Complete Checklist Item for CDS Worksheet

<H2 class=form>Description</H2>
<BLOCKQUOTE>This function is part of the Final Design and Bid Package Preparation subsystem and is used to complete the data entry details of a standard project development checklist item of the type ‘CDS Worksheet’ (019). The Complete Checklist Item Detail function provides part of the Project Development Checklist functionality and is accessed from the checklist item hyperlink of the Project Development Checklist screen.<BR><BR>
<P>By default, the CDS Worksheet checklist item is not included in the Bid Package or made part of the contract (i.e., it is a noncontractual item). This means that the checklist item can be modified during the advertisement period without the need for an addendum.<BR></P></BLOCKQUOTE><BR>
<H2 class=form>Step-by-Step Directions</H2>
<BLOCKQUOTE><FONT face=Helvetica size=2></FONT>
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<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>
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<TD width=151><FONT face=Arial size=2>Under the "Construction Coordination" category of the Project Development Checklist, click the "Construction Documentation System (CDS) Worksheet" hyperlink.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The checklist detail screen appears.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>If desired, enter a user-defined title for the checklist item in the Title field.</FONT></TD>
<TD width=439><FONT face=Arial size=2>This title will appear on the main Project Development Checklist screen separated from the standard title by a dash. For example, "Coordination Meetings - User Defined Title".</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>Indicate whether the Construction Documentation System is required to be used on the project by selecting “Yes” or “No” from the radio button options.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The selected radio button appears with a darkened center.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>Enter the date the CDS Worksheet was signed in mm/dd/yyyy format; or select the date using the Calendar/clock icon.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The date you entered or selected appears in the field.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>Enter the name of the person who signed the CDS Worksheet in the Signed By field.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The name you entered appears in the field.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>If desired, attach an EDMS document to the checklist item by clicking the SEL EDMS button.</FONT></TD>
<TD width=439><FONT face=Arial size=2>See “How Do I Attach an EDMS Document”</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>By default, the "Include in Bid Package" indicator is set to No and cannot be edited.</FONT></TD>
<TD width=439><FONT face=Arial size=2>This is a noncontractual checklist item.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>If the checklist item is complete, choose ‘Yes’ from the Completed radio button group.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The selected radio button appears with a darkened center.</FONT>
<P><B><I><FONT face=Arial size=2>Note</FONT></I></B><I><FONT face=Arial size=2>: This indicator has no effect on system processing. However, checklist items that are marked as completed appear with the ‘completed’ checkmark icon on the Project Development Checklist screen. This gives users an at-a-glance view of the project progress.</FONT></I></P></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>When you are finished entering date, click the SAVE &amp; EXIT button to save the checklist item and return to the Project Development Checklist screen.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The checklist item is saved, and the Project Development Checklist screen is displayed.</FONT></TD></TR></TBODY></TABLE></BLOCKQUOTE><BR>
<H2 class=form>Related Help Documents</H2>
<BLOCKQUOTE>
<P><FONT face=Helvetica size=2></FONT>
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<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>List of checklist items and types</FONT></TD>
<TD width=456><FONT face=Arial size=2>Tell Me About Project Development Checklist Items</FONT></TD></TR>
<TR vAlign=top>
<TD width=174><FONT face=Arial size=2>Field definitions of checklist item screens</FONT></TD>
<TD width=456><FONT face=Arial size=2>Tell Me About Project Development Checklist Detail Screens</FONT></TD></TR>
<TR vAlign=top>
<TD width=174><FONT face=Arial size=2>Project Development Checklist Screen</FONT></TD>
<TD width=456><FONT face=Arial size=2>Tell Me About Project Development Checklist</FONT></TD></TR>
<TR vAlign=top>
<TD width=174><FONT face=Arial size=2>Add checklist item</FONT></TD>
<TD width=456><FONT face=Arial size=2>How Do I Add Standard Project Development Checklist Item</FONT>
<P><FONT face=Arial size=2>How Do I Add User-Defined Checklist Item</FONT></P></TD></TR>
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<TD width=174><FONT face=Arial size=2>Delete checklist item</FONT></TD>
<TD width=456><FONT face=Arial size=2>How Do I Delete Project Development Checklist Item</FONT></TD></TR>
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<TD width=174><FONT face=Arial size=2>Restore deleted checklist item</FONT></TD>
<TD width=456><FONT face=Arial size=2>How Do I Restore aDeleted Project Development Checklist Item</FONT></TD></TR></TBODY></TABLE></P></BLOCKQUOTE>

Description

This function is part of the Final Design and Bid Package Preparation subsystem and is used to complete the data entry details of a standard project development checklist item of the type ‘CDS Worksheet’ (019). The Complete Checklist Item Detail function provides part of the Project Development Checklist functionality and is accessed from the checklist item hyperlink of the Project Development Checklist screen.

By default, the CDS Worksheet checklist item is not included in the Bid Package or made part of the contract (i.e., it is a noncontractual item). This means that the checklist item can be modified during the advertisement period without the need for an addendum.


Step-by-Step Directions

User Action Result
Under the "Construction Coordination" category of the Project Development Checklist, click the "Construction Documentation System (CDS) Worksheet" hyperlink. The checklist detail screen appears.
If desired, enter a user-defined title for the checklist item in the Title field. This title will appear on the main Project Development Checklist screen separated from the standard title by a dash. For example, "Coordination Meetings - User Defined Title".
Indicate whether the Construction Documentation System is required to be used on the project by selecting “Yes” or “No” from the radio button options. The selected radio button appears with a darkened center.
Enter the date the CDS Worksheet was signed in mm/dd/yyyy format; or select the date using the Calendar/clock icon. The date you entered or selected appears in the field.
Enter the name of the person who signed the CDS Worksheet in the Signed By field. The name you entered appears in the field.
If desired, attach an EDMS document to the checklist item by clicking the SEL EDMS button. See “How Do I Attach an EDMS Document”
By default, the "Include in Bid Package" indicator is set to No and cannot be edited. This is a noncontractual checklist item.
If the checklist item is complete, choose ‘Yes’ from the Completed radio button group. The selected radio button appears with a darkened center.

Note: This indicator has no effect on system processing. However, checklist items that are marked as completed appear with the ‘completed’ checkmark icon on the Project Development Checklist screen. This gives users an at-a-glance view of the project progress.

When you are finished entering date, click the SAVE & EXIT button to save the checklist item and return to the Project Development Checklist screen. The checklist item is saved, and the Project Development Checklist screen is displayed.

Related Help Documents

Topic Help Document
List of checklist items and types Tell Me About Project Development Checklist Items
Field definitions of checklist item screens Tell Me About Project Development Checklist Detail Screens
Project Development Checklist Screen Tell Me About Project Development Checklist
Add checklist item How Do I Add Standard Project Development Checklist Item

How Do I Add User-Defined Checklist Item

Delete checklist item How Do I Delete Project Development Checklist Item
Restore deleted checklist item How Do I Restore aDeleted Project Development Checklist Item



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Created by
Joseph D Howe/PennDOT
on 03/16/2005 at 10:49:28 AM