View Construction Records

<H2 class=form>Description</H2>
<BLOCKQUOTE>During the course of a construction project, PENNDOT must track many types of construction records, for example, materials disposition and shop drawing records. The Verification and Payments subsystem provides the Construction Records functionality to allow users to record and view basic record information, such as type, title, record date, and description, as well as tracking (review) information. The system also allows the user to create a link to an EDMS (Electronic Document Management System) document, which should be a scanned image of the hardcopy record.
<P><BR>The View Construction Records for a Project function is accessed from the My Projects page when the user selects the project, chooses ‘Construction Records’ from the Go links and clicks the Go button. This displays the Construction Records list, a screen displaying the type, title, and record date for each record. From the list, the user can link to a specific record by clicking the Type hyperlink.<BR><BR>Construction records can be viewed by all PENNDOT ECMS personnel. No access is granted to business partner or public users. </P></BLOCKQUOTE><BR>
<H2 class=form>Quick Navigation</H2>
<BLOCKQUOTE><FONT face=Arial size=2>The following table provides an overview of the steps in this process. Detailed step-by-step directions are provided in the next section.</FONT>
<TABLE border=1>
<TBODY>
<TR vAlign=top>
<TD width=199><B><FONT face=Arial size=2>From this screen….</FONT></B></TD>
<TD width=391><B><FONT face=Arial size=2>perform this action:</FONT></B></TD></TR>
<TR vAlign=top>
<TD width=199><FONT face=Arial size=2>My Projects</FONT></TD>
<TD width=391><FONT face=Arial size=2>Select project by clicking in checkbox</FONT>
<P><FONT face=Arial size=2>Choose ‘Construction Records’ from Go links </FONT>
<P><FONT face=Arial size=2>Click GO button</FONT></P></TD></TR>
<TR vAlign=top>
<TD width=199><FONT face=Arial size=2>Construction Records list</FONT></TD>
<TD width=391><FONT face=Arial size=2>Click Type hyperlink</FONT></TD></TR>
<TR vAlign=top>
<TD width=199><FONT face=Arial size=2>Construction Record</FONT></TD>
<TD width=391><FONT face=Arial size=2>View details for specific record and/or link to EDMS document</FONT></TD></TR></TBODY></TABLE></BLOCKQUOTE><BR>
<H2 class=form>Step-by-Step Directions</H2>
<BLOCKQUOTE>
<P>
<TABLE border=1>
<TBODY>
<TR vAlign=top>
<TD width=151><B><FONT face=Arial size=2>User Action</FONT></B></TD>
<TD width=439><B><FONT face=Arial size=2>Result</FONT></B></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>Open your browser software and access the ECMS Welcome page.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The ECMS Welcome page is displayed with the navigation bar on the left.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>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.</FONT></TD>
<TD width=439><FONT face=Arial size=2>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).</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>From the navigation bar, select the Contractor Services option. </FONT></TD>
<TD width=439><FONT face=Arial size=2>The Contractor Services option available to your user group are displayed.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>Select the My Projects option beneath Contractor Services on the navigation bar.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The My Projects page is displayed and lists the projects associated with your personalized search.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>If desired, update your personalized search by clicking the Personalize Project Search link.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The search fields are displayed and open for entry.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>If needed, enter search criteria to narrow the displayed listing of projects, then click the REFRESH button.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The My Projects page is updated based on the search criteria.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>Locate the project for which you want to view Construction Records and select it by clicking in the checkbox.</FONT></TD>
<TD width=439><FONT face=Arial size=2>A ‘X’ appears in the selected checkbox.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>Choose ‘Construction Records’ from the Go links and click the GO button.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The Construction Records list is displayed. The list is ordered by Type and then by Title in ascending alphabetical order.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>Click the Type hyperlink for the record you want to view.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The Construction Record screen for the specified record is displayed. </FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>View the record details.</FONT></TD>
<TD width=439><FONT face=Arial size=2>None</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>If applicable, view the Construction Item associated with the record by clicking the Item Number hyperlink.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The Construction Item screen for the item/type is displayed.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>If applicable, view the Item History for the Construction Item associated with the record by clicking the Item History icon.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The Item History screen for the item/type is displayed.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>If applicable, view the EDMS document linked to the record.</FONT></TD>
<TD width=439><FONT face=Arial size=2>See “How Do I View EDMS attachments” for details.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>When you are finished reviewing the data, click the BACK button.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The Construction Records list is re-displayed. </FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>If desired, click the Type hyperlink for another Construction Record.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The Construction Record Screen for the specified item/type is displayed.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><IMG height=1 alt="" src="/icons/ecblank.gif" width=1 border=0></TD>
<TD width=439><FONT face=Arial size=2>Continue viewing records, or use the navigation bar to access other ECMS functions or to log out of the system.</FONT></TD></TR></TBODY></TABLE></P></BLOCKQUOTE><BR>
<H2 class=form>Related Help Documents</H2>
<BLOCKQUOTE>
<P>
<TABLE border=1>
<TBODY>
<TR vAlign=top>
<TD width=174><B><FONT face=Arial size=2>Topic</FONT></B></TD>
<TD width=456><B><FONT face=Arial size=2>Help Document</FONT></B></TD></TR>
<TR vAlign=top>
<TD width=174><FONT face=Arial size=2>Field definitions and descriptions</FONT></TD>
<TD width=456><FONT face=Arial size=2>Tell Me About Construction Record</FONT></TD></TR>
<TR vAlign=top>
<TD width=174><FONT face=Arial size=2>List of construction records</FONT></TD>
<TD width=456><FONT face=Arial size=2>Tell Me About Construction Records</FONT></TD></TR>
<TR vAlign=top>
<TD width=174><FONT face=Arial size=2>Create record</FONT></TD>
<TD width=456><FONT face=Arial size=2>How Do I Create Construction Records</FONT></TD></TR></TBODY></TABLE></P></BLOCKQUOTE>

