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CA Contracts - Completion Stage User Guide Web-Based Contract Management Services
CA Contracts - Completion Stage
User Guide
Web-Based Contract Management Services
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Table of Contents
Pre-Construction Checklist / Turnover Agreement / Instruction Notice ..................................................... 1
Pre-Construction Checklist ................................................................................................................... 1
Roles Involved .................................................................................................................................. 1
Workflow Stages ............................................................................................................................... 2
Other Records ................................................................................................................................... 2
Activities ............................................................................................................................................ 3
Getting started with Pre-Construction Checklist ............................................................................. 3
Creating a Pre-Construction Checklist ........................................................................................... 5
Editing a Pre-Construction Checklist .............................................................................................. 8
Submitting a Pre-Construction Checklist ...................................................................................... 10
Requesting More Information ....................................................................................................... 12
Reviewing a Pre-Construction Checklist ...................................................................................... 15
Viewing a Pre-Construction Checklist .......................................................................................... 18
Performance Assessment ...................................................................................................................... 20
Performance Assessment – Construction Contract ............................................................................. 20
Roles Involved ................................................................................................................................ 20
Workflow Stages ............................................................................................................................. 21
Activities .......................................................................................................................................... 22
Getting started with Performance Assessment record ................................................................. 22
Creating a Performance Assessment record ............................................................................... 24
Editing a Performance Assessment record .................................................................................. 28
Submitting a Performance Assessment record ............................................................................ 30
Viewing a Performance Assessment record ................................................................................ 32
EA Processing ....................................................................................................................................... 34
EA Processing .................................................................................................................................... 34
Roles Involved ................................................................................................................................ 34
Workflow Stages ............................................................................................................................. 35
Activities .......................................................................................................................................... 36
Getting started with EA Processing record ................................................................................... 36
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Creating an EA Processing record ............................................................................................... 37
Editing an EA Processing record ................................................................................................. 44
Submitting an EA Processing record ........................................................................................... 47
Viewing an EA Processing record ................................................................................................ 49
Independent Audit .................................................................................................................................. 51
Independent Audit .............................................................................................................................. 51
Roles Involved ................................................................................................................................ 51
Workflow Stages ............................................................................................................................. 52
Activities .......................................................................................................................................... 53
Getting started with Independent Audit ........................................................................................ 53
Creating an Independent Audit record ......................................................................................... 55
Editing an Independent Audit record ............................................................................................ 59
Submitting an Independent Audit record ...................................................................................... 61
Requesting More Information ....................................................................................................... 63
Submitting an Actual Milestone Date ........................................................................................... 66
Viewing an Independent Audit record .......................................................................................... 70
Pit And Quarry After Use ........................................................................................................................ 72
Pit And Quarry After Use .................................................................................................................... 72
Roles Involved ................................................................................................................................ 72
Workflow Stages ............................................................................................................................. 73
Activities .......................................................................................................................................... 74
Getting started with Pit And Quarry After Use record ................................................................... 74
Creating a Pit And Quarry After Use record ................................................................................. 76
Editing a Pit And Quarry After Use record .................................................................................... 82
Submitting a Pit And Quarry After Use record .............................................................................. 85
Requesting More Information ....................................................................................................... 87
Viewing a Pit And Quarry After Use record .................................................................................. 90
Substantial Performance Application / Contract Completion Application ................................................ 92
Substantial Performance Application .................................................................................................. 92
Roles Involved ................................................................................................................................ 92
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Workflow Stages ............................................................................................................................. 93
Other Records ................................................................................................................................. 94
Activities .......................................................................................................................................... 95
Getting started with Substantial Performance Application record ................................................. 95
Submitting a Substantial Performance Application record ............................................................ 97
Requesting More Information ..................................................................................................... 100
Approving a Substantial Performance Application record .......................................................... 103
Viewing a Substantial Performance Application record .............................................................. 106
Completion of Subcontract ................................................................................................................... 108
Completion of Subcontract................................................................................................................ 108
Roles Involved .............................................................................................................................. 108
Workflow Stages ........................................................................................................................... 109
Activities ........................................................................................................................................ 110
Getting started with Completion of Subcontract ......................................................................... 110
Creating a Completion of Subcontract ....................................................................................... 112
Editing a Completion of Subcontract .......................................................................................... 117
Submitting a Completion of Subcontract .................................................................................... 119
Viewing a Completion of Subcontract ........................................................................................ 121
Contract Completion – Record Not Delivered ....................................................................................... 123
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Pre-Construction Checklist / Turnover Agreement / Instruction Notice
This section describes the various activities performed on the records pertaining to Pre-Construction Checklist, Turnover Agreement, and Instruction Notice. Each record will follow a specific workflow process.
As an example, we are using the ‘Pre-Construction Checklist’ record to demonstrate the activities involved with Navigating to the record, Creating the record, Editing the record, Submitting the record, Reviewing the record and Viewing the record.
The other records listed below will follow the same activities as listed above, but the description, roles involved, workflow and the examples may differ slightly in each of the associated steps:
Turnover Agreement
Instruction Notice
Pre-Construction Checklist
Roles Involved
User roles are stakeholders who have the privileges to Create, Update, and Delete the Pre-Construction Checklist records. The table below lists the user roles involved in the Pre-Construction Checklist workflow.
For more details on the workflow actions performed by each user role, refer to the Workflow Stages table.
User Roles
External SP (CA) - Record Review and Approver
External SP (Contractor) - Record Review and Approver
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Workflow Stages
This workflow table explains the various stages of the Pre-Construction Checklist record. It also describes the User Roles involved at each stage of the workflow to complete the Pre-Construction Checklist lifecycle.
For example, in the “Draft” workflow stage, the user role External SP CA - Record Review and Approver creates the Pre-Construction Checklist record and submits it to External SP (Contractor) - Record Review and Approver for review.
Current Workflow Stage
User Role Role Permissions
Workflow Action
Next Workflow Stage
Draft External SP (CA) - RRA
Create, Read, Update, Delete
Submit
Submitted To External SP (Contractor) - Record Review and Approver
More Information External SP (CA) - RRA
Read, Update Submit
Submitted To External SP (Contractor) - Record Review and Approver
Submitted To External SP (Contractor) - Record Review and Approver
External SP (Contractor) - RRA
Read, Update
Submit Review
More Information More Information
Review External SP (CA) - RRA
Read, Update
Reviewed Completed
More Information
Submitted To External SP (Contractor) - Record Review and Approver
Other Records
These records will follow similar activities and actions associated as with the ‘Pre-Construction Checklist’ record. Listed below are the records that will follow the general guide with creating, viewing, reading, submitting, and reviewing the records but may differ in the description, workflow and the examples for each of the associated steps:
Turnover Agreement
Instruction Notice
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Activities
Getting started with Pre-Construction Checklist
To navigate to the Pre-Construction Checklist record:
1. In the module menu, click Contracts. The Contracts List page is displayed.
2. Double-click on the contract. The Contract Dashboard appears.
3. Enter Pre-Construction Checklist in the search toolbar below the Menu tab.
Searching the Record
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4. Click Pre-Construction Checklist in the contract navigation tree. The list of records are displayed.
