Difference between revisions of "1.3 FPC Plan Review ProjectWise Process"

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{{Navbox DSR|Chapter 1 - ProjectWise Pre-Bid Processes|Chapter 2 - Data Requirements}}
 
{{Navbox DSR|Chapter 1 - ProjectWise Pre-Bid Processes|Chapter 2 - Data Requirements}}
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'''Folder:'''
+
The Development Guide has moved to a Sharepoint site.  
−
[[File:HeaderFolder OEC.png|none|left|650px|frameless]]
 
−
 
 
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==[[#1.3.1 Package Submittal|1.3.1 Package Submittal]]==
 
−
 
 
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===[[#State: OEC - Pending Submittal|State: OEC - Pending Submittal]]===
 
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'''PPMS Task:''' 
 
−
 
 
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{| class="wikitable" width = "80%"
 
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|-
 
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! style="text-align:center; width: 5%" | Step
 
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! style="text-align:center; width: 95%" | Action
 
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|-
 
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| style="text-align:center;" | 1
 
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| ''Design Team'' – Create PDF of:
 
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* Plan Set and name “JN_Road_OEC.pdf” or “JN_Bridge_OEC.pdf”
 
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* Proposal and name “JN_Proposal_OEC.pdf”
 
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* Supporting Documents and name “JN_SupportingDocuments_OEC.pdf”
 
−
 
 
−
 
 
−
'''''NOTE: ROW must be included in plan set.'''''
 
−
|-
 
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| style="text-align:center;" | 2
 
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| ''Design Team'' – Add PDFs created in step 1 into the ‘5 – OEC Plans’ folder.
 
−
[[File:Img_OECPlans_Folder.png|right|650px|frameless]]
 
−
 
 
−
|-
 
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| style="text-align:center;" | 3
 
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| ''Design Team'' – Are all OEC Plan related files in the system? Yes, then:
 
−
* Highlight all files located in the ‘5 – OEC Plans’ folder.
 
−
* Then right click and select Change State.
 
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* Select Next.
 
−
|-
 
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| style="text-align:center;" | 4
 
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| ''Design Team'' – Click on OK in the ‘Change Document to State’ window
 
−
|-
 
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| style="text-align:center;" | 5
 
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| ''Design Team'' - Add the Project Manager’s email address into the system generated email.
 
−
 
 
−
 
 
−
[[File:Email_OEC_PendingSub.png|center|650px|frameless]]
 
−
 
 
−
''NOTE: Leave MDOT-Eproposal address in email. Also, you only need to send one email (close out of the other ones).''
 
−
|-
 
−
|}
 
−
 
 
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{{top}}
 
−
 
 
−
====[[#State: OEC – Review|State: OEC – Review]]====
 
−
'''PPMS Task:''' 
 
−
{| class="wikitable"
 
−
|-
 
−
! style="text-align:center;" | Step
 
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! Action
 
−
|-
 
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| style="text-align:center;" | 1
 
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| ''Project Manager'' – Upon receipt of email, please review proposal, plans and supporting document packages. If ready, proceed to the next step of initiating the OEC Plan Review.
 
−
|}
 
−
 
 
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{{top}}
 
−
 
 
−
==[[#1.3.2 Review|1.3.2 Review]]==
 
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'''Folder:'''
 
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[[File:HeaderFolder_OEC_PlanReview.png|none|left|650px|frameless]]
 
−
 
 
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===[[#State: OEC - Pending|State: OEC - Pending]]===
 
−
'''PPMS Task:''' 
 
−
 
 
−
{| class="wikitable" width = "80%"
 
−
|-
 
−
! style="text-align:center; width: 5%" | Step
 
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! style="text-align:center; width: 95%" | Action
 
−
|-
 
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| style="text-align:center;" | 1
 
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| ''Project Manager'' – Update and Save the ‘JN_0303_DPS.pdf file, located in ‘- Supporting Documents’ folder.
 
−
 
 
−
 
 
−
''NOTE: This is a “living” form. The Project Manager will update this form for each milestone.''
 
−
|-
 
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| style="text-align:center;" | 2
 
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| ''Project Manager'' – Print ‘JN_0303_DPS.pdf’ to PDF and apply the naming convention of ‘JN_0303_DPS _OEC.pdf’.
 
