Operations Evaluations

Background

The Operations Evaluation ("Ops Eval") record enables Project Managers to solicit and respond to operations evaluations in PMWeb.

Project Managers can request and respond to operations evaluations within PMWeb. Region Traffic Resident Engineers (“Traffic REs”) can respond to requests and deliver recommendations within OnBase. PMs respond to recommendations and specify which ones were included in the project's design and final build. There is no limit on the number of communications between the Project Manager (via PMWeb) and the Traffic RE (via OnBase). 

Access: This record is located in the Records module of PMWeb.

Related Pages: N/A

Job Aids

The following job aids and reference guides are relevant to Operations Evaluation records:

• Request an Operations Evaluation

• Respond to Ops Eval Design Recommendations

• Record Final Responses to Ops Eval Recommendations

• CDOT Operations Evaluation in PMWeb Lunch and Learn - 12-19-2023 PowerPoint

• Recorded Ops Eval sessions

To request additional training or documentation, please submit a Help Request in PMWeb. 

Record Guidance

Only certain sections of the Ops Eval record are editable from within PMWeb. 

Sections editable by PMs in PMWeb

• Record Detail (all fields)

• Additional Components / Funding Sources tab

  • Additional Funding Sources table

  • Additional Components table

• Design tab

  • Design table

    • "Included In Design" column

    • "No Design" column"

• Finals tab

  • Finals table

    • "Built" column

    • "Not Built" reason

All other fields are imported from OnBase and are not editable from within PMWeb.

Notes Tab

Use the Notes tab to include "Additional Notes" to send to OnBase.

Attachments Tab

The Attachments tab does not integrate or otherwise "communicate" with OnBase. Any attachments included on the PMWeb record will only show up in PMWeb. 

Report Guidance

There are no reports available for this record.

Integration and Trigger Guidance

The Ops Eval record integrates with or triggers to/from the following:

• Data and recommendations from Traffic Resident Engineers are imported directly from OnBase into the Ops Eval record in PMWeb. Communication between PMs and Traffic REs occurs seamlessly through these linked systems.

• Changes made in OnBase are pushed by the Traffic Engineer and reflected in the Ops Eval record in PMWeb.

• Changes made in PMWeb are pushed by the Project Manager and reflected in the Ops Eval record in OnBase.

FAQs

Which PMWeb project types require an Ops Eval?

All projects in PMWeb require an Ops Eval Request. The Region Traffic Engineer will determine if an Ops Eval is required for the project.

On-System, Local Agency projects require an Ops Eval Request. You can identify if these conditions apply to your project by navigating to the main Project record > Additional Info tab > Project Manager - PM Details > Off System & On System row.

How do I create an Ops Eval record?

Project Managers do not need to create Ops Eval records. PMWeb automatically generates an Ops Eval record when a Project record is created. If you don’t see an Ops Eval record for your project, one or more of the following may be the case:

• Your project was created prior to the release of the Ops Eval record. For those projects, the entire operations evaluation process still occurs in OnBase.

• Your Project record does not yet exist. 

• You have not yet been added to your project in the Users tab of the Project record.

How do I transfer responsibility of the Ops Eval record to the Construction PM?

Design PMs can "hand off" the Ops Eval record to Construction PMs by using the Delegate function in the Workflow tab. Users can't delegate the record unless it is currently in their workflow step. 

If Project 12345 was combined with Project 12346, do I need to complete both Ops Evaluations or can I enter all my data in the primary record?

Enter your information in separate records.

When will the Ops Eval record show as "closed"?

The record remains open as long as a project is active. The status field will read as “closed” when the status for the Project is changed to “closed” in SAP.

What happens if my project was "exempt" but now needs an Ops Eval?

Communicate with dot_tsmoevaluation@state.co.us and your Region Traffic Engineer. They can reset the Ops Eval in OnBase and the evaluation can be completed. Once the refresh occurs, the OpS Eval status will update to blank and the record will move into the PM's court.

What happens if I respond to recommendations at the same time new recommendations are added in OnBase?

If new recommendations are added while you are responding to existing recommendations, PMWeb will put the record back in your court within a few minutes after your submission.

Are there any reports associated with the Ops Eval record?

There are currently no Ops Eval record reports. If you would like to suggest a report, please submit a System Idea.

If I respond “Yes” to the question, “Is any existing access going to be reconstructed, modified, relocated, or closed?” in the Record Detail section, will this prompt me to fill out contingent forms down the line?

No, this is not a dependency built into the system.

What happened to the "Additional Notes" field?

PMs can send additional notes to OnBase via the Notes tab.

• Operations Evaluation page on the Employee Hub