Enhancements in Pre-Construction, Enhancements in Pre-Construction, Construction and Field ProductsConstruction and Field Products

presented by:Cindy Bass, Brad Parks &

Chad SchaferInfo Tech, Inc.

OverviewOverview

• Pre-Construction Enhancements• Construction Enhancements• Field Product Enhancements

Pre-Construction EnhancementsPre-Construction Enhancements

Cindy Bass

Info Tech, Inc.

Pre-Construction EnhancementsPre-Construction Enhancements

• PES® projects locked when proposal checked out• Tabbed folder functionality bundle• Generic fields• LAS® pass to SiteManager™

• CES® /PES import/export additional fields

Projects Locked When Proposal Checked OutProjects Locked When Proposal Checked Out

• Users requested that when a Project is checked out of PES into CES, the rest of its associated Proposal and Projects be locked in PES

• Or, when a Proposal is checked out, all of its associated Projects be locked as well

Projects Locked When Proposal Checked Out Projects Locked When Proposal Checked Out

• Installation Options– PROJECT_LOCKING

– PROJECT_ONLY (default)

– PROPOSAL_AND_PROJECT

– PROJ_PROPOSAL_PROJ

– PROPOSAL_LOCKING– PROPOSAL_ONLY (default)

– PROPOSAL_AND_PROJECT

Tabbed Folder Functionality BundleTabbed Folder Functionality Bundle

Addresses missing or incorrect functionality

• Consistent PES Worksheet and SAPW worksheet labels• PES Worksheet - display of all Break Item fields• PES Worksheet - modification of Proposal Line Numbers• Bid Letting Addenda window filter processing • Proposal Tabbed Folder - add/delete of Section Numbers• Letting/Proposal Tabbed Folder - add/delete of Bid Time • Bid Management Tabbed Folder - display all Bid Tabs

Generic FieldsGeneric Fields

• Addition of three functional fields – Ethnic Group Type – E-mail Address – FAX Number

• Addition of new generic fields to Reference Files– Item List Master– Vendor Master– Vendor Address Master

Item List Item List

VendorVendor

Vendor AddressVendor Address

LAS Pass to SiteManagerLAS Pass to SiteManager

• Did not pass contracts awarded to vendors without a '01' vendor address sequence

• Vendor list allowed ‘00’ but passed ’01’ as default

• Resolution– Changed from looking for a '01' vendor address, to

validating the vendor address from the Planholder Bill To value. If the vendor address does not exist, an error is displayed.

CES/PES Import/Export additional fieldsCES/PES Import/Export additional fields

• Needed ability to import and export additional project related fields from Quantity Manager

• Resolution– Added the ability to import and export six additional

project related fields:• Latitude• Longitude• Begin Station• End Station• Begin Termini• End Termini

– Added Installation Option to control importing of Project Item Prices

Pre-Construction EnhancementsPre-Construction Enhancements

Cindy Bass

Info Tech, Inc.

Construction EnhancementsConstruction Enhancements

Brad Parks

Info Tech, Inc.

SiteManagerSiteManager™™ 3.6a Suite Enhancements 3.6a Suite Enhancements (Overview)(Overview)

SM Module TMR #

Priority Short Description

SiteManager 3.6a 8575 High Sample Information Enhancement (SMSI)

(ALDOT, ARDOT, ConnDOT, INDOT, MODOT, NEDOR, NYSDOT, TXDOT)

3860 Medium Search Window - Item code to display with line item number

(SMSI – Same)

8704 High Lock Sample, Generic Field Func., & Attachments

(MODOT, INDOT, NYSDOT)

8666 Medium Prevent unauthorized viewing of Independent Assurance Samples (MSDOT)

8733 High Mix Design (Superpave & PCC) Copy feature and Termination Date (OKDOT)

8608 High Integrate new GetTemplate for June 2005 release

(MSE)

SitePad™ 1.1e 8108 Low Adobe Reader 6

(MSE)

SiteXchange™ 1.0b 7694 Medium Fed/State Project Number display on contract panel

(MSE)

7922 Medium Subcontract item list needs error icons

(MSE)

