Difference between revisions of "1.4 Letting Plan Review ProjectWise Process"
m (→1.4.1 Letting - Package Submittal: Text Edits) |
m (→1.4.3 Letting - RID Review: Text Edits) |
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− | | ''Design Team'' | + | | ''Design Team'' - Create RID Submittal during the [[1.4 Letting Plan Review ProjectWise Process#State:_E-Proposal_Complete | State: E-Proposal Complete]]: |
− | * Place RID files in the | + | * Place RID files in the '˜RID' folder per [[Chapter_5_-_RID_Process#Final| Chapter 5 - Section 5.2 - RID Process_Final]] |
− | * 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 | + | * 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' folder. |
* Complete the RID 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]. | * Complete the RID 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]. | ||
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| style="text-align:center;" | 2 | | style="text-align:center;" | 2 | ||
− | | ''Project Manager'' | + | | ''Project Manager'' - Make sure the RID files are ready for review prior to completing the [[1.4 Letting Plan Review ProjectWise Process#State:_E-Prop_Initiate_Final_Project_Review | State: E-Prop Initiate Final Project Review]]. |
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| style="text-align:center;" | 3 | | style="text-align:center;" | 3 | ||
− | | ''Project Manager'' | + | | ''Project Manager'' - Include [mailto:MDOT-RIDSupport@michigan.gov MDOT RID Support] on the email generated during the[[1.4 Letting Plan Review ProjectWise Process#State:_E-Prop_Initiate_Final_Project_Review | State: E-Prop Initiate Final Project Review]]. |
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− | | ''MDOT-RIDSupport Reviewers'' | + | | ''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 RID Comments column. |
− | ''NOTE: During this state the | + | ''NOTE: During this state the '˜RID' folder will remain accessible for easy corrections of RID files during the MDOT-RIDSupport review.'' |
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| style="text-align:center;" | 2 | | style="text-align:center;" | 2 | ||
− | | ''MDOT-RIDSupport Reviewers'' | + | | ''MDOT-RIDSupport Reviewers'' - Prior to the [[1.4 Letting Plan Review ProjectWise Process#State:_QA_Final_-_Ready_for_Finance |State: QA Final - Ready for Finance]]: |
− | * Single Left click on the files in located in the | + | * Single Left click on the files in located in the 'RID' folder. |
* Then right click and select Change State. | * Then right click and select Change State. | ||
* Select Next. | * Select Next. | ||
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| style="text-align:center;" | 3 | | style="text-align:center;" | 3 | ||
− | | ''MDOT-RIDSupport Reviewers'' | + | | ''MDOT-RIDSupport Reviewers'' - Click on OK in the '˜Change Document to State' window. |
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− | | ''Finance'' | + | | ''Finance'' - During the Final State: |
− | * Single Left click on the files in located in the | + | * Single Left click on the files in located in the 'RID' folder. |
* Then right click and select Change State. | * Then right click and select Change State. | ||
* Select Next. | * Select Next. |
Revision as of 15:05, 20 April 2021
By Chapter
1.4.1 Letting - Package Submittal
State: OEC - Pending Submittal
Pre-Construction Task:
Step | Action |
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1 | Design Team - Create PDF of:
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2 | Design Team - Add PDFs created in step 1 into the '6 - Letting Plans and Proposal' folder. |
3 | Design Team - Are all Final Plan related files in the system? Yes, then:
|
4 | Design Team - Click on OK in the '˜Change Document to State' window |
5 | Design Team - Send the system generated email.
NOTE: Leave MDOT-Eproposal address in email. Also, you only need to send one email (close out of the other ones). |
REMINDER: Update RID Checklist in the ˜Supporting Documents/ RID Preparation folder and upload the RID files in the ˜6 - Letting Plans and Proposal/RID folder for review.
Highlight all files in the ˜6 - Letting Plans and Proposal/RID folder, then change state to next to submit to RID Review staff.
State: OEC-PM Review in Progress
Pre-Construction Task:
Step | Action |
---|---|
1 | Project Manager - Upon receipt of email, please review proposal and plan packages located in the '˜6-Letting Plans and Proposal' folder and the Supporting Documents located in the '˜Supporting Documents' folder. If ready, proceed to the next step of initiating the CA Sign Off.
