CSA/Manage

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CSA Managers Page

This page covers the processes used to manage case study teams and geothermal areas.

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GRC Manager Session

The GRC Manager Session allows authorized managers to administer case study teams and geothermal areas. This includes:

  1. Setting the case study priority for geothermal resource areas
  2. Updating case study team status
  3. Approving submitted case studies
  4. Rejecting submitted case studies
  5. Releasing reserve status on geothermal areas

The manager session will remain active as long as the browser window or tab in which it was initiated remains open. Opening a new browser window or tab will require a new session to be started in that browser session.

To edit teams or geothermal areas, you must be logged in.

How to start a manager session

The manager session can be initiated by entering the correct passphrase into the field above and clicking the start button.

  1. The session can be started from the GRC manager page (accessible from all CSC or CSA pages by clicking the GRC Manager link in the orange block below the sponsors & partners banner).
  2. A manager session can also be started from the form for a geothermal resource area. If the Edit with form button is clicked on any geothermal resource area, the manager session can be started from the Case Study tab.


for the manager passphrase.


Manage Case Study Teams

View and manage teams

Team Status

Teams will have one of the following status values:

  • Active: the team is currently conducting the case study
  • Inactive: the team successfully completed and submitted a case study in a previous year or term.
  • Inactive DNF: the team did not finish and the case study they reserved was made available.

When a new team is created, the team status defaults to active. The team status will affect selected geothermal areas. If a team is active and has selected an area, the area changes from available to reserved (after team confirmation).


Team Sorting

All tables on the area management page can be sorted by clicking the table headers (Team Name, Status, Term, etc.).


Manage Geothermal Areas

View and manage geothermal areas

Area Status

Areas are listed in sections:

  • Reserved Areas: areas reserved by active case study teams
  • Completed Areas: areas with approved case studies
  • Available Areas: all areas available for case study


Area Sorting

All tables on the area management page can be sorted by clicking the table headers (Area, Location, Priority, etc.).


Area Priority

All areas have a priority value. This is assigned by GRC Managers and indicates the priority in which they would like the geothermal area case studies conducted. Priority values are:

  1. Operating Location
  2. Non-operating & Available Data
  3. Little or No Data
  4. Not Assigned

Not Assigned value is the default value.


Set Area Priority

  1. Log in to the wiki. If you don’t have an account, sign up
  2. Visit the Geothermal Area page
  3. Edit with form
  4. Select the Case Study tab
  5. Start a GRC Manager Session
  6. Assign the desired priority value
  7. Save page


Reserving a Geothermal Area

Geothermal areas can only be reserved by selecting one on a team page and completing the confirmation process.

Team Confirmation Process

Case study teams will need to confirm their area in order to complete the join process. This process officially changes the geothermal area from Available to Reserved. Teams are instructed to perform this step during the Join process. After submitting team info, teams should visit their selected geothermal area page, edit it, review that the Case Study Status indicates that the area is reserved by their team, check the Team Confirmed checkbox and save.


Managing Reserved Areas

The list of reserved areas on the Manage Areas page will help managers identify which areas are currently reserved for case study. Reserved areas are part of the Reserved for Case Study category.

If the case study is complete and the status needs to change to completed, see the Approving a Case Study Submission section below and follow that process.

If the case study is incomplete and the status needs to revert to available, see the Make an Area Available section below and follow that process.

If an area is reserved, but has no team assigned, then it should be released and made available. This may have happened if the team status was changed to Inactive DNF but the area was not released, or if the team initially signed up for this area and later selected a different area. To release the area see the Make an Area Available section below and jump to step 3 Update the geothermal area page.


Approving a Case Study Submission

In order for a case study to be approved, the team status must be inactive and the geothermal area must have the proper team in the submitted by field and the Approved checkbox must be checked. Please perform the approval process in the following order:

  1. Log in to the wiki. If you don’t have an account, sign up
  2. Start a GRC Manager Session
  3. Update the submitting team's status
    1. Use the manage teams page to find the team
    2. Visit the submitting case study team's page
    3. Edit with form
    4. Change the Team Status (select Inactive if the case study is being approved)
    5. Save page
  4. Update the case study's geothermal area page
    1. Visit the geothermal area page using the link from the team page
    2. Edit with form
    3. Select the Case Study tab
    4. Select team from drop down list
      The correct team should be autoselected. If the autoselected value is incorrect, use the drop down to add the correct team.
    5. Check approved box
      Your OpenEI username should appear in the Approved by field.
    6. Save page

If the approval process was performed correctly, you will see a note at the bottom of the geothermal area page stating:
"Some of the content on this page was part of a case study conducted by: Approved team's name"

This process will update and move the geothermal area to the Completed section on the Manage Areas page and update the team's status on the Manage Teams page.

This process will also add the completed geothermal area page to the Completed Case Study category


Make an Area Available

If an area has been reserved, but a case study has not been completed, the area should be released by a manager and made available.

  1. Log in to the wiki. If you don’t have an account, sign up
  2. Start a GRC Manager Session
    1. Update the team's status
    2. Use the manage teams page to find the team
    3. Visit the case study team's page
    4. Edit with form
    5. Change the Team Status (select Inactive DNF if the case study is incomplete)
    6. Save page
  3. Update the geothermal area page
    1. Visit the geothermal area page
      1. Use the link from the team page OR
      2. Use the Manage Areas page
    2. Edit with form
    3. Select the Case Study tab
    4. Uncheck the Team Confirmed checkbox
      If a manager session is active, a note will appear by this checkbox
    5. Save page

The area will be added to the Available for Case Study category.


Troubleshooting

If you experience issues with starting a manager session, it may be the web browser. Please make sure you are using a modern web browser, such as Chrome, Firefox, Safari, Edge, or IE11.

If edits are made but not immediately reflected it may be necessary to refresh the wiki page. This is different than refreshing your browser. To perform this operation, click the Page Actions drop down in the main OpenEI navigation menu at the very top of the screen. Select the Refresh option. This operation clears the server side cache and reloads the page.

For example, if a team page is changed from active to inactive and the geothermal area page has an approved case study, it may take several minutes (or more) for those edits to propagate throughout the site and be reflected on the Manage Areas page or Manage Teams page. After the edits have been made, the area may still appear as reserved instead of complete or the team may appear as active instead of inactive. By performing the refresh operation described above on the Manage Areas page or Manage Teams page you should now see the area under the completed section and the team have a status of inactive. These changes would normally occur within about 30 minutes of the edit(s) being made, but may not be immediately visible on pages that query the database (such as the manage area and team pages).

For actions involving the database (storage of page properties, etc.) it may also be helpful to perform a "null" edit. To do this, use Edit with form and then hit save, without actually making any edits. The save action will update the page and its properties that are stored in the database.

If these actions don't resolve the issue, please .


GRC Manager
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