Complete Checklist Item for Utility Clearance Assurance Letter

Description

This function is part of the Project Services subsystem and is used to complete the data entry details of a standard project development checklist item of the type 'Topographical Survey'. 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.

When the project is in Design or Review status, this function can be accessed by all members of the Design Project Team. After the project has been advertised, this function can only be accessed via an in-process addendum and only by users with create/update authority for the addendum. After bids for the project are opened and before the project is finalized, the Complete Checklist Item Detail function can only be accessed by members of the Construction Project Team.

The checklist detail screen for the Utility Clearance Assurance Letter item allows the user to enter the date the letter was submitted to FHWA, set the "Include in Bid Package" and "Completed" indicators, and link an EDMS document(s).

Step-by-Step Directions

User Action	Result
From the Project Development Checklist, click the checklist name hyperlink for the checklist item you want to update.	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".
Enter the date the Utility Clearance Assurance Letter was submitted to FHWA in mm/dd/yyyy format; or select the date using the Calendar/clock icon.	The date you entered or selected appears in the field.
If desired, enter comments regarding the checklist item in the Comments field.	The text 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" under the Common Functions category of the Help system.
Indicate whether the checklist item should be included in the Bid Package by choosing 'Yes' or 'No' in the radio button group.	The selected radio button appears with a darkened center. Note: When the project is advertised, any checklist detail screens having this indicator set to 'Yes' are accessible from the 'Attachments' link of the Bid Package, and can be viewed by all ECMS users, including the general public.
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 Deleted Project Development Checklist Item

Created by	Last Modified by
Joseph D Howe/PennDOT on 03/16/2005 at 10:49:39 AM	Wanda Taylor/PennDOT on 03/18/2005 at 03:10:39 PM