Prolog Converge Instructions

Prolog Converge Instructions Logging in Access Converge by going to: http://www.walbridge.com/ Select ‘Manage My Project’ and Select ‘Project Management’ Page 1 of 32 P:\Controls\1‐0001 ‐Oss\8x Prolog Upgrade\CONVERGE\Converge Instructions with Hot List Rev 4.docx Prolog Converge Instructions Enter in your user name and password provided by the Prolog Administrator. If your project has a Confidentiality Agreement, in order to access the project, you MUST view and agree to the Confidentiality Agreement. Do so by choosing ‘View Agreement’ and then choosing ‘Continue’. Page 2 of 32 P:\Controls\1‐0001 ‐Oss\8x Prolog Upgrade\CONVERGE\Converge Instructions with Hot List Rev 4.docx Prolog Converge Instructions Select ‘Enter’ for the appropriate project. If there is no Confidentiality Agreement, simply Select ‘Enter’ for the appropriate project. PROJECT FILES A file structure will be established for the job in order to store and share project documents, such as; Drawings and Specifications, RFI Attachments, electronic Submittals, etc. Following are the instructions for using this area. Quick tips for navigation: 1. Resize columns by hovering over the line to the right of the column heading until you get the selection arrows and then move them. Page 3 of 32 P:\Controls\1‐0001 ‐Oss\8x Prolog Upgrade\CONVERGE\Converge Instructions with Hot List Rev 4.docx Prolog Converge Instructions 2. You can choose Download to save to your computer. 3. When you choose ‘View’, you have two options. a. Prolog Converge – allows you to have additional functionality of redlining. b. Default – will open in the documents’ native format (i.e. pdf, Word, etc.) 4. There is a top and a bottom portion to this area. It allows you to select files from various folders and then create a .zip file for download. To do: a. Choose the ‘select’ box to the left of each drawing to move it to the bottom portion of the screen. b. Then choose ‘Get Selected’. Step 2 Step 1
Upload a Document 1. Highlight the file. 2. Choose ‘Upload New’. Page 4 of 32 P:\Controls\1‐0001 ‐Oss\8x Prolog Upgrade\CONVERGE\Converge Instructions with Hot List Rev 4.docx Prolog Converge Instructions 3. Choose ‘ Browse’. Page 5 of 32 P:\Controls\1‐0001 ‐Oss\8x Prolog Upgrade\CONVERGE\Converge Instructions with Hot List Rev 4.docx Prolog Converge Instructions 4. Select the file that you want to add and choose ‘Open’. 5. Choose ‘upload’ Page 6 of 32 P:\Controls\1‐0001 ‐Oss\8x Prolog Upgrade\CONVERGE\Converge Instructions with Hot List Rev 4.docx Prolog Converge Instructions DOCUMENT CONTROL Drawings & Specs All This will be the list of all Drawings, Specifications, and Sketches for the job. You can sort, group, and download attachments from this screen. To Sort: Click on any of the column headers and the display will be changed to sort in Ascending or Descending order of the column that you chose. Page 7 of 32 P:\Controls\1‐0001 ‐Oss\8x Prolog Upgrade\CONVERGE\Converge Instructions with Hot List Rev 4.docx Prolog Converge Instructions To Group: Grab anyone of the column headings and drag it to the top of the screen where it says, “Drag a column header here to group by that column”. Page 8 of 32 P:\Controls\1‐0001 ‐Oss\8x Prolog Upgrade\CONVERGE\Converge Instructions with Hot List Rev 4.docx Prolog Converge Instructions Actual Documents This provides a quick method for filtering the records to look for a particular item. For example, if you wanted to see the latest revision for Civil drawings only. You would choose Civil from the Discipline field, check the box for the Latest Revision and choose ‘Refresh’. When you add a Comment to document, it