List of Records
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Creating a Pre-Construction Checklist
Prerequisites
To create a Pre-Construction Checklist:
The user must have a valid user ID with an associated role.
User roles must be assigned to the active construction contract.
The roles involved in this activity are:
o External SP (CA) - Record Review and Approver
o External SP (Contractor) - Record Review and Approver
1. In the Pre-Construction Checklist list page, click New in the General group. The Pre-Construction Checklist page is displayed.
Creating the record
In the new Pre-Construction Checklist page, observe the generic contract header of the record which contains the fields that are auto-populated from the contract details. The Record ID is a unique identifier which is auto-generated and assigned to the record.
Generic Contract Header details
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2. To fill the checklist:
a. Expand Checklist task. List of pre-defined checklist items are displayed.
Field Details - Checklist task
b. In the Mandatory column, select Yes to define the action on the checklist items as mandatory.
c. In the Attachment column, select Yes if the checklist items need attachments.
d. In the Applicable column, select Yes if the action on the checklist items are applicable.
Note: Checklist is complete only if all the checklist items are marked Yes or No.
3. In the Comments box, enter any additional comments.
Field Details - Comments
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4. To attach or link a document relevant to the Pre-Construction Checklist, refer to the Global Functions User Guide, Attachments.
Note: Attachments are mandatory for the Pre-Construction Checklist records.
5. Click Save.
Save action
The Pre-Construction Checklist record is created in the “Draft” workflow stage.
Record List
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Editing a Pre-Construction Checklist
Prerequisites
To edit a Pre-Construction Checklist:
The user must have a valid user ID with an associated role.
User roles must be assigned to the active construction contract.
The roles involved in this activity are:
o External SP (CA) - Record Review and Approver
o External SP (Contractor) - Record Review and Approver
1. In the Pre-Construction Checklist list page, click the checkbox corresponding to the record to be edited. The record must be in “Draft” or “More Information” status.
2. In the General group, click Edit. The Pre-Construction Checklist page is displayed in edit mode.
Editing the record
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3. Make the changes in the editable fields as required and click Save.
Save the changes
1. The record will be displayed in the list of records.
Records list
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Submitting a Pre-Construction Checklist
Prerequisites
To submit a Pre-Construction Checklist:
The user must have a valid user ID with an associated role.
User roles must be assigned to the active construction contract.
The roles involved in this activity are:
External SP (CA) - Record Review and Approver
External SP (Contractor) - Record Review and Approver
1. In the Pre-Construction Checklist list page, click the checkbox corresponding to the record to be edited. The record must be in “Draft”, “More Information” or “Submitted” status.
2. In the General group, click Edit. The Pre-Construction Checklist page is displayed in edit mode.
3. Make sure that all the mandatory fields in the record are filled in.
Note: Fields marked with an Asterisk (*) indicate mandatory inputs.
4. In the Workflow group, click Submit.
Submit action
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The Notes window is displayed.
Notes Window
5. Enter the notes if any and click OK for completion of the current stage. The record will be displayed in the list of records with the updated status.
Records list
Note: This record has now been assigned to another user for them to respond to.
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Requesting More Information
Prerequisites
To request for “More Information” on the Pre-Construction Checklist:
The user must have a valid user ID with an associated role.
User roles must be assigned to the active construction contract.
The roles involved in this activity are:
o External SP (CA) - Record Review and Approver
o External SP (Contractor) - Record Review and Approver
1. In the Pre-Construction Checklist list page, click the checkbox corresponding to the record to be edited. The record must be in “Submitted” status.
2. In the General group, click Edit. The Pre-Construction Checklist page is displayed in edit mode.
Editing the record
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3. In the Workflow group, click More Information.
Requesting More Information
The Notes window is displayed.
Notes Window
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4. Enter the notes if any and click OK for completion of the current stage. The record will be displayed in the list of records with the updated status.
Records list
Note: This record has now been assigned to another user for them to respond to.
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Reviewing a Pre-Construction Checklist
Prerequisites
To review the Pre-Construction Checklist:
The user must have a valid user ID with an associated role.
User roles must be assigned to the active construction contract.
The role involved in this activity is: o External SP (CA) - Record Review and Approver.
1. In the Pre-Construction Checklist list page, click the checkbox corresponding to the record to be edited. The record must be in “Review” status.
2. In the General group, click Edit. The Pre-Construction Checklist page is displayed in edit mode.
Editing the record
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3. In the Workflow group, click Reviewed.
Reviewed action
The Notes window is displayed.
Notes Window
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4. Enter the notes if any and click OK for completion of the current stage. The record will be displayed in the list of records with the “Completed” status.
Records list
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Viewing a Pre-Construction Checklist
Prerequisites
To view the Pre-Construction Checklist:
The user must have a valid user ID with an associated role.
User roles must be assigned to the active construction contract.
1. In the Pre-Construction Checklist list page, click the checkbox corresponding to the record to be viewed.
2. In the General group, click View.
Viewing the record
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The Pre-Construction Checklist page is displayed in view mode.
View action
Only users that are permissioned to view this record will have access depending on the status of the record.
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Performance Assessment
This section describes the various activities performed on the records pertaining to Performance Assessment. This record will follow a specific workflow process.
We are using the ‘Performance Assessment’ record to demonstrate the activities involved with Navigating to the record, Creating the record, Editing the record, Submitting the record, Sending the record, Acknowledging the record, Final Submission of the record and Viewing the record.
Performance Assessment – Construction Contract
Roles Involved
User roles are stakeholders who have the privileges to Create, Update, and Delete the Performance Assessment records based on the workflow stages. The table below lists the user roles involved in the Performance Assessment record workflow:
For more details on the workflow actions performed by each user role, refer to Workflow Stages table.
User Roles
Contract Services Administrator (CSA)
External SP (CA) - Record Review and Approver
External SP (Contractor) - Record Review and approver
Regional Contracts Engineer
Area Contract Engineer
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Workflow Stages
This workflow table explains the various stages of the Performance Assessment record. It also describes the User Roles involved at each stage of the workflow to complete the Performance Assessment record lifecycle.
