1. Trns•port SiteManager Materials Management and LIMS Presentation
Thursday, March 5
Diane Menz, PMP
Info Tech, Inc. Project Manager

2. Agenda
Introductions
Trns•port SiteManager Materials Management and LIMS Information
Materials Management and LIMS Demonstration
Overview and Process Flows
LIMS Recap
Additional Questions -

3. Introductions Connecticut Illinois Louisiana Minnesota
Missouri Montana
Nebraska New Mexico
Oklahoma South Carolina
Texas Vermont
Additional Attendees
Info Tech, Inc. New York

4. What is SiteManager?
Jointly developed, comprehensive construction management software product used by transportation agencies that covers the complete construction contract (award through completion) and materials management processes.
Cost Estimation
Decision Support
Materials Management
P,S&E Estimate
Proposal Preparation
Construction Management
Bid Letting
Contractor Management
Contract Award

5. BAMS/DSS Data Warehouse
Projects & Proposals
Estimation
Bid Lettings
Construction
Trnsport Intranet
BAMS/DSS Data Warehouse
CES
PES
LAS
SiteManager
CAS
Estimator
Expedite &
Bid Express
FieldManager

6. Functional Areas Contract/Contractor Management
contract (project, category, & item) & reference definition (item master, vendors, funding sources, & DOT offices), contract funding, stockpiles, force accounts, disputes/claims, subcontracts, document submission, checklist event & key date definition & tracking, and many more functions

7. Functional Areas (cont’d)
Contractor payments
automatic estimate generation based on authorized work; automatic adjustments for retainage, stockpiles, materials deficiency, and liquidated damages; full manual adjustment capable; automated approval work flow
Contract modifications (i.e., change orders)
quantity changes, time extensions, scope of contract; automated approval work flow

8. Functional Areas (cont’d)
Project-oriented civil rights monitoring
DBE compliance; EEO monitoring; wage & labor automated tracking; on-the-job training automated tracking and payment; contractor payrolls
System administration and configuration
User security; group security; code tables; system operational parameters for defaults; template facilities

9. Functional Areas (cont’d)
Materials management
Material definition; automated material associations to contract items; approved lists (samplers, testers, calibrated equipment, welders, qualified labs, producer/suppliers, etc.); sampling and testing requirement definition; standard AASHTO tests & unlimited user-definable templates; tracking of contract sampling and testing requirements

10. Functional Areas Field data collection
Daily Work Reports (DWR) - incl. weather, contractor staff & equipment, DOT staff & vehicles, extensive remark capabilities, work item progress, & force account progress; DWR templates; record attachments
Materials sampling & testing

11. Configurable Features
Generic Fields
Report Template Facility (RTF)
programming language developed by Info Tech
used for the development of reports, import and export processes, etc.
Attachments
allows execution of plug-ins, OLE, or URLs from many areas of application
Security (access controlled by user groups)

12. Generic Fields Example

13. Configurable Features
Daily Work Report Templates
associated with contract items
part of daily inspection process
Custom List & Records Templates
associated with contracts
part of contract records process
Material Test Templates
associated with contract materials
part of sampling process – allows entry of test results

14. DWR Template Example
Roadway Loop

15. SiteManager Licensees
23 Transportation Agencies, including New Brunswick
(California and Ohio have Evaluation License)

16. SiteManager Use ~ 23 Licensees
19 in full production
9 Construction and Materials
10 Construction only
3 in process of implementing Materials
3 in process of Implementation
2 implementing Materials with Construction
1 Licensing

17. SiteManager Laboratory Information Management System (SM LIMS)
Integrate material management and lab management
Restrict access to samples and tests
Based on qualifications and lab units
Assign default tests

18. SiteManager LIMS Queue Concept Controls ‘Who’ does ‘What’ and ‘When’
Define sample testing workflow
Include alternative workflows
Include test-triggered events
Establish material sample “chain of custody”
Keeps record of all labs that received sample
Keeps record of edits to test data

19. Workflow between SiteManager’s Materials Management and LIMS Components

20. Hierarchy of Labs
Note: Regional lab may also be a district lab or a residency.
Mention contract authority.
LIMS uses a hierarchy of labs to restrict access to samples and tests based on qualifications and lab units.

21. SiteManager Demonstration

22. Recap ~ LIMS Features Receive at Destination Lab (Receiving Dock)
Indicate sample received at lab building
Step may be omitted for field tests or samples shipped directly to Lab Unit
Receive at Lab Unit (Lab Technician)
Indicate sample received in lab for testing
Step may be omitted for field tests performed when the sample is logged.

23. LIMS Features Maintain Test Queue (Lab Manager)
Assign qualified testers
Cancel tests or add more tests
Assign due dates
Indicate priority
Monitor sample/tests progress

24. LIMS Features Enter Test Results Queue (Lab Technician)
Enters test results and marks test as complete
LIMS moves test to Review Tests queue
Review Tests Queue (Lab Supervisor/Manager)
Tests approved, or re-queued or order re-test
When all tests approved, LIMS moves sample to Review Samples queue
Sample won’t appear in Review Samples queue until all associated tests
are marked as complete in the Review Tests queue by the Lab Manager.
Returning a test to Review Test queue removes the entire sample from the window.

25. LIMS Features Review Samples Queue (Product Owner)
Reviews all sample tests to either return a test to the Review Tests queue or order re-test or
Authorizes sample
Sample status updated from LIMS
View-only Sample data
Control access with group security
Display sample and test data/remarks

26. LIMS Features Customize window layout and data views (User)
Choose column and sort order
Easy-to-use filters tailor data displayed
View / compare test data in a grid
Audit and track
Track sample and test status in LIMS workflow
View prior test results
Audit changes made to user records

27. LIMS Features Configure the LIMS system (Administrator)
Use established reference data from SiteManager
LIMS system parameters and code tables
Default and required tests assignment per material sample type
Group material products for authorization
LIMS alternative workflow and triggered events
LIMS window security

28. Key AASHTO Trns•port™ Benefits
National user group of other transportation agencies results in sharing of solutions and costs
Design incorporates “best practices” of participating transportation agencies
Licensees acquire a comprehensive, state-of-the-art system at a fraction of the development cost
Maintenance & continuing enhancements are responsibility of AASHTO

29. Key AASHTO Trns•port™ Benefits
Together with other Trns•port products, provides an integrated “cradle to grave” solution for construction design and administration life-cycle
Promotes agency standardization and greater accountability
Eliminates many manual processes and activities
Streamline auditing – electronic records

30. Any Additional Questions?