Workaround to Create a New Customer Folder in the NCPDB Using PRS

Last Modified: 07/28/2008

The following steps accomplish the same process of creating a new customer folder in Toolkit. Steps 1-5 must be performed in PRS. Steps 6-10 are performed in Toolkit. If you do not have access to PRS, please work with an NRCS employee to complete steps 1-5.

1. Go to PRS - click Data Entry - Practice Data Entry.
2. Click SCIMS Full Search.
3. Search, find and select the customer.
4. Click Add New Plan.
5. Enter the required information for the new conservation plan. Click Save.
6. Open Toolkit.
7. Search for the customer that you just created in PRS.
8. When you attempt to check out the customer you will be notified that the customer does not have a folder. Respond Yes to create a folder for the customer.
9. Select the county, enter the folder name and the BusinessID. (Do NOT include any sensitive data in the business ID field.)
10. Click OK.

Adding or Updating Participants using PRS

Similarly, until the Add Participant feature is available again in Toolkit, use PRS to add or remove participants on customer folders.

Contacts

Patty Engler
Maryland Toolkit Coordinator
Email: patricia.engler@md.usda.gov
Phone: 410-489-7987

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