Finalization Checklist Item

Description

This screen is part of the Contractor Services subsystem and is used to display detailed information about specific items from the Finalization Checklist. There are five versions of the Finalization Checklist Item screen including Project Record Items, Audit Items, Miscellaneous Items, standard items and storage information about box assignments. The Finalization Checklist Item screen provides part of the Finalization functionality and is accessed from the Finalization Checklist. Some item types, such as Box, Audit, Miscellaneous, Partial Project Acceptance, and Project Record items may be manually added by selecting the item type from the Add links and clicking the Add button. Other items, for example, Record Destroy Dates, are added automatically by the system and cannot be manually added or deleted.

Fields

Field Name	State	Description
Project Header (Full)	Protected	The full project header fields are displayed as a standard throughout much of ECMS. The header displays general project information including Project number, Short project description, District number, County, Project Status, SR, Section, Municipality, Group and Admin Org Code. The header also provides quick navigation to other screens related to the same project: Contractors click the word "Project" to navigate to the Contractor Project page. The words "Project Team" take Contractor users to the Third Party Project Team screen. PENNDOT, FHWA, Municipal, and Consultant users click the word "Project" to link to the Project Information or Construction Project Information screen (depending on Project Status). The words "Project Team" take these users to the Project Team screen. The header also provides a 'fast path' to the same screen for a different project number. Users navigate by typing the destination project number in the Project field (next to the Project link) and clicking the GO button.
		*****Project Information Item*****
Title	Protected	System generated, non-editable name. The following checklist items are automatically added to the Finalization Checklist: Final Inspection, Physical Work Complete, Required Document Received, Project Acceptance.
Date	Editable	Date the record was accepted.
EDMS Link	Editable	Links to the scanned document in EDMS; opens that document in a browser window.
Comments	Editable – Optional	Free form entry text box for optional comments.
		******Innovative Bidding****** The system automatically adds one checklist item for each A+Bx item in the bid.
Title	Protected	The title is defaulted to A+Bx (9999-9999) where '9999-9999' is the item number.
Date	Editable	Date the record was accepted.
EDMS Link	Editable	Links to the scanned document in EDMS; opens that document in a browser window.
Comments	Editable	The system inserts the text "Max Days: XXXX Bid Days: XXXX", where the Max Days is the number of days stipulated in the design item, and Bid Days is the number of days bid by the contractor (that is, the quantity of the design item and the quantity of the bid item).
		*****Acceptance Certificate*****
Title	Protected	The title defaults to "Partial Project Acceptance" when the user adds this checklist item from the Add link of the same name on the Finalization Checklist.
Date	Editable	Date the record was accepted.
EDMS Link	Editable	Links to the scanned document in EDMS; opens that document in a browser window.
Comments	Editable – Optional	Free form entry text box for optional comments.
		*****Miscellaneous Item*****
Title	Editable – Required	Editable, free text entry field.
Date	Editable	Date the record was accepted.
EDMS Link	Editable – Optional	Links to the scanned document in EDMS; opens that document in a browser window.
Comments	Editable – Optional	Free form entry text box for optional comments.
		*****Project Record Item*****
Type	Editable – Required	Allows user to select the specific project record type.
ID #	Editable - Optional	Free form text entry field.
Date Verified	Editable - Optional	Date the project record was recorded as being received.
Box #	Editable - Optional	This drop-down contains all the box numbers entered for a particular project.
Comments	Editable - Optional	Free form entry text box for optional comments.
		*****Audit Item*****
Audit Title	Editable – Required	Free form text entry field.
Final Audit (checkbox)	Editable – Optional	Indicates whether or not this is a final audit.
Auditor Names (selection window)	Editable - Required	This field can contain more than one entry. The list of available names is limited to the District Finals Unit personnel.
Date Assigned	Editable – Required	Click on the calendar icon to open the calendar control box and select the date desired.
Date Suspended	Editable – Optional	Click on the calendar icon to open the calendar control box and select the date desired.
Date Completed	Editable – Optional	Must be later than the Date Assigned and Date Suspended. Click on the calendar icon to open the calendar control box and select the date desired.
Punch List (radio buttons)	Editable- Optional	Indicates whether or not a punch list was created.
Punch List Resolved	Editable – Optional	Click on the calendar icon to open the calendar control box and select the date.
Items Generated (checkboxes)	Editable – Optional	Items generated from the checklist. Three checkboxes are available for selection: Work Order, Estimate and Invoice.
EDMS Link	Editable - Optional	Links to the scanned document in EDMS; opens that document in a browser window.
Comments	Editable – Optional	Free form entry text box for optional comments.
		*****Resolution of Material Discrepancies*****
Title	Editable – Required	Editable, free text entry field. The system automatically adds two items to this category: 4238A - Certified by District Materials Engineer, and 4238C - Letter of Certification. The titles for the automatically added items cannot be edited.
Date	Editable	Date the record was accepted.
EDMS Link	Editable – Optional	Links to the scanned document in EDMS; opens that document in a browser window.
Comments	Editable – Optional	Free form entry text box for optional comments.
		*****Notification of Final Quantities*****
Title	Editable – Required	Editable, free text entry field. The system automatically adds two items to this category: Verification of Claims and Time Extension Requests Resolved. The titles for the automatically added items cannot be edited.
Date	Editable	Date the record was accepted.
EDMS Link	Editable – Optional	Links to the scanned document in EDMS; opens that document in a browser window.
Comments	Editable – Optional	Free form entry text box for optional comments.
		*****Record Destroy Dates*****
Title	Protected	The system automatically adds three items to this category: Calculated Record Destroy Date, Central Office Override Destroy Date, District Override Destroy Date. The titles for the automatically added items cannot be edited.
Date	Editable	Date that the project records are scheduled to be destroyed.
EDMS Link	Editable – Optional	Links to the scanned document in EDMS; opens that document in a browser window.
Comments	Editable – Optional	Free form entry text box for optional comments.
		*****Final Package*****
Title	Protected	The system automatically adds three items to this category: Finaled and Notification Sent, BCM Received Final Package, Final Package Complete. The titles for the automatically added items cannot be edited.
Date	Editable	Date that the project records are scheduled to be destroyed.
EDMS Link	Editable – Optional	Links to the scanned document in EDMS; opens that document in a browser window.
Comments	Editable – Optional	Free form entry text box for optional comments.
		*****Box Item*****
Box	Editable – Required	Box number where project records are physically stored.
Location 1	Editable – Required	Description for first location.
Location 2	Editable – Optional	Description for second location.
Location 3	Editable – Optional	Description for third location.
Location 4	Editable – Optional	Description for fourth location.
Comments	Editable - Optional	Free form entry text box for optional comments.

