The system will bring up a screen that asks for username Figure 4 Version francaise Help Login Forgotten your password Click the button below to initiate the password reset process RESET PAssworn Reset password Enter the email associated with your myCLSS user account EMAIL Figure 4 Reset password The user enters his or her e mail address and clicks OK The system will e mail a new password to the user s e mail address After a successful login the browser displays a page similar to the example in Figure 5 or Figure 9 if you already have some active projects showing the following information e Welcome to the user
25. ctions and whether there are issues surrounding your request which may necessitate additional SGB follow ups with you 5 Create a New Survey Document and Add Checklists After survey instructions have been issued this tool is enabled to allow a surveyor to create a new Survey Document A Survey Document can be a survey plan or another item such as field notes All Survey Documents will be tracked using the MyCLSS application but only certain types of Survey Documents require a checklist and are subject to a fee from the ACLS A list of available Survey Documents for the selected Survey type is presented to choose from e g MyCLSS User s Guide Version 2 0 18 Parcel Survey Jurisdictional Boundary Survey etc A project may have more than one Survey Document Click on the hyperlinked project number see Figure 18 to proceed with creating a survey document The project information page is displayed with the Survey Documents tab enabled Figure 19 Below the tab the input fields for the name and type of the survey document are presented and at the bottom of the page all uploaded project documents are listed Fill in the input fields on the page that is displayed Figure 20 Supply a name with which you can easily recognize your survey document Project User File 01 SGB 201514008 PROJECT INFORMATION SURVEY DOCUMENTS CREATE SURVEY DOCUMENT O COMPLETE CHECKLIST O SUBMISSIONS O Survey Document Name Survey Docume
26. d Project Information to view the project details and status or click on My Projects on the menu bar to go to that page or simply log out and wait for instructions to be issued Home My Projects Survey Project Project User File 01 SGB 201514008 PROJECT INFORMATION SURVEY DOCUMENTS Request for survey instructions complete Thank you for your request for survey instructions The Surveyor General Branch will now begin to prepare your survey instructions The Survey Documents section will be unlocked when the instructions are issued You will receive an email notification when they are ready to download from MyCLSS ca Figure 16 System response to submitted request for Survey Instructions 4 4 Instructions Requested and Instructions Issued After the request for instructions has been sent the surveyor can go to their My Projects pane to view the status of the new project Sign in Gf you have logged out and click on My Projects to view active projects If as a result of having many active projects the project you want to access is not seen on the display you can either browse to the project or perform a search using the Search tool on the menu bar as shown in Figure 18 If specific survey instructions have not been issued you will see that the status of your new project reads Instructions Requested Figure 17 under the second column of the project listing MyCLSS User s Guide Version 2 0 17 If specific survey ins
27. done in creating a new survey document to enable a plan with additional lots Use the following steps to add another survey document Click on the Survey Documents tab Click on the addition symbol and supply the new inputs Figure 59 Click Next to create the document and add the new workflow The milestone status of the new Survey Document is shown in Figure 60 Complete a Checklist and continue with the project as already described before MyCLSS User s Guide Version 2 0 46 Project User File 02 SGB 201518002 PROJECT INFORMATION SURVEY DOCUMENTS SD Test CREATE SURVEY DOCUMENT O COMPLETE CHECKLIST O SUBMISSIONS O Survey Document Name Survey Document Type Select one Denotes Required Field Figure 59 Create Additional Survey Document Project User File 02 SGB 201518002 PROJECT INFORMATION SURVEY DOCUMENTS SD Test SD Test2 ab CREATE SURVEY DOCUMENT B COMPLETE CHECKLISTO SUBMISSIONS O Survey Document Type Field Notes of Survey in plan form v Update ACLS Checklist Name Not yet assigned ACLS Checklist Number Not yet assigned ACLS Levy Form Not yet processed Figure 60 Additional Survey Document Checklist 10 View Checklist Report and Invoice You can view and print Checklists and Invoices Click on the hyperlinked Checklist Number in the Survey Documents page to bring up the View Update Checklist page Figure 61 View Update Checkli
28. e procedure for unsuccessful final plan review is described in Section 8 3 Project User File 01 SGB 201514008 PROJECT INFORMATION SURVEY DOCUMENTS Document 1 Survey document type Plan of Survey of Parcel ACLS Checklist Name Checklist 1 ACLS Checklist Number 206 CLSR Number 102509 CLSR ON 2 CLS Professional Review Complete ACLS Levy Form Complete Finalization and Submission Complete SGB Final Submission Review Complete Project documents Showing 1 to 5 of 5 entries Show 10 entries Filter items File 14 Checklist Purpose s Date uploaded 4 4 Actions Sl request pdf Approval documents received 2015 05 01 Survey sketch Additional comments Information regarding Status of Land Ren IVE Plan CLS pdf Survey plan signed by surveyor 2015 05 04 Figure 37 Plan is approved and recorded 8 2 Project Information Clicking on the hyperlinked Project Information tab displays the details of project level information This page enables the user to view survey instructions and request amendments Figure 38 and Figure 39 It also displays project summary Endorsement blocks Reference and support documents a hyperlink to the National Standards of the Survey of Canada Lands and uploaded project documents Click on the hyperlinked date under the Survey Instructions section to open or save the PDF version of the Survey Instructions that were issued for this project You can print the file after openin
29. e relevant web communications Any information supplied by the CLS in the course of requesting Survey Instructions or amendments thereto is provided to the SGB 1 2 3 Survey Document Once survey instructions have been generated the surveyor can request the creation of a Survey Document under the project The type of Survey Document determines what checklist if one is applicable the system presents to the surveyor Policies that affect the generation of a checklist have been put in place by the SGB and ACLS The ACLS is responsible for maintaining the Checklist interface and application and also the update of the checklist content The surveyor performs the survey work and creates the Survey Document he she wants Plan of Survey of Field Notes of Survey of etc The system will display a list of possible Survey Document types to choose from A Survey Document milestone is generated and stored under the project in MyCLSS ca 1 2 4 Professional Review portion of Checklist MyCLSS User s Guide Version 2 0 6 The Professional Review portion is basically the whole checklist without the approvals portion This process is to help the surveyor apply greater and more consistent scrutiny to the preparation of the product based on the relevant portions of the regulations practice manual and policies and to make corrections to the product as may be necessary before finalizing the Survey Document and submitting it to the SGB for review The ans