For example, in the "Draft" workflow stage, the user role External SP (CA) - Record Review and Approver creates the record and submits it to Contract Services Administrator (CSA) for review.
Current Workflow Stage
User Role Role Permissions
Workflow Action
Next Workflow Stage
Draft External SP (CA) - Record Review and Approver
Create, Read, Update, Delete
Submit Submitted To Contract Services Administrator (CSA)
More Information External SP (CA) - Record Review and Approver
Read, Update Submit Submitted To Contract Services Administrator (CSA)
Submitted To Contract Services Administrator (CSA)
Contract Services Administrator (CSA)
Read, Update
Submit Submitted To Area Contract Engineer
More Information
More Information
Submitted To Area Contract Engineer
Area Contract Engineer
Read, Update
Submit Submitted to Regional Contracts Engineer
More Information
Submitted To Contract Services Administrator (CSA)
Submitted to Regional Contracts Engineer
Regional Contracts Engineer
Read, Update
Submit Submitted To Contract Services Administrator (CSA)
More Information
Submitted To Area Contract Engineer
Submitted To Contract Services Administrator (CSA)
Contract Services Administrator (CSA)
Read, Update Send to SP
Submitted To External SP (Contractor) - Record Review and approver
Submitted To External SP (Contractor) - Record Review and approver
Read, Update Acknowledge Acknowledged
Acknowledged Contract Services Administrator (CSA)
Read, Update Final Submit Completed
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Activities
Getting started with Performance Assessment record
To navigate to the Performance Assessment record:
1. In the module menu, click Contracts. The Contracts List page is displayed.
2. Double-click on the contract. The Contract Dashboard appears.
3. Enter Performance Assessment in the search toolbar below the Menu tab.
Searching the Record
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4. Click Performance Assessment in the contract navigation tree. The list of records are displayed.
List of Records
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Creating a Performance Assessment record
Prerequisites
To create a Performance Assessment record:
The user must have a valid user ID with an associated role.
User roles must be assigned to the active construction contract.
The role involved in this activity is:
o External SP (CA) - Record Review and Approver.
1. In the Performance Assessment record page, click New in the General group. The Performance Assessment page is displayed.
Creating the record
In the new Performance Assessment record page, observe the generic contract header of the record which contains the fields that are auto-populated from the contract details. The Record ID is a unique identifier which is auto-generated and assigned to the record.
Generic Contract Header details
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2. From the Assessment Type drop-down box, select the Performance Assessment type.
3. To add a Summary of Form B details:
a. Expand Summary of Form B and perform the following steps:
b. Click Add.
Field Details - Summary of Form B
The Summary of Form B dialog box appears.
Field Details - List of Summary of Form B
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c. Select the required records, and then click Select. The record ID and date are displayed in the grid.
Note: Observe that clicking on a record opens the corresponding Summary of Form B record in a new tab.
Field Details - Linked Records
4. In the Rating box, enter the rating for the Contractor Service Provider.
5. From the Rating Date drop-down box, select the rating date.
Field Details - Rating and Rating Date
6. To attach or link a document relevant to the Performance Assessment record, refer to the Global Functions User Guide, Attachments.
Note: Attachment is mandatory in order to submit the record.
7. To add comments to the record, refer to the Global Functions User Guide, Comments.
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8. Click Save.
Save action
The Performance Assessment record is created in the “Draft” workflow stage.
Record List
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Editing a Performance Assessment record
Prerequisites
To edit a Performance Assessment record:
The user must have a valid user ID with an associated role.
User roles must be assigned to the active construction contract.
The role involved in this activity is:
o External SP (CA) - Record Review and Approver.
1. In the Performance Assessment records page, click the checkbox corresponding to the record to be edited. The record must be in “Draft” or “More Information” status.
2. In the General group, click Edit. The Performance Assessment record page is displayed in edit mode.
Editing the record
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3. Make the changes in the editable fields as required and click Save.
Save the changes
The record will be displayed in the list of records.
Records list
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Submitting a Performance Assessment record
Prerequisites
To submit a Performance Assessment record:
The user must have a valid user ID with an associated role.
User roles must be assigned to the active construction contract.
The roles involved in this activity are:
o Contract Services Administrator (CSA)
o External SP (CA) - Record Review and Approver
o Area Contract Engineer
o Regional Contracts Engineer.
1. In the Performance Assessment records page, click the checkbox corresponding to the record to be edited. The record must be in “Draft” or “More Information status.
2. In the General group, click Edit. The Performance Assessment record page is displayed in edit mode.
3. Make sure that all the mandatory fields in the record are filled in.
Note: Fields marked with an Asterisk (*) indicate mandatory inputs.
4. In the Workflow group, click Submit.
Note: Attachment is mandatory to submit the record.
Submit action
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The Notes window is displayed.
Notes Window
5. Enter the notes if any and click OK for completion of the current stage. The record will be displayed in the list of records with the updated status.
Records list
Note: This record has now been assigned to another user for them to respond to.
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Viewing a Performance Assessment record
Prerequisites
To view the Performance Assessment records:
The user must have a valid user ID with an associated role.
User roles must be assigned to the active construction contract.
1. In the Performance Assessment records page, click the checkbox corresponding to the record to be viewed.
2. In the General group, click View.
Viewing the record
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The Performance Assessment record page is displayed in view mode.
View action
Only users that are permissioned to view this record will have access depending on the status of the record.
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EA Processing
This section describes the various activities performed on the records pertaining to EA Processing. Each record will follow a specific workflow process.
We are using the ‘EA Processing’ record to demonstrate the activities involved with Navigating to the record, Creating the record, Editing the record, Submitting the record, Reviewing the record and Viewing the record.
EA Processing
Roles Involved
User roles are stakeholders who have the privileges to Create, Update, and Delete the EA Processing records based on the workflow stages. The table below lists the user roles involved in the EA Processing record workflow:
For more details on the workflow actions performed by each user role, refer to Workflow Stages table.
User Roles
Contract Services Administrator (CSA)
External SP (CA) - Record Review and Approver
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Workflow Stages
This workflow table explains the various stages of the EA Processing record. It also describes the User Roles involved at each stage of the workflow to complete the EA Processing record lifecycle.
For example, in the "Draft" workflow stage, the user role External SP (CA) - Record Review and Approver creates the record and submits it to Contract Services Administrator (CSA) for review.