will automatically log the person and the date that it was entered. Page 9 of 32 P:\Controls\1‐0001 ‐Oss\8x Prolog Upgrade\CONVERGE\Converge Instructions with Hot List Rev 4.docx Prolog Converge Instructions Latest Revisions Will give you the latest revisions of all Drawings & Specs. As with the other screens, you can sort and group depending on your needs. Hotlist Create: Choose Create to enter a new Hotlist Item GENERAL TAB Subject: Short Description (mandatory) Complete the Type: Select from the drop‐down list Complete the Category: Select from the drop –down list. Importance (if applicable): Select from the drop‐down list. Assigned Date: Auto fills with today’s date. Due Date: Enter date or Select date from drop down (mandatory) Responsible Contact: Select from the Contact Search Responsible Company: Auto fills in based upon Contact Selected Description: Enter in detailed description If you are the Responsible Contact Reminder: Check this checkbox if you would like a reminder. Reminder Date: complete if you would like a reminder Click Save and Exit when complete A notification will be sent to the Responsible Contact. Page 10 of 32 P:\Controls\1‐0001 ‐Oss\8x Prolog Upgrade\CONVERGE\Converge Instructions with Hot List Rev 4.docx Prolog Converge Instructions Pending Me and My Company Records If the job is using Hotlist and you are assigned any records, they will be here for yourself and for your company. You will receive a notification via email when a Hotlist item is Pending Me. Subcon Click Edit On the General Tab You can set a Reminder Date and Time Page 11 of 32 P:\Controls\1‐0001 ‐Oss\8x Prolog Upgrade\CONVERGE\Converge Instructions with Hot List Rev 4.docx Prolog Converge Instructions Resolution Tab When Complete, Fill in the Resolution, the Complete Date and Percent Complete. If you want to add Comments, please complete the Comment section. Click Save and Exit when complete
When you click Save an automatic notification will be sent to the Author Company and Contact. The Author Company and Contact will be able to Close the Hotlist Item. Page 12 of 32 P:\Controls\1‐0001 ‐Oss\8x Prolog Upgrade\CONVERGE\Converge Instructions with Hot List Rev 4.docx Prolog Converge Instructions RFI’s (Subcontractor’s Standard Permission) Create Choose Create when you want to submit a question to Walbridge. GENERAL INFO TAB 1.
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Enter in the Subject Enter in ‘ Importance’ and ‘Date Required’ if necessary Select the Discipline Select the Category Enter in the Initiator RFI Number (if necessary) Enter in the Question by choosing the ‘Add/View Comments….” General Information tab Choose Add/View Comments to add the Question. Page 13 of 32 P:\Controls\1‐0001 ‐Oss\8x Prolog Upgrade\CONVERGE\Converge Instructions with Hot List Rev 4.docx Prolog Converge Instructions NOTES TAB 1.
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Enter in the Suggestion ‐ like the question, choose ‘Add/View Comments….” Enter in Comments (if applicable) – like the question, choose ‘Add/View Comments….” Enter in the Spec Section (if applicable) Enter in the Sketch Number (if applicable) Page 14 of 32 P:\Controls\1‐0001 ‐Oss\8x Prolog Upgrade\CONVERGE\Converge Instructions with Hot List Rev 4.docx Prolog Converge Instructions CONTRACT DRAWINGS Currently you are not able to Add drawings to link, however, if the Project Team has linked the RFI, you will be able to view these links. IMPACT Will be able to View the information after Walbridge has entered the information. COURTESY COPIES Will be able to View the information after Walbridge has entered the information. FILES 1.