−
|-
 
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| style="text-align:center;" | 3
 
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| ''Project Manager'' – Add file created in step 2 into the ‘Design Submittal Form’ Folder.
 
−
''NOTE: This file will be used to trigger the rest of the OEC Plan Review workflow process.''
 
−
[[File:PW_OEC_Review_Pending.jpg|center|650px|frameless]]
 
−
|-
 
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| style="text-align:center;" | 4
 
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| ''Project Manager'' – Ready for OEC Plans to be reviewed by Region System Manager? Yes, then:
 
−
* Single Left click on the ‘0303_DPS_OEC.pdf’ located in the ‘Design Submittal Form’ folder.
 
−
* Then right click and select Change State.
 
−
* Select Next.
 
−
|-
 
−
| style="text-align:center;" | 5
 
−
| ''Project Manager'' – Click on OK in the ‘Change Document to State’ window
 
−
|-
 
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| style="text-align:center;" | 6
 
−
| ''Project Manager'' – Add the System Manager’s email address into the system generated email.
 
−
 
 
−
 
 
−
[[File:Email_OEC_Review_Pending.png|right|650px|frameless]]
 
−
''NOTE: Leave MDOT-Eproposal address in email.''
 
−
|-
 
−
|}
 
−
{{top}}
 
−
 
 
−
====[[#State: OEC – Ready for System Manager Approval |State: OEC – Ready for System Manager Approval]]====
 
−
'''PPMS Task:''' ''(5 work days for review)''
 
−
{| class="wikitable"
 
−
|-
 
−
! style="text-align:center;" | Step
 
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! Action
 
−
|-
 
−
| style="text-align:center;" | 1
 
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| ''System Manager'' – Upon receipt of email, review Proposal, Plans and Supporting Documents packages.
 
−
|-
 
−
| style="text-align:center;" | 2
 
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| ''System Manager'' – If approved for OEC review/meeting, then:
 
−
* Single Left click on the ‘0303_DPS_OEC.pdf’ located in the ‘Design Submittal Form’ folder.
 
−
* Then right click and select Change State.
 
−
* Select Next.
 
−
|-
 
−
| style="text-align:center;" | 3
 
−
| ''System Manager'' – Click on OK in the ‘Change Document to State’ window
 
−
|-
 
−
| style="text-align:center;" | 4
 
−
| ''System Manager'' – Add the Project Manager’s email address into the system generated email.
 
−
 
 
−
 
 
−
[[File:Email_OEC_Review_ReadyFor.jpg |center|650px]]
 
−
 
 
−
''NOTE: Leave MDOT-Eproposal address in email.''
 
−
|-
 
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| style="text-align:center;" | 5
 
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| ''Project Manager'' – Upon System Manager approval, schedule OEC Meeting.
 
−
|-
 
−
|}
 
−
 
 
−
{{top}}
 
−
 
 
−
====[[#State: OEC – System Manager Approved for Meeting|State: OEC – System Manager Approved for Meeting]]====
 
−
'''PPMS Task:''' ''(5 work days for review)''
 
−
 
 
−
{| class="wikitable"
 
−
|-
 
−
! style="text-align:center;" | Step
 
−
! Action
 
−
|-
 
−
 
 
−
| style="text-align:center;" | 1
 
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| ''Project Manager'' –
 
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* Create a Bluebeam Studio Session. For information on how to use Bluebeam Software see Collaborative Milestone Review Process.
 
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* Single Left click on the ‘0303_DPS_OEC.pdf’ located in the ‘Design Submittal Form’ folder.
 
−
* Then right click and select Change State.
 
−
* Select Next.
 
−
|-
 
−
| style="text-align:center;" | 2
 
−
| ''Project Manager'' – Click on OK in the ‘Change Document to State’ window
 
−
|-
 
−
| style="text-align:center;" | 3
 
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| ''Project Manager'' – Please do the following to the system generated email:
 
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* File > Save (this will save the email into your Drafts Outlook cabinet)
 
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* Close the system generated email
 
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* Go into your Outlook Drafts cabinet
 
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* Highlight ‘OEC Plans ready for review’ email
 
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* Copy and Paste body of email into a newly created Meeting email
 
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**Add internal and external Base Plan meeting attendees
 
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***Use the Contact List located in the ‘-Supporting Documents’ Reference Set. This list includes all Region and Central Office reviewers as well as [mailto:[email protected]| MDOT RID Support].
 