30. e surveyor in the production of official plans e monitor project status until completion e submit digitally signed survey documents for recording e obtain approvals e monitor project status until completion MyCLSS provides surveyors quick reference to relevant survey information to assist them through the survey process Surveyors should contact the ACLS to obtain access information MyCLSS also provides an electronic tool for land administrators to carry out the approval process of survey plans Administrators should contact the SGB to obtain access information Contact ACLS Contact SGB Terms of Use Privacy policy Canada ACLS RAATC Version 2 0 0 Figure 1 User access page 1 1 1 Supported Browsers The system has been tested in the browsers listed below Contact the ACLS or SGB if you have any issues with browser or platform compatibility e It works for a wide variety of browsers that support HTML 5 which include all modern browsers in terms of interoperability e It conforms to WCAG 2 0 level AA in terms of accessibility and e Itis mobile friendly in design meaning it adapts to differing screen sizes and device capabilities it has touchscreen support it is optimized for performance and it has support for building device based mobile applications O O O O 1 2 Overview of the Plan Review Process The detailed processes and responsibilities in the MyCLSS ca and its components are described in the f
31. eni see a 12 5 R cordons Meneran A E ON 12 6 ING WSC ee tteh RSR RS at di ci nee 12 7 Scarch VOOM an dun dde List of Acronyms ACLS Association of Canada Lands Surveyors CLS Canada Lands Surveyor s CLU Client Liaison Unit of the Surveyor General Branch MyCLss My Canada Lands Survey System SGB Surveyor General Branch SI Survey Instructions MyCLSS User s Guide Version 2 0 1 OVERVIEW 1 1 General This User Guide is to serve as an on line HELP tool that facilitates the use of the MyCLSS web system for the processing of survey plans by members of the Association of Canada Lands Surveyors ACLS MyCLSS is an acronym for My Canada Lands Survey System and is a collaborative web resource developed between the Association of Canada Lands Surveyors and the Government of Canada represented by the Surveyor General Branch SGB Natural Resources Canada NRCan The web site allows surveyors to access relevant on line information search existing survey plan and project databases request survey instructions complete a customized checklist for most Survey Documents and track the progress of Survey Documents from initiation to acceptance in the Canada Lands Survey Records CLSR system This Version 2 of the User Guide also incorporates changes that have occurred since the development of the first version of MyCLSS that was put to production The new MyCLSS web site now allows Land Administrators to log in and conduct their approval pro
32. es of Survey in plan form ACLS Checklist Name CL Test2 ACLS Checklist Number 160 CLSR Number Not available CLS Professional Review Complete ACLS Levy Form Complete Finalization and Submission In progress SGB Final Submission Review Critical issue found Resolution Options The following options are available to you to resolve the issues identified Option 1 Amend Survey Document The ACLS requires completion of an amended checklist if addressing the critical issue requires changes to the survey document Option 2 Appeal the Critical Issue You can contact Surveyor General Branch SGB to appeal the critical issue The contact information can be found on the Critical Issue notice If successful with your appeal the SGB will withdraw the Critical Issue Notice after which SGB will continue the recording process SGB Contact Figure 42 Critical Issues options Click on the Amend Checklist button in Option 1 to go to the Checklist page Give a Checklist Name Figure 43 Check the box for Copy Previously Completed Checklist to retain your previous answers Click on the Create Checklist button and submit your checklist to the ACLS Create Checklist PROJECT 201414131 For User Guide 3 TYPE OF survey Parcel Survey SURVEY avai ME SD Test2 Field Notes of Survey in plan form SURVEYOR Ottawa Support SGB2 PERMIT HOLDER CHECKLIST NAME CL Test 2 COPY PREVIOUSLY CL Test2 COMPLETED CHECKLI
33. eyors will be made aware of Surveyors are registered with the NRCan s Public Key Infrastructure system that validates their digital signatures In order to have an archival quality PDF document that maintains the history of the possibly multiple signatures the version of PDF used for signing is PDF A 2B 1 2 7 Final Submission The CLS digitally signed plan the digitally signed survey report and all other relevant documents are submitted to SGB through an upload page in MyCLSS 1 2 8 SGB Plan Reviews MyCLSS User s Guide Version 2 0 T The SGB will review the plan based on a list of critical items and decide if the plan is approved or critical issues are found In addition the applicable Land Administrator will review the plan and send approval notification to the SGB possibly through the newly developed e Approval side of MyCLSS for those Agencies that sign on to that service If the plan passes the reviews it will be digitally signed by the Surveyor General Designate the CLSR number will be digitally added and recorded in the CLSR e Registry The CLSR number will be displayed in the Survey Document page of the project giving the CLS access to the accepted Survey Document In the case where the plan does not pass the SGB reviews indicating critical issues have been found there are two possibilities e The surveyor can appeal the SGB decision and if successful the notice of critical issues will be withdrawn e If correctio
34. g all inputs under the Survey Information tab click on the NEXT button at the bottom of the page to go to the document upload page MyCLSS User s Guide Version 2 0 15 4 2 Upload Support Documents Once the project information has been supplied in section 4 1 the Support Documents tab is enabled while the file upload tool is displayed Figure 14 The page also shows that an SGB project number has been created In the example screenshot below the documentation required comprises of a Approval documents received and b Survey sketch You may also choose to upload a file containing additional information though this is not a requirement here Please note The project number or user supplied data you see in a screen shot may not consistently appear in other screen shots This is because screen shots were captured at various times Project User File 01 SGB 201514008 PROJECT INFORMATION SURVEY DOCUMENTS SURVEY INFORMATION SUPPORT DOCUMENTS REQUEST INSTRUCTIONS Browse Max 25 00MB of type pdf File contains f all documents are contained in the same PDF you only need to upload the document once and check the boxes to ndicate what the document contains Approval documents received Survey sketch Documentation required Approval documents received Survey sketch Additional comments Information regarding Status of Land Denotes Required Field Clear Upload Previous
