Edit Subcontractor Approval Request

<H2 class=form>Description</H2>
<BLOCKQUOTE>This function is part of the Contractor Services subsystem and is used to edit a Subcontractor Approval Request. The Edit function provides part of the Subcontractor Approval functionality and is accessed from the Contractor Project page.
<P><BR>This function is only available to the contractor when the request status is Draft. Authorized District and Central Office users can access this function for approved requests and can update the Work Completed field. Approved requests can be deleted by District or Central Officer users, for example, if the subcontractor does not perform the work on the project. See “How Do I Delete Approved Subcontractor Request” under Subcontractor Approval in the Help system. </P></BLOCKQUOTE><BR>
<H2 class=form>Step-by-Step Directions</H2>
<BLOCKQUOTE>
<TABLE border=1>
<TBODY>
<TR vAlign=top>
<TD width=147><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=147><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=147><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=147><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=147><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.</FONT>
<P><B><I><FONT face=Arial size=2>Note</FONT></I></B><I><FONT face=Arial size=2>: Authorized PENNDOT users can also access the project from the My Projects page; however, they may need to change the personal search options before the desired project displays on their My Projects screen (e.g., set “On Project Team” indicator to “No”).</FONT></I></P></TD></TR>
<TR vAlign=top>
<TD width=147><FONT face=Arial size=2>Select the project for which you want to edit a subcontractor approval request by clicking in the checkbox in front of the project number.</FONT></TD>
<TD width=439><FONT face=Arial size=2>A checkmark appears in the checkbox.</FONT></TD></TR>
<TR vAlign=top>
<TD width=147><FONT face=Arial size=2>Choose “Subcontractor Approval Requests” from the Go links and click the GO button.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The Subcontractor Approval Requests by Project list is displayed.</FONT></TD></TR>
<TR vAlign=top>
<TD width=147><FONT face=Arial size=2>Click the Request Number hyperlink for the request you wish to edit.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The Subcontractor Approval Request screen for the specified request is displayed.</FONT></TD></TR>
<TR vAlign=top>
<TD width=147><FONT face=Arial size=2>Use the down arrow icon at the upper left of the screen display to jump to the bottom of the page.</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=147><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=147><FONT face=Arial size=2>Make the necessary updates and save the screen.</FONT></TD>
<TD width=439><FONT face=Arial size=2>The changes you made are saved.</FONT>
<P><FONT face=Arial size=2>See “How Do I Submit Subcontractor Approval Request” under Subcontractor Approval in the Help system for directions on submitting the request.</FONT></P></TD></TR></TBODY></TABLE></BLOCKQUOTE>

Description

This function is part of the Contractor Services subsystem and is used to edit a Subcontractor Approval Request. The Edit function provides part of the Subcontractor Approval functionality and is accessed from the Contractor Project page.


This function is only available to the contractor when the request status is Draft. Authorized District and Central Office users can access this function for approved requests and can update the Work Completed field. Approved requests can be deleted by District or Central Officer users, for example, if the subcontractor does not perform the work on the project. See “How Do I Delete Approved Subcontractor Request” under Subcontractor Approval in the Help system.


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.

Note: Authorized PENNDOT users can also access the project from the My Projects page; however, they may need to change the personal search options before the desired project displays on their My Projects screen (e.g., set “On Project Team” indicator to “No”).

Select the project for which you want to edit a subcontractor approval request by clicking in the checkbox in front of the project number. A checkmark appears in the checkbox.
Choose “Subcontractor Approval Requests” from the Go links and click the GO button. The Subcontractor Approval Requests by Project list is displayed.
Click the Request Number hyperlink for the request you wish to edit. The Subcontractor Approval Request screen for the specified request is displayed.
Use the down arrow icon at the upper left of the screen display to jump to the bottom of the page. The lower portion of the screen is displayed.
Click the EDIT button. The screen switches to edit mode.
Make the necessary updates and save the screen. The changes you made are saved.

See “How Do I Submit Subcontractor Approval Request” under Subcontractor Approval in the Help system for directions on submitting the request.



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Created by
Joseph D Howe/PennDOT
on 03/16/2005 at 10:52:45 AM