−
**:'''''NOTE: Have ROW? Remember to invite ROW staff.'''''
 
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**Review body of email and update all meeting specific information (see highlighted text below)
 
−
 
 
−
 
 
−
THE OEC MEETING '''ON:''' Route '''CS:''' # '''JNs:''' #, ''Location Description''
 
−
 
 
−
Work entails: <span style="color: #04B4AE">'''''"ENTER INFORMATION HERE"'''''</span>
 
−
 
 
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'''"*PLEASE NOTE THAT CHANGES OR ADDITIONS TO THE SCOPE OF WORK WILL NOT BE CONSIDERED AT THIS MEETING."'''
 
−
 
 
−
The OEC Meeting on this project has been scheduled for <span style="color: #04B4AE">'''''"ENTER DATE HERE"'''''</span>. The MDOT Project Manager: <span style="color: #04B4AE">'''''ENTER PROJECT MANAGER"'''''</span> will oversee this meeting and meet interested personnel at MDOT’s <span style="color: #04B4AE">'''''"ENTER LOCATION AND STREET ADDRESS HERE"'''''</span> at<span style="color: #04B4AE">'''''"ENTER TIME HERE".'''''</span>
 
−
 
 
−
''This project will be using a Bluebeam Studio Session for reviewing the documents. Instructional videos on how to install Bluebeam Review, create an account, install the MDOT specific toolsets, and additional resources for utilizing the software can be found at the following link: Collaborative Milestone Review Process
 
−
 
 
−
<span style="color: #04B4AE">'''''PASTE BLUEBEAM STUDIO SESSION HERE'''''</span>
 
−
 
 
−
All comments need to be placed in ProjectWise by 4:00 pm, <span style="color: #04B4AE">'''''"ENTER DATE HERE"'''''</span> for the MDOT Project Manager: <span style="color: #04B4AE">'''''ENTER PROJECT MANAGER'''''</span> to review comments.
 
−
 
 
−
Electronic plan and proposal documents can be viewed in MDOT’s ProjectWise at the following location:
 
−
<span style="color: #0040FF"><u>119809 0303 DPS OEC.pdf </u> </span>
 
−
 
 
−
For access into MDOT's ProjectWise system, please notify the Project Manager.
 
−
 
 
−
Project Manager: <span style="color: #04B4AE">'''''"ENTER NAME AND PHONE NUMBER HERE"'''''</span>
 
−
 
 
−
If you have further comments or questions that require discussion, please contact me.
 
−
 
 
−
''NOTE: Please allow 15 work days for OEC Plan Review.''
 
−
|-
 
−
|}
 
−
 
 
−
[[File:DontForget.jpg|left|75px]]
 
−
 
 
−
 
 
−
''REMINDER: Be sure to update the [http://mdotjboss.state.mi.us/SpecProv/getDocumentById.htm?docGuid=71536ffa-6a51-4e45-b38b-da310526378b&fileName=%22RID%20Review%20Checklist.xlsm%22 RID Review Checklist.xlsm] and save it into the ''- Supporting Documents > RID Preparation'' folder.  Also remember to save all the other required RID files in the [[1.3_OEC_Plan_Review_ProjectWise_Process#1.3.3_OEC_-_RID_Review|RID_OEC]] folder for review.  Make sure [mailto:[email protected] MDOT RID Support] is included in meeting invite.''
 
−
 
 
−
 
 
−
 
 
−
{{top}}
 
−
 
 
−
====[[#State: OEC – Meeting Scheduled and Ready for Review|State: OEC – Meeting Scheduled and Ready for Review]]====
 
−
'''PPMS Task:'''  3870 – OEC Plan Review '''''(NOTE: 15 work days for review)'''''
 
−
 
 
−
{| class="wikitable" width = "80%"
 
−
|-
 
−
! style="text-align:center; width: 5%" | Step
 
−
! style="text-align:center; width: 95%" | Action
 
−
|-
 
−
| style="text-align:center;" | 1
 
−
| ''OEC Plan Reviewers'' – Login to the Bluebeam Studio Session.  The access code is included in the "Ready for Review" email.
 
