Modify Construction Record

<H2 class=form>Description</H2>
<BLOCKQUOTE>The Modify Construction Record function is part of the Verification and Payments subsystem and provides part of the Construction Records functionality. The function can be accessed when the user navigates to the Construction Record screen for the record they wish to modify, clicks the Edit button, completes changes, then clicks the Save &amp; Exit button.
<P><BR>The Modify Construction Record function is available when the project is in Construction or Post-Construction status and at least one Construction Record has been created. Note that the modification of the construction record in ECMS does not modify any linked file or document in the Electronic Document Management System (EDMS).<BR><BR>For details on deleting records, see “How Do I Delete Construction Record”. <BR></P></BLOCKQUOTE><BR>
<H2 class=form>Quick Navigation</H2>
<BLOCKQUOTE><FONT face=Arial size=2>The following table provides an overview of the steps in this process. Detailed step-by-step directions are provided in the next section.</FONT>
<TABLE border=1>
<TBODY>
<TR vAlign=top>
<TD width=199><B><FONT face=Arial size=2>From this screen….</FONT></B></TD>
<TD width=391><B><FONT face=Arial size=2>perform this action:</FONT></B></TD></TR>
<TR vAlign=top>
<TD width=199><FONT face=Arial size=2>My Projects</FONT></TD>
<TD width=391><FONT face=Arial size=2>Select project by clicking in checkbox</FONT>
<P><FONT face=Arial size=2>Choose ‘Construction Records’ from Go links </FONT>
<P><FONT face=Arial size=2>Click GO button</FONT></P></TD></TR>
<TR vAlign=top>
<TD width=199><FONT face=Arial size=2>Construction Records list</FONT></TD>
<TD width=391><FONT face=Arial size=2>Click Type hyperlink</FONT></TD></TR>
<TR vAlign=top>
<TD width=199><FONT face=Arial size=2>Construction Record</FONT></TD>
<TD width=391><FONT face=Arial size=2>Click EDIT button</FONT>
<P><FONT face=Arial size=2>Make necessary changes</FONT>
<P><FONT face=Arial size=2>Click SAVE &amp; EXIT</FONT></P></TD></TR></TBODY></TABLE></BLOCKQUOTE><BR>
<H2 class=form>Step-by-Step Directions</H2>
<BLOCKQUOTE>
<P>
<TABLE border=1>
<TBODY>
<TR vAlign=top>
<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>
<TR vAlign=top>
<TD width=151><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></TD></TR>
<TR vAlign=top>
<TD width=151><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=151><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 option available to your user group are displayed.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><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=151><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=151><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=151><FONT face=Arial size=2>Locate the project for which you want to modify a Construction Record and select it by clicking in the checkbox.</FONT></TD>
<TD width=439><FONT face=Arial size=2>A ‘X’ appears in the selected checkbox.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>Choose ‘Construction Records’ from the Go links and click the GO button.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The Construction Records list is displayed. The list is ordered by Type and then by Title in ascending alphabetical order.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>Click the Type hyperlink for the record you want to modify.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The Construction Record screen for the specified record is displayed. </FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>If necessary, 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=151><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=151><FONT face=Arial size=2>Update the necessary fields.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The changes you make appear in the appropriate fields.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><FONT face=Arial size=2>Click the SAVE &amp; EXIT button.</FONT></TD>
<TD width=439><FONT face=Arial size=2>A ‘please wait’ message is displayed. When processing is complete, a ‘successful’ message is displayed.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><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 you are returned to the Construction Records list.</FONT></TD></TR>
<TR vAlign=top>
<TD width=151><IMG height=1 alt="" src="/icons/ecblank.gif" width=1 border=0></TD>
<TD width=439><FONT face=Arial size=2>Continue modifying records, or use the navigation bar to access other ECMS functions or to log out of the system.</FONT></TD></TR></TBODY></TABLE></P></BLOCKQUOTE><BR>
<H2 class=form>Related Help Documents</H2>
<BLOCKQUOTE>
<P>
<TABLE border=1>
<TBODY>
<TR vAlign=top>
<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>Field definitions and descriptions</FONT></TD>
<TD width=456><FONT face=Arial size=2>Tell Me About Construction Record</FONT></TD></TR>
<TR vAlign=top>
<TD width=174><FONT face=Arial size=2>List of construction records</FONT></TD>
<TD width=456><FONT face=Arial size=2>Tell Me About Construction Records</FONT></TD></TR>
<TR vAlign=top>
<TD width=174><FONT face=Arial size=2>Create and track record</FONT></TD>
<TD width=456><FONT face=Arial size=2>How Do I Create Construction Records</FONT></TD></TR>
<TR vAlign=top>
<TD width=174><FONT face=Arial size=2>View records</FONT></TD>
<TD width=456><FONT face=Arial size=2>How Do I View Construction Records for a Project</FONT></TD></TR>
<TR vAlign=top>
<TD width=174><FONT face=Arial size=2>Delete record</FONT></TD>
<TD width=456><FONT face=Arial size=2>How Do I Delete Construction Record</FONT></TD></TR></TBODY></TABLE></P></BLOCKQUOTE>

Description

The Modify Construction Record function is part of the Verification and Payments subsystem and provides part of the Construction Records functionality. The function can be accessed when the user navigates to the Construction Record screen for the record they wish to modify, clicks the Edit button, completes changes, then clicks the Save & Exit button.


The Modify Construction Record function is available when the project is in Construction or Post-Construction status and at least one Construction Record has been created. Note that the modification of the construction record in ECMS does not modify any linked file or document in the Electronic Document Management System (EDMS).

For details on deleting records, see “How Do I Delete Construction Record”.


Quick Navigation

The following table provides an overview of the steps in this process. Detailed step-by-step directions are provided in the next section.
From this screen…. perform this action:
My Projects Select project by clicking in checkbox

Choose ‘Construction Records’ from Go links

Click GO button

Construction Records list Click Type hyperlink
Construction Record Click EDIT button

Make necessary changes

Click SAVE & EXIT


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 option 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.
Locate the project for which you want to modify a Construction Record and select it by clicking in the checkbox. A ‘X’ appears in the selected checkbox.
Choose ‘Construction Records’ from the Go links and click the GO button. The Construction Records list is displayed. The list is ordered by Type and then by Title in ascending alphabetical order.
Click the Type hyperlink for the record you want to modify. The Construction Record screen for the specified record is displayed.
If necessary, 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.
Update the necessary fields. The changes you make appear in the appropriate fields.
Click the SAVE & EXIT button. 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 Construction Records list.
Continue modifying records, or use the navigation bar to access other ECMS functions or to log out of the system.


Related Help Documents

Topic Help Document
Field definitions and descriptions Tell Me About Construction Record
List of construction records Tell Me About Construction Records
Create and track record How Do I Create Construction Records
View records How Do I View Construction Records for a Project
Delete record How Do I Delete Construction Record



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Created by
Joseph D Howe/PennDOT
on 03/16/2005 at 10:54:10 AM