SiteManager SMSI Enhancements (Overview)SiteManager SMSI Enhancements (Overview)

• New Filter-Search Function• Material User Windows

• New Material User• Security User• Sampler• Testing Personnel

• Data Conversion • Approved Materials Window• Sample Information Window

• Material Detail Window• System Table Maintenance• Requirements Satisfaction

Function• Obsolete PowerBuilder Reports• New Agency Specific

Enhancements

Search Lens Fields (Filter-Search)Search Lens Fields (Filter-Search)

• Adding the Filter-Search menu option to all fields where the Search pointer is already enabled

• Filter-Search gives the user the flexibility in limiting the data that is being retrieved by specifying a search criterion, i.e., it will only retrieve rows that match the entered values, and it will highlight the first row

• SiteManager will also introduce the option of opening the Window Key record with search lens facility on User Security window, Material User related windows, and Sample Information window

Material User WindowMaterial User Window• A Material User can be

defined as one or more of three classes i.e., SiteManager User (having a User security profile), Sampler and/or Tester

• Sampler and Tester classes maintained in the Material User window

• SiteManager Users will continue to be created and maintained in the User Security window

Material User WindowMaterial User Window• Open-Search (& Open)

• User ID – 8 characters

• Active/Inactive Indicators

• Global Tester

• Deletion allowed if never referenced

• Qualifications displayed

• Material User Generic Fields

• Remarks (user defined types)

• Address (+generic fields)

Material User – Open (& Search)Material User – Open (& Search)

Material User - Generic FieldsMaterial User - Generic Fields

Material User - RemarksMaterial User - Remarks

Material User - AddressMaterial User - Address

User Security WindowUser Security Window• Open-Search (& Open)

• When creating new user, if an existing user (Security or Material) with same ID already exists, will retrieve all the existing information for existing user

• Menu navigation directly to Material User window

User Security Child WindowsUser Security Child Windows

• Child windows will be identical to the Material User windows, with the following differences:– File Open (Only Security Users in Picklist)– Search (Only Security Users in Picklist) – Remarks (Editable – shared with Material User)– Address (Editable – shared with Material User)– Generic Fields (Editable – shared with Material User)

Sampler Qualifications WindowSampler Qualifications Window• Renamed from Inspector• Only qualifications

maintained• Menu navigation to Material

User window• Qualification Type now picks

Material Category Type (MATLCATG), replacing old association with INSPQUAL code table [CNMATCAT relation]

• Dates (incl. Future)• Sort Order• Copy Function

Sampler Qualifications Child WindowsSampler Qualifications Child Windows

• Child windows will be identical to the Material User windows, with the following differences:– File Open (Only Samplers in Picklist)– Search (Only Samplers in Picklist) – Remarks (Editable – shared with Material User)– Address (Inquiry Only – shared with Material User)– Generic Fields (Inquiry Only – shared with Material User)

Testing Personnel Qualifications WindowTesting Personnel Qualifications Window• Only qualifications maintained

• Menu navigation to Material User window

• Dates (incl. Future)

• Sort Order

• Copy Function (includes test methods)

Testing Personnel Qualifications Testing Personnel Qualifications Child WindowsChild Windows• Child windows will be identical to the Material User

windows, with the following differences:– File Open (Only Testers in Picklist)– Search (Only Testers in Picklist) – Remarks (Editable – shared with Material User)– Address (Inquiry Only – shared with Material User)– Generic Fields (Inquiry Only – shared with Material User)

Approved Materials WindowApproved Materials WindowProducer/Supplier table association (w/ search-lens) replacing Manufacturer code table

Sample Information WindowSample Information Window• Open-Search (& Open)

• Sample Date:– required field

– default to current date

– When saving a future date, confirmation will be required

– If changed, the following fields will now be “blanked-out”: Producer/Supplier, Product Name (if enabled), Manufacturer, and Inspector

• Manufacturer will be disabled until a material is selected

Sample Information WindowSample Information Window• If Material “Brand Name

Required,” Product Name will be enabled and required; Manufacturer remains protected and will be populated based on Product Name. Otherwise, if no Brand Name Required, both are enabled; Product Name selection forces Manufacturer.

