Monthly Archives: June 2015

8.15.0 Release

8.15.0 Release

New Functionality

Request for Alternative workflow

Based on feedback, we have amended the Request for Alternative workflow.  In version 8.15.0, the General Contractor creates and issues the Request for Alternative.  Once issued, the Prime Consultant is alerted and is able to Close the Request for Alternative. RFA

General Contractor reports (Submittal, RFI, CRX)

Reports, specific and only viewable for those in the General Contractor role, are available for Submittals, RFI and CRX’s.

General Contractor Submittal Report

GC Submittal

General Contractor RFI Report

  • Age (Days) is calculated as the difference between the current date and the date the RFI was Submitted on.
  • Response Time (Days) is calculated as the difference between the date the RFI Closed on and Submitted on Date.
GC RFI See the below “Enhancements – RFI” for further details on the Short Description column.

General Contractor CRX Report

GC RFI

Enhancements

Request for Information

A text box, called Short Description, is available for the General Contractor to store details of the RFI for reporting purposes only.  Text entered into this area is limited to a maximum of 200 characters. rfi

CRX Standard Report

CRX dollar values will populate on the CRX Standard Report when the CRX is in Submitted or Closed status only.

Tagging

We have included the ability to Tag to a Change document.

Tasks

Task Types, found in Tasks and Meeting items, are now sorting by
  1. Project
  2. Meeting Type
  3. Sort Order
  4. Title
As such, all Project specific Task Types will be grouped together and all Global (across all project) Task Types will be grouped together, displaying in the format of: Item Title [Meeting Type] [Project or Global] task

Fixes

Request for Information

Identified Issue: Prime Consultant Role were able to edit RFI’s in “Returned to Initiator” status.

Sub-Contractor Request for Information

Identified Issue: Selecting print preview when editing a Sub-Contractor RFI generated an error.

Performance Report

Identified Issue: “Summary By Office” Average Submittal calculation was including “As Builts” and “O & M Manual” Submittal types.  Since “As Builts” and “O & M Manual” Submittal types are not included in the Submittal Average Response Time calculations, these should not be included in the “Summary By Office” Average Submittal calculation.

Meeting

Identified Issue: If a Meeting Item was created without a “Task Type”, it did not display in the edit page of the Meeting or on the printed form. Identified Issue: “Mark Closed” item selection included an “>” in the text.

Time Sheets

Identified Issue: The rate field of a Manual Line Item was not being saved upon Submitting.

CRX

Identified Issue: If a Sub-Contractor already initiated a Sub-Contractor Quotation for a CRX, the Sub-Contractor received an error when selecting the CRX “Pricing Required” alert.

Sub-Contractor Change Order

Identified Issue: Selecting print preview when editing a Sub-Contractor Change Order generated an error. Identified Issue: The General Contractor Role was unable to view or PDF Sub-Contractor Change Order’s from the Browse/Search page.

Configuring Task Types

Identified Issue: Selecting delete on a Global Task Type doesn’t delete the Task Type.

Markup

Identified Issue: Inconsistently, when Marking up a document, the Markups are not saved into the PDF before Onware returns to the previous screen.

Rich Text Editor text box

Identified Issue: If an additional paragraph was included with no text, when the View or PDF of the document was generated, a question mark “?” appeared.

8.14.1 Release

8.14.1 Release

Fixes

Tagging

Identified Issue: The Zoom set on the preview thumbnail of a drawing resulted in needing to scroll left or right to Tag. Identified Issue: If PDF document was rotated, the resulting tag did not generate a hyperlink.

File Folder Template

Identified Issue: Error encountered when attempting to access the File Folder Template link from within Onware Tools when a project was not selected in the Navigation Menu.

Meetings

Identified Issue: Unable to close a Meeting Minute item.

8.14.0 Release

8.14.0 Release

New Functionality

Setting

Require a Partner in Charge to issue a CO

The “Require a Partner in Charge to issue a CO” setting adjusts the default workflow of a Change Order.  When the setting is enabled, the Prime Consultant will only be able to “Submit” the Change Order, not issue it.  Upon Submitting, an alert is directed to the individual identified as the Partner In Charge on the project, who has the ability to issue the Change Order.  At issuance, the Change Order will follow the default workflow. A Change Order will not be able to be Submitted unless a Partner In Charge is set on project. The individual identified as the Partner In Charge must also be set with a Prime Consultant Role on the project.

Standard Form

Sub-Contractor RFI

All project participants are able to view a Sub-Contractor RFI when it is linked to an RFI.

Submittals

Sub-Contractors can create Submittal Revisions. General Contractor and Onware Administrator can re-open Submittals.

Enhancements

Meetings

The Meeting Minute items can be customized for each meeting type (e.g. Site Meeting, Contract Administration meeting). For example, you can now have specific item types for a “Contract Administrator” meeting, and different item types available for a “Site Meeting”. An Onware Administrator can configured Task Types two ways :
  • Project specific
    • Navigation Menu, select Quality Control > Tasks > Tools > Configure
  • Globally (for the entire Onware site)
    • Navigation Menu, select Onware Tools > Configure Task Types.

Markup

We have adjusted the default color and transparency used for circle and square mark ups.  The border has been set to red and the fill is set to transparent.  While the default colors have been adjusted, color and transparency can still be amended as required.

Stamping

Based on feedback, we have enhanced the stamping functionality to allow a stamp to be applied to each page, directly within the Stamping area, without having to return to the Transmittal and selecting “Stamp” again!

Cover Letter

Based on feedback, we have enhanced the ability to choose which project participants to send a Cover Letter to.  You can now create a new person directly within a Cover Letter, as well as select “Browse for Project Participants”.  “Browse for Project Participants” will display a pop-up box of all project participants and allow you select multiple people at once.

Preferences

If your user account (Preferences) has E-mail Subscriptions set which you would like to remove, you can now select multiple email subscriptions to be removed simultaneously.

Supplemental Instruction

When a General Contractor receives an alert to Acknowledge an SI, an additional action button, labelled “Acknowledge & Create CRX”, is available, to expedite the General Contractor suite of documents.  Selecting this action button will change the status of the SI to Acknowledged, as well as initiate and auto-populate information from the SI into a CRX.

Change

The “Total Quoted Value” field in the Change will populate with the Accepted quotations “Total Quoted Cost”.  If there is a value already present in the “Total Quoted Value” field when a Quotation is accepted, the existing value will be overridden and replaced with the Accepted Quotations “Total Quoted Value”.

Fixes

Projects

Identified Issue: If the “Active” search filter was set to “All”, the search results only displayed inactive projects.

Progress Claim

Identified Issue: When the values of a Progress Claim, in “Requesting Recommendation” status, are amended, the printed version of the document (View or PDF) did not reflect the amended values.

Recommendation

Identified Issue: Sub-Consultant is unable to delete their initiated Recommendation.

Site Visit

Identified Issue: Observation text entered in a New Item is not saved automatically when a picture is uploaded.  As a result, the Observation text was deleted.