Approve Acceptance Certificate

<H2 class=form>Description</H2>
<BLOCKQUOTE>This function is part of the Contractor Services subsystem and is used to approve an Acceptance Certificate. The Approve Acceptance Certificate function provides part of the Finalization functionality and is accessed from Acceptance Certificate link on the Finalization Checklist screen, or from the link contained in the email notification that the certificate is ready for review. The Acceptance Certificate is initially created by the Finals Unit Supervisor and must be approved by the following users before the project can be finalized: Inspector in Charge (IIC), Assistant Construction Engineer or Manager (ACE/M), and, if this is a municipal project, the Municipal Approver. Once the final approval is obtained, the certificate status is updated to "Approved".
</BLOCKQUOTE> 
<H2 class=form>Step-by-Step Directions</H2>
<BLOCKQUOTE>
<TABLE border=1>
<TBODY>
<TR vAlign=top>
<TD width=153>User Action</TD>
<TD width=439>Result</TD></TR>
<TR vAlign=top>
<TD width=153>Open your browser software and access the ECMS Welcome page.</TD>
<TD width=439>The ECMS Welcome page is displayed with the navigation bar on the left.
Note: You can access the login function from the link contained in the email notification you received regarding the Acceptance Certificate. When you click the link, you are taken to the Login screen. Enter your user ID and password as described below. Instead of seeing the ECMS Welcome page, however, you are taken directly to the Acceptance Certificate screen. </TD></TR>
<TR vAlign=top>
<TD width=153>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.</TD>
<TD width=439>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).</TD></TR>
<TR vAlign=top>
<TD width=153>From the navigation bar, select the Contractor Services option. </TD>
<TD width=439>The Contractor Services options available to your user group are displayed.</TD></TR>
<TR vAlign=top>
<TD width=153>Select the My Projects option beneath Contractor Services on the navigation bar.</TD>
<TD width=439>The My Projects page is displayed and lists the projects associated with your personalized search.</TD></TR>
<TR vAlign=top>
<TD width=153>If desired, update your personalized search by clicking the Personalize Project Search link.</TD>
<TD width=439>The search fields are displayed and open for entry.</TD></TR>
<TR vAlign=top>
<TD width=153>If needed, enter search criteria to narrow the displayed listing of projects, then click the REFRESH button.</TD>
<TD width=439>The My Projects page is updated based on the search criteria.</TD></TR>
<TR vAlign=top>
<TD width=153>Select the project for which you want to add a finalization checklist item, choose "Finalization Checklist" from the Go links, and click the GO button.</TD>
<TD width=439>The Finalization Checklist screen is displayed.</TD></TR>
<TR vAlign=top>
<TD width=153>Click on the Acceptance Certificate title hyperlink on the Finalization Checklist.</TD>
<TD width=439>The Acceptance Certificate screen is displayed.</TD></TR>
<TR vAlign=top>
<TD width=153>Use the down arrow icon at the upper left of the display to jump to the bottom of the screen.</TD>
<TD width=439>The lower portion of the screen is displayed.</TD></TR>
<TR vAlign=top>
<TD width=153>Click the EDIT button.</TD>
<TD width=439>The screen switches to edit mode.</TD></TR>
<TR vAlign=top>
<TD width=153>Click the APPROVE button.</TD>
<TD width=439>A message is displayed asking you to confirm that you want to approve the Acceptance Certificate.</TD></TR>
<TR vAlign=top>
<TD width=153>Click OK on the message box.</TD>
<TD width=439>The message box closes, and a 'please wait' message is displayed. When processing is complete, a 'successful' message is displayed.
Note: The system automatically generates and sends an email notification to the next user in the workflow. If you are the last user required to approve the certificate, the Acceptance Certificate status is updated to Approved.</TD></TR></TBODY></TABLE></BLOCKQUOTE>

Description

This function is part of the Contractor Services subsystem and is used to approve an Acceptance Certificate. The Approve Acceptance Certificate function provides part of the Finalization functionality and is accessed from Acceptance Certificate link on the Finalization Checklist screen, or from the link contained in the email notification that the certificate is ready for review.

The Acceptance Certificate is initially created by the Finals Unit Supervisor and must be approved by the following users before the project can be finalized: Inspector in Charge (IIC), Assistant Construction Engineer or Manager (ACE/M), and, if this is a municipal project, the Municipal Approver. Once the final approval is obtained, the certificate status is updated to "Approved".

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.
Note: You can access the login function from the link contained in the email notification you received regarding the Acceptance Certificate. When you click the link, you are taken to the Login screen. Enter your user ID and password as described below. Instead of seeing the ECMS Welcome page, however, you are taken directly to the Acceptance Certificate screen.

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.

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.

Select the project for which you want to add a finalization checklist item, choose "Finalization Checklist" from the Go links, and click the GO button. The Finalization Checklist screen is displayed.

Click on the Acceptance Certificate title hyperlink on the Finalization Checklist. The Acceptance Certificate screen is displayed.

Use the down arrow icon at the upper left of the display 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.

Click the APPROVE button. A message is displayed asking you to confirm that you want to approve the Acceptance Certificate.

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.
Note: The system automatically generates and sends an email notification to the next user in the workflow. If you are the last user required to approve the certificate, the Acceptance Certificate status is updated to Approved.

Created by
Joseph D Howe/PennDOT on 03/16/2005 at 10:48:03 AM

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. *Note*: You can access the login function from the link contained in the email notification you received regarding the Acceptance Certificate. When you click the link, you are taken to the Login screen. Enter your user ID and password as described below. Instead of seeing the ECMS Welcome page, however, you are taken directly to the Acceptance Certificate screen.
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.
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.
Select the project for which you want to add a finalization checklist item, choose "Finalization Checklist" from the Go links, and click the GO button.	The Finalization Checklist screen is displayed.
Click on the Acceptance Certificate title hyperlink on the Finalization Checklist.	The Acceptance Certificate screen is displayed.
Use the down arrow icon at the upper left of the display 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.
Click the APPROVE button.	A message is displayed asking you to confirm that you want to approve the Acceptance Certificate.
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. *Note*: The system automatically generates and sends an email notification to the next user in the workflow. If you are the last user required to approve the certificate, the Acceptance Certificate status is updated to Approved.