1 Consultant Inspection ECMS Processing

2 Today’s Topics Employee Rate Submissions – Subs Sub Approvals by Prime Prime Employee Submissions PennDOT Review Status Review by Prime Status Review by Roster Questions

3 ECMS 1 Save as Favorite

4 ECMS II

5 Authority Levels No Change In Concept For Consultants Principal Or Fiscal Officer Enters Rate Requests And Resumes Project Manager Can See Status For Their Assigned Agreements Only

6 Employee Rate Submission Subconsultant

7

8 The Employee Roster page will display.

9 Select An Employee By Clicking On Their Name

10 The Employee Screen Appears. Flags Indicate Required Fields

11 To Create A New Employee Rate For An Agreement Click On The New Button.

12 Employee Rate Screen With Required Fields Start Date Must Be After Approved Date

13. Associate Agreement to Employee Click Magnifying Glass

14 Select An Agreement Click On The Green Button

15 After The Agreement Is Selected The Agreement Number Is Displayed. To Attach The Employee’s Resume Click The Browse Button

16 Select PDF Resume And Hit OPEN

17 With Correct Data Click The Save Button

18 Information Has Been Saved

19 Click On The Workflow Button In The Toolbar Then Click On Submit

20 A Validation Message Will Appear

21 Status Will Change To Either Pending (Non Consultant Inspector) OR Consultant Review (Consultant Inspector Job Classification).

22 Subconsultant Review Approval

23 The Prime Business Partner Will Log In Click On The My Work Queue Icon

24

25 Agreements With Wage Rate Requests Will Open Click On The Agreement Number To View Wage Rate Requests

26 Click Icons To Open The Resumes Agreements May Have Wage Rates From Multiple Consultants. You Can Filter The Requests By The Consultant Name.

27 Review The Resume And Rates Select Approve Or Reject Click The Save Button

28 Prime Consultant Employees Use the same process for your own people as Subconsultants - EXCEPT After Submit go to My Work Queue Icon and Approve Your Own People Just as you would do for a Subconsultant

29 Prime Approval Process

30 Prime Approval Process

31 Prime Approval Process

32 Prime Approval Process

33 Prime Approval Process

34 Prime Approval Process

35 Process FLOW Sub Requests Go To The Prime The Approved Requests Will Go To The PennDot Project Managers For Their Review. Rejected Requests Will Be In Subs Employee Data

36 Process Flow There Is No Notification Generated By The System For Either The Approval Or Rejection Of A Wage Rate Request.

37 PennDOT Review

38 Click On The My Work Queue Icon

39 Click On The Employee Rates – Review Link.

40 Agreements With Wage Rate Requests Will Open Click On The Agreement Number To View Wage Rate Requests

41 Agreements May Have Wage Rates From Multiple Consultants. You Can Filter The Requests By The Consultant Name. Click Icons To Open The Resumes

42 Review The Resume And Rates Select Approve Or Reject Click The Save Button

43 Sub Views Rejection

44 Sub Views Rejection

45 Select Employees

46 Click on rate

47 Reason for Rejection Recommend Calling the Sub

48 Status Review for Prime Click Engineering Agreements Then Agreements

49 Status Review for Prime Type agreement number & Go

50 Status Review for Prime Hit Resume “Go”

51 Status Review for Prime

52 Status Nomenclature Approved – By PennDOT Rejected – By PennDOT Project Manager Review – PennDOT reviewing Consultant Review – Prime needs to Approve in My Work Queue

53 Rejected Data Click

54 Reason for Rejection

55 Resume Review

56 Status Review By Roster

57 Select Person

58 Status by Agreement