−
|-
 
−
| style="text-align:center;" | 2
 
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| ''OEC Plan Reviewers'' – Review the documents included in the BlueBeam Studio Session.
 
−
|-
 
−
| style="text-align:center;" | 3
 
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| ''Project Manager'' – After the 15 work day review period:
 
−
* Finish the Bluebeam Studio Session, load the review files back into ProjectWise.
 
−
* Single Left click on the ‘0303_DPS_OEC.pdf’ located in the ‘Design Submittal Form’ folder.
 
−
* Then right click and select Change State.
 
−
* Select Next.
 
−
|-
 
−
| style="text-align:center;" | 4
 
−
| ''Project Manager'' – Click on OK in the ‘Change Document to State’ window.
 
−
 
 
−
''NOTE: No email will be generated.''
 
−
|-
 
−
|}
 
−
 
 
−
{{top}}
 
−
 
 
−
====[[#State: OEC – PM Review in Progress|State: OEC – PM Review in Progress]]====
 
−
'''PPMS Task:'''  3885 – Project Manager OEC Plan Review (5 work days for review)
 
−
{| class="wikitable" width = "80%"
 
−
|-
 
−
! style="text-align:center; width: 5%" | Step
 
−
! style="text-align:center; width: 95%" | Action
 
−
|-
 
−
| style="text-align:center;" | 1
 
−
| ''Project Manager'' – Review comments on files located under the JN’s ‘5 - OEC Plan’ folder.
 
−
|-
 
−
| style="text-align:center;" | 2
 
−
| ''Project Manager'' – Once all comments have reviewed:
 
−
* Single Left click on the ‘0303_DPS_OEC.pdf’ located in the ‘Design Submittal Form’ folder.
 
−
* Then right click and select Change State.
 
−
* Select Next.
 
−
|-
 
−
| style="text-align:center;" | 3
 
−
| ''Project Manager'' – Click on OK in the ‘Change Document to State’ window.
 
−
|-
 
−
| style="text-align:center;" | 4
 
−
| ''Project Manager'' - Add all Reviewers’ email addresses into the system generated email.
 
−
 
 
−
 
 
−
[[File:Email_OEC_Review_PMReview.png|center|650px]]
 
−
''NOTE: Please leave the three email addresses on the email.''
 
−
|}
 
−
{{top}}
 
−
 
 
−
===[[#State: OEC - Design Team Response|State: OEC - Design Team Response]]===
 
−
'''PPMS Task:'''  Design Team ''(5 work days for review)''
 
−
 
 
−
{| class="wikitable" width = "80%"
 
−
|-
 
−
! style="text-align:center; width: 5%" | Step
 
−
! style="text-align:center; width: 95%" | Action
 
−
|-
 
−
| style="text-align:center;" | 1
 
−
| ''Design Team/Reviewers'' – Review comments. Reminder: contact Project Manager with any comments prior to the OEC Plan Meeting.
 
−
|-
 
−
| style="text-align:center;" | 2
 
−
| ''Project Manager'' – Once the meeting has occurred:
 
−
* Single Left click on the ‘0303_DPS_OEC.pdf’ located in the ‘Design Submittal Form’ folder.
 
−
* Then right click and select Change State.
 
−
* Select Next.
 
−
|-
 
−
| style="text-align:center;" | 3
 
−
| ''Project Manager'' – Click on OK in the ‘Change Document to State’ window.
 
−
|-
 
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| style="text-align:center;" | 4
 
−
| ''OEC Plan Review workflow process is now complete.''
 
