Disapprove Line Item Profile Report

Description

This function is part of the Contract Awards subsystem and is used to disapprove the Line Item Profile Report for a given project. The report is part of the Bid Justification checklist item on the Contract Awards checklist. The status of the report (Approved or Disapproved) sets the status of the Bid Justification checklist item.

When the report is disapproved, the status of the Bid Justification checklist item is updated to Failed, and the checklist item must be manually overridden before the contract can be awarded. See “ “How Do I Approve Line Item Profile” under the Bid Justification category in the Help system for steps to approve the report.

This function can be accessed from a hyperlink on the Bid Justification Contract Award Checklist item. The approval/disapproval functions can be accessed by authorized users.

After the Line Item Profile has been approved or disapproved the percent difference value is protected, and the report becomes static.

Quick Navigation

The following table provides an overview of the steps in this process. Detailed step-by-step directions are provided in the next section.

From this screen….	perform this action:
Contract Awards home page	Enter search criteria Click SEARCH button
Contract Awards Search Results	Click Project Number hyperlink
Contract Awards screen	Click Bid Justification hyperlink
Bid Justification checklist item screen	Click Line Item Profile Report hyperlink
Line Item Profile Report screen	Click EDIT button Select one or more items for justification Click DISAPPROVE button Confirm action

Step-by-Step Directions

User Action	Result
Open your browser software and access the ECMS Welcome page.	The ECMS Welcome page is displayed with the navigation bar on the left.
Using the Registered Users Login fields at the top of the navigation bar, enter your user ID and password. Click GO or tap the Enter key.	The ECMS Welcome page appears. Your user name now appears at the top of the navigation bar, and the navigation bar options are tailored to your security group(s).
From the navigation bar, select the Contractor Services option.	The Contractor Services options available to your user group are displayed.
From the navigation bar, select the Contract Awards option under Contractor Services.	The Contract Awards home page is displayed.
Enter search criteria for the project for which you want to disapprove the Line Item Profile Report and click the SEARCH button.	The Contract Awards Search Results screen is displayed. Tip: If the corresponding Contract Award is in your Concurrence or Contract Review work queue, you can access the Contract Awards screen by clicking the Concurrences by Status or Contracts by Status link, then clicking the Project Number hyperlink on the resulting work queue screen.
Click the Project Number hyperlink.	The Contract Awards screen for the specified project is displayed.
If necessary, use the down arrow icon at the upper left of the screen to jump to the bottom of the screen.	The lower portion of the screen is displayed.
Click the Bid Justification checklist item hyperlink.	The Bid Justification checklist item screen is displayed and contains hyperlinks to the Bid Justification J-Sheet and Line Item Profile reports.
Click the Line Item Profile Report hyperlink.	The Line Item Profile Report is displayed.
If necessary, use the down arrow icon at the upper left of the screen to jump to the bottom of the screen.	The lower portion of the screen is displayed.
Click the EDIT button.	The screen switches to edit mode, and the SAVE, APPROVE, and DISAPPROVE buttons are displayed at the bottom of the screen. Checkboxes appear in front of each line item.
To indicate an item requires justification, select the checkbox in front of the item.	A checkmark appears in the selected checkbox. Note: You can save the screen prior to disapproving the report by clicking the SAVE button. When you do this, the checkbox selections are saved and you can return to the screen later to disapprove the report.
Click the DISAPPROVE button.	A message is displayed asking you to confirm that you want to disapprove the report. Note: The process of bid justification takes place off-line, but the an authorized user is given view access to the report for informational purposes. After the required justification is obtained, it can be attached to the Bid Justification Checklist item via the EDMS doc link function. Then, an authorized can override the Bid Justification checklist item status to "passed".
Click OK on the message box.	The message box closes, and a ‘please wait’ message is displayed. When processing is complete, a ‘successful’ message is displayed.
Click OK on the message box.	The message box closes, and the Line Item Profile Report screen is re-displayed. The SAVE, APPROVE, and DISAPPROVE buttons are hidden, and the Percent Difference field is protected. (The REFRESH button next to this field is also hidden.)

Related Help Documents

Topic	Help Document
Report fields and definitions	Tell Me About Line Item Profile Report
Approve report	How Do I Approve Line Item Profile Report
Search and Navigation	Tell Me About Contract Awards Home Page How Do I Search for a Project in Contract Awards

Created by
Joseph D Howe/PennDOT on 03/16/2005 at 10:52:24 AM