penalty _ appointments 1

Upload: spaceconsult

Post on 05-Apr-2018

217 views

Category:

Documents


0 download

TRANSCRIPT

  • 8/2/2019 Penalty _ Appointments 1

    1/28

    User Guide

    A ointments Service

    Buidling Department Building Permit Section

    November, 2011

  • 8/2/2019 Penalty _ Appointments 1

    2/28

    Appointments Service - User Guide

    Appointments' are mainly divided into two types : ( Applications' appointments &

    General appointments ).

    1-Applications' appointments : are an application related appointments, which are

    also divided into two categories ( Clarifications & appointments ).

    November, 2011

    Appointments' Service has been introduced to facilitate the process of

    booking appointments with committees' Engineers ( Architectural,

    Structural, Mechanical/AC , Road , and all other groups participating in

    checking the permit applications ).

    It Is important to know , that the result of the appointment or clarification agreedwith DM/Engineer will specify the penalty amount that will be paid by applicant for any

    repeated comments after the second submission.

    In the Coming pages , we'll be introducing the new categories which have been developed in

    the system (BPCS), explaining the procedure of creating both types of appointments & how to

    follow up illustrated in screen shots.

    a- ar cat ons are on y a out app cant customer try ng to exp a n some comments

    as a reply on DM/engineer notes, without requesting a meeting or attending DM,

    once applicant/customer sends his Clarifications on the notes thru the system,

    DM/Engineer will receive them and has to reply them.

    b-appointments are designated to allow applicant to discuss ( In Person with

    DM/Engineer ) the notes that has been mentioned by DM/engineer once the

    applicant feels that notes are not understood or ( NOT Accepted ). applications'

    appointments allow customer to meet the committee engineers & their heads.

    2-General Appointment : is a non-related application appointment. Applicant or

    customer can request an appointment with one of the ( head of units ) or ( head of

    permit section ) to discuss some issues , designs, projects & special approvals with

    them.

  • 8/2/2019 Penalty _ Appointments 1

    3/28

    1-1. Applications' Appointments creation :

    1- Login to DM Portal using User & Password 1

    2- Select Building Permit Services from ( Available Services List) 2

  • 8/2/2019 Penalty _ Appointments 1

    4/28

    3- From the application follow Up screen , you can check the returned &

    CFR applications where you will reply the notes by a clarification or

    requesting an appointment .

    3

    From Application Follow Up

    screen, go to returned or

    CFR application link

    4- Default view ( application page ) - scroll down to version notes . 4

  • 8/2/2019 Penalty _ Appointments 1

    5/28

    5- Go to ( Version notes ) to reply them as usual 5

    6- In this screen, you will find all notes mentioned by all engineers who

    studied the application, you have first to specify the reply type from the

    drop down menu, second to select wether the note is accepted by you

    or not

    ((Note the only NOT ACCEPTED notes will be discussed with DM/Engineers))

    6

  • 8/2/2019 Penalty _ Appointments 1

    6/28

    7- Once you reply all notes ( mandatory ) click on ( Confirm notes )

    then answer the alert :

    ( please note once decision confirmed you can't change the notes )7

    8- System will update into the appointment screen, the same screen can

    be opened from another link as displayed in the next Picture 8

  • 8/2/2019 Penalty _ Appointments 1

    7/28

    9- the same previous screen can be opened from another link as

    displayed . 9

    10- you will have a list of engineerss groups who studied the application,

    select the one you want to meet with . 10

  • 8/2/2019 Penalty _ Appointments 1

    8/28

    2- type in remarks ( mandatory in case of clarification ).

    3- select all the notes from right side check box.

    11- After selcting engineer group the system will update the page,

    and display all notes mentioned by this Engineer you have to :

    1- select the appointment type ( clarification or appointment ).

    4- Confirm notes.

    11

    12- the screen will update and more details to be filled in, all fields with

    (*) are mandatory, then Save the appointment details .12

  • 8/2/2019 Penalty _ Appointments 1

    9/28

    13- Once you save the appointment, the calendar will be displayed,

    make sure to select the appropriate date and time .13

    14- System will ask you to specify the numer of slots to be reserved

    ( each slot = 10 minutes ), the same alert will be telling you the

    maximum number of slots allowed for reservation (booking)14

  • 8/2/2019 Penalty _ Appointments 1

    10/28

    15- Once you select the slots, your booking is complete. 15

    16- you can still cancel the slot by clicking on ( cancel Slot ) 16

  • 8/2/2019 Penalty _ Appointments 1

    11/28

    17- You can repeat the same step for new appointments with other

    groups ( structural , mechanical etc ) . 17

  • 8/2/2019 Penalty _ Appointments 1

    12/28

    1-2. Applications' Appointments follow up :

    1- A new tab is provided in Working area ( Appointments ), where you

    can follow up all of your appointments ( status, details, search ) 1

    2- At the upper part of the screen, you can see links for (

    Applications appointments & clarifications ) as well as General appointments 2

  • 8/2/2019 Penalty _ Appointments 1

    13/28

    New : Draft appointment which is still pending with the applicant to fulfill its information and

    submit thru the system. Once submitted the status will change to booked.

    1- from Applications' Appointments screen search for the ( Debatable )Appointments, then click the link ( View ) for the requiered appointment .

    2- For the applications' appointments, the appointment status varies

    as follows :

    Booked : Pending appointments for discussion in person with DM Engineers on time & date .