35. g or saving it Click on the Request Amendments button if you need the Survey Instructions amended this is fully described in the next section MyCLSS User s Guide Version 2 0 34 Home My Projects Project Information Project SGB2 002 SGB 201414127 PROJECT INFORMATION SURVEY DOCUMENTS v Survey Information Status Instructions Issued Survey Project Description FOR USER GUIDE Client Reference Number SGB2 002 Permit holder N A Region of survey ONTARIO Location of survey AKWESASNE RESERVE NO 59 Type of survey Parcel Survey SGB Contact Kliaman Cindy 55 St Clair Avenue East Room 606 Toronto ON M4T 1M2 416 973 1006 Cindy Kliaman nrcan rncan gc ca v Survey Instructions Specific 2015 02 24 Request Amendments v Reference and support documents National Standards for the Survey of Canada Lands v Endorsement Blocks Figure 38 Project Information v Endorsement Blocks Plan of Survey of Parcel 2014 SGB1 CLSR 2014 SGB2 Signature CLS 2014 SGB3 Project amp Checklist 2014 E12 SGB s 29 East 2014 ON21 AANDC s 29 ON 2014 ON61 Certificate of Recording ON 2014 11 SGB s 31 amp Framework Accord East Project documents Showing 1 to 5 of 5 entries Show 10 v entries Filter items File 14 Checklist Purpose s 4 Date uploaded Actions SI Request dummy doc pdf Approval documents received 2015 02 24 Remove Survey sketch Additional comments Info
36. heck the boxes to indicate what the document contains Request amendment support file Denotes Required Field Upload Submit amendment Figure 49 Submit Amendment Request Project User File 02 SGB 201518002 PROJECT INFORMATION SURVEY DOCUMENTS Warning Survey Instructions Amendments Requested This project is in a state of Amendments Requested therefore the project has been placed in a non editable state Your requested amendment has been sent v Survey Information Status Amendments Requested Survey Project Description Another test survey Client Reference Number User File 02 Figure 50 Amendment Request Acknowledged Wait for Amended Survey Instructions from the SGB At this point you will not be able to carry out any action on the project When the new Survey Instructions are issued the Project Information is automatically updated the date of the Amended Instructions is added as a hyperlink in the Survey Instructions section and the original Survey Instructions is placed in the Previously issued sub section Figure 51 Continue with the survey process as previously described MyCLSS User s Guide Version 2 0 41 Project User File 02 SGB 201518002 PROJECT INFORMATION v Survey Information Status Survey Project Description Client Reference Number Permit holder Region of survey Location of survey Type of survey SGB Contact v Survey Instructions Specific 2015 05 05 Request
37. hecklist Items CANCEL Plan Title CHECK ALL Checklist Name Checklist 1 UPDATE 5 CLSR and LTO LRO plan number blocks present on the plan Unanswered LJ Speci J DE N A al PE i pr 8 3 25 In the top right hand corner in the plan in this form Sheet of sheets 0 of 13 complete 5 Plan of Survey of boundary parcel desginator easement row licence etc See mouse over for details Unanswered Yes N A 5 Name and number of Reserve spell out National Park of Canada etc Figure 25 Mouse over on Checklist item The progress of checklist answers is indicated by the number of items completed for each These counters are refreshed each time the Update and Close category Figure 26 button 1s selected View Update Checklist VIEW PRINT CHECKLIST _ BACK TO PROJECT VIEW PRINT EXTENDED CHECKLIST VIEW NOTICE OF FEES PROJECT 201514008 Test project TYPE OF cake Parcel Survey SURVEY DOCUMENT SURVEYOR Ottawa Support SGB2 Document 1 Plan of Survey of Parcel PERMIT HOLDER CHECKLIST NAME Checklist 1 INCLUDES NATURAL BOUNDARY INCLUDES a GEOREFERENCING DATA SAVE CHECKLIST RESETCHECKLIST DELETE CHECKLIST VIEW PRACTICE REVIEW Your checklist is comprised of the following categories Please access each category sub list and address each line item Once all category sub lists are complete you
38. ich has the Project Information tab highlighted Figure 11 There are three tabs under the main tab namely 1 Survey Information 2 Support Documents and 3 Request Instructions Each of these tabs is highlighted sequentially to guide the surveyor in completing the creation of the project and requesting instructions Click on the highlighted Survey Information and supply the necessary input Supply data in the input fields Some fields take information from drop down lists Fields with labels asterisked are mandatory and must have user input for a project to be created It is recommended that the information be provided in the order shown on the form from top to bottom o The Surveyor s project number field allows the surveyor to assign a customized number which is different from the SGB generated project number the SGB project number is an auto generated number MyCLSS User s Guide Version 2 0 13 o Give a brief title in the Survey project description field This text will be displayed with the project number that will be assigned by the SGB in the My Projects pane Itis suggested that you enter text that would help you to locate the particular project you are looking for on the My Projects page o Permit Holder Use the drop down menu if you have one or many permit holders registered with the ACLS Though not seen as mandatory here if the project is being set up and the work is to be done through an organization holding a permi
39. in Section 1 2 The usage of the system is described from Section 2 down The menu bar shown on the main interface contains tools that link to online resources and documentation that may be helpful in conducting surveys and producing survey products These menus are described at the end of this document This version 2 0 of the User Guide is an update of the original version 1 1 and incorporates changes that have occurred since the initial release of MyCLSS Some of these changes have been due to bug fixes while others have been due to implementation of either user requirements that could not be completed at the time of the initial release or modifications that occurred as a result of change management requests However the greatest achievement of this version is the MyCLSS User s Guide Version 2 0 4 shift from the processing and recording of the traditional mylar survey plans to recording of digital plans that are digitally signed in what is referred to as e Recording The e Recording process implements the archiving of the digital plans in the new e Registry which is also a shift from the traditional physical CLSR archive Version francaise My Help Login MyCLSS is a collaborative site between the Association of Canada Lands Surveyors ACLS the Surveyor General Branch SGB and the Land Administrating Agencies to allow surveyors to e initiate a survey project e request survey instructions e use online tools to help th
40. is a quick way to access a project instead of browsing through many projects MyCLSS User s Guide Version 2 0 53 Version francaise Welcome Support SGB2 Ottawa My Projects My Profile Help Log Out Seen Figure 73 Search menu MyCLSS User s Guide Version 2 0