Current Workflow Stage
User Role Role Permissions
Workflow Action
Next Workflow Stage
Draft External SP (CA) - RRA
Create, Read, Update, Delete
Submit Submitted
More Information External SP (CA) - RRA
Read, Update Submit Submitted
Submitted Contract Services Administrator (CSA)
Read, Update
Reviewed Completed
More Information
More Information
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Activities
Getting started with EA Processing record
To navigate to the EA Processing record:
1. In the module menu, click Contracts. The Contracts List page is displayed.
2. Double-click on the CA contract. The Contract Dashboard appears.
3. Enter EA Processing in the search toolbar below the Menu tab.
Searching the Record
4. Click EA Processing in the contract navigation tree. The list of records are displayed.
List of Records
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Creating an EA Processing record
Prerequisites
To create an EA Processing record:
The user must have a valid user ID with an associated role.
User roles must be assigned to the active CA contract.
The role involved in this activity is:
o External SP (CA) - Record Review and Approver.
1. In the EA Processing record page, click New in the General group. The EA Processing page is displayed.
Creating the record
In the new EA Processing record page, observe the generic contract header of the record which contains the fields that are auto-populated from the contract details.
Generic Contract Header details
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The Record ID is a unique identifier which is auto-generated and assigned to the record.
2. From the Construction Contract drop-down box, select the required contract.
3. In the Description box, enter the description of the EA process.
Field Details - EA Process details
4. To add the Authority(s):
a. Expand the Authority(s) Notified section and click Add. The Resource List form is displayed.
Field Details - Authority(s) Notified
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b. Click the checkbox of the authority notified for the incident from the list and click Select. The authority(s) selected is added in the Authority(s) Notified section.
Note: The Resource List displays the list of resources in the associated CA Contract.
Field Details - Resource List
c. Select the row and click Edit. The Edit Authority(s) Notified form is displayed.
Field Details - Resource List
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d. Select the Date and enter the Time of when you notified the authority about the incident.
Field Details - Date and Time of Notification
e. Click Save. The details are saved in the grid.
Field Details - Authority(s) Notified section
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5. Fill in the following details in the QUESTIONNAIRE:
a. Consulting Firm - Enter the name of the consulting firm.
The Consultant Contract Administrator box displays the construction contract administrator of the project.
b. Consultant Environmental Inspector - Enter the name of the Consultant Environmental Inspector.
c. MTO Contract Services Administrator - From the drop-down, select the MTO Contract Services Administrator.
d. EA Category - Select the appropriate category for the options.
Field Details - Questionnaire details
6. In SECTION B: PROJECT DATA, enter in the responses for the questions listed.
Field Details - Section B Project Data
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7. Under the TABLE 1 section, expand MTO’s CLASS EA PRINCIPLES: SUMMARIZED to view the summary of the principles for MTO's Class EA process.
Field Details - MTO’s CLASS EA PRINCIPLES: SUMMARIZED
8. To attach or link a document relevant to the EA Processing record, refer to the Global Functions User Guide, Attachments.
9. To add comments to the record, refer to the Global Functions User Guide, Comments.
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10. Click Save.
Save action
The EA Processing record is created in the “Draft” workflow stage.
Record List
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Editing an EA Processing record
Prerequisites
To edit an EA Processing record:
The user must have a valid user ID with an associated role.
User roles must be assigned to the active CA contract.
The role involved in this activity is:
o External SP (CA) - Record Review and Approver.
1. In the EA Processing records page, click the checkbox corresponding to the record to be edited. The record must be in “Draft” or “More Information” status.
2. In the General group, click Edit. The EA Processing record page is displayed in edit mode.
Editing the record
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3. Make the changes in the editable fields as required and click Save.
Save the changes
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The record will be displayed in the list of records.
Records list
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Submitting an EA Processing record
Prerequisites
To submit an EA Processing record:
The user must have a valid user ID with an associated role.
User roles must be assigned to the active CA contract.
The role involved in this activity is:
o External SP (Contractor) - Record Review and approver.
1. In the EA Processing records page, click the checkbox corresponding to the record to be edited. The record must be in “Draft” or “More Information” status.
2. In the General group, click Edit. The EA Processing record page is displayed in edit mode.
3. Make sure that all the mandatory fields in the record are filled in.
Note: Fields marked with an Asterisk (*) indicate mandatory inputs.
4. In the Workflow group, click Submit.
Submit action
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The Notes window is displayed.
Notes Window
5. Enter the notes if any and click OK for completion of the current stage. The record will be displayed in the list of records with the updated status.
Records list
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Viewing an EA Processing record
Prerequisites
To view the EA Processing records:
The user must have a valid user ID with an associated role.
User roles must be assigned to the active CA contract.
1. In the EA Processing records page, click the checkbox corresponding to the record to be viewed.
2. In the General group, click View.
Viewing the record
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The EA Processing record page is displayed in view mode.
View action
Only users that are permissioned to view this record will have access depending on the status of the record.
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Independent Audit
This section describes the various activities performed pertaining to the Independent Audit record. This record will follow a specific workflow process.
We are using the Independent Audit record to demonstrate the activities involved with Navigating to the record, Creating the record, Editing the record, Submitting the record, Acknowledging the record, Submitting an Actual Milestone Date, Accepting the record and Viewing the record.
Independent Audit
Roles Involved
User roles are stakeholders who have the privileges to Create, Update, and Delete the Independent Audit record. The table below lists the user roles involved in the Independent Audit workflow.
For more details on the workflow actions performed by each user role, refer to the Workflow Stages table.
User Roles
Contract Services Administrator (CSA)
External SP (CA) - Record Creator
External SP (CA) - Record Review and Approver
External SP (CA) - Independent Auditor
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Workflow Stages
This workflow table explains the various stages of the Independent Audit record. It also describes the User Roles involved at each stage of the workflow to complete the Independent Audit lifecycle.
For example, in the “Draft” workflow stage, the user role External SP (CA) - Record Creator creates the Independent Audit record and submits it to External SP (CA) - Record Review and Approver.
Current Workflow Stage
User Role Role Permissions
Workflow Action
Next Workflow Stage
Draft
External SP (CA) - Record Creator
Create, Read, Update, Delete
Submit
Submitted To CA
External SP (CA) - RRA
Submitted
External SP (CA) - Independent Auditor
Submitted To CA
More Information
External SP (CA) - Record Creator
Read, Update Submit Submitted To CA External SP (CA) - Independent Auditor
Submitted To CA External SP (CA) - RRA
Read, Update
Submit Submitted
More Information More Information
Submitted Contract Services Administrator (CSA)
Read, Update
Acknowledge Acknowledged
Accept Completed
More Information Submitted to CA
Acknowledged
External SP (CA) - Record Creator
Read, Update Submit Submitted External SP (CA) - RRA
External SP (CA) - Independent Auditor
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Activities
Getting started with Independent Audit
To navigate to the Independent Audit record:
1. In the module menu, click Contracts. The Contracts List page is displayed.
2. Double-click on the contract. The Contract Dashboard appears.
3. Enter Independent Audit in the search toolbar below the Menu tab.
Searching the Record
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4. Click Independent Audit in the contract navigation tree. The record list page is displayed.