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|-
 
−
 
 
−
|}
 
−
{{top}}
 
−
 
 
−
==[[#1.3.3 OEC - RID Review|1.3.3 OEC - RID Review]]==
 
−
 
 
−
'''Folder:'''
 
−
[[File:HeaderFolder_OEC_RIDReview.png|none|left|650px|frameless]]
 
−
 
 
−
===[[#State: OEC RID Review - Pending|State: OEC RID Review - Pending]]===
 
−
'''PPMS Task:'''
 
−
 
 
−
{| class="wikitable" width = "80%"
 
−
|-
 
−
! style="text-align:center; width: 5%" | Step
 
−
! style="text-align:center; width: 95%" | Action
 
−
|-
 
−
| style="text-align:center;" | 1
 
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| ''Design Team'' – Create RID Submittal during the [[1.3_OEC_Plan_Review_ProjectWise_Process#State:_OEC_-_Pending_Submittal| State: OEC – Pending Submittal]]:
 
−
* Place X-XXXXXX_XS_Roadway_20YY-MM-DD.dgn and non-DGN RID files in the ‘RID-OEC’ folder per [[Chapter_5_-_RID_Process#OEC| Chapter 5 - Section 5.2 - OEC]]
 
−
* Update XXXXXX_RID_Review.dgn in the ''- Supporting Documents > RID Preparation'' folder by importing or adding the current working files into the ''PlanSet'' and ''Pre-Construction'' folders.  Add references as necessary.  See [[Chapter_5_-_RID_Process#Milestone_RID | Milestone_RID]].
 
−
* Respond to comments in the [http://mdotjboss.state.mi.us/SpecProv/getDocumentById.htm?docGuid=71536ffa-6a51-4e45-b38b-da310526378b&fileName=%22RID%20Review%20Checklist.xlsm%22 RID Review Checklist.xlsm] located in the ''- Supporting Documents > RID Preparation'' folder.
 
−
* Complete the OEC column of the [http://mdotjboss.state.mi.us/SpecProv/getDocumentById.htm?docGuid=71536ffa-6a51-4e45-b38b-da310526378b&fileName=%22RID%20Review%20Checklist.xlsm%22 RID Review Checklist.xlsm].
 
−
|-
 
−
| style="text-align:center;" | 2
 
−
| ''Project Manager'' – Make sure the [http://mdotjboss.state.mi.us/SpecProv/getDocumentById.htm?docGuid=71536ffa-6a51-4e45-b38b-da310526378b&fileName=%22RID%20Review%20Checklist.xlsm%22 RID Review Checklist.xlsm] file, located in ''- Supporting Documents > RID Preparation'' folder is ready for submittal.
 
−
 
 
−
 
 
−
[[File:RID_Prelim_Checklist_Folder.png|center|650px|frameless]]
 
−
''NOTE: This is a “living” form. The Project Manager will update this form at each milestone.''
 
−
|-
 
−
| style="text-align:center;" | 3
 
−
| ''Project Manager'' – Make sure the RID files are ready for review prior to completing the [[1.3_OEC_Plan_Review_ProjectWise_Process#State:_OEC_-_Pending | State: OEC - Pending]].
 
−
|-
 
−
| style="text-align:center;" | 4
 
−
| ''Project Manager'' – Once you are ready to initiate the meeting appointment during [[1.3_OEC_Plan_Review_ProjectWise_Process#State:_OEC_-_System_Manager_Approved_for_Meeting | State: OEC – System Manager Approved for Meeting]]:
 
−
* Single Left click on the files located in the ‘RID-OEC’ folder.
 
−
* Then right click and select Change State.
 
−
* Select Next.
 
−
|-
 
−
| style="text-align:center;" | 5
 
−
| ''Project Manager'' – Click on OK in the ‘Change Document to State’ window
 
−
|-
 
−
| style="text-align:center;" | 6
 
−
| ''Project Manager'' – Include [mailto:[email protected] MDOT RID Support] on the email generated during the state change from [[1.3_OEC_Plan_Review_ProjectWise_Process#State:_OEC_-_System_Manager_Approved_for_Meeting | State: OEC – System Manager Approved for Meeting]] to [[1.3_OEC_Plan_Review_ProjectWise_Process#State:_OEC_-_Meeting_Scheduled_and_Ready_for_Review | State: OEC- Meeting Scheduled and Ready for Review]].
 