41. isplayed in Figure 7 allows you to perform the change Note there are no strict standards enforced for passwords within MyCLSS It is recommended that you choose a password having at least 6 characters and include a variety of letters and numbers in the password to improve its security strength If you have forgotten your password please use the Forgot your password function see Figure 2 or contact the ACLS to have it reset Click on the View Update Profile button to display or change your contact information The page shown in Figure 8 is displayed to you To change other membership information CLS need to contact the ACLS Version francaise Welcome Support SGB2 Ottawa My Projects My Profile Help Log Out My Profile Use this page to change your address contact information or to change your password This information is used by the SGB for correspondence concerning your projects and by the ACLS to update its membership database For other changes or questions about your profile please contact the ACLS using this e mail admin acls aatc ca VIEW UPDATE PROFILE CHANGE PASSWORD Figure 6 My Profile page MyCLSS User s Guide Version 2 0 10 Change password Support SGB2 Ottawa CURRENT PASSWORD NEW PASSWORD CONFIRM NEW PASSWORD OK Cancel Figure 7 Change Password page View Update Profile Support SGB2 Ottawa STREET CITY PROVINCE ON Y POSTAL CODE OFFICE PHONE MOBI
42. k Figure 68 Authorization menu 12 3 Data and Tools Menu This menu is used to access online geospatial tools and databases that are shown below Figure 69 The menu items are hyperlinks to the respective web sites and data repositories Data and Tools Canada Lands Digital Cadastral Data Geobase Geobase Canadian Administrative Boundaries Geogratis Online Geodetic Tools PPP Canadian Spatial Reference System Canada Oil and Gas Grid Converter tool Canada Nil and Qac Alall Offeate Tanl Figure 69 Data and Tools menu 12 4 Plan Check Menu The Plan Check menu Figure 70 contains a hyperlink that leads to a short overview of the Checklist process MyCLSS User s Guide Version 2 0 52 Plan check survey Document Checklist Figure 70 Plan Check menu 12 5 Recording Menu The Recording menu Figure 71 contains the Recording hyperlink to the description of the plan recording process and also eRecording hyperlink to future development of electronic recording of plans Recording Recording eRecording Figure 71 Recording menu 12 6 News Menu The News menu is used to view current and archived news that may be supplied or placed by SGB and ACLS Figure 72 News Current Archive Figure 72 News menu 12 7 Search Tool The Search menu is a very useful tool to search on keywords in the Project Number Status Survey Project Description and Canada Lands fields Figure 73 It
43. ly therefore no actions such as Requesting Amended Instructions or initiating new Survey Documents can occur If these actions are needed then the CLS should consult with the SGB MyCLSS User s Guide Version 2 0 49 My Projects New survey project Active projects Project Number Status Survey Project Description Canada Lands Survey Instructions 1234 Closed TSET AKWESASNE RESERVE NO 59 i SGB number 201414057 Boundary Maintenance Surveys 44444444 Closed test 2 with Shane PIKOGAN SGB number 201404017 CLS Act Sec 31 Registration Plan SGB number 201320036 Closed tesfg BAKER LAKE CLS Act Field notes only Reposting SGB number 201317110 Closed testlouis1 DAWSON CALLISON PHASE II SUBDIVISION Figure 64 Closed projects archived 12 MyCLSS Menu Bar Version francaise Welcome Support SGB2 Ottawa My Projects My Profile Help Log Out Sean Figure 65 MyCLSS menu bar The MyCLSS menu bar Figure 65 consists of the following items Research Authorizations Data and Tools Plan Check Recording News A Search box when logged in These menus are used to help surveyors perform related online research have access to survey records and databases computational tools regulations and process documentation Each one is described below 12 1 Research Menu Use the research menu to look for information at various online locations that are shown in Figure 66 MyCLSS User s Guide Version 2 0
44. ns to the plan are required the surveyor will amend the Survey Document and complete another checklist 2 Login While the Website allows the general public to view the information provided by the menu bar approved users must log in to have the benefit of the functionality of the MyCLSS application In this manual Login is described for the CLS user while Login for the Land Administrator user is described in the e Approval User Guide To log in click on the Log in hyperlink at the top right corner of the main page Type your username and password in the corresponding input fields in the Surveyor s Log in frame and click on the SIGN IN button Figure 2 The initial username and password are assigned by the ACLS Users can change their passwords after the first login To change password or other membership information use the My Profile tool described Section 2 1 CLS Login information is maintained by the ACLS NOTE I Contact ACLS if you need to obtain username and password or if you are having any problem signing in with your known login information see the bottom of Figure 1 for contact link to ACLS 2 CLS needs to log into the system at least once in order to activate his her profile in the System 3 There is a session expiry of 60 minutes from the time you log in The session is timed out when there is no activity for that amount of time There is a SAVE or UPDATE functionality when providing input data to enable surveyors to
45. nt Type Select one Denotes Required Field Figure 19 Creating a new Survey Document Survey Document Type Select from the drop down list Figure 20 This list is generated based on certain information provided when requesting survey instructions If appropriate the CLS can prepare more than one Survey Document for a specific project If an expected Survey Document type is not found in the dropdown list then there may be a conflict with the information used to request survey instructions In that case the CLS should contact the SGB Contact to discuss it Project User File 01 SGB 201514008 PROJECT INFORMATION SURVEY DOCUMENTS CREATE SURVEY DOCUMENT O COMPLETE CHECKLIST O SUBMISSIONS O Survey Document Name Document 1 Survey Document Type Plan of Survey of Parcel Denotes Required Field Figure 20 Survey Document inputs Click the Next button to proceed A page is displayed showing the inputted Survey Document name assigned to a document tab It also shows that Checklist name 1s not yet MyCLSS User s Guide Version 2 0 19 assigned Figure 21 Since multiple survey documents are allowed you may continue creating more survey documents without necessarily completing the checklists for prior ones The symbol is used to expand to show other survey document names if they exist Creating additional survey document will be discussed in a later section PROJECT INFORMATION SURVEY DOCUMENTS Documen
