Work Class Code

Description

The Contractor Work Class Code screen is part of the Contractor Services subsystem and provides part of the Contractor Prequalification functionality. Contractors use this screen to request, remove, or view a work class code for which they are, or want to be, prequalified. Authorized Prequalification users access this screen to approve, deny, or remove a work class code or to enter the work class code request on the contractor’s behalf.

The Contractor Work Class Code screen can be accessed from a hyperlink on the Contractor screen. Authorized users can also access the screen via the Pending Work Class Codes list, available from the Contractor Information home page.

Fields

Field Name	State	Description
Contractor Prequalification Header	Display Only	The Contractor header fields are standard on most screens related to Prequalification of contractors. These fields provide identifying information about the contractor and their prequalification status. the Business Partner Name also provides a link to the Contractor screen.
Work Class Code Status	Display Only	This field displays the status of the work class code request as pending, approved, denied or removed.
Code Type	Required	This field allows the user to select the type of work class code when the screen is in 'create' mode (that is, when a request is being entered). After the work class code has been submitted, this field is protected. Valid types of work class codes are: Regular, Conditional, and Provisional.
Code	Required	This field allows the user to select one or more codes by clicking on the selection arrow to the right of the screen and choosing the code(s) from a filtered list of available work class codes. (The list excludes any work class codes for which the contractor is already approved.)
Y Code Description	Required	This field allows the user to enter a description of the Y work class code request. This field is displayed only when Y is selected as the work class code being requested. Once the request is submitted, this field is protected.
Effective Date	Required	This field displays the date the work class code became effective (that is, was approved by PENNDOT).
Superintendent First Name	Conditional - Required	This field allows the user to enter the first name of the Superintendent. This information is required only for conditional work class code requests.
Superintendent Middle Initial	Conditional - Optional	This field allows the user to enter the middle initial of the Superintendent. This optional field is only displayed for conditional work class code requests.
Superintendent Last Name	Conditional - Required	This field allows the user to enter the last name of the Superintendent. This information is required only for conditional work class code requests.
Superintendent Suffix	Conditional - Optional	This field allows the user to enter a suffix (for example, "Jr.") to the name of the Superintendent, if applicable. This optional field is only displayed for conditional work class code requests.
Superintendent SSN (Social Security Number)	Conditional - Required	This field allows the user to enter the 9-digit Social Security Number of the Superintendent for whom the work class code is being requested. This information is required only for conditional work class code requests.
Project Number	Conditional - Required	This field allows the user to select the Project Number from a filtered list of all ECMS projects in Pre-Construction or Construction status. The user clicks the selection arrow to the right of the Project field, then selects the project number and clicks the OK button. This field is required only when the type of work class code is Provisional.
Prime Contractor	Conditional - Required	This field allows the user to select the Prime Contractor from a filtered list of prime contractors. The user clicks the selection arrow to the right of the Prime field, then selects the prime business partner name and clicks the OK button. This field is required only when the type of work class code is Provisional.
Prime Contractor Superintendent First Name	Conditional - Required	This field allows the user to enter the first name of the Prime Contractor Superintendent associated with a provisional work class code request. This field is required only when the type of work class code is Provisional.
Prime Contractor Superintendent Middle Initial	Conditional - Optional	This field allows the user to enter the middle initial of the Prime Contractor Superintendent associated with a provisional work class code request. This optional field is only displayed when the type of work class code is Provisional.
Prime Contractor Superintendent Last Name	Conditional - Required	This field allows the user to enter the last name of the Prime Contractor Superintendent associated with a provisional work class code request. This field is required only when the type of work class code is Provisional.
Prime Contractor Superintendent Suffix	Conditional - Optional	This field allows the user to enter any applicable suffix (for example, "Jr.") to the name of the Prime Contractor Superintendent associated with a provisional work class code request. This optional field is only displayed when the type of work class code is Provisional.
Subcontractor	Conditional - Required	This field allows the user to enter the name of the Subcontractor associated with a provisional work class code request. This field is required only when the type of work class code is Provisional.
Subcontractor Superintendent First Name	Conditional - Required	This field allows the user to enter the first name of the Subcontractor Superintendent associated with a provisional work class code request. This field is required only when the type of work class code is Provisional.
Subcontractor Superintendent Middle Initial	Conditional - Optional	This field allows the user to enter the middle initial of the Subcontractor Superintendent associated with a provisional work class code request. This optional field is only displayed when the type of work class code is Provisional.
Subcontractor Superintendent Last Name	Conditional - Required	This field allows the user to enter the last name of the Subcontractor Superintendent associated with a provisional work class code request. This field is required only when the type of work class code is Provisional.
Subcontractor Superintendent Suffix	Conditional - Optional	This field allows the user to enter any applicable suffix to the name of the Subcontractor Superintendent associated with a provisional work class code request. This optional field is only displayed when the type of work class code is Provisional.