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Choose ‘Quick Upload’. Choose the file(s). Choose Upload. It will now be attached to the RFI. ADDITIONAL FIELDS Complete if Applicable. Page 15 of 32 P:\Controls\1‐0001 ‐Oss\8x Prolog Upgrade\CONVERGE\Converge Instructions with Hot List Rev 4.docx Prolog Converge Instructions WHEN READY TO SUBMIT: You may choose Save and Exit if you are not ready to Submit, otherwise: * Choose ‘Save and Exit’. Click “OK”. Click “OK”. RFI’s My Action Required GENERAL INFO TAB Page 16 of 32 P:\Controls\1‐0001 ‐Oss\8x Prolog Upgrade\CONVERGE\Converge Instructions with Hot List Rev 4.docx Prolog Converge Instructions 1. Enter in the Answer by choosing the ‘Add/View Comments….” General Information tab Choose Add/View Comments to add the Answer. Page 17 of 32 P:\Controls\1‐0001 ‐Oss\8x Prolog Upgrade\CONVERGE\Converge Instructions with Hot List Rev 4.docx Prolog Converge Instructions NOTES TAB 2. Enter in Comments (if applicable) – like the question, choose ‘Add/View Comments….” 3. Enter in the Spec Section (if applicable) 4. Enter in the Sketch Number (if applicable) Page 18 of 32 P:\Controls\1‐0001 ‐Oss\8x Prolog Upgrade\CONVERGE\Converge Instructions with Hot List Rev 4.docx Prolog Converge Instructions CONTRACT DRAWINGS Currently you are not able to Add drawings to link, however, if the Project Team has linked the RFI, you will be able to view these links. COLLABORATION You will need to log a line of collaboration if you need to re‐direct the RFI to another architect to answer To do so: 1. Enter the date in the ‘Date Received’ column. 2. Remove the checkmark in the Action box (if you do not remove, you will receive another email notification). 3.
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Choose New to add a new row to log the collaboration from you to the next architect. In the “To Company” choose the appropriate company by Choose the correct contact in the “To Contact” filed. Leave the default date. Leave the checkmark in the Action box on the New Line . This must be done in order to re‐
direct it to the next architect/engineer/recipient. Page 19 of 32 P:\Controls\1‐0001 ‐Oss\8x Prolog Upgrade\CONVERGE\Converge Instructions with Hot List Rev 4.docx Prolog Converge Instructions 8. DO NOT ATTACH files at this point, you will attach them under the Files tab. *
ONLY SEND TO WALBRIDGE…….. *
ACTION BOX MUST HAVE A CHECK MARK…….
IMPACT Will be able to View the information after Walbridge has entered the information. COURTESY COPIES You can cc others from your team, by using this tab. FILES 9.
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Choose ‘Quick Upload’. Choose the file(s). Choose Upload. It will now be attached to the RFI. Page 20 of 32 P:\Controls\1‐0001 ‐Oss\8x Prolog Upgrade\CONVERGE\Converge Instructions with Hot List Rev 4.docx Prolog Converge Instructions ADDITIONAL FIELDS Complete if Applicable. WHEN READY TO RE‐DIRECT THE RFI TO ANOTHER ARCHITECT: If you need to re‐direct the RFI Choose Notify and ‘Send RFI’. * Click “OK”. Page 21 of 32 P:\Controls\1‐0001 ‐Oss\8x Prolog Upgrade\CONVERGE\Converge Instructions with Hot List Rev 4.docx Prolog Converge Instructions Click “OK”. TO SEND THE INFORMATION TO THE CC’S. Follow the same process as ‘sending the RFI’ except choose ‘Send cc’s’, if the project is using separate Notifications. Otherwise just select Send RFI with CC Page 22 of 32 P:\Controls\1‐0001 ‐Oss\8x Prolog Upgrade\CONVERGE\Converge Instructions with Hot List Rev 4.docx Prolog Converge Instructions WHEN READY RETURN THE RFI BACK TO WALBRIDGE: 13. Fill in the Date Answered 14. Click Save and Exit or Click Save * An automatic response will be sent to everyone listed in the From Collaboration and the CC’s. When Walbridge closes the RFI an automatic response will be sent to the Answer Contact, Initiating Contact, everyone listed in the To Collaboration and the CC’s. Page 23 of 32 P:\Controls\1‐0001 ‐Oss\8x Prolog Upgrade\CONVERGE\Converge Instructions with Hot List Rev 4.docx Prolog Converge Instructions REPORTS Choose ‘Reports’ from the main header. THE FIRST TIME ONLY YOU USE REPORTS: you will need to choose Options and choose ‘Format > Plain’ and ‘Logo > User Report Header Logo’. Choose “OSS Reports” then “Converge Reports” and then choose the applicable report. Page 24 of 32 P:\Controls\1‐0001 ‐Oss\8x Prolog Upgrade\CONVERGE\Converge Instructions with Hot List Rev 4.docx Prolog Converge Instructions To Print an ‘RFI’ report, choose RFI010 or RFI011 and then select the RFI number from the Number field. Then choose ‘View’ to run the report. To run ‘all’ of your data, choose one of the other reports. Page 25 of 32 P:\Controls\1‐0001 ‐Oss\8x Prolog Upgrade\CONVERGE\Converge Instructions with Hot List Rev 4.docx Prolog Converge Instructions SUBMITTAL PACKAGES & REGISTER Please contact your project team for project specific electronic submittal procedures. You will see items in the appropriate areas, shown below, throughout the Submittal Process. FIELD ADMINISTRATION (Subcontractor’s Only) Daily Work Journal To create a new record: 1. Go to Field Administration > Daily Work Journal. 2. Choose ‘Create’. 3.