46. ollowing sub sections MyCLSS User s Guide Version 2 0 5 1 2 1 Log In Validation and User Profile The Log In interface is resident in MyCLSS ca collaborative site There are two log in tools on this site The project s surveyor logs in through this interface and his her login profile is validated by an ACLS process that confirms user s privilege to use the system In principle this process enables web communications between MyCLSS ca and an ACLS server that contains membership data The Land Administrator s representative logs in to process approval requests The SGB is responsible for maintaining the Log In interface and validation of Land Administrator users while the ACLS is responsible for the validation of project surveyors Both types of users can update their profile information by using the My Profile tool after a login this is described later 1 2 2 elnstructions The elnstructions user interface also resides on MyCLSS ca and it interacts with the eInstructions application at the SGB side The tool enables the surveyor to request survey instructions after the surveyor has selected the region of survey the location and type of survey which are fields provided in MyCLSS ca and uploaded relevant authorization documents Survey instructions are then generated and stored in MyCLSS ca with a relevant notice by email to the surveyor The SGB is responsible for maintaining the eInstructions interface and application with th
47. on For every uploaded document the status Completed is shown against it in the Survey Document pane After submission the Digital submission complete acknowledgment is displayed and the progress status for the current Survey Document is shown Figure 36 Also the Remove button is disabled in the Projects Documents section MyCLSS User s Guide Version 2 0 32 Document 1 Digital submission complete Thank you for your Submission The Surveyor General Branch and other agencies will be reviewing the survey documents You will receive an email from SGB with additional information Survey document type n of Survey of Parcel ACLS Checklist Name Checklist 1 ACLS Checklist Number 206 CLSR Number CLS Professional Review ACLS Levy Form Finalization and Submission SGB Final Submission Review Project documents Showing 1 to 4 of 4 entries Show 10 File t 4 Checklist 4 4 Sl request pdf Plan CLS pdf Report pdf DSF 1 dwg Not available Complete Complete Complete In progress entries Purpose s 4 Approval documents received Survey sketch Additional comments Information regarding Status of Land Survey plan signed by surveyor Survey Report Field notes Digital Spatial File Filter items Date uploaded 4 Actions 2015 05 01 Re 2015 05 04 2015 05 04 2015 05 04 Figure 36 Submissions Complete You can use the hyperlinked ACLS Checklist Name or Number cir
48. pleted checklist or a completed checklist that has not been submitted there isn t a checklist number yet for editing This tool is not available after submitting the checklist but it is a useful tool if the user for some reason wants to reset all responses back to Unanswered A pop up will ask for your confirmation Figure 27 View Update Checklist VIEW PRINT CHECKLIST VIEW PRINT EXTENDED CHECKLIST BACK TOPROJECT VIEW NOTICE OF FEES VIEW PRACTICE REVIEW PROJECT 201514008 Test project YPE OF EY Parcel Survey SURVEY a a Document 1 Plan of Survey of Parcel SURVEYOR Ottawa_ Support SGB2 PERMIT HOLDER Reset Confirmation This action will reset all responses and comments in all CHECKLIST NAME Gnocklist 1 component categories of the Checklist INCLUDES NATURAL BOUNDARY Are you sure INCLUDES GEOREFERENCING DATA SAVE CHECKLIST RESET CHECKLIST DELETE CHECKLIST Your checklist is comprised of the following categories Please access each category sub list and address each line item Once all category sub lists are complete you will be given the opportunity to submit the completed checklist to the ACLS Plan Title 13 of 13 complete Legend 0 of 12 complete Georeferencing 0 of 19 complete Figure 27 Reset a Checklist MyCLSS User s Guide Version 2 0 25 6 4 Delete Checklist Click this button to delete a checklist that has not been submitted Only the project s C
49. ponded to the Submit Your Checklist to ACLS button becomes enabled before then it is not enabled Figure 29 Note Please notice the change from the previous version of MyCLSS here there is only one button instead of two buttons on the Checklist page There is no upload of the plan document at this time The Document Submission tool will be presented after completing the ACLS Levy Form Also the View Notice of Fees and View Practice Review buttons at the top of the page are disabled at this point as those records have not been created yet MyCLSS User s Guide Version 2 0 26 View Update Checklist VIEW PRINT CHECKLIST VIEW PRINT EXTENDED CHECKLIST BACK TO PROJECT VIEW NOTICE OF FEES PROJECT 201514008 Test project TYPE OF ice Parcel Survey SURVEY does Document 1 Plan of Survey of Parcel VIEW PRACTICE REVIEW SURVEYOR Ottawa Support SGB2 PERMIT HOLDER CHECKLIST NAME Checklist 1 INCLUDES NATURAL BOUNDARY INCLUDES r GEOREFERENCING DATA SAVE CHECKLIST RESET CHECKLIST DELETE CHECKLIST Your checklist is comprised of the following categories Please access each category sub list and address each line item Once all category sub lists are complete you will be given the opportunity to submit the completed checklist to the ACLS Plan Title Legend Georeferencing Signatures Plan Diagram Background Information Plan legibility format Survey Report Digital Spatial File 13 of 1
50. rmation regarding Status of Land Plan dummy MyCLSS 2 CLS signed pdf Survey plan signed by surveyor 2015 02 25 MyCLSS2 dsf DWG Digital Spatial File 2015 02 25 Report dummy MyCLSS 2 pdf Survey Report 2015 02 25 Plan dummy MyCLSS 2 SGB signed pdf Survey plan signed by SGB 2015 02 25 Figure 39 Project Information continued 8 3 Critical Issues Unsuccessful Plan Review The SGB Plan Review process goes through a Critical Issues list If there is one or more critical issue the Survey Document being reviewed 1s placed under the Critical Issues notification and Surveyor s action will be required for the plan to be approved Let s say there is a Survey Document named SD Test2 with Checklist Number 160 The Surveyor has completed final submissions to SGB and SGB Final Submission Review is n MyCLSS User s Guide Version 2 0 35 Progress Figure 40 If there is a critical issue the project is put in the Critical Issues notification mode A Critical Issue Alert will be shown against the project on My Projects page see the alert triangle marked red in Figure 41 Project SGB2 04 SGB 201414131 PROJECT INFORMATION SURVEY DOCUMENTS SD Test SD Test2 Digital submission complete Thank you for your Submission The Surveyor General Branch and other agencies will be reviewing the survey documents You will receive an email from SGB with additional information Survey document type Field Notes of Survey in plan form