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2 | Project Manager -
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3 | Project Manager - Once all supporting documents have been changed to the 'Complete Supporting Documents' State, then:
|
4 | Project Manager - Click on OK in the '˜Change Document to State' window |
5 | Project Manager - Add additional CA Form signers email addresses in the 'To' field and send the system generated email.
NOTE: Leave MDOT-Eproposal address in email. Also, you only need to send one email (close out of the other ones). |
State: OEC - CA Sign Off
Pre-Construction Task:
Step | Action |
---|---|
1 | CA Form Signers - Upon receipt of email, review Proposal and Plan packages located in the '˜6- Letting Plans and Proposal' folder and the Supporting Documents located in the '˜Supporting Documents' folder.
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2 | CA Form Signers - If approved for Final Plan review, then:
|
3 | Project Manager - Once the CA Form is complete:
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4 | Project Manager - Once the supporting documents have been changed to the '˜Initiate Final Supporting Documents' State, then:
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5 | Project Manager - Click on OK in the '˜Change Document to State' window |
6 | Project Manager - Send the system generated email.
NOTE: Leave email address in email. Also, you only need to send one email (close out of the other ones). |
State: e-Prop - Initiate Final Project Review
Pre-Construction Task:
Step | Action |
---|---|
1 | Specifiaction & Estimates Engineer -
|
2 | Specifiaction & Estimates Engineer - Click on OK in the 'Change Document to State' window |
3 | Specifiaction & Estimates Engineer -
NOTE: Leave MDOT-Eproposal address in email. Also, you only need to send one email (close out of the other ones). |
State: e-Prop - Workflow Assign
Pre-Construction Task:
Step | Action |
---|---|
1 | Specification & Estimates Engineer -
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1.4.2 Letting - Review
-Reserved-
State: QA Tech - Pending
PPMS Task: -Reserved-
State: QA Tech - Complete
PPMS Task: -Reserved-
State: QA Tech - Assign to Reviewer
PPMS Task: -Reserved-
State: QA SE - Pending
PPMS Task: -Reserved-
State: QA SE - Complete
PPMS Task: -Reserved-
State: QA SE - Assign to Estimator
PPMS Task: -Reserved-
State: QA Est - Pending
PPMS Task: -Reserved-
State: QA Est - Complete
PPMS Task: -Reserved-
State: QA Final - Pending
PPMS Task: -Reserved-
State: QA Final - Complete
PPMS Task: -Reserved-
State: QA Final - Ready for Finance
PPMS Task: -Reserved-
State: Finance PQ - Pending
PPMS Task: -Reserved-
State: Finance BLU - Pending
PPMS Task: -Reserved-
State: Final
PPMS Task: -Reserved-
1.4.3 Letting - RID Review
State: E-Proposal RID Pending
PPMS Task:
Step | Action |
---|---|
1 | Design Team - Create RID Submittal during the State: E-Proposal Complete:
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2 | Project Manager - Make sure the RID files are ready for review prior to completing the State: E-Prop Initiate Final Project Review. |
3 | Project Manager - Include MDOT RID Support on the email generated during the State: E-Prop Initiate Final Project Review. |
State: E-Proposal RID Complete
PPMS Task:
Step | Action |
---|---|
1 | MDOT-RIDSupport Reviewers - Perform review of the RID files and document comments in the RID Review Checklist.xlsm. Reference saved views in the RID Comments column.
NOTE: During this state the '˜RID' folder will remain accessible for easy corrections of RID files during the MDOT-RIDSupport review. |
2 | MDOT-RIDSupport Reviewers - Prior to the State: QA Final - Ready for Finance:
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3 | MDOT-RIDSupport Reviewers - Click on OK in the '˜Change Document to State' window. |
State: E-Proposal RID Publish
PPMS Task:
Step | Action |
---|---|
1 | Finance - During the Final State:
Note: The RID must be in the State: E-Proposal Complete before they can be changed to the State: E-Proposal RID Publish. If the RID is not in the State: E-Proposal Complete at the time of Publishing please contact MDOT RID Support |
2 | If RID files are added after advertisement:
|