• If Material changed, in addition to the current business rule (e.g. Producer/Supplier and Manufacturer blanked out), the Product Name and Inspector will also be “blanked-out”

Sample Information WindowSample Information WindowProduct Name will use the Filter-Search lens functionality and will display only those product names that match both the material selected and where the Sample Date falls between the effective date and expiration date of the approved material

Sample Information WindowSample Information WindowProducer/Supplier:

• The Search capability will be added to Producer/Supplier Name field

• Filter-Search functionality modified to select Producer/Supplier by Name; Producer/Supplier code field will be protected

• The Filter-Search will display producer/suppliers for the selected material where the Sample Date falls between the producer/supplier material Effective and Expiration date or the Sample Date is greater than Effective date and Expiration date is ‘0’

Sample Information WindowSample Information WindowManufacturer:

• The Search capability will be added to Manufacturer Name field

• Filter-Search functionality modified to select Manufacturer by Name; Manufacturer code field will be protected

• Only active manufacturers from Producer Supplier Material table will be displayed and allowed to be entered in the Manufacturer field. i.e., the Sample Date must fall between the producer/supplier material’s effective and expiration date

Sample Information WindowSample Information Window• Sampler:

– New label (old “Smpld By”)– If the selected material is in

“Controlled Material Categories”, then Sampler will be restricted to active inspectors who have active qualifications for the material category on the sample’s material, and where Sample Date falls within the active qualification’s date range.

• Sample Unit (Addt’l Sample Data Tab):

– Moved and label removed. – On a new sample, unit defaulted

to material unit on Material Detail (based on the Sys Op Parm ‘Default Sample Material Unit’)

Sample Information WindowSample Information WindowSample Authorization function changed to only allow authorization of the sample if the Sample Status is one of the codes that are contained in the new Sample Status Allowing Authorization (SMPLAUTH) code table.

Sample Info – Contract TabSample Info – Contract Tab• Add Satisfied Represented

Material Quantity (same as Daily Work Report - Work Item tab)

• Add Item Code

• New Contract Item Select (see next slide)

Sample Info – Contract TabSample Info – Contract TabContract Item SelectContract Item Select

When adding a new Contract Item row(s), the pick list will include a Contract ID search lens facility. Once a valid contract is selected, it will display the line items on the contract, where one or more line items can be selected using standard Windows select functionality.

Sample Info – Tests TabSample Info – Tests TabStart Date:

• Required; defaulted to the current system date

• Used to validate testers active qualifications

• If altered after testers have been associated with the test, the qualifications of all associated testers will be reconfirmed before accepting the start date

Sample Info – Tests TabSample Info – Tests Tab• Only qualified testers will be

able to access test results in an update mode. Otherwise, read-only mode.

• When test results are saved, the tester (i.e., the current User ID) is compared to the list of testers shown in the Sample Testers window. If tester is already there, Last Modified Date is updated. If the tester is not there, they are added.

Sample Info – Testers WindowSample Info – Testers Window• The tester search lens filter

will be restricted to those testers who have valid test method qualifications, by either having global access to test, or by having an active qualification (using the test start date).

• Deletes only available until the test results have been recorded

• Display current Last Modified data

System Table MaintenanceSystem Table Maintenance

• “Sample Status Allowing Sample Authorization” (SMPLAUTH) that will allow users to enter codes which indicate the status of a sample suitable for authorization.

• “Controlled Material Categories” (CNMATCAT) describes the material categories that require samplers to have active qualifications.

• When deleting the last code in “Change” or “User” type code table, the window currently deletes the parent header table. This will be changed so that deleting the last code for a “Change” type code table will not delete the header code table.