Record list page
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Creating an Independent Audit record
Prerequisites
To create an Independent Audit record:
The user must have a valid user ID with an associated role.
User roles must be assigned to the active construction contract.
The roles involved in this activity are:
o External SP (CA) - Record Creator
o External SP (CA) - Record Review and Approver
o External SP (CA) - Independent Auditor.
1. In the Independent Audit page, click New in the General group. The Independent Audit page is displayed.
Creating the record
In the new Independent Audit page, observe the generic contract header of the record which contains the fields that are auto-populated from the contract details. The Record ID is a unique identifier which is auto-generated and assigned to the record.
Generic Contract Header details
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2. To add an Audit Milestone:
a. In the Audit Checklist section click Add. The New Audit Checklist form appears.
Field Details - Audit Checklist
b. Fill in the following information:
i. Audit Milestone - Enter the milestone.
ii. Expected Milestone Date - Select the expected milestone date from the calendar drop-down.
Observe that the Actual Milestone Date cannot be selected. This can be entered only for records that are in the “Acknowledged” status.
iii. Notes - Enter the notes.
c. To attach or link a document relevant to the specific Audit Milestone, refer to the Global Functions User Guide, Attachments.
d. Click Save to save the details.
Field Details - New Audit Checklist
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The New Audit Checklist details appear in the grid.
Field Details - New Audit Checklist Details
3. To attach or link a document relevant to the Independent Audit record, refer to the Global Functions User Guide, Attachments.
Note: Attachments are mandatory for the Independent Audit record.
4. To add comments to the record, refer to the Global Functions User Guide, Comments.
5. Click Save.
Save action
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The Independent Audit record is created in the “Draft” workflow stage.
Record List
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Editing an Independent Audit record
Prerequisites
To edit an Independent Audit record:
The user must have a valid user ID with an associated role.
User roles must be assigned to the active construction contract.
The roles involved in this activity are:
o External SP (CA) - Record Creator
o External SP (CA) - Record Review and Approver
o External SP (CA) - Independent Auditor.
1. In the Independent Audit page, click the checkbox corresponding to the record to be edited. The record must be in “Draft” status.
2. In the General group, click Edit. The Independent Audit page is displayed in edit mode.
Editing the record
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3. Make the changes in the editable fields as required and click Save.
Save the changes
The record will be displayed in the list of records.
Records list
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Submitting an Independent Audit record
Prerequisites
To submit an Independent Audit record:
The user must have a valid user ID with an associated role.
User roles must be assigned to the active construction contract.
The roles involved in this activity are:
o External SP (CA) - Record Creator
o External SP (CA) - Record Review and Approver
o External SP (CA) - Independent Auditor.
1. In the Independent Audit page, click the checkbox corresponding to the record to be edited. The record must be in “Draft” or “More Information” status.
2. In the General group, click Edit. The Independent Audit page is displayed in edit mode.
3. Make sure that all the mandatory fields in the record are filled in.
Note: Fields marked with an Asterisk (*) indicate mandatory inputs.
4. In the Workflow group, click Submit.
Submit action
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The Notes window is displayed.
Notes Window
5. Enter the notes if any and click OK for completion of the current stage. The record will be displayed in the list of records with the updated status.
Records list
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Requesting More Information
Prerequisites
To request for “More Information” on the Independent Audit record:
The user must have a valid user ID with an associated role.
User roles must be assigned to the active construction contract.
The roles involved in this activity are:
o Contract Services Administrator (CSA)
o External SP (CA) - Record Review and Approver.
1. In the Independent Audit page, click the checkbox corresponding to the record to be edited. The record must be in the “Submitted to CA” or “Submitted” status.
2. In the General group, click Edit. The Independent Audit page is displayed in edit mode.
Editing the record
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3. In the Workflow group, click More Information.
Requesting More Information
The Notes window is displayed.
Notes Window
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4. Enter the notes if any and click OK for completion of the current stage. The record will be displayed in the list of records with the updated status.
Records list
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Submitting an Actual Milestone Date
Prerequisites
To submit an Actual milestone Date:
The user must have a valid user ID with an associated role.
User roles must be assigned to the active construction contract.
The role involved in this activity is:
o External SP (CA) - Record Review and Approver.
1. In the Independent Audit page, click the checkbox corresponding to the record to be edited. The record must be in the “Acknowledged” status.
2. In the General group, click Edit. The Independent Audit page is displayed in edit mode.
Editing the record
3. Review to ensure that all the mandatory fields in the record are filled in.
Note: Fields marked with an Asterisk (*) indicate mandatory inputs.
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4. To add an Actual Milestone date:
a. In the Audit Checklist section, select the Audit Checklist record, and click Edit. The Edit Audit Checklist form appears.
Field Details - Edit Audit Checklist
b. In the Attachment section, attach or link a document relevant to the specific Audit Check record, refer to the Global Functions User Guide, Attachments.
Note: Attachment is mandatory to select the Actual Milestone Date.
c. In the Actual Milestone Date field, select the actual milestone date from the calendar drop-down.
d. Click Save to save the details. The edited Audit Checklist details appear in the grid.
Field Details - Edit Actual Milestone Date
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5. In the Workflow group, click Submit.
Submit action
The Notes window is displayed.
Notes Window
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6. Enter the notes if any and click OK for completion of the current stage. The record will be displayed in the list of records with the updated status.
Records list
Note: This record has now been assigned to another user for them to respond to.
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Viewing an Independent Audit record
Prerequisites
To view the Independent Audit record:
The user must have a valid user ID with an associated role.
User role must be assigned to the active construction contract.
1. In the Independent Audit page, click the checkbox corresponding to the record to be viewed.
2. In the General group, click View.
Viewing the record
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The Independent Audit record page is displayed in view mode.
View action
Only users that are permissioned to view this record will have access depending on the status of the record.
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Pit And Quarry After Use
This section describes the various activities performed pertaining to the Pit And Quarry After Use record. This record will follow a specific workflow process.
We are using the Pit And Quarry After Use record to demonstrate the activities involved with Navigating to the record, Creating the record, Editing the record, Submitting the record, Reviewing the record and Viewing the record.
Pit And Quarry After Use
Roles Involved
User roles are stakeholders who have the privileges to Create, Update, and Delete the Pit And Quarry After Use record. The table below lists the user roles involved in the Pit And Quarry After Use record.
For more details on the workflow actions performed by each user role, refer to the Workflow Stages table.
