Create and Submit Acceptance Certificate

<H2 class=form>Description</H2>
<BLOCKQUOTE>This function is part of the Contractor Services subsystem and is used to create an Acceptance Certificate checklist item. The Create Acceptance Certificate function provides part of the Finalization functionality and is accessed from the Add links on the Finalization Checklist screen when the user selects "Acceptance Certificate" and clicks the ADD button.
 Before the project can be finalized, the Acceptance Certificate must be created and approved. When a user within the workflow approves or disapproves the certificate, the system generates and sends an email notification to the next user (if approval) or to the Finals Unit (disapproval). </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.</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 create the acceptance certificate, 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>Select "Acceptance Certificate" from the Add links and click the ADD button.</TD>
<TD width=439>The Acceptance Certificate screen is displayed.</TD></TR>
<TR vAlign=top>
<TD width=153>Click the SUBMIT button.</TD>
<TD width=439>A message is displayed asking you to confirm that you want to submit the Acceptance Certificate.</TD></TR>
<TR vAlign=top>
<TD width=153>Click OK on the message box.</TD>
<TD width=439>A 'please wait' message is displayed. When processing is complete, a 'successful' message is displayed.</TD></TR>
<TR vAlign=top>
<TD width=153>Click OK on the message box.</TD>
<TD width=439>The message box closes, and you are returned to the Finalization Checklist screen. The system automatically generates and sends an email notification to the Inspector in Charge informing them that the certificate is ready for approval and containing a link to the Acceptance Certificate screen.</TD></TR></TBODY></TABLE></BLOCKQUOTE>

Description

This function is part of the Contractor Services subsystem and is used to create an Acceptance Certificate checklist item. The Create Acceptance Certificate function provides part of the Finalization functionality and is accessed from the Add links on the Finalization Checklist screen when the user selects "Acceptance Certificate" and clicks the ADD button.

Before the project can be finalized, the Acceptance Certificate must be created and approved. When a user within the workflow approves or disapproves the certificate, the system generates and sends an email notification to the next user (if approval) or to the Finals Unit (disapproval).

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.

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 create the acceptance certificate, choose "Finalization Checklist" from the Go links, and click the GO button. The Finalization Checklist screen is displayed.

Select "Acceptance Certificate" from the Add links and click the ADD button. The Acceptance Certificate screen is displayed.

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

Click OK on the message box. 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 you are returned to the Finalization Checklist screen. The system automatically generates and sends an email notification to the Inspector in Charge informing them that the certificate is ready for approval and containing a link to the Acceptance Certificate screen.

Created by
Joseph D Howe/PennDOT on 03/16/2005 at 10:50:52 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.
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 create the acceptance certificate, choose "Finalization Checklist" from the Go links, and click the GO button.	The Finalization Checklist screen is displayed.
Select "Acceptance Certificate" from the Add links and click the ADD button.	The Acceptance Certificate screen is displayed.
Click the SUBMIT button.	A message is displayed asking you to confirm that you want to submit the Acceptance Certificate.
Click OK on the message box.	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 you are returned to the Finalization Checklist screen. The system automatically generates and sends an email notification to the Inspector in Charge informing them that the certificate is ready for approval and containing a link to the Acceptance Certificate screen.