    Once completed, the status will change to Closed.

    cancelled : an appointment that has been cancelled by applicant or DM due some reason.

    closed : an appointment where the applicant has met DM engineer and discussed the

    comments with. All notes decisions are taken and agreed by both sides

    debatable : an appointment where the applicant has met DM engineer and discussed the

    comments with. notes' decisions were taken but NOT agreed by both sides - which means

    that appointment is not closed yet . In such a case, a new appointment can be booked with

    the senior engineer or the head of unit to discuss the non- agreed notes' decisions as follows :

    1

    2- The default view is the selected appointment details screen , Scroll down

    2

  • 8/2/2019 Penalty _ Appointments 1

    14/28

    3- Click the ( New Appointment ) button at the bottom of the page. 3

    4- Enter the missing Info. To complete the booking with the senior or

    / unit head then save 4

  • 8/2/2019 Penalty _ Appointments 1

    15/28

    5- Once you save the appointment, the calendar will be displayed,

    make sure to select the appropriate date and time .

    -

    5

    - y y y

    ( each slot = 10 minutes ), the same alert will be telling you the

    maximum number of slots allowed for reservation (booking)6

  • 8/2/2019 Penalty _ Appointments 1

    16/28

    7- Once you select the slots, your booking with the senior/ unit head

    is complete with the displayed details 7

    6- you can still cancel the slot by clicking on ( cancel Slot ) 6

  • 8/2/2019 Penalty _ Appointments 1

    17/28

    2.1. General Appointments :

    1- A new tab is provided in Working area (GeneralAppointments ), where

    you can go into & create an appointment with one of ( units' heads ) or

    ( section head ).1

    2- To create a general appointment , fill in all requiered fields then (Save) 2

  • 8/2/2019 Penalty _ Appointments 1

    18/28

    3- Once you save the appointment, the calendar will be displayed,

    make sure to select the appropriate date and time .3

    4- System will ask you to specify the numer of slots to be reserved

    ( each slot = 10 minutes ), the same alert will be telling you the

    maximum number of slots allowed for reservation (booking)4

  • 8/2/2019 Penalty _ Appointments 1

    19/28

    5- Once you select the slots, your booking is Pending for confirmation

    by the employee. 5

    6- you can still cancel the slot by clicking on ( cancel Slot ) 6

  • 8/2/2019 Penalty _ Appointments 1

    20/28

    2-2. General Appointments follow up :

    1- A new tab is provided in Working area ( Appointments ), where you

    can follow up all of your appointments ( status, details, search ) 1

    2- At the upper part of the screen, you can see a link for

    ( General appointments ) where you can follow up. 2

  • 8/2/2019 Penalty _ Appointments 1

    21/28

    3.1. Cancelling Applications' Appointments :

    1- To cancel a booked Application appointment, Go to ( Appointment )

    tab in the ( Working Area ). 1

    2- For the Applications' appointments cancellation :

    search for your booked appointments, or you can search by application

    type.2

  • 8/2/2019 Penalty _ Appointments 1

    22/28

    3- The list of booked appointments will be displayed, click on (

    View/cancel ) for the appointment you want to cancel.

    -

    3

    - , ,

    then ckick on ( Cancel ).4

  • 8/2/2019 Penalty _ Appointments 1

    23/28

    5- An alert will be asking you to confirm the cancellation.

    6- The Appointment is cancelled Now !

    5

    6

    7- To find all your cancelled appointments , select the search criteria

    as ( Cancelled ) and all cancelled appointments will be displayed. 7

  • 8/2/2019 Penalty _ Appointments 1

    24/28

    3.2. Cancelling General Appointments :

    1- To cancel a booked General appointment, Go to ( Appointment )

    tab in the ( Working Area ). 1

    2- For theGeneral appointments cancellation :

    search for your booked appointments. 2

  • 8/2/2019 Penalty _ Appointments 1

    25/28

    3- The list of booked appointments will be displayed, click on ( View )

    for the appointment you want to cancel.3

    4- As dispalyed in the picture below, Enter the remarks of cancellation,

    then ckick on ( Cancel ).4

  • 8/2/2019 Penalty _ Appointments 1

    26/28

    6- The Appointment is cancelled Now !

    5- An alert will be asking you to confirm the cancellation. 5

    6

    7- To find all your cancelled appointments , select the search criteria

    as ( Cancelled ) and all cancelled appointments will be displayed. 7

  • 8/2/2019 Penalty _ Appointments 1

    27/28

    1- Click on create ( NEW VERSION ) !

    4. Creating a New Version :

    It is Important to know that creating a new version of any returnedapplication without requesting an appointment with DM/Engineers to discuss with

    them,means that the applicant/customer has accepted all the notes mentioned by

    all groups who had checked the application If the version is returned twice, system

    will generate a penalty for all notes mentioned in it at the submission of the third

    version. ( no penalty fees for first time returned applications ).

    1

    2- If you didn't reply the notes & requested an appoinmtnet or sent a

    clarification system will alert you as follows ( Do you Agree on all

    previous version notes ???) if you select (ok) you can proceed in creating

    the new version, else, you have to go back to previous version notes to

    reply them .

    2

  • 8/2/2019 Penalty _ Appointments 1

    28/28

    3- In case of (OK) 13

    4- In case of (Cancel) .. GO back to section (1.1) point no. (4) 14