Actions

Action	Description
Click the Business Partner link	When the Prequalification or Comptroller user clicks this link in the screen header, the Contractor screen is displayed for that business partner.
Click the Subsidiary of link	When the Prequalification or Comptroller user clicks this link in the screen header, the Contractor screen is displayed for the parent company of that business partner. This link will only be visible when a business partner is the subsidiary of another business partner.
Click the Selection Arrow icon next to Code field	When the user clicks the selection arrow icon next to the Code field, the Select Work Class Code screen opens in a separate browser window. This screen is in the standard ECMS selection window format and provides a filtered list of work class codes from which the user can choose one or more. The user makes their selection by clicking the "X" in front of the code they wish to request, then clicking the OK button.
Click the Selection Arrow icon next to Prime field	When the user clicks the selection arrow icon next to the Code field, the Select ECMS Business Partner screen opens in a separate browser window. This screen is in the standard ECMS selection window format and provides a filtered list of prime contractors from which the user can choose only one. The user makes their selection by clicking the "X" in front of the business partner name they wish to choose, then clicking the OK button. Note: This field is only displayed when the work class code type is Provisional.
Click the Selection Arrow icon next to the Project field	When the user clicks the selection arrow icon next to the Code field, the Select ECMS Project screen opens in a separate browser window. This screen is in the standard ECMS selection window format and provides a filtered list of projects from which the user can choose only one. The user makes their selection by clicking the "X" in front of the project they wish to choose, then clicking the OK button. Note: This field is only displayed when the work class code type is Conditional or Provisional.
Click the BACK button	When the user clicks this button, they are returned to the previous document located in the browser’s history.
Click the APPROVE button	When the user clicks this button and after confirmation, the status of the work class code is updated to Approved. The system also prompts the user to ask if they want to generate a certificate.
Click the REMOVE button	When the user clicks this button and after confirmation, the status of the work class code request is update to Removed. This button is not available for Denied work class codes. Users are prompted and required to enter a reason for removal.
Click the DENY button	When the user clicks this button and after confirmation, the status of the work class code request is update to Denied and an email is sent to the Contractor to notify them that their work class code request was denied. Users are prompted and required to enter a reason for denial.
Click the NEW button	When the user clicks this button, all fields on the work class code request are cleared to facilitate entry of another work class code request. This button is only available in edit mode. After this button is clicked the page is re-displayed in edit mode with all entry fields editable.
Click the EDIT button	When the user clicks this button, the screen is displayed in edit mode. Clicking the EDIT button for a regular work class code will display the REMOVE button. This is the only functionality allowed in edit mode for that type. Only Superintendent information can be changed in edit mode for provisional work class codes.
Click the SUBMIT button	When the user clicks this button and after confirmation, the status of the work class code request is updated to Pending and a notification message is automatically sent to the Prequalification office.

Created by
Joseph D Howe/PennDOT on 03/16/2005 at 10:57:53 AM