Actions

Action	Description
? (icon)	When the user clicks this icon, they are taken to the screen’s “Tell Me About” Help document, which provides a brief screen description, a definition of each field, and a definition of each ‘action’ (link, button, icon).
Up/Down Arrows (icon)	When the user clicks the up arrow at the top left corner of the display, they are taken to the top of the screen view. When the user clicks the down arrow at the top left corner of the display, they are taken to the bottom of the screen view. TIP: The function buttons such as BACK, EDIT, and SAVE are always located at the extreme bottom of the screen. Use the down arrow to quickly move to the buttons you need.
Sel EDMS (button)	When the user clicks this button, they are taken to the "attach EDMS document" function. See How Do I Attach EDMS Document" under the Common Functions category of the Help system for details.
Go (button)	When the user clicks this button, the destination screen they selected from the Go Links drop-down field is displayed.
Add (button)	When the user selects a checklist item name from the Add links drop-down list and clicks the Add button, they are taken to the selected checklist item screen in create mode.
Back (button)	When the user clicks this button, they are returned to the previous screen in the browser history.
Save (button)	Submits the document and saves the data to the database. Returns user to the current screen.
Save&Exit (button)	Submits the document and saves the data to the database. Returns the user to the Finalization Checklist screen in edit mode.

Created by
Joseph D Howe/PennDOT on 03/16/2005 at 10:53:22 AM