−
|-
 
−
|}
 
−
 
 
−
===[[#State: OEC RID Review - Review in Progress|State: OEC RID Review - Review in Progress]]===
 
−
'''PPMS Task:''' 3870 - OEC Plan Review ''(15 work days for review)''
 
−
 
 
−
{| class="wikitable" width = "80%"
 
−
|-
 
−
! style="text-align:center; width: 5%" | Step
 
−
! style="text-align:center; width: 95%" | Action
 
−
|-
 
−
| style="text-align:center;" | 1
 
−
| ''MDOT-RIDSupport Reviewers'' – Perform review of the RID files and document comments in the [http://mdotjboss.state.mi.us/SpecProv/getDocumentById.htm?docGuid=71536ffa-6a51-4e45-b38b-da310526378b&fileName=%22RID%20Review%20Checklist.xlsm%22 RID Review Checklist.xlsm]. Reference saved views in the OEC Comments column.
 
−
 
 
−
 
 
−
''NOTE: During this state the ‘RID-OEC’ folder will be locked for MDOT-RIDSupport review.''
 
−
|-
 
−
| style="text-align:center;" | 2
 
−
| ''MDOT-RIDSupport Reviewers'' – Create a pdf copy of the [http://mdotjboss.state.mi.us/SpecProv/getDocumentById.htm?docGuid=71536ffa-6a51-4e45-b38b-da310526378b&fileName=%22RID%20Review%20Checklist.xlsm%22 RID Review Checklist.xlsm] file and add the date to end of the 'RID Review Checklist.pdf' in the ‘RID_OEC’ folder.
 
−
 
 
−
|-
 
−
| style="text-align:center;" | 3
 
−
| ''MDOT-RIDSupport Reviewers'' – After the 15 work day review period:
 
−
* Single Left click on the files located in the ‘RID-OEC’ folder.
 
−
* Then right click and select Change State.
 
−
* Select Next.
 
−
|-
 
−
| style="text-align:center;" | 4
 
−
| ''MDOT-RIDSupport Reviewers'' – Click on OK in the ‘Change Document to State’ window.
 
−
 
 
−
 
 
−
''NOTE: No email will be generated.''
 
−
|-
 
−
|}
 
−
 
 
−
===[[#State: OEC RID Review - Complete|State: OEC RID Review - Complete]]===
 
−
'''PPMS Task:'''
 
−
 
 
−
{| class="wikitable" width = "80%"
 
−
|-
 
−
! style="text-align:center; width: 5%" | Step
 
−
! style="text-align:center; width: 95%" | Action
 
−
|-
 
−
| style="text-align:center;" | 1
 
−
| The files in the ‘RID-OEC’ folder will be locked as a time stamp of the submittal and review. Responses from the Design Team or Project Manager should be placed in the RID Comments column of the [http://mdotjboss.state.mi.us/SpecProv/getDocumentById.htm?docGuid=71536ffa-6a51-4e45-b38b-da310526378b&fileName=%22RID%20Review%20Checklist.xlsm%22 RID Review Checklist.xlsm] which is in the ''- Supporting Documents > RID Preparation'' folder. The RID files can be copied from the ‘RID-OEC’ folder if necessary for discussion.
 
−
|-
 
−
| style="text-align:center;" | 2
 
−
| The files can be viewed by the Project Manager and Design Team during the [[1.3_OEC_Plan_Review_ProjectWise_Process#State:_OEC_-_PM_Review_in_Progress| State: OEC – PM Review in Process]] and the [[1.3_OEC_Plan_Review_ProjectWise_Process#State:_OEC_-_Design_Team_Response| State: OEC – Design Team Response]].
 
−
|-
 
−
|}
 
−
{{top}}
 
  
 +
If you haven't visited the new site yet contact [email protected] to request access to the Development Guide.
 
[[CATEGORY:RID]]
 
[[CATEGORY:RID]]

Latest revision as of 12:00, 24 January 2025

The Development Guide has moved to a Sharepoint site.

If you haven't visited the new site yet contact [email protected] to request access to the Development Guide.

Retrieved from "https://mdotwiki.state.mi.us/design/index.php?title=1.3_FPC_Plan_Review_ProjectWise_Process&oldid=4091"