Description

During the course of a construction project, PENNDOT must track many types of construction records, for example, materials disposition and shop drawing records. The Verification and Payments subsystem provides the Construction Records functionality to allow users to record and view basic record information, such as type, title, record date, and description, as well as tracking (review) information. The system also allows the user to create a link to an EDMS (Electronic Document Management System) document, which should be a scanned image of the hardcopy record.


The View Construction Records for a Project function is accessed from the My Projects page when the user selects the project, chooses ‘Construction Records’ from the Go links and clicks the Go button. This displays the Construction Records list, a screen displaying the type, title, and record date for each record. From the list, the user can link to a specific record by clicking the Type hyperlink.

Construction records can be viewed by all PENNDOT ECMS personnel. No access is granted to business partner or public users.


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:
My Projects Select project by clicking in checkbox

Choose ‘Construction Records’ from Go links

Click GO button

Construction Records list Click Type hyperlink
Construction Record View details for specific record and/or link to EDMS document

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 option available to your user group are displayed.
Select the My Projects option beneath Contractor Services on the navigation bar. The My Projects page is displayed and lists the projects associated with your personalized search.
If desired, update your personalized search by clicking the Personalize Project Search link. The search fields are displayed and open for entry.
If needed, enter search criteria to narrow the displayed listing of projects, then click the REFRESH button. The My Projects page is updated based on the search criteria.
Locate the project for which you want to view Construction Records and select it by clicking in the checkbox. A ‘X’ appears in the selected checkbox.
Choose ‘Construction Records’ from the Go links and click the GO button. The Construction Records list is displayed. The list is ordered by Type and then by Title in ascending alphabetical order.
Click the Type hyperlink for the record you want to view. The Construction Record screen for the specified record is displayed.
View the record details. None
If applicable, view the Construction Item associated with the record by clicking the Item Number hyperlink. The Construction Item screen for the item/type is displayed.
If applicable, view the Item History for the Construction Item associated with the record by clicking the Item History icon. The Item History screen for the item/type is displayed.
If applicable, view the EDMS document linked to the record. See “How Do I View EDMS attachments” for details.
When you are finished reviewing the data, click the BACK button. The Construction Records list is re-displayed.
If desired, click the Type hyperlink for another Construction Record. The Construction Record Screen for the specified item/type is displayed.
Continue viewing records, or use the navigation bar to access other ECMS functions or to log out of the system.


Related Help Documents

Topic Help Document
Field definitions and descriptions Tell Me About Construction Record
List of construction records Tell Me About Construction Records
Create record How Do I Create Construction Records


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Created by
Joseph D Howe/PennDOT
on 03/16/2005 at 10:57:09 AM