51. rvey Document and Add Checklists i cccccccccccceeeseseeeeeeeeeeeaeeeenees 18 O NAW Oa CHOC S RS ea ee ee t 21 OL Checkist Ale OMICS and SAR idoni aa A EEES 22 O2 WAC CGE e aE E E EE a ce 29 0D Ree CECI R ee 25 oa DOC CRE CRE ee er ree ere eee ete ee rer 26 OV TI 2 ee ee de 26 OO SUD CR S PO AC a saan 26 T Final SUD Oi sce cee oes ete ae ste vats ece an E E E E Geeeceus 30 TA Pr par Documents for SUDMISSION cen ceceaseicecsaasacncwadvaviectceracncwaswiecsaaceweiwadeavactdenewscoassicts 30 7 2 Document Upload and Submission gicstteriesaaassastcotiswsesastet batotdeiatassardscotiewaastasetobieiasts 30 MV Rly orcas cc baat es estes E E AA E AE E E AA 33 8 1 Successful Final Plan Review ss 33 G PROC CC IMM OVA O eager sctie hacen cctecec E sesauantins 34 8 3 Critical Issues Unsuccessful Plan Review 35 I WROGUC SCIE Gl MC IN esre EE E E E E E eee TS 39 9 1 Amendment Request not affecting Existing Checklist 2 0 0 eccccccccececessseseeeeeeeeeeeaes 39 MyCLSS User s Guide Version 2 0 9 2 Amendment Request affecting Existing Checklist 9 3 Creating Additional Survey Document IO View Checklist Reportand Iv O1Ce Re ARR a tn El PROC EIOS daoen ne a ena iu ne Me OEN 12 MYCLSS Menu AT nr re ren dre 12 1 Fee Se atl M miea nn 12 2 AUtHOZAUONS MeMa a Re A 12 3 B Feasts 6 ied rare fol Koz 1 ieee een secre rete a etre Pe ea ence ile 12 4 Plan Check Mem iscakcconnnri bese aiieriasa
52. rveying instructions have already been issued or a checklist has already been completed If amended survey instructions affect a Survey Document that the CLS has already completed a checklist for the CLS will have to redo the checklist In this case a checklist number already exists for the affected Survey Document and the CLS has the choice of starting a fresh checklist or starting from a copy of the previous checklist that was associated with the Survey Document being amended 9 1 Amendment Request not affecting Existing Checklist Let s assume that an amendment to the Survey Instructions is needed for a project The following steps describe the process Click on the hyperlinked Project Number in the My Projects page Click on the Project Information tab to display the Project Details page Figure 47 Click on the Request Amendments button in the Survey Instructions section to display the Amendment Request page Figure 48 NOTE In this example no checklist exists so there 1s none to amend MyCLSS User s Guide Version 2 0 39 Project User File 02 SGB 201518002 PROJECT INFORMATION SURVEY DOCUMENTS v Survey Information Status Instructions Issued Survey Project Description Another test survey Client Reference Number User File 02 Permit holder ALPINE LAND SURVEYS LTD Region of survey NORTHWEST TERRITORIES Location of survey AKLAVIK Type of survey Parcel Survey SGB Contact Urso David 5101 50th Avenue P O
53. sen e Survey plan signed by surveyor PDF Digital Spatial File REA No file chosen Survey Plans and Survey Reports will be DWG DXF shared with the ACLS Practice Review Choose File No file chosen Committee PDF JPG JPEG TXT DWG RTE TIF DXF Reset Upload Submit amp Finalize Figure 52 Survey Document affected by Amendment Request Click on the Request Amendments button in the Project Information page An input page will be displayed Check the checkbox for SD Test if not already checked the Survey Document affected by the Amendment Request Figure 53 Supply a description of the request in the input box Click on the Next button to save your input An optional document Upload and Submit Amendment section is then displayed as seen in Figure 49 Click Submit Amendment to send your request Amendment request Project Number 201518002 This area will allow you to specify your needs for a request to the issued instructions Please supply pertinent information about the required amendments in the text area Once you have submitted the information to request an amendment the project data will be locked to allow staff to prepare your amended instructions Select survey documents that the amendment affects SD Test 207 Note the ACLS requires completion of an amended checklist when amended survey instructions impact a survey document that has already received a checklist number By identifying which
54. st VIEW PRINT CHECKLIST VIEW PRINT EXTENDED CHECKLIST BACK TOPROJECT VIEW NOTICE OF FEES VIEW PRACTICE REVIEW PROJECT 15091514008 Test project TYPE OF shape Parcel Survey SURVEY here Document 1 Plan of Survey of Parcel CHECKLIST DATE ISSUED z NUMBER 206 2015 May 01 CHECKLIST NAME Checklist 1 Figure 61 View Checklist Report MyCLSS User s Guide Version 2 0 47 Click on the View Print Checklist button to display the checklist report in PDF format part of which is seen below Figure 62 This figure shows a report which has four pages Note that the time stamp 1s based on Pacific Time ACLS Checklist Report Printed 2015 May 04 12 30 PST Project 201514008 Test project Type of Survey Parcel Survey Survey Document Document 1 Plan of Survey of Parcel Surveyor Support SGB2 Ottawa Permit Holder Checklist Checklist 1 Checklist Number 206 Z Date Issued 2015 May d1 Amended Checklist From Includes Natural Boundary No Includes Georeferencing Data Category tem Response comments Plan Title CLSR and LTO LRO plan number blocks present on the plan Specify Sheet x of n for multi sheet plans Yes Plan of Survey of boundary parcel oi Ee easement row licence New Parcel designators shown Lot Block Quad Road Subdivision The name of the subdivision town site community and or municipality Yes in which the survey Section Township
55. sts Before the final submission of a checklist CLS can update reset or delete the checklist Checklists cannot be edited or deleted after submission Figure 24 shows an example of a successfully created checklist which 1s ready to be populated and updated Notes The user can print any page of a checklist or any page in the system by using the Browser s Print functionality Users must disable pop up blockers in their browsers as some of the functions of this application use pop ups The Update Checklist button saves the answers to checklist categories and items The Save Checklist button saves all changes to checklist input including the checklist name and the checkboxes MyCLSS User s Guide Version 2 0 21 View Update Checklist VIEW PRINT CHECKLIST VIEW PRINT EXTENDED CHECKLIST BACK TO PROJECT VIEW NOTICE OF FEES PROJECT 201514008 Test project TYPE OF dpt Parcel Survey SURVEY oocumenr Pocument 1 Plan of Survey of Parcel SURVEYOR Ottawa Support SGB2 INCLUDES NATURAL BOUNDARY INCLUDES J GEOREFERENCING DATA VIEW PRACTICE REVIEW SAVE CHECKLIST RESET CHECKLIST DELETE CHECKLIST Your checklist is comprised of the following categories Please access each category sub list and address each line item Once all category sub lists are complete you will be given the opportunity to submit the completed checklist to the ACLS Plan Title Legend Georeferencing Signatures Plan Di
56. survey documents are potentially affected by the amended survey instructions you will be given the opportunity to amend the checklists for those survey documents selected above Once you have submitted the information to request an amendment the project data will be locked to allow staff to prepare your amended instructions Amended checklists can be created from the My Projects page after the amended instructions have been issued by the SGB Please describe your amendment Amendment needs Denotes Required Field Figure 53 Request Amendment with Amend Checklist MyCLSS User s Guide Version 2 0 43 After amended instructions have been issued the project s Survey Document will show that the new status is to Amend Checklist against ACLS Checklist Name Figure 54 Project User File 02 SGB 201518002 PROJECT INFORMATION SURVEY DOCUMENTS CREATE SURVEY DOCUMENT COMPLETE CHECKLISTO SUBMISSIONS O Survey Document Type Plan of Survey of Parcel ACLS Checklist Name Amend checklist ACLS Checklist Number 2 ACLS Levy Form Not yet processed Figure 54 Amend Checklist tool Click the Next button to go to the Checklist page to amend it Supply a Checklist Name Click on the box for Copy Previously Completed Checklist if you want to retain your answers to the previous checklist so that you don t have to go over all the questions again Figure 55 Click on the Create Checklist button Crea