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Select the ‘Crew’ if applicable. Enter in ‘Work Description’ on the Work Description/Schedule tab. Go to the Manpower/Labor Tab. Choose ‘New’ and add all of the appropriate lines of data for the work performed for that day. Page 26 of 32 P:\Controls\1‐0001 ‐Oss\8x Prolog Upgrade\CONVERGE\Converge Instructions with Hot List Rev 4.docx Prolog Converge Instructions 7. Do the same for the Equipment tab. 8. Files Tab: Add any files that need to be referenced. 9. Choose ‘Save and Exit’. 10. If you add incorrect Manpower/Labor enter in 0 for Hours and Headcount. 11. If you add incorrect Equipment enter 0 in Quantity. For subsequent Dailies: 1. Go to Field Administration > Daily Work Journal. 2. Choose ‘My Company Records’. 3. Choose ‘Copy’. 4. Change the date to the applicable date and update the record accordingly. Page 27 of 32 P:\Controls\1‐0001 ‐Oss\8x Prolog Upgrade\CONVERGE\Converge Instructions with Hot List Rev 4.docx Prolog Converge Instructions 5. When complete, choose ‘Save and Exit’. NOTE: The records will be available until Walbridge has checked them. You can however print a report of all of your Daily Work following the directions provided in the next section. REPORTS Choose ‘Reports’ from the main header. THE FIRST TIME ONLY YOU USE REPORTS: you will need to choose Options and choose ‘Format > Plain’ and ‘Logo > User Report Header Logo’. Page 28 of 32 P:\Controls\1‐0001 ‐Oss\8x Prolog Upgrade\CONVERGE\Converge Instructions with Hot List Rev 4.docx Prolog Converge Instructions Choose “OSS Reports” then “Converge Reports” and then choose the applicable report. To Print a ‘Daily’ report, choose DL010 and then select the date from the Date field. Then choose ‘View’ to run the report. To run ‘all’ of your data, choose DL030. Page 29 of 32 P:\Controls\1‐0001 ‐Oss\8x Prolog Upgrade\CONVERGE\Converge Instructions with Hot List Rev 4.docx Prolog Converge Instructions ADMINISTRATION You will be able to change your password if you do not like the one that was assigned. If you forget your password we will be able to RESET it only. REPORTS Depending on permissions will depend on what reports you will be able to see. Choose ‘Reports’ from the main header. Page 30 of 32 P:\Controls\1‐0001 ‐Oss\8x Prolog Upgrade\CONVERGE\Converge Instructions with Hot List Rev 4.docx Prolog Converge Instructions Choose “OSS Reports” then “Converge Reports” and then choose the applicable report. THE FIRST TIME YOU USE IT: you will need to choose Options and choose ‘Format > Plain’ and ‘Logo > User Report Header Logo’. Choose “View”. It defaults to PDF format; you can change if you would like a different format. Page 31 of 32 P:\Controls\1‐0001 ‐Oss\8x Prolog Upgrade\CONVERGE\Converge Instructions with Hot List Rev 4.docx Prolog Converge Instructions Page 32 of 32 P:\Controls\1‐0001 ‐Oss\8x Prolog Upgrade\CONVERGE\Converge Instructions with Hot List Rev 4.docx