User Role
External SP (CA) - Record Review and Approver
External CA Inspector
External SP (Contractor) - Record Review and Approver
Head of Geotechnical
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Workflow Stages
This workflow table explains the various stages of the Pit And Quarry After Use record. It also describes the User Roles involved at each stage of the workflow to complete the Pit And Quarry After Use lifecycle.
For example, in the “Draft” workflow stage, the user role External SP (CA) - Record Review and Approver creates the Pit And Quarry After Use record and submits it to External SP (Contractor) - Record Review and Approver for review.
Current Workflow Stage
User Role Role Permissions
Workflow Action
Next Workflow Stage
Draft
External SP (CA) - RRA Create,
Read, Update, Delete
Submit
Submitted To External SP (Contractor) - RRA
External CA Inspector
Submitted To External SP (CA) - RRA
More Information External CA Inspector
Read, Update Submit Submitted To External SP (CA) - RRA
Submitted To External SP (CA) - RRA
External SP (CA) - RRA
Read, Update
Submit Submitted To External SP (Contractor) - RRA
More Information More Information
Submitted to External SP (Contractor) - RRA
External SP (Contractor) - RRA
Read, Update
Submit Recommend To External SP (CA) - RRA
More Information Submitted To External SP (CA) - RRA
Recommend To External SP (CA) -RRA
External SP (CA) -RRA
Read, Update
Submit Recommend To Head of Geotechnical
More Information Submitted to External SP (Contractor) - RRA
Recommend To Head of Geotechnical
Head of Geotechnical
Read, Update
Reviewed Completed
More Information Recommend To External SP (CA) -RRA
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Activities
Getting started with Pit And Quarry After Use record
To navigate to the Pit And Quarry After Use record:
1. In the module menu, click Contracts. The Contracts List page is displayed.
2. Double-click on the contract. The Contract Dashboard appears.
3. Enter Pit And Quarry After Use in the search toolbar below the Menu tab.
Searching the Record
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4. Click Pit And Quarry After Use in the contract navigation tree. The list of records are displayed.
List of Records
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Creating a Pit And Quarry After Use record
Prerequisites
To create a Pit And Quarry After Use record:
The user must have a valid user ID with an associated role.
User roles must be assigned to the active construction contract.
The roles involved in this activity are:
o External SP (CA) - Record Review and Approver
o External CA Inspector.
1. In the Pit And Quarry After Use page, click New in the General group. The Pit And Quarry After Use record page is displayed.
Creating the record
In the new Pit And Quarry After Use page, observe the generic contract header of the record which contains the fields that are auto-populated from the contract details. The Record ID is a unique identifier which is auto-generated and assigned to the record.
Generic Contract Header details
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2. Fill in the following information in the fields listed below:
a. Letter of Approval - From the selection list, select the Letter of Approval record to link as a reference to the current record.
Note: The selection list shows all the Letter Of Approval records in the contract in “Completed” status.
b. Inventory No. (MAP#-PIT#-Area#) - Enter the inventory number for the record.
c. Source Name - Enter the name of the source.
d. Source Location - Enter the location of the source.
e. Lot No - Enter the lot number and the To details.
f. Concession - Enter the concession and the To details.
Observe the Township Name is auto-populated from the selected Letter of Approval.
Field Details - Record Details
3. To enter the Quantity Removed details:
a. Expand the Quantity Removed section and click Add. The list of Contract Item form is displayed.
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Field Details - Quantity Removed section
b. Select the Contract Item from the list, and then click Select. The details appear in the Quantity Removed section.
Field Details - Contract item list
4. Select the grid and click Edit. The Edit Quantity Removed form appears.
5. Select the Unit of Measure and enter the Quantity.
Note: To know the Conversion Factors to convert the quantity in Tonnes or Cubic Metres, refer the image, Field Details - Quantity Removed Details
6. Click Save to save the details.
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Field Details - Edit Quantity Removed
The details appear in the Quantity Removed section. Observe, that based on the Unit of Measure selected, the Sum (Tonnes) or Sum (Cubic Metres) is auto-populated.
Field Details - Quantity Removed Details
7. In the Operational Problems section, select the required Standard Remarks checkbox.
If the Other (See Remarks) checkbox is selected, the Non Standard Remarks text box appears. Enter the non standard remarks.
Field Details - Operational Problems
8. In the Pit Condition at the End of Contract section, fill in the following information in the fields listed below:
a. Stockpile of Reclaimed Asphalat In Source - Select Yes or No based on, whether the stockpile has reclaimed asphalt in source.
b. Type of Material In Face - Select the Type of Material, whether it is Crushable, Non Crushable, or Unacceptable.
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c. Are Photos of Face before Re-sloping Available - Select Yes or No based on whether the photos of the face before re-sloping are available.
d. Reference - If the photos of face before re-sloping are available, enter the reference details.
e. Is Area to be Resloped and Regraded - Select Yes or No or See Remarks based on if the area has to be resloped or regraded.
f. Regraded With - Select one or multiple options based on whether the area is regraded with Top Soil, Earth, and Regrain.
g. Final Date Used - Select the final date of use from the drop-down calendar.
Field Details - Pit Conditions Details
9. To attach or link a document relevant to the Pit And Quarry After Use record, refer to the Global Functions User Guide, Attachments.
10. To add comments to the record, refer to the Global Functions User Guide, Comments.
11. Click Save.
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Save action
The Pit And Quarry After Use record is created in the “Draft” workflow stage.
Record List
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Editing a Pit And Quarry After Use record
Prerequisites
To edit a Pit And Quarry After Use record:
The user must have a valid user ID with an associated role.
User roles must be assigned to the active construction contract.
The roles involved in this activity are:
o External SP (CA) - Record Review and Approver
o External CA Inspector.
1. In the Pit And Quarry After Use page, click the checkbox corresponding to the record to be edited. The record must be in “Draft” status.
2. In the General group, click Edit. The Pit And Quarry After Use page is displayed in edit mode.
Editing the record
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3. Make the changes in the editable fields as required and click Save.
Save the changes
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The record will be displayed in the list of records.
Records list
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Submitting a Pit And Quarry After Use record
Prerequisites
To submit a Pit And Quarry After Use record:
The user must have a valid user ID with an associated role.
User roles must be assigned to the active construction contract.
The roles involved in this activity are:
o External SP (CA) - Record Review and Approver
o External SP (Contractor) - Record Review and Approver
o External CA Inspector.
1. In the Pit And Quarry After Use page, click the checkbox corresponding to the record to be edited. The record must be in “Draft” or “More Information” status.
2. In the General group, click Edit. The Pit And Quarry After Use page is displayed in edit mode.
3. Make sure that all the mandatory fields in the record are filled in.
Note: Fields marked with an Asterisk (*) indicate mandatory inputs.