57. t 1 CREATE SURVEY DOCUMENT COMPLETE CHECKLISTO SUBMISSIONS O Survey Document Type Plan of Survey of Parcel v Update ACLS Checklist Name Not yet assigned ACLS Checklist Number Not yet assigned ACLS Levy Form Not yet processed Figure 21 Survey Document created Click the Next button to continue The Create Checklist page is displayed Figure 22 Create Checklist PROJECT 201514008 Test project TYPE OF a survey Parcel Survey SURVEY ocumenr Pocument 1 Plan of Survey of Parcel SURVEYOR Ottawa Support SGB PERMIT HOLDER CHECKLIST NAME INCLUDES NATURAL BOUNDARY INCLUDES GEOREFERENCING DATA CANCEL _ CREATE CHECKLIST O Figure 22 Add a Checklist Fill in the input fields o Supply a name in the Checklist Name field o Ifthe survey includes a natural boundary click on the Checkbox o Georeferencing is automatically included in this version of the Checklist which is a change from the optional choice in the previous version Click on the Create Checklist button to proceed or Cancel if you have changed your mind MyCLSS User s Guide Version 2 0 20 The created Checklist shows the Checklist categories to be completed before ACLS issues a checklist number Figure 23 Completion of these categories in the View Update Checklist page is described in the next section 6 View Update Checklist The CLS user or the company representative can always view their checkli
58. t number that was amended Complete the upload and submission as described before Project User File 02 SGB 201518002 PROJECT INFORMATION SD Test a CREATE SURVEY DOCUMENT B COMPLETE CHECKLIST ACLS Checklist Number 207A Choose File No file chosen PDF Survey plan signed by surveyor Choose File No file chosen PDF Survey Report Field notes Digital Spatial File Choose File No file chosen DWG DXF Other Choose File No file chosen PDF JPG JPEG TXT DWG RTF TIF DXF SURVEY DOCUMENTS SUBMISSIONS O You must supply files of the following types before you may submit and finalize your survey document e Digital Spatial File e Survey plan signed by surveyor Survey Plans and Survey Reports will be shared with the ACLS Practice Review Committee Reset MULLER lt Figure 58 Submission for Amended Checklist After the upload and submission the SGB Plan Review will continue normally as described for successful reviews prior 9 3 Creating Additional Survey Document You can create additional Survey Documents in a project as the system allows for multiple Survey Documents Each Survey Document has its own separate workflow and Checklist If creating a new survey document in a project changes the context of the Specific Survey Instructions it may be necessary to first request amended survey instructions to enable its creation For example an amendment request would be
59. t then the permit holder needs to be defined o Choose your region of survey from the Region of survey drop down box see Figure 12 New Project PROJECT INFORMATION SURVEY DOCUMENTS SURVEY INFORMATION Surveyor s project number Survey project description Permit holder Region of survey Location of survey Type of survey Denotes Required Field SUPPORT DOCUMENTS REQUEST INSTRUCTIONS User File 01 Test project N IA ONTARIO AKWESASNE RESERVE Air Space Survey Building Unit Survey Compiled Plan Explanatory Plan Field Notes of Reestablishment and or Restoration of Monuments LS56 Field Notes of Survey Only First Nation Land Management FNLM Land Description Highway Railway and Similar Right of Way Survey Jurisdictional Boundary Survey Figure 11 The Create a New Project page o Location of survey will start displaying some search results as soon as two or more alphabets are typed see Figure 13 To refine the list of locations to be displayed the user needs to input at least two characters in this field for a search to be performed for locations containing those characters Then select the location from the displayed list This tool makes the information access fast by not displaying too many items on the page at one time For example typing ak in the input field displays the search results as in Figure 13 Click on the desired location name
60. tal Spatial File Survey Report Field notes Choose File No file chosen e Survey plan signed by surveyor PDF Digital Spatial File Mes les No file chosen Survey Plans and Survey Reports will be DWG DXF shared with the ACLS Practice Review Choose File No file chosen Committee PDF JPG JPEG TXT DWG RTF TIF DXF Reset Upload submit amp Finalize Figure 33 Submissions Upload Tool Browse to your file location and select the Digital Survey Plan You can click the Upload button for each input to upload or choose multiple inputs before clicking the Upload button Figure 34 Supply all other files Digital Spatial file Survey Report etc Click the Upload button The selected files are uploaded and the Remove button is enabled in Project Document section Figure 35 The Submit amp Finalize button is also enabled Project User File 01 SGB 201514008 PROJECT INFORMATION SURVEY DOCUMENTS Document 1 CREATE SURVEY DOCUMENT COMPLETE CHECKLIST B SUBMISSIONS O ACLS Checklist Number 206 You must supply files of the following Survey plan signed by surveyor Choose File Plan CLS pdf types before you may submit and finalize PDF your survey document e Digital Spatial File Survey Report Field notes Choose File Report pdf e Survey plan signed by surveyor PDF Digital Spatial File ses DSF 1 dwg Survey Plans and Survey Reports will be DWG DXF shared with the
61. te Checklist PROJECT 201518002 Another test survey TYPE OF hote Parcel Survey SURVEY pocuMENT D 1est Plan of Survey of Parcel SURVEYOR Ottawa Support SGB2 PERMIT HOLDER ALPINE LAND SURVEYS LTD CHECKLIST NAME Test CL 2 COPY PREVIOUSLY Test CL COMPLETED CHECKLIST INCLUDES NATURAL BOUNDARY INCLUDES GEOREFERENCING DATA CANCEL CREATE CHECKLIST Figure 55 Creating Amended Checklist Complete the new checklist and click on the Submit Your Checklist to ACLS button to proceed Figure 56 MyCLSS User s Guide Version 2 0 44 View Update Checklist VIEW PRINT CHECKLIST VIEW PRINT EXTENDED CHECKLIST BACK TOPROJECT VIEW NOTICE OF FEES VIEW PRACTICE REVIEW PROJECT 201518002 Another test survey TYPE OF bel Parcel Survey SURVEY Ste SD Test Plan of Survey of Parcel AMENDS Test CL CHECKLIST CHECKLIST NAME Test CL 2 INCLUDES NATURAL BOUNDARY INCLUDES r GEOREFERENCING DATA SAVE CHECKLIST RESET CHECKLIST DELETE CHECKLIST Your checklist is comprised of the following categories Please access each category sub list and address each line item Once all category sub lists are complete you will be given the opportunity to submit the completed checklist to the ACLS Plan Title 13 of 13 complete Legend 12 of 12 complete Georeferencing 19 of 19 complete Signatures 8 of 8 complete Plan Diagram 39 of 39 complete Background Information 7 of
