Trns

1
Trnsport SiteManagerMaterials Management and
LIMSPresentation

• Thursday, March 5
• Diane Menz, PMP
• Info Tech, Inc. Project Manager

2
Agenda

• Introductions
• Trnsport SiteManager Materials Management and
  LIMS Information
• Materials Management and LIMS Demonstration
• Overview and Process Flows
• LIMS Recap
• Additional Questions - SM-LIMS_at_infotechfl.com

3
Introductions

• Connecticut  Illinois
• Louisiana Minnesota
• Missouri Montana
• Nebraska New Mexico
• Oklahoma South Carolina
• Texas Vermont
• Additional Attendees
• Info Tech, Inc. New York

4
What is SiteManager?

• Jointly developed, comprehensive construction
  management software product used by
  transportation agencies that covers the complete
  construction contract (award through completion)
  and materials management processes.

Cost Estimation
Decision Support
P,SE Estimate
MaterialsManagement
ProposalPreparation
ConstructionManagement
Bid Letting
ContractorManagement
Contract Award
5
Projects Proposals
Estimation
Bid Lettings
Construction
Trns?port Intranet
BAMS/DSS Data Warehouse
SiteManager
CES
LAS
PES
CAS
Expedite Bid Express
Estimator
FieldManager
6
Functional Areas

• Contract/Contractor Management
• contract (project, category, item) reference
  definition (item master, vendors, funding
  sources, DOT offices), contract funding,
  stockpiles, force accounts, disputes/claims,
  subcontracts, document submission, checklist
  event key date definition tracking, and many
  more functions

7
Functional Areas (contd)

• Contractor payments
• automatic estimate generation based on authorized
  work automatic adjustments for retainage,
  stockpiles, materials deficiency, and liquidated
  damages full manual adjustment capable
  automated approval work flow
• Contract modifications (i.e., change orders)
• quantity changes, time extensions, scope of
  contract automated approval work flow

8
Functional Areas (contd)

• Project-oriented civil rights monitoring
• DBE compliance EEO monitoring wage labor
  automated tracking on-the-job training automated
  tracking and payment contractor payrolls
• System administration and configuration
• User security group security code tables
  system operational parameters for defaults
  template facilities

9
Functional Areas (contd)

• Materials management
• Material definition automated material
  associations to contract items approved lists
  (samplers, testers, calibrated equipment,
  welders, qualified labs, producer/suppliers,
  etc.) sampling and testing requirement
  definition standard AASHTO tests unlimited
  user-definable templates tracking of contract
  sampling and testing requirements

10
Functional Areas

• Field data collection
• Daily Work Reports (DWR) - incl. weather,
  contractor staff equipment, DOT staff
  vehicles, extensive remark capabilities, work
  item progress, force account progress DWR
  templates record attachments
• Materials sampling testing

11
Configurable Features

• Generic Fields
• Report Template Facility (RTF)
• programming language developed by Info Tech
• used for the development of reports, import and
  export processes, etc.
• Attachments
• allows execution of plug-ins, OLE, or URLs from
  many areas of application
• Security (access controlled by user groups)

12
Generic Fields Example
13
Configurable Features

• Daily Work Report Templates
• associated with contract items
• part of daily inspection process
• Custom List Records Templates
• associated with contracts
• part of contract records process
• Material Test Templates
• associated with contract materials
• part of sampling process allows entry of test
  results

14
DWR Template Example
15
SiteManager Licensees
23 Transportation Agencies, including New
Brunswick (California and Ohio have Evaluation
License)
16
SiteManager Use 23 Licensees

• 19 in full production
• 9 Construction and Materials
• 10 Construction only
• 3 in process of implementing Materials
• 3 in process of Implementation
• 2 implementing Materials with Construction
• 1 Licensing

17
SiteManager Laboratory Information Management
System (SM LIMS)

• Integrate material management and lab management
• Restrict access to samples and tests
• Based on qualifications and lab units
• Assign default tests

18
SiteManager LIMS

• Queue Concept
• Controls Who does What and When
• Define sample testing workflow
• Include alternative workflows
• Include test-triggered events
• Establish material sample chain of custody
• Keeps record of all labs that received sample
• Keeps record of edits to test data

19
Workflow between SiteManagers Materials
Management and LIMS Components
20
Hierarchy of Labs
21
SiteManager Demonstration
22
Recap LIMS Features

• Receive at Destination Lab (Receiving Dock)
• Indicate sample received at lab building
• Step may be omitted for field tests or samples
  shipped directly to Lab Unit
• Receive at Lab Unit (Lab Technician)
• Indicate sample received in lab for testing
• Step may be omitted for field tests performed
  when the sample is logged.

23
LIMS Features

• Maintain Test Queue (Lab Manager)
• Assign qualified testers
• Cancel tests or add more tests
• Assign due dates
• Indicate priority
• Monitor sample/tests progress

24
LIMS Features

• Enter Test Results Queue (Lab Technician)
• Enters test results and marks test as complete
• LIMS moves test to Review Tests queue
• Review Tests Queue (Lab Supervisor/Manager)
• Tests approved, or re-queued or order re-test
• When all tests approved, LIMS moves sample to
  Review Samples queue

25
LIMS Features

• Review Samples Queue (Product Owner)
• Reviews all sample tests to either return a test
  to the Review Tests queue or order re-test or
• Authorizes sample
• Sample status updated from LIMS
• View-only Sample data
• Control access with group security
• Display sample and test data/remarks

26
LIMS Features

• Customize window layout and data views (User)
• Choose column and sort order
• Easy-to-use filters tailor data displayed
• View / compare test data in a grid
• Audit and track
• Track sample and test status in LIMS workflow
• View prior test results
• Audit changes made to user records

27
LIMS Features

• Configure the LIMS system (Administrator)
• Use established reference data from SiteManager
• LIMS system parameters and code tables
• Default and required tests assignment per
  material sample type
• Group material products for authorization
• LIMS alternative workflow and triggered events
• LIMS window security

28
Key AASHTO Trnsport Benefits

• National user group of other transportation
  agencies results in sharing of solutions and
  costs
• Design incorporates best practices of
  participating transportation agencies
• Licensees acquire a comprehensive,
  state-of-the-art system at a fraction of the
  development cost
• Maintenance continuing enhancements are
  responsibility of AASHTO

29
Key AASHTO Trnsport Benefits

• Together with other Trnsport products, provides
  an integrated cradle to grave solution for
  construction design and administration life-cycle
• Promotes agency standardization and greater
  accountability
• Eliminates many manual processes and activities
• Streamline auditing electronic records

30
Any Additional Questions?