4. In the Workflow group, click Submit.
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Submit action
The Notes window is displayed.
Notes Window
5. Enter the notes if any and click OK for completion of the current stage. The record will be displayed in the list of records with the updated status.
Records list
Note: This record has now been assigned to another user for them to respond to.
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Requesting More Information
Prerequisites
To request for “More Information” on the Pit And Quarry After Use record:
The user must have a valid user ID with an associated role.
User roles must be assigned to the active construction contract.
The roles involved in this activity are:
o External CA Inspector
o External SP (CA) - Record Review and Approver
o Head of Geotechnical.
1. In the Pit And Quarry After Use page, click the checkbox corresponding to the record to be edited. The record must be in “Submitted” or “Review” status.
2. In the General group, click Edit. The Pit And Quarry After Use page is displayed in edit mode.
Editing the record
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3. In the Workflow group, click More Information.
Requesting More Information
The Notes window is displayed.
Notes Window
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4. Enter the notes if any and click OK for completion of the current stage. The record will be displayed in the list of records with the updated status.
Records list
Note: This record has now been assigned to another user for them to respond to.
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Viewing a Pit And Quarry After Use record
Prerequisites
To view the Pit And Quarry After Use record:
The user must have a valid user ID with an associated role.
User role must be assigned to the active construction contract.
1. In the Pit And Quarry After Use page, click the checkbox corresponding to the record to be viewed.
2. In the General group, click View.
Viewing the record
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The Pit And Quarry After Use record page is displayed in view mode.
View action
Only users that are permissioned to view this record will have access depending on the status of the record.
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Substantial Performance Application / Contract Completion Application
This section describes the various activities performed on the records pertaining to Substantial Performance Application and Contract Completion Application. Each record will follow a specific workflow process.
We are using the ‘Substantial Performance Application’ record to demonstrate the activities involved with Navigating to the record, Creating the record, Editing the record, Submitting the record, Approving the record and Viewing the record.
The record listed below will follow similar activities, but the description, workflow status and the examples may differ slightly within each of the associated steps:
Contract Completion Application
Substantial Performance Application
Roles Involved
User roles are stakeholders who have the privileges to Create, Update, and Delete the Substantial Performance Application records based on the workflow stages. The table below lists the user roles involved in the Substantial Performance Application record workflow:
For more details on the workflow actions performed by each user role, refer to Workflow Stages table.
User Roles
Contract Services Administrator
External SP (CA) - Record Review and Approver
External SP (Contractor) - Record Review and Approver
Manager Operations
Area Contract Engineer
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Workflow Stages
This workflow table explains the various stages of the Substantial Performance Application record. It also describes the User Roles involved at each stage of the workflow to complete the Substantial Performance Application record lifecycle.
For example, in the "Draft" workflow stage, the user role External SP (Contractor) - Record Review and approver creates the record and submits it to External SP (CA) - Record Review and Approver for review.
Current Workflow Stage
User Role Role Permissions
Workflow Action
Next Workflow Stage
Draft External SP (Contractor) - RRA
Create, Read, Update, Delete
Submit Submitted To CA
More Information External SP (Contractor) - RRA
Create, Read, Update, Delete
Submit Submitted To CA
Submitted To CA External SP (CA) - RRA
Read, Update
Submit Submitted To CSA
More Information
More Information
Submitted To CSA Contract Services Administrator (CSA)
Read, Update
Submit Recommended To ACE
More Information
Submitted To CA
Recommended To ACE
Area Contract Engineer (ACE)
Read, Update
Submit Recommended To MOO
More Information
Submitted To CSA
Recommended To MOO
Manager Operations Read, Update
Approve Completed
More Information
Recommended To ACE
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Other Records
The record below will follow similar activities and actions associated as with the ‘Substantial Performance Application’ record. The record listed below will follow the general guide with creating, viewing, reading, submitting, and approving the records but may differ in the description, workflow and the examples for each of the associated steps:
Contract Completion Application
Note: The Contract Completion Application record is visible in the contract navigation tree only if the workflow status of the construction contract is in “Substantial Performance” stage.
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Activities
Getting started with Substantial Performance Application record
To navigate to the Substantial Performance Application record:
1. In the module menu, click Contracts. The Contracts List page is displayed.
2. Double-click on the contract. The Contract Dashboard appears.
Note: The Substantial Performance Application record is visible in the contract navigation tree only if the workflow status of the contract is in “Construction” stage.
3. Enter Substantial Performance Application in the search toolbar below the Menu tab.
Searching the Record
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4. Click Substantial Performance Application in the contract navigation tree. The record list page is displayed.
Record list page
Observe that there are no records in the record list page, as there can be only one Substantial
Performance Application record per contract.
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Submitting a Substantial Performance Application record
Prerequisites
To submit a Substantial Performance Application record:
The user must have a valid user ID with an associated role.
User roles must be assigned to the active construction contract.
The roles involved in this activity are:
o External SP (Contractor) - Record Review and approver
o External SP (CA) - Record Review and Approver
o Contract Services Administrator
o Area Contract Engineer.
1. In the Substantial Performance Application page, click the checkbox corresponding to the record to be edited. The record must be in “Draft”, “More Information” or “Submitted” status.
2. In the General group, click Edit. The Substantial Performance Application record page is displayed in edit mode.
3. Make sure that all the mandatory fields in the record are filled in.
Note: Fields marked with an Asterisk (*) indicate mandatory inputs.
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4. In the Workflow group, click Submit.
Submit action
The Notes window is displayed.
Notes Window
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5. Enter the notes if any and click OK for completion of the current stage. The record will be displayed in the list of records with the updated status.
Records list
Note: This record has now been assigned to another user for them to respond to.
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Requesting More Information
Prerequisites
To request for “More Information” on the Substantial Performance Application record:
The user must have a valid user ID with an associated role.
User roles must be assigned to the active construction contract.
The roles involved in this activity are:
o External SP (CA) - Record Review and Approver
o Contract Services Administrator
o Area Contract Engineer
o Manager Operations.
1. In the Substantial Performance Application page, click the checkbox corresponding to the record to be edited. The record must be in “Submitted” status.
2. In the General group, click Edit. The Substantial Performance Application record page is displayed in edit mode.
Editing the record
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3. In the Workflow group, click More Information.
Requesting More Information
The Notes window is displayed.
Notes Window
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4. Enter the notes if any and click OK for completion of the current stage. The record will be displayed in the list of records with the updated status.
Records list
Note: This record has now been assigned to another user for them to respond to.
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Approving a Substantial Performance Application record
Prerequisites
To approve the Substantial Performance Application record:
The user must have a valid user ID with an associated role.
