Consultant Inspection ECMS Processing

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Consultant Inspection ECMS Processing
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Todays Topics

• Employee Rate Submissions Subs
• Sub Approvals by Prime
• Prime Employee Submissions
• PennDOT Review
• Status Review by Prime
• Status Review by Roster
• Questions

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ECMS 1
Save as Favorite
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ECMS II
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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

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Employee Rate Submission Subconsultant
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(No Transcript)
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The Employee Roster page will display.
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Select An Employee By Clicking On Their Name
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The Employee Screen Appears.
Flags Indicate Required Fields
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To Create A New Employee Rate For An Agreement
Click On The New Button.
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Employee Rate Screen With Required Fields
Start Date Must Be After Approved Date
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.
Associate Agreement to Employee Click Magnifying
Glass
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Select An Agreement Click On The Green Button
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After The Agreement Is Selected The Agreement
Number Is Displayed.
To Attach The Employees Resume Click The Browse
Button
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Select PDF Resume And Hit OPEN
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With Correct Data Click The Save Button
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Information Has Been Saved
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Click On The Workflow Button In The Toolbar Then
Click On Submit
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A Validation Message Will Appear
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Status Will Change To Either Pending (Non
Consultant Inspector)
OR Consultant Review (Consultant Inspector Job
Classification).
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Subconsultant Review Approval
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The Prime Business Partner Will Log In Click On
The My Work Queue Icon
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(No Transcript)
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Agreements With Wage Rate Requests Will Open
Click On The Agreement Number To View Wage Rate
Requests
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• Agreements May Have Wage Rates From
• Multiple Consultants. You Can Filter The
  Requests By The Consultant Name.

Click Icons To Open The Resumes
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Review The Resume And Rates Select Approve Or
RejectClick The Save Button

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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

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Prime Approval Process
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Prime Approval Process
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Prime Approval Process
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Prime Approval Process
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Prime Approval Process
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Prime Approval Process
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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

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Process Flow

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

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PennDOT Review
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Click On The My Work Queue Icon
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Click On The Employee Rates Review Link.
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Agreements With Wage Rate Requests Will Open
Click On The Agreement Number To View Wage Rate
Requests
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Agreements May Have Wage Rates From Multiple
Consultants. You Can Filter The Requests By The
Consultant Name.
Click Icons To Open The Resumes
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Review The Resume And Rates Select Approve Or
RejectClick The Save Button

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Sub Views Rejection
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Sub Views Rejection
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Select Employees
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Click on rate
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Reason for RejectionRecommend Calling the Sub
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Status Review for Prime
Click Engineering AgreementsThen Agreements
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Status Review for Prime

• Type agreement number Go

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Status Review for Prime
Hit Resume Go
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Status Review for Prime
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Status Nomenclature

• Approved By PennDOT
• Rejected By PennDOT
• Project Manager Review PennDOT reviewing
• Consultant Review Prime needs to Approve in My
  Work Queue

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Rejected DataClick
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Reason for Rejection
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Resume Review
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Status Review By Roster
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Select Person
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Status by Agreement
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Processing Questions
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Other Questions