1 Consultant Inspection ECMS Processing. 2 Today’s Topics Employee Rate Submissions – Subs Sub...

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Consultant Inspection

ECMS Processing

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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

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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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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 Employee’s 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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Agreements With Wage Rate Requests Will Open

Click On The Agreement Number To View Wage Rate Requests

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Click Icons To Open The Resumes

Agreements May Have Wage Rates FromMultiple Consultants. You Can Filter The

Requests By The Consultant Name.

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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 FromMultiple 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 Rejection

Recommend 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