User roles must be assigned to the active construction contract.
The role involved in this activity is:
o Manager Operations.
1. In the Substantial Performance Application page, click the checkbox corresponding to the record to be edited. The record must be in “Recommended To MOO” status.
2. In the General group, click Edit. The Substantial Performance Application record page is displayed in edit mode.
Editing the record
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3. In the Workflow group, click Approve.
Complete action
The Notes window is displayed.
Notes Window
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4. Enter the notes if any and click OK for completion of the current stage. The record will be displayed in the list of records with the “Completed” status.
Records list
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Viewing a Substantial Performance Application record
Prerequisites
To view the Substantial Performance Application record:
The user must have a valid user ID with an associated role.
User roles must be assigned to the active construction contract.
1. In the Substantial Performance Application page, click the checkbox corresponding to the record to be viewed.
2. In the General group, click View.
Viewing the record
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The Substantial Performance Application record page is displayed in view mode.
View action
Only users that are permissioned to view this record will have access depending on the status of the record.
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Completion of Subcontract
This section describes the various activities performed pertaining to the Completion of Subcontract record. This record will follow a specific workflow process.
As an example, we are using the Completion of Subcontract record to demonstrate the activities involved with Navigating to the record, Creating the record, Editing the record, Submitting the record, Reviewing the record and Viewing the record.
Completion of Subcontract
Roles Involved
User roles are stakeholders who have the privileges to Create, Update, and Delete the Completion of Subcontract record. The table below lists the user roles involved in the Completion of Subcontract workflow.
For more details on the workflow actions performed by each user role, refer to the Workflow Stages table.
User Roles
Contract Services Administrator (CSA)
External SP (CA) - Record Review and Approver
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Workflow Stages
This workflow table explains the various stages of the Completion of Subcontract record. It also describes the User Roles involved at each stage of the workflow to complete the Completion of Subcontract lifecycle.
For example, in the “Draft” workflow stage, the user role External SP CA - Record Review and Approver creates the Completion of Subcontract record and submits it to Contract Services Administrator (CSA) for review.
Current Workflow Stage
User Role Role Permissions
Workflow Action
Next Workflow Stage
The record is created in “Draft”, when the source “Consent to Sublet” record is completed.
External SP (CA) - RRA
Create, Read, Update, Delete
Submit Submitted To Contract Services Administrator (CSA)
More Information External SP (CA) - RRA
Read, Update Submit Submitted To Contract Services Administrator (CSA)
Submitted To Contract Services Administrator (CSA)
Contract Services Administrator (CSA)
Read, Update Reviewed Completed
More Information More Information
All other user roles Read NA NA
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Activities
Getting started with Completion of Subcontract
To navigate to the Completion of Subcontract record:
1. In the module menu, click Contracts. The Contracts List page is displayed.
2. Double-click on the contract. The Contract Dashboard appears.
3. Enter Completion of Subcontract in the search toolbar below the Menu tab.
Searching the Record
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4. Click Completion of Subcontract in the contract navigation tree. The list of records are displayed.
List of Records
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Creating a Completion of Subcontract
Prerequisites
To create a Completion of Subcontract record:
The user must have a valid user ID with an associated role.
User roles must be assigned to the active construction contract.
The role involved in this activity is:
o External SP (CA) - Record Review and Approver.
1. In the Completion of Subcontract list page, select the record and click Edit in the General group. The Completion of Subcontract page is displayed.
Creating the record
In the new Completion of Subcontract page, observe the generic contract header of the record which contains the fields that are auto-populated from the contract details. The Record ID is a unique identifier which is auto-generated and assigned to the record.
Generic Contract Header details
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2. From the drop-down, select the Name of Subcontractor for the record.
Field Details - Subcontractor
3. To add the tender Items:
a. Expand the Tender Items section and click Add. The Tender Items list is displayed.
Field Details - Tender Items
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b. Click the checkbox of the Tender Item from the list and click Select. The selected Tender Item is
added to the grid.
Field Details - Tender Items list
4. Select the Date of Certification from the drop-down calendar.
Observe that the Address of Regional Operations / District Office field is auto-populated.
5. In the Comments box, enter any additional comments.
Field Details - Date of Certification and Comments
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6. To attach or link a document relevant to the Completion of Subcontract, refer to the Global Functions User Guide, Attachments.
7. To view the Linked Instances to the record:
a. Expand the Linked Instances Section and click on the associated “Consent to Sublet” record. The
associated “Consent to Sublet” record is displayed in view mode.
Field Details - Linked Instances
8. Click Save.
Save action
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The Completion of Subcontract record is created in the “Draft” workflow stage.
Record List
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Editing a Completion of Subcontract
Prerequisites
To edit a Completion of Subcontract:
The user must have a valid user ID with an associated role.
User roles must be assigned to the active construction contract.
The role involved in this activity is:
o External SP (CA) - Record Review and Approver.
1. In the Completion of Subcontract list page, click the checkbox corresponding to the record to be edited. The record must be in “Draft” or “More Information” status.
2. In the General group, click Edit. The Completion of Subcontract page is displayed in edit mode.
Editing the record
118
3. Make the changes in the editable fields as required and click Save.
Save the changes
2. The record will be displayed in the list of records.
Records list
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Submitting a Completion of Subcontract
Prerequisites
To submit a Completion of Subcontract:
The user must have a valid user ID with an associated role.
User roles must be assigned to the active construction contract.
The role involved in this activity is:
o External SP (CA) - Record Review and Approver.
1. In the Completion of Subcontract list page, click the checkbox corresponding to the record to be edited. The record must be in “Draft” or “More Information” status.
2. In the General group, click Edit. The Completion of Subcontract page is displayed in edit mode.
3. Make sure that all the mandatory fields in the record are filled in. A warning message is displayed if the mandatory fields in the record are not filled in.
Note: Fields marked with an Asterisk (*) indicate mandatory inputs.
4. In the Workflow group, click Submit.
Submit action
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The Notes window is displayed.
Notes Window
5. Enter the notes if any and click OK for completion of the current stage. The record will be displayed in the list of records with the updated status.
Records list
Note: This record has now been assigned to another user for them to respond to.
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Viewing a Completion of Subcontract
Prerequisites
To view the Completion of Subcontract:
The user must have a valid user ID with an associated role.
User roles must be assigned to the active construction contract.
1. In the Completion of Subcontract list page, click the checkbox corresponding to the record to be viewed.
2. In the General group, click View.
Viewing the record
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The Completion of Subcontract page is displayed in view mode.
View action
Only users that are permissioned to view this record will have access depending on the status of the record.
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Contract Completion – Record Not Delivered