62. tial file before you may Survey plan Choose File No file chosen submit and finalize your survey document PDF Digital spatial file Choose File No file chosen Survey Plans and Survey Reports will be DWG DXF shared with the ACLS Practice Review Committee Choose File No file chosen PDF Survey report Other file Choose File No file chosen PDF JPG JPEG TXT DWG RTF TIF DXF Reset RUE Figure 45 Submission after Critical Issues After the new submission 1s done the Critical Issue notification alert 1s removed from the workflow and the status goes back to In Progress for SGB Final Submission Review Figure 46 MyCLSS User s Guide Version 2 0 38 Project SGB2 04 SGB 201414131 PROJECT INFORMATION SURVEY DOCUMENTS SD Test SD Test2 Digital submission complete Thank you for your Submission The Surveyor General Branch and other agencies will be reviewing the survey documents You will receive an email from SGB with additional information Survey document type Field Notes of Survey in plan form ACLS Checklist Name CL Test2 ACLS Checklist Number 160A CLSR Number Not available CLS Professional Review Complete ACLS Levy Form Complete Finalization and Submission Complete SGB Final Submission Review In progress Figure 46 Final Submission completed after Critical Issues 9 Request Amendment A CLS can request amendments to a project Survey Instructions after su
63. tructions have been issued the Status column will contain Instructions Issued Additionally a hyperlinked icon will be shown under the Survey Instructions column the last column in the project listing Click on that link to view the issued instructions My Projects New survey project Archived projects E 2 3 Next gt Survey Project Number Status Survey Project Description Canada Lands Instructions avril 21 Instructions Issued mon projet 2 AKLAVIK SGB number 201518001 Parcel Survey User File 01 Instructions Issued Test project AKWESASNE RESERVE NO 59 SGB number 201514008 Parcel Survey sb 0422 1 Instructions Issued sb 0422 1 FATHOM FIVE NATIONAL MARINE SGB number 201514007 Parcel Survey PARK OF CANADA Figure 17 Status of requested survey instructions in My Projects pane Version francaise Welcome Support SGB2 Ottawa My Projects My Profile Help Log Out Research v 201414127 Home My Projects My Projects My Projects New survey project Archived projects Project Number Status Survey Project Description Canada Lands Survey Instructions SGB2 002 Instructions Issued FOR USER GUIDE AKWESASNE RESERVE NO 59 E3 SGB number 201414127 Parcel Surve Figure 18 Searching in My Projects Comment Please note that the Instructions Issued status may take some time to happen as it depends on action by SGB staff which in turn depends on the day and time of your requesting survey instru
64. ts are voluntary Adding a comment particularly if N A is chosen is meant to be used as a tool for the CLS to document their rationale Note You will not see the Check All hyperlink shown in the above screen shot This is only used during the development and testing of the application You can save your responses in a category at any point by clicking Update You can then come back to the same category at a later date or time to complete the responses Checklists continue to be editable until they are submitted Allow time for the View Update page to automatically refresh To go back to the list of categories click the Update and Close button MOUSE OVER Tool Holding the mouse over the rectangular icon by the checklist item displays some relevant information with corresponding reference to the National Survey Standards as well as the ACLS practice manual and other references that helps the user to understand the item An example is given in Figure 25 The mouse over text shows in blue in a rectangular box Move the mouse away or click in a blank area of the page for the text to disappear The mouse overs are meant as a quick and easy reference for you If you want to print the mouse over text you can note what sections of the Standards are being referred to and then access the details through a link on the Project Details page or through a link on the green menu bar MyCLSS User s Guide Version 2 0 23 View Update C
65. wers to checklist items are either YES or N A not applicable with an option of a comment It is not provided for to have a NO answer Completion of the Professional Review automatically triggers the system to generate a checklist number In the e Recording era the surveyor does not upload a PDF file in order to get a checklist number Instead submitting the completed checklist leads the surveyor to the ACLS Levy Form page which will have the checklist number displayed as the next step However this does not compel the surveyor to complete the Levy Form right away he she can complete this step at another time The project information is also updated to show the checklist number The system will send the checklist number to the SGB but the SGB has no access to the actual responses by a CLS on a checklist Only the ACLS the project s surveyor and staff that the surveyor has authorized can view the checklist The ACLS interest in the responses to the checklist is for Practice Review purposes 1 2 5 ACLS Plan and Monument Levy Report Form The surveyor completes the monument and levy form that is contained within the Checklist interface in MyCLSS ca This information is used by the ACLS for invoicing and accounting purposes in accordance with ACLS Bylaws 1 2 6 Digital Signature on Plan The surveyor adds his her digital signature on the digital plan The process for doing this is described in another document which surv
66. will be given the opportunity to submit the completed checklist to the Plan Title Legend Georeferencing Signatures Plan Diagram Background Information Plan legibility format Survey Report Digital Spatial File ACLS 13 of 13 complete 0 of 12 complete 0 of 19 complete 0 of 8 complete 0 of 39 complete 0 of 7 complete 0 of 8 complete 0 of 3 complete 0 of 4 complete SUBMIT YOUR CHECKLIST TO ACLS Figure 26 Progress of checklist answers MyCLSS User s Guide Version 2 0 24 6 2 View Print Checklist This allows the user to view or print completed and uncompleted checklists Both the CLS and the company representative can view and print checklists You can always use the hyperlinked Checklist Name or Number under the Survey Document tab to go to the View Update Checklist page at any time during the process Note that if your project has been closed you will need to view your archived projects You can view each category by clicking on the hyperlinked name Figure 26 The View Print tool renders the checklist in its current state into a PDF that can be viewed using a PDF viewer such as Adobe Reader then once the PDF is open it can be printed there is no direct Print function The View Print Extended Checklist button is used to access a more detailed version of the checklist while the View Print Checklist gives a short version 6 3 Reset Checklist Click the Reset Checklist button to reset a partly com

MyCLSS User's Guide - My Canada Lands Survey System

Contents

Download Pdf Manuals

Related Search

Related Contents