Search for Contractor Evaluation

<H2 class=form>Description</H2>
<BLOCKQUOTE>This function allows users to search for contractor evaluations by project or by business partner name. The Search for Contractor Evaluation function is initiated on the Contractor Evaluations home page when the user enters search criteria, indicates the filters (with subsection totals, only final reports) for the results and clicks the Search button. Contractor Evaluations can also be accessed from the "Evaluations by Project" Go link on the Construction Project Information screen; in this case, only Reports that are in final status can be viewed by PENNDOT and business partner users. Draft reports are available only to PENNDOT. Security access for reports in the workflow process are controlled by the user's user group and the status of the workflow.
</BLOCKQUOTE> 
<H2 class=form>Step-by-Step Directions</H2>
<BLOCKQUOTE>
<TABLE border=1>
<TBODY>
<TR vAlign=top>
<TD width=151>User Action</TD>
<TD width=439>Result</TD></TR>
<TR vAlign=top>
<TD width=151>Open your browser software and access the ECMS Welcome page.</TD>
<TD width=439>The ECMS Welcome page is displayed with the navigation bar on the left.</TD></TR>
<TR vAlign=top>
<TD width=151>Using the Registered Users Login fields at the top of the navigation bar, enter your user ID and password. Click GO or tap the Enter key.</TD>
<TD width=439>The ECMS Welcome page appears. Your user name now appears at the top of the navigation bar, and the navigation bar options are tailored to your security group(s).</TD></TR>
<TR vAlign=top>
<TD width=151>From the navigation bar, select the Contractor Services option. </TD>
<TD width=439>The Contractor Services option available to your user group are displayed.</TD></TR>
<TR vAlign=top>
<TD width=151>Select the Contractor Evaluations option beneath Contractor Services on the navigation bar.</TD>
<TD width=439>The Contractor Evaluations home page is displayed.</TD></TR>
<TR vAlign=top>
<TD width=151>Enter the Project Number and/or select the Business Partner as the search criteria.</TD>
<TD width=439>The entered/selected criteria are displayed in the appropriate fields.</TD></TR>
<TR vAlign=top>
<TD width=151>If desired, select the "Only Final PPRs" checkbox.</TD>
<TD width=439>A checkmark appears in the selected checkbox. If you choose this filter, the results will not include interim or mid-term evaluations.</TD></TR>
<TR vAlign=top>
<TD width=151>If desired, select the "Display Subtotal Details" checkbox.</TD>
<TD width=439>A checkmark appears in the selected checkbox. If you choose this filter, the results will include the scores for each section.</TD></TR>
<TR vAlign=top>
<TD width=151>Click the SEARCH button.</TD>
<TD width=439>The Contractor Evaluations list is displayed and includes the reports matching the entered search criteria and the selected filters. The business partner name provides a link to the report screen for the given contractor.
If Project Number was included as a search criterion, the Project Header is displayed on the search results screen, and the list includes only reports for the given project.
If Project Number was not included as a search criterion, the Business Partner header is displayed on the screen, and the list includes all reports for the given business partner for each project where reports exist.
If no reports match your search criteria, a "No Records Found" message is displayed.</TD></TR></TBODY></TABLE></BLOCKQUOTE>

Description

This function allows users to search for contractor evaluations by project or by business partner name. The Search for Contractor Evaluation function is initiated on the Contractor Evaluations home page when the user enters search criteria, indicates the filters (with subsection totals, only final reports) for the results and clicks the Search button. Contractor Evaluations can also be accessed from the "Evaluations by Project" Go link on the Construction Project Information screen; in this case, only Reports that are in final status can be viewed by PENNDOT and business partner users. Draft reports are available only to PENNDOT. Security access for reports in the workflow process are controlled by the user's user group and the status of the workflow.

Step-by-Step Directions

User Action Result

Open your browser software and access the ECMS Welcome page. The ECMS Welcome page is displayed with the navigation bar on the left.

Using the Registered Users Login fields at the top of the navigation bar, enter your user ID and password. Click GO or tap the Enter key. The ECMS Welcome page appears. Your user name now appears at the top of the navigation bar, and the navigation bar options are tailored to your security group(s).

From the navigation bar, select the Contractor Services option. The Contractor Services option available to your user group are displayed.

Select the Contractor Evaluations option beneath Contractor Services on the navigation bar. The Contractor Evaluations home page is displayed.

Enter the Project Number and/or select the Business Partner as the search criteria. The entered/selected criteria are displayed in the appropriate fields.

If desired, select the "Only Final PPRs" checkbox. A checkmark appears in the selected checkbox. If you choose this filter, the results will not include interim or mid-term evaluations.

If desired, select the "Display Subtotal Details" checkbox. A checkmark appears in the selected checkbox. If you choose this filter, the results will include the scores for each section.

Click the SEARCH button. The Contractor Evaluations list is displayed and includes the reports matching the entered search criteria and the selected filters. The business partner name provides a link to the report screen for the given contractor.
If Project Number was included as a search criterion, the Project Header is displayed on the search results screen, and the list includes only reports for the given project.
If Project Number was not included as a search criterion, the Business Partner header is displayed on the screen, and the list includes all reports for the given business partner for each project where reports exist.
If no reports match your search criteria, a "No Records Found" message is displayed.

Created by
Joseph D Howe/PennDOT on 03/16/2005 at 10:56:00 AM

User Action	Result
Open your browser software and access the ECMS Welcome page.	The ECMS Welcome page is displayed with the navigation bar on the left.
Using the Registered Users Login fields at the top of the navigation bar, enter your user ID and password. Click GO or tap the Enter key.	The ECMS Welcome page appears. Your user name now appears at the top of the navigation bar, and the navigation bar options are tailored to your security group(s).
From the navigation bar, select the Contractor Services option.	The Contractor Services option available to your user group are displayed.
Select the Contractor Evaluations option beneath Contractor Services on the navigation bar.	The Contractor Evaluations home page is displayed.
Enter the Project Number and/or select the Business Partner as the search criteria.	The entered/selected criteria are displayed in the appropriate fields.
If desired, select the "Only Final PPRs" checkbox.	A checkmark appears in the selected checkbox. If you choose this filter, the results will not include interim or mid-term evaluations.
If desired, select the "Display Subtotal Details" checkbox.	A checkmark appears in the selected checkbox. If you choose this filter, the results will include the scores for each section.
Click the SEARCH button.	The Contractor Evaluations list is displayed and includes the reports matching the entered search criteria and the selected filters. The business partner name provides a link to the report screen for the given contractor. If Project Number was included as a search criterion, the Project Header is displayed on the search results screen, and the list includes only reports for the given project. If Project Number was not included as a search criterion, the Business Partner header is displayed on the screen, and the list includes all reports for the given business partner for each project where reports exist. If no reports match your search criteria, a "No Records Found" message is displayed.