Calc Contract Sampling & Testing Calc Contract Sampling & Testing Requirements Satisfaction Function Requirements Satisfaction Function • Sampling Checklist Report will additionally create a

log file• Recalculating Requirement Satisfaction:

– The Maintain Sample Information window and Contract Sampling and Testing requirement window will call the Calculate Contract Sampling and Testing Requirement Satisfaction function. The function will be called at the following events (for optimization purposes):

• When the user opens a different sample• When the window is closed• When a save is performed

– The Change Order final approval process will also call the Calculate Contract Sampling and Testing Requirement Satisfaction function

Obsolete PowerBuilder Reports Obsolete PowerBuilder Reports

The PowerBuilder reports affected due to the base table changes in this enhancement and those from the SiteManager Contract Sampling & Testing enhancement will be removed from the application and documentation.

• Materials Expiring for Sources Report• Material Sources Report• Producer/Supplier Materials Report• Contract Producer/Supplier (Exceptions) Report• Failing Samples Report• Inspectors Report• Testing Personnel Report• Approved Material Report• Approved Material Expiring Report• Producer/Supplier Report

Other Agency Specific EnhancementsOther Agency Specific EnhancementsSample Locking: When locked, only the user(s) with access will be allowed to update or authorize the sample. All other users will have inquiry only access. The sample can be locked at the following levels:

– User Level: allows update access to only the locking user.

– Office Level: allows update access to users in the locking users office and all office levels in the chain above.

– No Locked: allows update access by any user with proper window rights (as previous).

– Limited Access: allows view and update access to only those in the “Limited Access Sample Group” (typically the Independent Assurance Group) specified in SysOpParms. (Only this & No Lock option available for users in Group.)

Other Agency Specific EnhancementsOther Agency Specific Enhancements

Add the standard Generic field functionality to the Material Details table and window.

Other Agency Specific EnhancementsOther Agency Specific EnhancementsAdd the standard Attachment functionality to Producer/Supplier Plants and to Producer/Supplier Materials.

Other Agency Specific EnhancementsOther Agency Specific Enhancements• New copy mix design

function has been added to both Superpave & PCC Mix Design windows

• If Material Code is changed (on existing as well as copied mix design):– Material Gradations

are reset ready for new assignment.

– Termination Date is blanked-out.

MSE EnhancementsMSE Enhancements

• SiteManager 3.6a• Object Store updates (including “GetTemplates”

function) making the OBS a 100% consistent code base across all Trns•port modules.

• SitePad 1.1e • Conduit performance issue updates resulting in a 72%

time savings• Adobe Reader 6.0 upgraded from Adobe Acrobat

Reader 5.0

• SiteXchange 1.0b (see next slide for screen dumps)• Fed/State Project Number display on contract panel• Subcontract item list needs error icons

SiteXchange 1.1b Screen DumpsSiteXchange 1.1b Screen Dumps

Construction EnhancementsConstruction Enhancements

Brad Parks

Info Tech, Inc.

Field Products EnhancementsField Products Enhancements

Chad Schafer

Info Tech, Inc.

FieldManagerFieldManager®® Releases Releases

• FieldManager 4.1a– Released June, 2005

• FieldManager 4.2– Planned Release Date: May 24, 2006

FieldManager 4.1aFieldManager 4.1a

• Major New Functionality– Multiple database support FieldManager & FieldBook™– New version of FieldNet™– Managing office comments– Inquiries against multiple contracts– Items List window contains original quantity column– Attachment improvements– New contractor area for item association

New Log-InNew Log-In

Managing Office CommentsManaging Office Comments

Multiple Contract InquiriesMultiple Contract Inquiries

Multiple Contract Inquiries: Contracts SummaryMultiple Contract Inquiries: Contracts Summary

Additional Contractor FunctionalityAdditional Contractor Functionality

Contractors General TabContractors General Tab

Assigning Items to ContractorsAssigning Items to Contractors

Adding AttachmentsAdding Attachments

Adding AttachmentsAdding Attachments

FieldNet SetupFieldNet Setup

FieldNet Main MenuFieldNet Main Menu

Field Products EnhancementsField Products Enhancements

Chad Schafer

Info Tech, Inc.

Enhancements in Pre-Construction, Enhancements in Pre-Construction, Construction and Field ProductsConstruction and Field Products

presented by:Cindy Bass, Brad Parks &

Chad SchaferInfo Tech, Inc.