Disapprove Acceptance Certificate

<H2 class=form>Description</H2>
<BLOCKQUOTE>This function is part of the Contractor Services subsystem and is used by any person in the workflow process to disapprove an Acceptance Certificate. The Disapprove Acceptance Certificate function provides part of the Finalization functionality and is accessed from the Acceptance Certificate screen. When the certificate is disapproved, an email notification is generated and sent to an authorized PENNDOT user.
<P></P></BLOCKQUOTE><BR>
<H2 class=form>Step-by-Step Directions</H2>
<BLOCKQUOTE>
<TABLE border=1>
<TBODY>
<TR vAlign=top>
<TD width=153><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=153><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>
<P><B><I><FONT face=Arial size=2>Note</FONT></I></B><I><FONT face=Arial size=2>: 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. </FONT></I></P></TD></TR>
<TR vAlign=top>
<TD width=153><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=153><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 options available to your user group are displayed.</FONT></TD></TR>
<TR vAlign=top>
<TD width=153><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=153><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=153><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=153><FONT face=Arial size=2>Select the project for which you want to review the acceptance certificate, choose "Finalization Checklist" from the Go links, and click the GO button.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The Finalization Checklist screen is displayed.</FONT></TD></TR>
<TR vAlign=top>
<TD width=153><FONT face=Arial size=2>Click the Acceptance Certificate title hyperlink under the Acceptance Certificate category of the checklist screen.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The Acceptance Certificate screen is displayed.</FONT></TD></TR>
<TR vAlign=top>
<TD width=153><FONT face=Arial size=2>Use the down arrow icon at the upper left of the display to jump to the bottom of the screen.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The lower portion of the screen is displayed.</FONT></TD></TR>
<TR vAlign=top>
<TD width=153><FONT face=Arial size=2>Click the EDIT button.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The screen switches to edit mode.</FONT></TD></TR>
<TR vAlign=top>
<TD width=153><FONT face=Arial size=2>Click the DISAPPROVE button.</FONT></TD>
<TD width=439><FONT face=Arial size=2>A message is displayed asking you to confirm that you want to disapprove the Acceptance Certificate.</FONT></TD></TR>
<TR vAlign=top>
<TD width=153><FONT face=Arial size=2>Click OK on the message box.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The message box closes, and a 'please wait' message is displayed. When processing is complete, a 'successful' message is displayed.</FONT>
<P><B><I><FONT face=Arial size=2>Note</FONT></I></B><I><FONT face=Arial size=2>: The system automatically generates and sends an email notification to the Finals Unit Supervisor informing them that the certificate was disapproved.</FONT></I></P></TD></TR></TBODY></TABLE></BLOCKQUOTE>

Description

This function is part of the Contractor Services subsystem and is used by any person in the workflow process to disapprove an Acceptance Certificate. The Disapprove Acceptance Certificate function provides part of the Finalization functionality and is accessed from the Acceptance Certificate screen. When the certificate is disapproved, an email notification is generated and sent to an authorized PENNDOT user.


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 review the acceptance certificate, choose "Finalization Checklist" from the Go links, and click the GO button. The Finalization Checklist screen is displayed.
Click the Acceptance Certificate title hyperlink under the Acceptance Certificate category of the checklist screen. 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 DISAPPROVE button. A message is displayed asking you to confirm that you want to disapprove 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 Finals Unit Supervisor informing them that the certificate was disapproved.



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Created by
Joseph D Howe/PennDOT
on 03/16/2005 at 10:52:20 AM